Inflation
Between Signals and Flexibility: the Central Bank’s Communication in F
Domestically, both the Copom Minutes and the Quarterly Inflation Report (RPM) highlighted an asymmetrically upside-skewed inflation risk balance and suggested a declining
The U.S. and Iran reached a provisional agreement
Externally, over the weekend, the U.S. and Iran reached a provisional agreement to reopen the Strait of Hormuz and move toward ending the conflict.
Diesel under pressure | How will the closure of Hormuz impact fuel supply and inflation in New Zealand and Australia?
RaboResearch Global Energy Strategist Joe DeLaura unpacks diesel supply chain disruptions stemming from tensions at the Strait of Hormuz....
Exclusive Risks persist despite fragile ceasefire
Domestically, March’s IPCA printed above all expectations, already incorporating some of the Middle East pass-through. Externally, the US and Iran agreed a two-week cea
Exclusive Food price inflation to hit European wallets by Christmas
Food price inflation will rise in Europe due to higher energy costs, triggering consumer reaction and possibly declines in retail sales volumes and foodservice traffic.
Exclusive Buying time
Externally, the U.S.–Iran conflict has now reached the one‑month mark with no concrete progress, heightening global uncertainty and raising risks for inflation and fina