The wireless telephone services component of US CPI has been behaving strangely over the past year. The recent behaviour is really two things stacked on top of a long structural trend. The first is a methodology change. From the July 2025 CPI, released in August, BLS...
De la Espriella’s narrow runoff win prompted the market to price a more orthodox, pro-business stance. That meant a stronger peso and lower risk premia, with a chance of reopening investment sensitive sectors such as energy. The optimism runs up against a...
Every time I watch the FIFA World Cup, there’s always something that surprises me. I didn’t expect Japan to score against Brazil in the first half, nor did I expect Cape Verde to tie with Spain. When about 70,000 people flock to host cities like Kansas...
A developing El Niño is becoming an important force in the inflation outlook over the next year. By shifting global rainfall patterns, it can bring drought to some regions and heavy rain to others, with the greatest economic impact often felt through food production....
I’ve been to Paris many times over the years. Each time I’ve visited I’m always surprised at how much I still have to learn about the City of Light. I always say I’ll learn about the arrondissement system, and I promise next time I visit, I will know precisely...
Today, the United States and Iran have signed a deal ending the war. Among the many points outlined in the agreement, the normalization of trade through the Strait of Hormuz, scheduled for tomorrow, is the most consequential for oil markets. Front-month futures fell...
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