Asia Economics Update Can Indonesia’s GDP statistics finally be trusted? Indonesia’s Q3 GDP data show that economic growth picked up to 5.5% y/y and signs that the statistics office has stopped smoothing the data have partly restored our faith in the official figures. But... 5th November 2026 · 3 mins read
Climate Economics Update COP31 struggles for relevance The forthcoming COP31 climate conference risks being overshadowed by the fallout from the US midterms. In any case, the more consequential developments for the green transition are continuing to take... 5th November 2026 · 3 mins read
India Economics Update New services index will aid policymaking over time India’s new Index of Services Production has some notable limitations including a short back series and a lack of coverage in key areas such as health, education and defence. But it is another... 5th November 2026 · 3 mins read
Asia Economics Update Solid external position a buffer for the rupiah, for now Indonesia has a relatively solid external position, with the current account deficit still small and foreign exchange reserves comfortably covering the country’s short-term external financing needs... 4th November 2026 · 3 mins read
Australia & New Zealand Rapid Response Australia Household Spending Indicator (September 2026) Household spending volumes rose at the same pace in Q3 as in the previous quarter, which suggests that consumption has yet to slow in response to weaker real income growth. 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
Asia Economics Update Korea’s car industry braces for China Shock 2.0 Korea’s car industry has weathered competition from China relatively well so far, but this resilience may not last as global demand shifts towards electric vehicles (EVs). This poses a growing risk to... 3rd November 2026 · 3 mins read
China Rapid Response Hong Kong GDP (Q3 Preliminary) Hong Kong's economy expanded by 5.2% y/y in Q3, up from 4.2% in Q2 and well above market expectations. In seasonally adjusted q/q terms, growth accelerated to a brisk 1.9%, reversing the previous... 3rd November 2026 · 2 mins read
Australia & New Zealand Economics Update RBA is probably done tightening The RBA lifted its policy rate to an 18-year high today but noted that monetary conditions are now restrictive. We expect the Bank’s next move to be a rate cut, but not until the second half of next... 3rd November 2026 · 3 mins read
Australia & New Zealand Rapid Response Reserve Bank of Australia Meeting (Nov. 26) The RBA lifted its policy rate to an 18-year high today, but noted that monetary conditions are now restrictive. Accordingly, we expect the Bank’s next move to be a rate cut. 3rd November 2026 · 2 mins read
Capital Daily The bond market’s troubles may be drawing to a close We continue to think that less-hawkish-than-expected monetary policy and the bursting AI bubble will give bonds a further boost over time. 2nd November 2026 · 5 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
China Rapid Response China PMIs (Oct. 2026) The PMIs suggest that China’s economy activity lost momentum in October following September’s pick-up. Manufacturing softened a touch, but foreign demand still looks resilient. More worrying was the... 2nd November 2026 (Updated 4th November 2026) · 2 mins read
Australia & New Zealand Economics Update House prices will plunge by more than 10% Australia’s house prices have never fallen as rapidly as they have in the current downturn and we now expect them to eventually fall by more than 10% for the first time in the country’s modern history... 2nd November 2026 · 3 mins read
