Australia & New Zealand Rapid Response Australia Household Spending & Labour Market (May 26) The May household spending and labour market data don’t provide a strong signal about the RBA’s next move. 25th June 2026 · 2 mins read
China Economic Outlook Growth to pick up, but imbalances will persist China’s growth should pick up over the second half of this year as fiscal support ramps up. But domestic overcapacity will remain entrenched, leaving China’s economy reliant on exports for growth. 24th June 2026 · 16 mins read
Europe Rapid Response Euro-zone Consumer Confidence (June 2026) Consumer confidence improved again in June but the mood among households is still very gloomy. Consumer spending growth is likely to be very weak in Q2 before staging a gradual recovery in Q3 as real... 22nd June 2026 · 2 mins read
Canada Rapid Response Canada Retail Sales (Apr) Tentative signs of a turnaround in consumer spending The unchanged level of retail sales volumes in April suggests that consumers may be past the worst in terms of the impacts from higher gasoline... 19th June 2026 · 2 mins read
UK Economics Rapid Response UK Public Finances & Retail Sales (May 2026) Retail sales held up surprisingly well in May, but we doubt this resilience will last. Even if the US-Iran deal holds, inflation looks set to rise further (perhaps to about 4.0%) and retail sales will... 19th June 2026 · 3 mins read
US Rapid Response US Retail Sales (May 2026) The strong rise in retail sales in May was far broader than a price-driven increase in gasoline spending, with sales excluding gasoline and underlying control group sales both rising an impressive 0.7... 17th 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
Australia & New Zealand Economics Weekly A cooling housing market but the RBA’s job isn’t done Australian consumers remain deeply pessimistic, particularly about the housing market, with house price expectations falling to a three-year low and auction clearance rates continuing to weaken. Even... 12th June 2026 · 5 mins read
Bank of Japan Watch Pace of tightening set to accelerate BoJ Board members have signalled that they will lift the policy rate next week. And with inflationary pressures set to strengthen, the Bank will probably accelerate its tightening cycle thereafter. We... 10th June 2026 · 7 mins read
RBA Watch RBA will hold fire for now, but leave its options open The RBA will leave rates on hold at 4.35% at its meeting next Tuesday. With the economy showing signs of cooling, the Bank will likely signal a cautious approach to any further policy adjustment... 9th June 2026 · 7 mins read
Japan Economics Weekly Japan edges closer to policy normalisation BoJ Governor Ueda strongly hinted this week that a rate hike is imminent, with policymakers growing concerned about falling behind the inflation curve. With wage growth remaining historically strong... 5th June 2026 · 4 mins read
Australia & New Zealand Economics Weekly RBA alert to inflation risks even as growth softens The Australian economy slowed noticeably in Q1. Although private demand appeared resilient, thanks largely to the data-centre construction boom, the weakness in household consumption remains a cause... 5th June 2026 · 4 mins read
UK Economics Chart Pack UK Economics Chart Pack (Jun. 2026) While we suspect the labour market is too weak to generate big second-round effects, the inevitable rise in CPI inflation from 2.8% in April to a peak of 4.0% early next year under our baseline... 3rd June 2026 · 1 min read
Australia & New Zealand Rapid Response Australia GDP (Q1 2026) The weakness in the Q1 GDP print belies the fact that domestic demand was still growing at a healthy clip. Even so, it increasingly looks like the RBA won’t be in a rush to resume its tightening cycle... 3rd June 2026 · 2 mins read
US Economics Weekly Price pressures not yet raising alarm bells The latest communications from Fed officials have become increasingly hawkish. But the softer-than-expected outturn for the April core PCE deflator and the mounting downside risks to real consumption... 29th May 2026 · 6 mins read
