Asia Economics Weekly Indonesia back in the spotlight, hawkish central banks MSCI is expected to announce on Tuesday whether Indonesia will retain its emerging market status, with recent reforms and press reports suggesting that a downgrade to frontier market status is... 19th June 2026 · 5 mins read
China Economics Weekly PBOC to narrow rate corridor, no signs of healthier credit The PBOC has announced plans to increase its control over overnight interest rates, marking another step in its efforts to adopt a more orthodox policy making approach. Still, the PBOC's multiple... 19th June 2026 · 5 mins read
India Economics Weekly G7 diplomacy, monsoon concerns Prime Minister Modi and President Trump met in-person for the first time in 15 months on the sidelines of the G7 Summit this week. In that time, relations between the US and India have deteriorated... 19th June 2026 · 4 mins read
Japan Economics Weekly Urgency for further monetary tightening diminishing The reopening of the Strait of Hormuz vindicates the BoJ’s assessment that downside risks to economic activity have declined. But the resulting plunge in crude oil prices also means that inflationary... 19th June 2026 · 4 mins read
Japan Rapid Response Japan Consumer Prices (May 26) While the government’s fuel price caps have so far kept a lid on consumer prices, we expect the pass-through of higher energy costs to utilities charges and other goods and services to lift inflation... 19th June 2026 · 2 mins read
Japan Rapid Response Japan External Trade (May 26) The continued plunge in petroleum imports in May undermines the BoJ’s view that Japan has been making progress in securing alternative sources of raw materials but that’s unlikely to prevent the Bank... 17th June 2026 · 2 mins read
Japan Economics Update BoJ will lift rates to 2% by end-2027 The Bank of Japan hiked its policy rate to a three decade high today and signalled less concern about downside risks to activity resulting from the Iran War. With inflation set to pick up as higher... 16th June 2026 · 3 mins read
Japan Rapid Response Bank of Japan Meeting (June 26) The Bank of Japan lifted its policy rate to a three decade high today and we expect the Bank to accelerate the pace of tightening over the coming months. 16th June 2026 · 2 mins read
China Rapid Response China Activity & Spending (May 2026) The May activity data show that strong exports are boosting industrial production, but domestic demand remains lacklustre 16th June 2026 · 2 mins read
Event Drop-In: US-Iran deal – Macro and market implications of a Strait of Hormuz reopening 15th June 2026, 1:00PM BST What will the US-Iran deal to extend the ceasefire and reopen the Strait of Hormuz mean for the global economic outlook? How long before energy flows are restored?
Capital Daily Peace dividend may not be paid in full to all markets The announcement of a US-Iran deal has given markets a lift across the board, but different responses across central banks this week could see the start of more divergence across bond and FX markets. 15th June 2026 · 5 mins read
China Economics Weekly The PBOC can’t boost household credit demand Slowing credit growth in China is yet another sign of the dwindling consumption appetite of households. Bank lending to households has been contracting outright in recent months, even though liquidity... 12th June 2026 · 5 mins read
