US Rapid Response Trump threatens 14 countries with higher reciprocal tariffs President Donald Trump has now released “letters” to 14 countries today, announcing that, unless they negotiate a deal over the next few weeks, he will impose reciprocal tariffs on those countries... 7th July 2025 · 2 mins read
US Rapid Response Trump threatens to resurrect 25% tariffs on Japan and South Korea President Donald Trump has released the first of his “letters” threatening to impose country-specific tariffs of 25% on both Japan and South Korea from August 1 st, if those countries can’t reach a... 7th July 2025 · 2 mins read
Asia Rapid Response Thailand Monetary Policy Announcement (June) Thailand’s central bank (BoT) today left interest rates unchanged at 1.75%, but the dovish commentary from the press conference supports our view that further easing is likely over the coming months. 25th June 2025 · 2 mins read
Asia Rapid Response Taiwan Monetary Policy Announcement (June 2025) Taiwan’s central bank (CBC) left its main policy rate on hold today (at 2.0%) and we expect interest rates to remain unchanged for the foreseeable future. In contrast, most other analysts are... 19th June 2025 · 2 mins read
Asia Rapid Response Philippines Monetary Policy Announcement (June) The central bank in the Philippines (BSP) today cut its main policy rate by a further 25bps (to 5.25%), and the dovish tone from the central bank’s statement and press conference suggests further... 19th June 2025 · 2 mins read
Asia Rapid Response Indonesia Policy Rate (June 2025) Bank Indonesia today left interest rates unchanged at 5.50%, but as dovish comments in the press conference by Governor Perry Warjiyo make clear, this is unlikely to mark the end of the central bank’s... 18th June 2025 · 2 mins read
Asia Rapid Response Thailand Q1 GDP (May 2025) Economic growth in Thailand accelerated in Q1 but we think growth over the rest of the year will be rather weak as the boost from stronger public consumption is likely to be offset by weakness in... 19th May 2025 · 2 mins read
