Australia & New Zealand Economics Weekly ANZ Weekly: Inflation risks remain two-sided, Labor leads in polls With underlying inflation having returned to its 2-3% target range in Q1, the RBA is all but certain to cut rates by 25bp at its meeting later this month. However, given that timely data point to... 2nd May 2025 · 5 mins read
Asia Economics Update Asia April Manufacturing PMIs The April PMIs for Asia fell sharply, providing the first sign that Trump tariffs are weighing on sentiment in the region. With concerns about growth mounting and inflation worries continuing to ease... 2nd May 2025 · 2 mins read
Japan Economics Weekly Japan Weekly: Bank of Japan too downbeat about inflation outlook The Bank of Japan slashed its GDP growth forecasts this week, arguing that global trade tensions are weighing on sentiment of households and firms. While consumer confidence has indeed plunged... 2nd May 2025 · 5 mins read
Australia & New Zealand Rapid Response Australia Retail Sales (Mar./Q1 2025) 2nd May 2025 · 2 mins read
Capital Daily The BoJ, JGB yields and the risk of capital repatriation Despite the Bank of Japan’s dovish tone today we think it won’t be long before JGB yields start to rise again. And even though concerns about Japanese capital repatriation have seemingly been back on... 1st May 2025 · 4 mins read
Japan Economics Update Bank of Japan will hike rates again before long The Bank of Japan revised down its growth forecasts and sounded more dovish when it left policy settings unchanged today. However, we believe that the Bank has become far too downbeat about the... 1st May 2025 · 3 mins read
Asia Economics Update Korea: shrugging off the trade war (for now) Data published for Korea from the past few days suggests the economy remains weak, but that the trade war so far appears to be having a minimal impact. While exports to the US fell, the declines were... 1st May 2025 · 3 mins read
Australia & New Zealand Economics Update Weak housing market starting to weigh on inflation Stretched housing affordability continues to keep a lid on house price growth. And if we’re right that the RBA will only lower rates by another 50bp, it will remain a headwind. But with the housing... 1st May 2025 · 3 mins read
Emerging Markets Financial Risk Monitor EM Financial Risk Monitor (Apr. 2025) Higher US import tariffs and softening expectations for global growth have caused large capital outflows from EMs. But our currency crisis risk indicators suggest that EMs are well placed to weather... 30th April 2025 · 1 min read
Climate Economics Monthly Tariffs and green tech; Canada’s “carbon tax” election New US tariffs announced this month will raise the cost of green technologies and add to the growing list of headwinds facing the green transition under President Trump. Meanwhile, the Liberals’... 30th April 2025 · 5 mins read
Commodities Update Critical mineral tug of war is not a major macro risk This Update answers several key questions on critical minerals and the economic implications. In short, there is no quick fix to securing access to minerals given the extent of China’s advantage... 30th April 2025 · 6 mins read
Asia Chart Pack Asia Chart Pack (April 2025) Our Asia Chart Pack has been updated with the latest data and our analysis of recent developments. Trump’s 90-day pause on reciprocal tariffs offers welcome breathing room for Asia (outside China) and... 30th April 2025 · 0 mins read
India Economics Update Healthy monsoon would boost India’s economy A robust monsoon this year – as predicted by experts – wouldn’t have as big an impact on India’s economy as it would have had a couple of decades ago. But it could boost employment and energy... 30th April 2025 · 3 mins read
