Economy
Exclusive Banxico preview: Wait and see
We expect Banxico to hold the overnight rate at 6.50% when it announces its decision on Thursday, September 24.
Research
Eurozone inflation is re-energized
Higher energy prices drive Eurozone inflation higher. The immediate rebound is energy-driven, but higher energy and distribution costs also feed into core inflation.
Research
Another ECB hike is now more likely than not
We forecast an additional ECB hike to 2.75% in December on the back of higher energy price forecasts.
Research
France: Le Pen would bring fiscal uncertainty and friction with EU
Polls indicate that Le Pen could win the race for the French presidency. Subsequent parliamentary elections could extend uncertainty through spring.
Research
The Fed's Declaration of Independence
Today the FOMC unanimously decided to raise the target range for the federal funds rate by 25 bps.
Research
Brazilian coffee monthly update: August 2026
Read about exports, prices, weather, stocks, and crops in our latest update about the Brazilian coffee industry.
Update