UK Economics Chart Pack UK Economics Chart Pack (Nov. 2026) While the economy has been remarkably resilient to higher interest rates and borrowing costs, the coming rise in CPI inflation is likely to dampen real GDP growth from 1.5% this year as a whole to 1.0... 4th November 2026 · 1 min read
Australia & New Zealand Data Response New Zealand Labour Market (Q3 26) We doubt that the prolonged weakness in New Zealand’s labour market will prevent the RBNZ from hiking rates further at its December meeting but it does mean that the Bank will ultimately tighten... 3rd November 2026 · 2 mins read
US Commercial Property Update Recent losing metros showing signs of turning the tables The fortunes of some of the best- and worst-performing metro labor markets of recent years are starting to turn. San Francisco is resurgent, Miami is faltering and D.C. is hemorrhaging office jobs... 3rd November 2026 · 4 mins read
Europe Economics Update EZ labour market is cooling The euro-zone’s unemployment rate is close to a record low, but it has risen slightly and the latest surveys point to the labour market getting looser. This is a key reason why we think the risk of... 2nd November 2026 · 2 mins read
Australia & New Zealand Economics Update Tighter immigration settings a long-term downside risk There are some early signs that tighter immigration rules are starting to reduce net migration and there’s a risk that the government will curb migrant inflows further over the coming years. With... 2nd November 2026 · 3 mins read
Japan Rapid Response Japan Activity & Labour Market (Sep. 26), Tokyo CPI (Oct. 26) The end-month data rush shows that economic activity is holding up, the labour market remains very tight and inflation continues to strengthen. Accordingly, we’re sticking to our forecast that the... 30th October 2026 · 2 mins read
Global Economics Chart Pack Global Economics Chart Pack (October 2026) The world economy remains resilient, with business surveys suggesting that growth has accelerated in recent months. World trade is expanding strongly, helped by the AI buildout, while consumption has... 29th October 2026 · 1 min read
US Economics Update Payrolls to bounce back from post-summer slump The latest labour market indicators continue to portray a low-hire, low-hire environment. Accordingly, we’re forecasting a 70,000 rise in payrolls and a tick down in the unemployment rate to 4.1% in... 29th October 2026 · 4 mins read
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
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
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
