India Data Response PMI Surveys (Oct.) India’s PMI readings moderated in September but the more important point is that they still indicate healthy growth in both manufacturing and services. The RBI will remain comfortable tightening... 6th October 2022 · 2 mins read
Japan Economic Outlook Bank of Japan will remain the outlier In a difficult global environment, Japan's economy has benefitted in recent months from a reopening boom in consumption and the easing of supply shortages in industry. Those tailwinds will soon fade... 5th October 2022 · 24 mins read
Australia & New Zealand Rapid Response Reserve Bank of New Zealand Meeting (Oct. 22) 5th October 2022 · 2 mins read
Australia & New Zealand Rapid Response Reserve Bank of Australia Meeting (Oct. 22) 4th October 2022 · 2 mins read
Japan Data Response Bank of Japan Tankan (Q3 2022) Today’s Tankan survey suggests that while the services sector is benefitting from the subsiding virus wave, the outlook for the manufacturing sector continues to worsen. 3rd October 2022 · 3 mins read
Japan Data Response Labour Market, Retail Sales & Activity (Aug. 22) The unemployment rate dropped to a four-month low in August and a continued rise in the job-to-applicant ratio suggests that the labour market will continue to tighten. Meanwhile, both industrial... 30th September 2022 · 4 mins read
Japan Rapid Response Japan Industrial Production & Retail Sales (Aug. 22) 30th September 2022 · 2 mins read
China Data Response PMIs (Sep.) The surveys suggest that China’s economy continued to lose momentum in September, with the global downturn weighing on exports and virus disruptions dealing a fresh blow to services activity. While... 30th September 2022 · 3 mins read
Emerging Markets Economics Update Impact of the global energy price shock across EMs The surge in energy prices this year (particularly gas) will have the biggest impact on Central and Eastern Europe and push economies there into recession. There will be an impact in the rest of the... 29th September 2022 · 4 mins read
Australia & New Zealand Rapid Response Australia Monthly CPI Indicator (Aug.) 29th September 2022 · 2 mins read
Japan Data Response Japan Flash PMIs (Sep. 2022) September’s flash PMIs indicate yet another slowdown in the manufacturing sector, while services appear to be recovering from the recent record virus wave. 26th September 2022 · 2 mins read
