Japan Economics Weekly Bank of Japan opening the door to December rate hike Recent communication from the Bank of Japan has left the door open to a rate hike in December. However, it’s not clear whether the Bank has already gathered sufficient information on the likely... 28th November 2025 · 4 mins read
Australia & New Zealand Economics Weekly RBA is done cutting rates this cycle With underlying inflation continuing to surprise to the upside and domestic demand being propped up by a revival in private investment, we no longer expect the RBA to loosen policy any further... 28th November 2025 · 5 mins read
Middle East & North Africa Economics Weekly Dubai real estate, Bahrain-Oman public finances, Egypt rates The surge in prices in Dubai’s real estate sector appears to be prompting developers to take on debt to finance new projects. This echoes events prior to the crisis in 2009, but a re-run seems... 27th November 2025 · 6 mins read
RBI Watch RBI poised to restart easing cycle The drop in inflation to a multi-decade low ought to outweigh concerns about the weakness of the rupee, and leaves the door open for the RBI to resume its easing cycle at the conclusion of the MPC... 27th November 2025 · 6 mins read
Asia Economics Update Korea: central bank to resume easing cycle next year Korea’s central bank today left interest rates unchanged at 2.5%, and the hawkish comments from Governor Rhee at the press conference appear to rule out any chance of a rate cut in the next few months... 27th November 2025 · 3 mins read
Latin America Rapid Response Brazil IPCA-15 (Nov. 2025) The further decline in Brazilian inflation, to 4.5% y/y in the first half of November, combined with the recent weak activity data, mean that it’s looking increasingly likely that Copom will kick off... 26th November 2025 · 2 mins read
Australia & New Zealand Economics Update The case for a prolonged pause by the RBNZ The RBNZ has signalled its easing cycle is over and that policy normalisation could be on the agenda as soon as mid-2027. However, it is assuming that spare capacity will diminish much more rapidly... 26th November 2025 · 3 mins read
India Chart Pack India Chart Pack (November 2025) After a very strong run, India’s economy faces a more challenging few quarters in the face of punitive US tariffs. But hopes are growing again that these could be reduced. And in any case, domestic... 26th November 2025 · 1 min read
Australia & New Zealand Economics Update RBNZ done cutting, but no hikes before H2 2027 In line with our long-held forecast, the Reserve Bank of New Zealand cut rates to 2.25% at its meeting today and signalled that its easing cycle has now come to an end. As the recovery gains traction... 26th November 2025 · 3 mins read
Australia & New Zealand Rapid Response Australia Consumer Prices (Oct. 2025) With inflationary pressures continuing to strengthen at the start of the quarter, there is little chance that rate cuts will be on the RBA’s agenda anytime soon. 26th November 2025 · 2 mins read
US Chart Pack US Chart Pack (Nov. 2025) We think the AI-investment boom is still in its relatively early stages and will eventually drive strong productivity gains as adoption of the technology rises. This keeps us optimistic on the growth... 25th November 2025 · 1 min read
Australia & New Zealand Economics Update New Zealand: weak population growth holding back recovery The tighter labour market in Australia will continue to encourage large numbers of New Zealanders to move to Australia, holding back the recovery in the housing market and consumer spending. While... 25th November 2025 · 4 mins read
