Australia & New Zealand Economics Update RBA is probably done tightening The RBA lifted its policy rate to an 18-year high today but noted that monetary conditions are now restrictive. We expect the Bank’s next move to be a rate cut, but not until the second half of next... 3rd November 2026 · 3 mins read
Australia & New Zealand Rapid Response Reserve Bank of Australia Meeting (Nov. 26) The RBA lifted its policy rate to an 18-year high today, but noted that monetary conditions are now restrictive. Accordingly, we expect the Bank’s next move to be a rate cut. 3rd November 2026 · 2 mins read
Capital Daily The bond market’s troubles may be drawing to a close We continue to think that less-hawkish-than-expected monetary policy and the bursting AI bubble will give bonds a further boost over time. 2nd November 2026 · 5 mins read
Australia & New Zealand Economics Update Tighter immigration settings a long-term downside risk There are some early signs that tighter immigration rules are starting to reduce net migration and there’s a risk that the government will curb migrant inflows further over the coming years. With... 2nd November 2026 · 3 mins read
China Rapid Response China PMIs (Oct. 2026) The PMIs suggest that China’s economy activity lost momentum in October following September’s pick-up. Manufacturing softened a touch, but foreign demand still looks resilient. More worrying was the... 2nd November 2026 (Updated 4th November 2026) · 2 mins read
Australia & New Zealand Economics Update House prices will plunge by more than 10% Australia’s house prices have never fallen as rapidly as they have in the current downturn and we now expect them to eventually fall by more than 10% for the first time in the country’s modern history... 2nd November 2026 · 3 mins read
China Economics Update PBOC’s policy shift doesn’t signal monetary easing The PBOC’s shift to an overnight policy rate target will give the central bank better control over short-term funding costs and marks another step towards a more conventional operating framework. But... 30th October 2026 · 3 mins read
Asia Chart Pack Asia Chart Pack (October 2026) Most economies in Asia are on course to record solid growth over the next few quarters, as strong demand for AI-related products helps offset the drag from high energy prices. Many central banks have... 30th October 2026 · 1 min read
Asia Economics Weekly Why is Korea lagging behind Taiwan? Korea and Taiwan both recorded strong export-led growth in the third quarter, but Taiwan significantly outperformed, with GDP expanding by 14.4% y/y against 3.4% in Korea. This largely reflects Taiwan... 30th October 2026 · 6 mins read
India Economics Weekly Jio’s blockbuster IPO highlights India’s digital boom Jio Platform’s stunning IPO this week serves as a reminder of how rapidly India’s digital economy has expanded over the past decade. Affordable mobile internet has brought hundreds of millions of... 30th October 2026 · 3 mins read
Japan Economics Update BoJ will resume tightening cycle in December The Bank of Japan delivered no surprises when it kept its policy rate unchanged today and declared victory in its quest to lift inflation towards its 2% target. We expect the next rate hike to come in... 30th October 2026 · 3 mins read
Australia & New Zealand Economics Weekly Restrictive policy will bring inflation to heel With Australia's inflation problem proving stubborn, we expect the RBA to hike again next week. Core market services inflation has accelerated, while rising import costs for electronics threaten to... 30th October 2026 · 5 mins read
China Economics Weekly A worrying shift in corporate loan demand On the surface, bank loans to corporates are still growing at a healthy clip, with weaker lending for property development and infrastructure largely offset by stronger lending elsewhere. But a... 30th October 2026 · 6 mins read
Japan Economics Weekly Decline in public debt to GDP ratio has further to run Japan’s ratio of gross government debt to GDP fell has fallen 200% for the first time since 2017 as the return of inflation has resulted in a strong improvement in the budget balance and boosted... 30th October 2026 · 4 mins read
Japan Rapid Response Bank of Japan Meeting (October 26) The Bank of Japan delivered no surprises when it kept its policy rate unchanged today and declared victory in the fight against deflation. We expect the next rate to come in December, with rates... 30th October 2026 · 2 mins read
