Our Japan Chart Pack has been updated with the latest data and our analysis of recent developments. (Please ignore the previous email which linked to the February Chart Pack) The latest activity data...

With price pressures proving inordinately resilient, there is little scope for the Reserve Bank of Australia to start loosening policy in the near future.

Although the BLS’s new tenant rent index has overstated the speed of the slowdown in shelter inflation, the leading indicators remain unanimous in their message that the slowdown is still coming.

The latest flash PMIs suggest that GDP growth picked up in most advanced economies at the start of Q2. But stronger services activity risks keeping price pressures elevated in some DMs.