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...

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...

The strength in the August PMI adds to the case for the BoJ to hike interest rates as soon as next month.

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 .