Asia Economics Weekly Taiwan’s booming economy, Korea and Indonesia rates Q3 GDP data due to be released next week are likely to show that Taiwan’s economy recorded another quarter of rapid growth and there are reasons to think that this strength will last a while longer... 24th October 2025 · 7 mins read
Japan Economics Weekly Weaker inflation reduces urgency for BoJ rate hikes While new Prime Minister Sanae Takaichi is reportedly preparing a larger supplementary budget than the one last year, coalition partner Ishin No Kai has dropped its demand to slash the sales tax on... 24th October 2025 · 5 mins read
Latin America Rapid Response Mexico Bi-Weekly CPI (Oct. 2025) The dip in Mexican inflation to 3.6% y/y in the first half of October, combined with the weakness in the economy, means that Banxico is likely to follow through on its forward guidance and deliver... 23rd October 2025 · 2 mins read
ECB Watch ECB Watch: Still in a good place The ECB will leave the deposit rate unchanged at 2.0% next week and we expect Christine Lagarde to repeat that monetary policy is in a “good place”. She might also suggest that the next move in... 23rd October 2025 · 7 mins read
Emerging Europe Rapid Response Turkey Interest Rate Announcement (Oct. 2025) The decision by the Turkish central bank (CBRT) to further slow the pace of its easing cycle today with a 100bp cut to its one-week repo rate, to 39.50%, seems to reflect policymakers’ growing... 23rd October 2025 · 2 mins read
Event Drop-In: Why the Bank of Canada will cut rates again…and again and again 29th October 2025, 4:00PM GMT Our North America team were online shortly after the Bank of Canada decision to unpack the Bank’s latest communications and baseline forecasts.
India Chart Pack India Chart Pack (October 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... 23rd October 2025 · 1 min read
Emerging Europe Chart Pack Emerging Europe Chart Pack (Oct. 2025) Our Emerging Europe Chart Pack has been updated with the latest data and our analysis of recent developments. The latest data suggest that GDP growth in Central and Eastern Europe generally remained... 23rd October 2025 · 1 min read
Asia Economics Update BoK easing cycle on pause, for now The Bank of Korea kept rates on hold today and cited financial stability risks as a key constraint on further easing. But we think those concerns are overdone and the bank retained its easing bias so... 23rd October 2025 · 3 mins read
Asia Rapid Response Korea Policy Rate (Oct. 2025) The Bank of Korea left its policy rate unchanged today at 2.50%, but we doubt this marks the end of its easing cycle. 23rd October 2025 · 1 min read
Bank of Japan Watch BoJ will only resume tightening cycle next year With two Board members already voting for a rate hike at the September meeting, a hike at the Bank of Japan’s meeting that ends on 30 th October can’t be ruled out. However, the Bank’s leadership... 23rd October 2025 · 8 mins read
US Fed Watch Dearth of official data won’t stop Fed from cutting The weakness in various labour market indicators suggest the FOMC will vote for another 25bp cut next week, lowering the fed funds target range to between 3.75% and 4.00%. The threat of broader... 22nd October 2025 · 8 mins read
Bank of Canada Watch Bank of Canada set to cut again Recent dovish comments from Governor Tiff Macklem suggest that, although the whole Governing Council may not be fully on board, the Bank is still likely to cut interest rates next week. 22nd October 2025 · 7 mins read
Africa Rapid Response South Africa Consumer Prices (Sep' 25) South Africa’s weaker-than-expected headline inflation reading of 3.4% y/y for September should do more than enough to sway the Reserve Bank to restart its monetary easing cycle next month, with the... 22nd October 2025 · 2 mins read
Asia Rapid Response Indonesia Interest Rate Announcement (Oct. 2025) Bank Indonesia unexpectedly left its benchmark interest rate on hold at 4.75% today but the accompanying communications suggest that further easing remains more likely than not. We expect three more... 22nd October 2025 · 2 mins read
UK Economics Update Food inflation is close to its peak We think food inflation is close to its peak and that it will fall next year. Not only will this help to bring down CPI inflation, it will also assist in easing inflation expectations. This may... 21st October 2025 · 5 mins read
