Capital Daily More bond pressure, more AI wobbles We don’t think it’s time to panic about long-dated government bonds, even though the headwinds they face are gathering strength. 24th August 2026 · 5 mins read
China Economics Update Transhipment crackdown not a big threat to China’s exports We agree with the White House’s assessment that China’s indirect exports to the US have risen sharply since US tariffs first came into force. But it remains unclear how much of this is illegal... 21st August 2026 · 5 mins read
Asia Economics Weekly Taiwan’s 2027 budget, Thai rates to stay low Plans in Taiwan’s 2027 budget for a sharp rise in defence spending may face some pushback from parliament, but proposals for an even larger rise in social welfare spending and a fresh round of cash... 21st August 2026 · 8 mins read
China Economics Weekly Fiscal tweaks, labour market holding up In a press conference today, officials from China's Ministry of Finance pledged to ramp up the pace of fiscal spending in the second half of the year. This will mainly come from better use of existing... 21st August 2026 · 4 mins read
India Economics Weekly FDI restrictions easing, MPC minutes put hikes in play The government is reportedly considering raising the threshold above which foreign direct investment requires approval from the Cabinet Committee on Economic Affairs. The change would be small in... 21st August 2026 · 3 mins read
Australia & New Zealand Economics Weekly RBA’s bark will be worse than its bite With the RBA keeping up its hawkish rhetoric, financial markets continue to see another rate hike this cycle as more likely than not. We remain sceptical. Data released this week show that labour... 21st August 2026 · 5 mins read
Japan Economics Weekly Economy shrugging off higher energy costs Japan’s economy didn’t expand as strongly as most had anticipated in Q2, but with crude oil imports normalising, downside risks to economic activity are diminishing. Indeed, amidst mounting signs of... 21st August 2026 · 4 mins read
Japan Rapid Response Japan Flash PMI (Aug. 26) The strength in the August PMI adds to the case for the BoJ to hike interest rates as soon as next month. 21st August 2026 · 1 min read
Japan Rapid Response Japan Consumer Prices (July 2026) With underlying price pressures intensifying, we’re growing more confident in our view that the Bank of Japan will hike rates again at its meeting next month . 21st August 2026 · 2 mins read
Japan Chart Pack Japan Chart Pack (Aug. 26) Our Japan Chart Pack has been updated with the latest data and our analysis of recent developments. The economy has weathered the energy shock well as Japan has been able to secure sufficient crude... 20th August 2026 · 1 min read
Australia & New Zealand Rapid Response Australia Labour Market (July 2026) With the labour market continuing to cool, we doubt that the RBA will tighten policy any further despite its recent hawkish messaging. 20th August 2026 · 2 mins read
Asia Economics Update Malaysia: capitalising on the AI data centre boom Malaysia is emerging as one of the biggest beneficiaries of the global AI boom. Rapid growth in data-centre investment and information-service exports should provide a powerful boost to GDP over the... 19th August 2026 · 3 mins read
Australia & New Zealand Rapid Response Australia Wage Price Index (Q2 26) Wage growth was weaker last quarter than the RBA had expected and supports our view that the Bank is done tightening. 19th August 2026 · 2 mins read
Australia & New Zealand Economics Update Impact of housing tax changes still difficult to detect While there’s a risk that the tax changes announced in the Budget will result in a more pronounced downturn, for now we’re comfortable with our forecast of a 6% peak-to-trough fall in house prices. 19th August 2026 · 3 mins read
