Japan Data Response Japan Machinery Orders (Jul. 2022) Although the surge in “core” machinery orders in July was driven by a handful of non-manufacturing sectors, the result still points to strong non-residential investment growth this quarter, chiming... 14th September 2022 · 2 mins read
China Data Response Bank Lending & Broad Credit (Aug.) There was a further deceleration in credit growth last month, with a new wave of lockdowns adding to the problems in the housing market that have been hitting credit demand. Credit growth will... 9th September 2022 · 2 mins read
China Data Response China Consumer & Producer Prices (Aug.) Consumer price inflation fell in August and remains below the PBOC’s preferred ceiling of 3%, leaving room for the Bank to ease policy further. Meanwhile, producer price inflation declined to its... 9th September 2022 · 2 mins read
Asia Economics Update Bank Negara Malaysia will continue gradual tightening Malaysia’s central bank (BNM) today raised its main policy rate by 25bp (to 2.5%), and signalled that further hikes were likely over the coming months. However, with inflation set to fall back later... 8th September 2022 · 3 mins read
Japan Data Response Japan Economy Watchers Survey (Aug. 2022) The muted uptick in current readings in August’s Economy Watchers Survey indicates that the economy was still weighed down by the record Covid-19 wave last month, while buoyant outlook readings point... 8th September 2022 · 2 mins read
Australia & New Zealand Rapid Response Australia International Trade (July 2022) 8th September 2022 · 2 mins read
China Data Response China Trade (Aug.) China’s export volumes fell last month by the most since March. Partly, this was due to the backlog of orders that built up during Shanghai’s lockdown having been cleared and ports returning to normal... 7th September 2022 · 3 mins read
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
