Australia & New Zealand Economics Update
RBNZ will cut rates to 2.5% by mid-2026
Capital Daily
Credit spreads won’t tighten much even if stocks rebound
Emerging Markets Economics Update
EM manufacturing steady, but tariffs cloud the outlook
Global Economics Update
PMIs imply price pressures easing outside of the US
US Economics Update
JOLTS data largely static for now
Emerging Markets Economics Update
How will EM central banks respond to tariffs?
US Rapid Response
US ISM Manufacturing Index (Mar. 2025)
RBI Watch
RBI Watch: Tariffs would reinforce case for further easing
Europe Rapid Response
Euro-zone HICP (March 2025)
Emerging Europe Rapid Response
Emerging Europe Manufacturing PMIs (Mar.)
UK Housing Market Rapid Response
UK Nationwide House Prices (Mar. 2025)
Asia Economics Update
Asia March PMIs, Korea Trade
Australia & New Zealand Economics Update
Reserve Bank of Australia will only cut rates to 3.6%
Australia & New Zealand Rapid Response
Reserve Bank of Australia Meeting (Apr. 25)
Australia & New Zealand Economics Update
RBA rate cuts won’t do much for housing affordability
Australia & New Zealand Rapid Response
Australia Retail Sales (Feb. 2025)
Japan Rapid Response
Japan Tankan (Q1 2025)
