Europe seems extremely likely to cut rates in June, in my view, as progress on inflation has been significant.

Following a run of stronger-than-expected inflation prints, S&P Global Market Intelligence analysts now expect an initial rate cut by the Federal Reserve at December's meeting.

U.S. markets are trading at record highs. What's driving the gains? What is the breadth looking like? What the latest earnings season is telling us about equities.

The economic backdrop within many EM countries has already turned supportive of growth, asset prices, and currency appreciation.

It will be a busy week filled with a wide range of economic releases, with the focus falling on the consumer and the Fed’s preferred inflation gauge.