Japan Rapid Response Japan Labour Cash Earnings (Mar. 26) While wage growth softened a little in March, it remains strong enough to prompt the Bank of Japan to hike rates as soon as downside risks from the Iran War start to abate. 8th May 2026 · 2 mins read
Australia & New Zealand Chart Pack ANZ Chart Pack (May 2026) Our ANZ Chart Pack has been updated with the latest data and our analysis of recent developments. Inflation will rise well above target in both Australia and New Zealand as a result of the oil price... 7th May 2026 · 1 min read
Australia & New Zealand Rapid Response New Zealand Labour Market (Q1 2026) The slight fall in the jobless rate in Q1 won’t change the RBNZ’s assessment that labour market is operating with substantial excess capacity. Accordingly, we continue to believe that the Bank won’t... 6th May 2026 · 2 mins read
Japan Chart Pack Japan Chart Pack (May 26) Our Japan Chart Pack has been updated with the latest data and our analysis of recent developments. The government’s decision to cap gasoline prices means that inflation won’t rise far above the BoJ’s... 5th May 2026 · 1 min read
US Employment Report Preview Jobs growth to stabilise after choppy start to the year After a volatile few months, we estimate non-farm payrolls increased by a softer 55,000 in April, with the unemployment rate ticking up to 4.4%. 30th April 2026 · 3 mins read
Long Run Update AI and jobs: could this time be completely different? We still believe that AI will alter the nature of work, rather than significantly diminish the role of human labour. While it is not impossible that AI eventually displaces most or all jobs, such an... 28th April 2026 · 8 mins read
Event Drop-In: AI and the labour market – Should we fear a 'jobpocalypse'? 14th May 2026, 3:00PM BST Concerns about AI’s impact on jobs are intensifying, with recent labour market data prompting debate over whether emerging signs of displacement reflect a genuine shift or simply cycl
Australia & New Zealand Economics Weekly Inflation risks continue to climb higher in Australia Australia's flash PMIs suggest that business conditions bounced back in April, while firms' hiring intentions strengthened in tandem. However, firms have yet to see any respite from intensifying price... 24th April 2026 · 5 mins read
Canada Chart Pack Canada Chart Pack (Apr. 2026) The economic fallout from events in the Middle East is developing broadly in line with our baseline scenario, leaving WTI on track to average $80/barrel in the second half of the year. The reduced... 22nd April 2026 · 1 min read
UK Economics Rapid Response UK Labour Market (Feb./Mar. 2026) While the fall in the unemployment rate in February suggests the labour market was stabilising around the turn of the year, the decline in payroll employment in March suggests that the rise in energy... 21st April 2026 · 3 mins read
Canada Economics Update Bank’s surveys show war putting nascent recovery at risk The Bank of Canada’s latest quarterly surveys show that easing concern among firms and households regarding trade tensions have been swiftly replaced by fresh anxieties about falling activity and... 20th April 2026 · 4 mins read
China Economics Weekly Export dependence deepens, labour market softens The sectoral breakdown of GDP released today shows that industry outperformed last quarter, with much of the Q1 acceleration driven by strong external demand. But industry is less labour intensive... 17th April 2026 · 5 mins read
Japan Economics Weekly BoJ will wait until June before tightening policy again Bank of Japan Governor Ueda signaled this week that a rate hike at the Bank’s April meeting is off the table. While there’s a risk of prolonged inaction, a reopening of the Strait of Hormuz over the... 17th April 2026 · 6 mins read
Australia & New Zealand Rapid Response Australia Labour Market (March 2026) The latest data will reinforce the RBA’s assessment that upside risks to inflation are greater than downside risks to the labour market. 16th April 2026 · 2 mins read
Canada Rapid Response Canada Labour Force Survey (Mar 2026) March’s uneventful Labour Force Survey, paired with the drop back in oil prices in recent days, supports our view that the Bank of Canada will be content to wait until next year to change policy. 10th April 2026 · 2 mins read
