China Chart Pack China Chart Pack (Oct. 2026) Our China Activity Proxy suggests that growth weakened further in Q3, in contrast to official figures which showed growth picking up. Exports continued to outperform on the back of strong AI and green... 29th October 2026 · 1 min read
Australia & New Zealand Chart Pack ANZ Chart Pack (October 2026) Our ANZ Chart Pack has been updated with the latest data and our analysis of recent developments. Underlying inflation in Australia gained traction in Q3, while leading indicators suggest that it will... 29th October 2026 · 1 min read
RBA Watch Hawkish RBA will hike again for good measure With inflationary pressures unrelenting, the RBA will lift its cash rate by 25bp to an 18-year high of 4.85% at its November meeting. That hike will put policy settings well and truly into restrictive... 28th October 2026 · 8 mins read
Australia & New Zealand Economics Update RBNZ still on course to tighten a bit further The RBNZ’s decision to leave rates on hold today was finely balanced and the Committee signalled that further tightening remained likely. That said, the Bank’s cautious approach supports our view that... 28th October 2026 · 3 mins read
Australia & New Zealand Rapid Response Australia Consumer Prices (Q3/Sept. 2026) With underlying price pressures gaining traction, it looks increasingly likely that the RBA will put its foot on the brakes sooner rather than later. 28th October 2026 · 2 mins read
Middle East & North Africa Economics Update Iran: will economic pain force the regime to capitulate? The US naval blockade that has now been in place for more than 100 days is imposing severe pain on Iran’s economy, with the rial tumbling and inflation at close to 90% y/y. But the extent to which... 27th October 2026 · 3 mins read
Canada Chart Pack Canada Chart Pack (Oct. 2026) GDP growth looks to have lost some momentum in the third quarter, and headwinds from new tariffs and ongoing CUSMA uncertainty will weigh on activity over the next few quarters. While most measures of... 26th October 2026 · 1 min read
Middle East & North Africa Economics Update Fall in Egyptian pound not a cause for panic The latest fall in the Egyptian pound may delay interest rate cuts and raising the cost for the government of servicing its FX debts. But these challenges should be manageable. And the bigger picture... 26th October 2026 · 4 mins read
India Economics Weekly MPC minutes point to further policy tightening The MPC minutes of the RBI’s October MPC meeting – in which the repo rate was hiked by 25bps to 5.50% – give a fairly strong indication that the committee will follow up with further tightening over... 23rd October 2026 · 3 mins read
Australia & New Zealand Economics Weekly Hawkish RBA may yet hike rates again RBA Deputy Governor Andrew Hauser’s hawkish comments this week have heightened the risk of another rate hike in November. Elevated energy prices, the AI investment boom and weak productivity threaten... 23rd October 2026 · 5 mins read
Japan Economics Weekly RENGO pushing for another large Shunto pay hike With the energy cost shock barely making a dent in Japan's trade balance and corporate profits going from strength to strength, trade unions are demanding another strong pay hike in next year's spring... 23rd October 2026 · 4 mins read
Bank of Japan Watch Risks to our interest rate forecasts shifting to the upside The Bank of Japan will leave policy settings unchanged at its upcoming meeting but will signal continued concerns about upside risks to inflation. With little evidence that the tightening delivered so... 23rd October 2026 · 8 mins read
Japan Rapid Response Japan Consumer Prices (Sep. 2026) With underlying inflation back above the Bank of Japan’s 2% target, the case for further tightening remains on solid ground. 23rd October 2026 · 2 mins read
US Chart Pack US Chart Pack (Oct. 2026) Strong AI-related investment and resilient consumption should cause GDP growth to rebound in the third quarter and maintain a growth rate of about 2.5% in the coming year. Despite the recent slowdown... 22nd October 2026 · 1 min read
Emerging Europe Chart Pack Emerging Europe Chart Pack (October 2026) Emerging Europe has weathered the energy shock well and we expect regional growth to strengthen in 2027. We remain upbeat on growth in Poland and Czechia, but more cautious than the consensus on... 22nd October 2026 · 1 min read
India Chart Pack India Chart Pack (Oct. 2026) After a very strong run, India’s economy is set to cool but annual GDP growth is still on course to average an impressive 7% from 2026-2028. Rising food prices on account of a weak monsoon will push... 22nd October 2026 · 1 min read
