Japan Economics Weekly BoJ unwilling to toe government’s line The regular budget for FY2027 will probably include the largest increase in spending since the early 1990s. However, this partly reflects the government’s aim to incorporate spending previously... 28th August 2026 · 5 mins read
Australia & New Zealand Economics Weekly The risk of another RBA rate hike is growing This week’s firm inflation and household spending data have raised the risk that the RBA’s tightening cycle is not yet over. But the investment picture is more mixed, while softer labour and housing... 28th August 2026 · 5 mins read
China Chart Pack China Chart Pack (Aug. 2026) Our China Activity Proxy suggests that growth slowed sharply in July, reflecting disruptions to construction and industry from typhoons as well as the ongoing drag from weak fiscal spending. But... 28th August 2026 · 1 min read
Asia Rapid Response Philippines Interest Rate Announcement (Aug. 2026) 27th August 2026 · 2 mins read
Asia Economics Update Korea: end of hiking cycle in sight The Bank of Korea raised rates by a further 25bps (to 3.00%) today but stressed that the move was pre-emptive, while its latest dot plot pointed to only a gradual tightening cycle from here. We expect... 27th August 2026 · 3 mins read
Australia & New Zealand Rapid Response Australia Household Spending (July 2026) The strong pickup in household spending in July will likely reinforce the RBA’s hawkish bias, but our base case continues to be that it won’t go so far as to hike rates again. 27th August 2026 · 2 mins read
Bonds Update AI rally and oil prices to drive EM asset divergence While local-currency bonds in parts of LatAm and EM Europe may outperform those in Asia if oil prices fall, equities in those regions are likely to continue to lag their Asian peers as the AI rally... 26th August 2026 · 4 mins read
China Activity Monitor CAP: Extreme weather weighs on growth Our China Activity Proxy suggests that typhoons dealt a significant blow to activity in July, with both construction and industrial growth slowing sharply. The good news is that these disruptions... 26th August 2026 · 1 min read
Asia Rapid Response Thailand Interest Rate Announcement (August. 2026) 26th August 2026 · 2 mins read
Australia & New Zealand Rapid Response Australia Consumer Prices (Jul. 26) 26th August 2026 · 2 mins read
RBNZ Watch RBNZ will press ahead with a return to neutral With inflation still far too high for the RBNZ’s comfort and the economy showing signs of life again, we now expect the Bank to hike rates at each of its next two meetings in September and October... 26th August 2026 · 5 mins read
Asia Chart Pack Asia Chart Pack (August 2026) Our Asia Chart Pack has been updated with the latest data and our analysis of recent developments. Most economies in Asia are on course to record solid growth this year, helped by strong demand for AI... 25th August 2026 · 0 mins read
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
