Australia & New Zealand Rapid Response Australia International Trade (Sep. 2022) 3rd November 2022 · 2 mins read
Australia & New Zealand Rapid Response New Zealand Labour Market (Q3 2022) 1st November 2022 · 2 mins read
China Chart Pack Xi’s third term starts with COVID quarantines surging On some measures China’s current COVID situation is about as bad as it has ever been. While far fewer infections are being found daily than at the peak of the Omicron wave, new cases are... 1st November 2022 · 11 mins read
India Data Response Manufacturing PMI (Oct.) India’s manufacturing sector appears to have bucked the weaker regional trend, with an increase in its PMI last month. There was nothing in today’s release to dissuade the RBI from further tightening. 1st November 2022 · 2 mins read
Japan Economics Update Yield Curve Control not on its way out The Bank of Japan’s renewed difficulties in defending its 10-year yield target have prompted fresh speculation that it may abandon Yield Curve Control. However, neither concerns about the functioning... 1st November 2022 · 3 mins read
Asia Data Response Manufacturing PMIs, Korea Trade, Indonesia CPI Manufacturing PMIs across the region were downbeat in October owing to weak external demand and a deterioration in the employment outlook. We expect manufacturing to remain subdued, as weaker global... 1st November 2022 · 2 mins read
Australia & New Zealand Rapid Response Reserve Bank of Australia Meeting (Nov. 22) 1st November 2022 · 2 mins read
China Data Response Caixin Manufacturing PMI (Oct.) The Caixin manufacturing PMI rose in October but remained weak. Taken together with the official survey published yesterday, it points to a slowdown in industrial activity last month. We think the... 1st November 2022 · 2 mins read
China Data Response Hong Kong GDP (Q3 Preliminary) Hong Kong’s economy contracted last quarter due to a sharp decline in exports. While the ongoing easing of virus-related restrictions should continue to support a recovery in retail spending... 31st October 2022 · 2 mins read
China Data Response China Official PMIs (Oct.) The official PMIs point to a further loss of momentum this month as virus disruptions worsened and export orders remained under pressure. With the zero-COVID policy here to stay, we think the economy... 31st October 2022 · 2 mins read
Japan Data Response Japan Industrial Production & Retail Sales (Sep. 22) Industrial production declined in September whereas retail sales values saw another relatively strong rise. We are expecting a strong fourth quarter for retail sales, but industrial output looks set... 31st October 2022 · 2 mins read
Australia & New Zealand Rapid Response Australia Retail Sales (Sep. 22) 31st October 2022 · 2 mins read
Japan Rapid Response Japan Industrial Production & Retail Sales (Sep. 22) 31st October 2022 · 2 mins read
