Australia & New Zealand Economics Weekly Housing downturn will prevent further RBA tightening With the RBA still sounding hawkish, investors think that another rate hike over the coming months is more likely than not. However, we are reluctant to bet against history as the Bank has rarely... 14th August 2026 · 6 mins read
Global Economics Update Private credit & AI debt fears miss the bigger picture While private credit and debt-financing of AI investment dominate the headlines about vulnerabilities surrounding corporate debt, the big picture is that business finances are in a healthy state... 13th August 2026 · 4 mins read
Asia Economics Update AI boom will keep Korea’s GDP growth strong Korea’s chipmakers have announced huge investment plans which means that the near-term risks to our GDP forecasts are tilted to the upside. But we expect the AI boom to run out of steam in 2028 so the... 12th August 2026 · 4 mins read
Middle East & North Africa Economics Update Saudi recovery to be hampered by lending slowdown Private sector credit growth in Saudi Arabia has slowed sharply over the past year and we think it’s likely to act as a headwind to the recovery in non-oil sectors from the Iran war. 11th August 2026 · 3 mins read
Australia & New Zealand Economics Update RBA retains hawkish bias, but next move will be a cut While the RBA’s decision to leave rates unchanged today was widely expected, the Board took pains to reiterate that it remains prepared to tighten policy further if needed. However, despite its tough... 11th August 2026 · 3 mins read
Australia & New Zealand Chart Pack ANZ Chart Pack (August 2026) Our ANZ Chart Pack has been updated with the latest data and our analysis of recent developments. Data released over the past month showed that Australia's labour market, housing market, and... 3rd August 2026 · 1 min read
US Economics Weekly Tariff wall rebuild underway The new forced labour Section 301 tariffs that took effect today are only part of the administration’s broader strategy to push the average tariff rate back towards its pre-IEEPA-ruling level of... 24th July 2026 · 6 mins read
China Rapid Response China GDP (Q2) & Activity (Jun. 2026) The official GDP figures showed a sharper-than-expected slowdown in Q2, bringing them closer in line with our China Activity Proxy (CAP). This may largely represent a greater willingness to... 15th July 2026 · 4 mins read
India Economics Update AI, the data centre build out and India’s economy Much of the discourse on the impact of artificial intelligence (AI) on India’s economy is framed around the disruption to the services sector, but AI also requires a large amount of investment in... 7th July 2026 · 3 mins read
UK Economics Focus AI and the UK Economy: Early signs, bigger gains ahead AI is starting to influence the economy, but so far this has been confined to a few sectors and been too small to show up in overall GDP, investment, employment or productivity. But if we’re right in... 6th July 2026 · 18 mins read
Canada Economics Weekly Sluggish infrastructure push emblematic of broader woes The announcement that the Major Projects Office will grant three infrastructure projects "national interest" status later this year means little for the growth outlook given there are still multiple... 26th June 2026 · 5 mins read
China Chart Pack China Chart Pack (June 2026) China’s economy is growing at a slower rate than the official figures show, but growth has held steady at around 3% for the past year. Exports continue to surge on the back of strong global demand for... 26th June 2026 · 1 min read
Japan Economics Weekly Investment splurge may lift bond yields further The government’s new investment target may well turn out to be smoke and mirrors. But large-scale attempts to influence private investment decisions could result in resource misallocation and lower... 26th June 2026 · 5 mins read
US Economic Outlook AI boom to power growth and keep core inflation firm The economy is in the middle of an AI-related capex boom and, with some of the prior policy-related headwinds now fading, we expect average annual GDP growth to pick-up to an above-consensus 2.5% next... 25th June 2026 · 17 mins read
Australia & New Zealand Economic Outlook Central banks to hike as inflation concerns dominate The RBA has already shifted policy back to restrictive territory and we expect it to tighten settings a bit further, as it seeks to ensure that activity slows sufficiently to bring inflation under... 25th June 2026 · 20 mins read
