Asia Rapid Response Thailand Interest Rate Announcement (August. 2026) 26th August 2026 · 2 mins read
Australia & New Zealand Rapid Response Australia Consumer Prices (Jul. 26) 26th August 2026 · 2 mins read
RBNZ Watch RBNZ will press ahead with a return to neutral With inflation still far too high for the RBNZ’s comfort and the economy showing signs of life again, we now expect the Bank to hike rates at each of its next two meetings in September and October... 26th August 2026 · 5 mins read
Asia Chart Pack Asia Chart Pack (August 2026) Our Asia Chart Pack has been updated with the latest data and our analysis of recent developments. Most economies in Asia are on course to record solid growth this year, helped by strong demand for AI... 25th August 2026 · 0 mins read
Capital Daily More bond pressure, more AI wobbles We don’t think it’s time to panic about long-dated government bonds, even though the headwinds they face are gathering strength. 24th August 2026 · 5 mins read
China Economics Update Transhipment crackdown not a big threat to China’s exports We agree with the White House’s assessment that China’s indirect exports to the US have risen sharply since US tariffs first came into force. But it remains unclear how much of this is illegal... 21st August 2026 · 5 mins read
Asia Economics Weekly Taiwan’s 2027 budget, Thai rates to stay low Plans in Taiwan’s 2027 budget for a sharp rise in defence spending may face some pushback from parliament, but proposals for an even larger rise in social welfare spending and a fresh round of cash... 21st August 2026 · 8 mins read
China Economics Weekly Fiscal tweaks, labour market holding up In a press conference today, officials from China's Ministry of Finance pledged to ramp up the pace of fiscal spending in the second half of the year. This will mainly come from better use of existing... 21st August 2026 · 4 mins read
India Economics Weekly FDI restrictions easing, MPC minutes put hikes in play The government is reportedly considering raising the threshold above which foreign direct investment requires approval from the Cabinet Committee on Economic Affairs. The change would be small in... 21st August 2026 · 3 mins read
Australia & New Zealand Economics Weekly RBA’s bark will be worse than its bite With the RBA keeping up its hawkish rhetoric, financial markets continue to see another rate hike this cycle as more likely than not. We remain sceptical. Data released this week show that labour... 21st August 2026 · 5 mins read
Japan Economics Weekly Economy shrugging off higher energy costs Japan’s economy didn’t expand as strongly as most had anticipated in Q2, but with crude oil imports normalising, downside risks to economic activity are diminishing. Indeed, amidst mounting signs of... 21st August 2026 · 4 mins read
Japan Rapid Response Japan Flash PMI (Aug. 26) The strength in the August PMI adds to the case for the BoJ to hike interest rates as soon as next month. 21st August 2026 · 1 min read
Japan Rapid Response Japan Consumer Prices (July 2026) With underlying price pressures intensifying, we’re growing more confident in our view that the Bank of Japan will hike rates again at its meeting next month . 21st August 2026 · 2 mins read
Japan Chart Pack Japan Chart Pack (Aug. 26) Our Japan Chart Pack has been updated with the latest data and our analysis of recent developments. The economy has weathered the energy shock well as Japan has been able to secure sufficient crude... 20th August 2026 · 1 min read
Australia & New Zealand Rapid Response Australia Labour Market (July 2026) With the labour market continuing to cool, we doubt that the RBA will tighten policy any further despite its recent hawkish messaging. 20th August 2026 · 2 mins read
