Capital Daily Plenty to worry markets even if the Fed is uneventful It looks set to be a fairly quiet Fed meeting this week as far as markets are concerned, and perhaps even a quiet year on the policy front despite the background noise. But there are plenty of other... 26th January 2026 · 6 mins read
China Activity Monitor CAP: Gap with official GDP widens further Our China Activity Proxy shows that growth slowed at the end of 2025, with the economy expanding at a rate almost 2%-pts below what official figures suggest. And while official figures indicate that... 23rd January 2026 · 1 min read
Capital Daily What could the BoJ do to help the JGB market? While today’s BoJ meeting was fairly uneventful, with no big impact on Japanese financial markets besides some significant volatility in the yen during Governor Ueda’s press conference, that may not... 23rd January 2026 · 5 mins read
Asia Economics Weekly Vietnam Congress, Korean equities, Bangladesh election Vietnam’s 14th Party Congress concluded today with the swift reappointment of To Lam to a full five-year term. His continuation in office should support a return to greater political stability and... 23rd January 2026 · 7 mins read
India Economics Weekly Capital outflows, India-EU trade deal, Budget preview Foreign investors have remained net sellers of Indian equities in the early stages of 2026 and it's likely that outflows persist for a while yet. That is unlikely to cause external strains but it will... 23rd January 2026 · 3 mins read
China Economics Weekly Service sector under pressure, demographics worsening If the official GDP data are to be believed, quarter-on-quarter growth picked up in Q4, driven by stronger services activity. But this is at odds with other indicators, which point to weaker momentum... 23rd January 2026 · 5 mins read
Japan Economics Weekly BoJ reluctant to cap government bond yields The Bank of Japan unveiled today that it had discussed tweaking the planned reduction in its bond purchase plan in response to the huge sell-off triggered by PM Takaichi’s campaign pledge to suspend... 23rd January 2026 · 5 mins read
Japan Economics Update Bank of Japan will lift rates to 1.75% by next year The BoJ turned more upbeat when it left policy settings unchanged today and there’s a risk that the next rate hike will come earlier than our current forecast of July. And despite the recent surge in... 23rd January 2026 · 3 mins read
Japan Rapid Response Bank of Japan Meeting (Jan. 26) The Bank of Japan sounded more optimistic when it left policy settings unchanged today and there’s a chance that it could raise rates earlier than our current forecast of July. The Bank’s decision to... 23rd January 2026 · 2 mins read
Australia & New Zealand Economics Weekly Australian economy continues to run hot We learned this week that Australia’s unemployment rate fell to a seven-month low in December. The strength of the labour market is a key reason to expect consumption growth to remain brisk in the... 23rd January 2026 · 5 mins read
Japan Rapid Response Japan Consumer Prices (December 2025) With underlying inflation price pressures remaining firm, we expect the Bank of Japan to resume its tightening cycle in the coming months. 23rd January 2026 · 2 mins read
Australia & New Zealand Rapid Response New Zealand Consumer Prices (Q4) Although headline inflation picked up further in Q4, underlying inflation remains well behaved. That being the case, we still think the RBNZ will keep rates on hold for a prolonged period, whereas... 22nd January 2026 · 2 mins read
Emerging Markets Economics Update Emerging Markets Capital Flows Monitor (Jan. 2026) So far at least, there’s little sign that the geopolitical flare-ups this year have affected capital inflows to emerging markets. Indeed, inflows have picked up sharply in the last few weeks. Even if... 22nd January 2026 · 0 mins read
Australia & New Zealand Rapid Response Australia Labour Market (Dec. 2025) Given the renewed tightening in the labour market in December, the Reserve Bank of Australia is all but certain to pull the trigger on a rate hike at its meeting next month. 22nd January 2026 · 2 mins read
