Capital Daily Strait jitters, bond divergence, and more UK politics Renewed US-Iran tensions have caused a bit of concern in markets at the start of the week, but as long as negotiations press ahead, global bonds could continue to diverge both from oil prices and from... 22nd June 2026 · 6 mins read
Asia Economics Weekly Indonesia back in the spotlight, hawkish central banks MSCI is expected to announce on Tuesday whether Indonesia will retain its emerging market status, with recent reforms and press reports suggesting that a downgrade to frontier market status is... 19th June 2026 · 5 mins read
China Economics Weekly PBOC to narrow rate corridor, no signs of healthier credit The PBOC has announced plans to increase its control over overnight interest rates, marking another step in its efforts to adopt a more orthodox policy making approach. Still, the PBOC's multiple... 19th June 2026 · 5 mins read
India Economics Weekly G7 diplomacy, monsoon concerns Prime Minister Modi and President Trump met in-person for the first time in 15 months on the sidelines of the G7 Summit this week. In that time, relations between the US and India have deteriorated... 19th June 2026 · 4 mins read
Japan Economics Weekly Urgency for further monetary tightening diminishing The reopening of the Strait of Hormuz vindicates the BoJ’s assessment that downside risks to economic activity have declined. But the resulting plunge in crude oil prices also means that inflationary... 19th June 2026 · 4 mins read
Australia & New Zealand Economics Weekly RBNZ on track to hike, One Nation gains ground The 0.8% q/q rise in New Zealand's GDP in Q1 was flattered by residual seasonality and overstated the economy's underlying momentum. Even so, with the RBNZ increasingly concerned about inflation risks... 19th June 2026 · 5 mins read
Japan Rapid Response Japan Consumer Prices (May 26) While the government’s fuel price caps have so far kept a lid on consumer prices, we expect the pass-through of higher energy costs to utilities charges and other goods and services to lift inflation... 19th June 2026 · 2 mins read
Japan Rapid Response Japan External Trade (May 26) The continued plunge in petroleum imports in May undermines the BoJ’s view that Japan has been making progress in securing alternative sources of raw materials but that’s unlikely to prevent the Bank... 17th June 2026 · 2 mins read
Japan Economics Update BoJ will lift rates to 2% by end-2027 The Bank of Japan hiked its policy rate to a three decade high today and signalled less concern about downside risks to activity resulting from the Iran War. With inflation set to pick up as higher... 16th June 2026 · 3 mins read
Australia & New Zealand Economics Update RBA leaves door ajar for further tightening While the Reserve Bank of Australia predictably left rates unchanged today, it clearly signalled that it was far too early for it to declare victory in its battle against inflation. With underlying... 16th June 2026 · 3 mins read
Australia & New Zealand Rapid Response Reserve Bank of Australia Meeting (June 2026) The Reserve Bank of Australia retained policy optionality when it kept rates unchanged at its meeting today. Our base case remains that the Bank’s tightening cycle has a little further to run. 16th June 2026 · 2 mins read
