US Rapid Response US Durable Goods Orders (Feb. 2026) The rise in core (ex. transport) durable goods orders in February shows American industry was battling on ahead of the surge in oil prices, despite the heightened uncertainty caused by tariffs... 7th April 2026 · 2 mins read
Asset Allocation Update Listed BDC data highlight mounting private credit distress While some of the recent slump in listed US Business Development Companies’ (BDCs) valuations may be overdone, several of the risk metrics we track suggest that stress is building beneath the surface... 7th April 2026 · 6 mins read
Japan Economics Update Surge in EV sales won’t help Japan’s carmakers much The sales of electric vehicles by Japanese carmakers have skyrocketed in recent months but this offers little protection against the mounting competitive threat from Chinese firms. 7th April 2026 · 4 mins read
Australia & New Zealand Economics Focus Can critical minerals rescue Australia’s mining sector? The ongoing conflict in the Middle East has cast a spotlight on the global reliance on fossil fuels and triggered calls for a more aggressive adoption of renewable energy. For Australia, the crisis... 7th April 2026 · 15 mins read
US Rapid Response US Employment Report (Mar. 2026) The larger-than-expected rebound in non-farm payrolls in March mainly reflects a reversal of the strike and weather effects that weighed on hiring in February, rather than being a sign that the labour... 3rd April 2026 · 2 mins read
Canada Economics Weekly Bank still calm about second-round inflation effects The Summary of Deliberations from the Bank of Canada’s March policy meetings gave no indication that policymakers are overly concerned about second‑round inflationary pressures stemming from the... 2nd April 2026 · 5 mins read
Global Economics Update The indirect inflation effects of higher energy prices Beyond their direct effects on consumer prices of fuels and piped gas, higher crude oil and natural gas prices will prompt firms to pass on higher fuel costs to consumers, boosting the prices of non... 2nd April 2026 · 7 mins read
US Economics Weekly Iran war hits home at gasoline price surpasses $4 The consequences of the Iran war became even more conspicuous for consumers this week, with the national average gasoline price rising above $4 a gallon for the first time since 2022. Thankfully, the... 2nd April 2026 · 8 mins read
UK Economics Weekly Limited pricing power conducive of short-lived inflation hump The combination of limited corporate pricing power, due to the weak economic backdrop, and the softening labour market supports our view that the inevitable jump in CPI inflation in the coming months... 2nd April 2026 · 6 mins read
Canada Rapid Response Canada International Trade (Feb. 2026) February’s further widening in the goods trade deficit is not quite as bad as it first appears, with a surge in volatile gold and other precious metal imports accounting for most of the move, while... 2nd April 2026 · 2 mins read
US Rapid Response US International Trade (Feb. 2026) Large gold outflows were once again met by sizeable computer imports to keep the trade deficit largely unchanged in February and our first-quarter GDP growth estimate near to 3%. 2nd April 2026 · 2 mins read
Global Economics Chart Pack Global Economics Chart pack - Iran Conflict Edition (April 2026) The impact of the surge in energy prices on the global economy will depend on the extent of any disruption to energy flows, which remains highly uncertain. Europe and Asia are more exposed than the US... 2nd April 2026 · 1 min read
Australia & New Zealand Economics Weekly Albanese enters crisis management mode We are sending this Australia & New Zealand Economics Weekly one day earlier than usual because our Singapore office is closed on Good Friday, 3rd April. The Australian government's decision to slash... 2nd April 2026 · 4 mins read
Japan Economics Weekly Case for April rate hike strengthening We are sending this Japan Economics Weekly one day earlier than usual because our Singapore office is closed on Good Friday, 3rd April. Hawkish signals by BoJ policymakers coupled with the resilience... 2nd April 2026 · 5 mins read
US Rapid Response US ISM Manufacturing Index (Mar. 2026) The slight rise in the ISM Manufacturing Index in March masks the unease among firms evident in the breakdown, with new orders dropping back and supplier delivery times lengthening. The further rise... 1st April 2026 · 2 mins read
US Rapid Response US Retail Sales (Feb 2026) The stronger-than-expected 0.5% m/m increase in control group retail sales in February suggests that consumption was gaining some momentum ahead of the surge in gasoline prices. Nonetheless... 1st April 2026 · 2 mins read
