Global Economics
Find economic insights and analysis on the latest geopolitical and macroeconomic developments and their local and global implications.
Exclusive Banxico Post-Decision Report: Surprise!
In a surprise to many, Banxico announced its decision to cut the overnight policy rate by 25bp to 6.25% at the November 5 meeting.
Blue Tsunami
The midterm elections have turned into a Blue Tsunami.
Exclusive Banxico Preview: Dovish tone
We expect Banxico to hold the overnight policy rate at 6.50% at the November 5 meeting.
Global Daily: Showdowns
This week is shaping up as a series of showdowns. In the United States we have the midterm elections where prediction markets favour the Democrats...
Lagarde's resignation starts the search for a new ECB president
The departure of three board members and recent bond market volatility increase the likelihood that a familiar face may return to the ECB.
Managing Expectations
This report examines activity, inflation pressures and financial conditions in the Australian economy, providing an update on the outlook for interest rates.
The ECB prepares a December hike, and a hold after that
The ECB decided to leave policy unchanged. The ECB signals that December hike is likely, and that this may be the last in the cycle.
More information required
The FOMC remained on hold today, but Hammack and Cook dissented in favor of a hike.
Exclusive Escalation(s) or de-escalation(s) imminent?
Exclusive Bank of Canada Post-Decision Report: "Not going to feel good"
The Bank of Canada raised its overnight rate by 25bp to 2.50%.
Exclusive Feeding the animal protein market in 2027
This paper assesses the 2027 feed-cost outlook for animal protein producers in the US and Mexico and identifies the market, supply-chain, and procurement risks most...
Exclusive Global pork quarterly Q4 2026: Weaker demand trends add new risks to 2027 production outlook
Global pork markets face weaker demand, rising costs, and shifting trade flows, increasing uncertainty around production plans for 2027.