Australia & New Zealand Rapid Response Reserve Bank of Australia Policy Meeting (Sep. 2022) 6th September 2022 · 2 mins read
Australia & New Zealand Rapid Response Australia GDP Partials (Q2 2022) 6th September 2022 · 2 mins read
Japan Data Response Japan Labour Cash Earnings (Jul. 22) Labour cash earnings growth weakened slightly in July as growth in bonuses slowed and further moderation is in store from August with the end of the summer bonus season. 6th September 2022 · 2 mins read
Capital Daily We expect Asian currencies to remain under pressure We think that continued sluggish growth in China and globally means that the renminbi, and other Asian currencies, will fall a bit further this year. 1st September 2022 · 5 mins read
China Data Response China Caixin Manufacturing PMI (Aug.) The larger-than-expected drop in Caixin manufacturing PMI was more significant than the slight rise in the official PMI, suggesting that downward pressure on industry intensified last month. There is... 1st September 2022 · 3 mins read
Japan Data Response Capital Spending (Q2 2022) The smaller increase in capital spending reported in today’s “Financial Statements Statistics of Corporations” means that Q2 GDP will likely be revised downward slightly in next week’s second estimate... 1st September 2022 · 2 mins read
Australia & New Zealand Rapid Response Australia Private Capex (Q2 & 2022/23) 1st September 2022 · 2 mins read
India Data Response GDP (Q2) Base effects caused a surge in headline Indian GDP growth in Q2 (Q1 of FY22/23), but underlying growth slowed relative to Q1. As a result, GDP growth won’t reach 9% in 2022 as we had thought. That... 31st August 2022 · 2 mins read
China Chart Pack PBOC moving to defend key renminbi threshold The renminbi has weakened 2.5% against the US dollar since mid-August and is nearing our year-end forecast of 7.00/$. This is mostly a reflection of broad dollar strength – the renminbi is little... 31st August 2022 · 13 mins read
India Economics Focus Rupee to reverse course this decade The Indian rupee has continued its long-run trend of depreciation against the US dollar this year, taking it to a record low of 80/$. It may still weaken further in the near term. However, there are... 31st August 2022 · 17 mins read
China Data Response China Official PMIs (Aug.) The official PMIs show a further loss in economic momentum this month as the reopening boost waned and the property downturn deepened. We continue to think the economy will struggle to make much... 31st August 2022 · 3 mins read
Japan Rapid Response Japan Industrial Production & Retail Sales (Jul. 22) 31st August 2022 · 2 mins read
