Long-awaited economic strategy plan limits its focus to the fiscal agenda. Kudrin argues that Russia must increase "productive" spending and limit the

We have shown that large movements in a handful of categories have thrown off inflation readings in the US and the Euro zone. We look for similar dist

Markets hunt down divergence trades Equity flows chase growth standouts Softer USD-lift for corporate earnings? U.S. debt ceiling-kicking the crisis d

We look more closely at the recent pick up in core inflation, and find that much of it can be explained by just three sectors, all related to tourism.