Event Asia Drop-In: China’s Congress, more yen weakness, hawkish central banks and more 27th October 2022, 9:00AM BST Economists from across our Asia teams were online for this 20-minute briefing on the region’s big investment stories. During this session, the team answered client questions about what’s happening in…
Event Canada Drop-In: Will the Bank of Canada stop hiking sooner than the market thinks? 1666800000 Paul Ashworth, our Chief North America Economist, and Stephen Brown, who leads our coverage of Canada’s economy, held a client briefing shortly after the BoC’s October meeting.
Event ANZ Drop-In: When will Australian inflation peak? 1666764000 Economists from our ANZ and Global Markets teams were online shortly after the release of Q3 CPI data for a 20-minute briefing in which they answered client questions and addressed key issues, incl
Emerging Europe Rapid Response Turkey Interest Rate Announcement (Oct.) 20th October 2022 · 2 mins read
Asia Economics Update Bank Indonesia has more work to do Bank Indonesia today raised its main policy rate by 50bp (to 4.75%), and further rate hikes are likely in the near term as the central bank looks to support the currency and clamp down on inflation... 20th October 2022 · 3 mins read
Bank of Japan Watch Case for policy tightening won’t become compelling The Bank of Japan will revise up its near-term inflation forecasts in next week’s Outlook report. But by predicting that inflation will fall below target again over the next couple of years, it will... 20th October 2022 · 8 mins read
Australia & New Zealand Economics Update 5% peak in OCR will worsen housing downturn This publication has been resent due to an error with the previous email. The continued strength in inflation will encourage the Reserve Bank of New Zealand to hike the overnight cash rate by 75bp in... 20th October 2022 · 3 mins read
Bank of Canada Watch Bank likely to opt for another 75 bp hike Governor Tiff Macklem has told us that the Bank of Canada needs to see firm evidence of improvements in core inflation and near-term inflation expectations before it slows the pace of its tightening... 19th October 2022 · 6 mins read
Emerging Markets Economics Chart Pack Rates to stay high for a long while yet EM tightening cycles have continued apace but, having started raising rates much earlier than their DM (and Asian) peers, some central banks in Latin America (Brazil, Chile) and Emerging Europe (Czech... 19th October 2022 · 9 mins read
Latin America Economic Outlook Inflation and interest rates peaking Latin America is running into a growing set of headwinds, from the global recession to lower commodity prices to tight policy at home. We expect recessions in Chile and Argentina, and our growth... 19th October 2022 · 26 mins read
Canada Data Response Consumer Prices (Sep.) The Bank’s core CPI inflation measures were unchanged in September but, as we expected a decline due to more favourable base effects, that increases the odds of another 75bp interest rate hike next... 19th October 2022 · 3 mins read
India Chart Pack Tide is turning within the MPC The RBI continued frontloading policy tightening in its late-September meeting with another 50bp hike to the repo rate (to 5.90%) but communications since then suggest that some MPC members are ready... 19th October 2022 · 8 mins read
Africa Data Response South Africa Consumer Prices (Sep.) While South Africa’s headline rate edged down to 7.5% y/y in September, the surprising strength of core inflation will push policymakers to deliver another 75bp hike in the benchmark interest rate, to... 19th October 2022 · 2 mins read
Australia & New Zealand Data Response Consumer Prices (Q3 2022) The much stronger than expected rise in consumer prices in Q3 will encourage the Reserve Bank of New Zealand to hike rates by another 50bp at its November meeting and poses upside risks to our view... 17th October 2022 · 2 mins read
