Asia Economics Weekly Sri Lanka election risks, new Indonesia rate forecast Sri Lanka has enjoyed a steady, if unspectacular recovery from the 2022 debt default crisis. However, this progress could be put at risk depending on the results of this weekend’s presidential... 20th September 2024 · 6 mins read
Japan Economics Weekly Will Japan have its first female prime minister? Economic Security Minister Sanae Takaichi is seen as the most suitable candidate for Prime Minister, though the race remains wide open. While she has opposed any policy tightening by the Bank of Japan... 20th September 2024 · 3 mins read
Australia & New Zealand Economics Weekly Tight labour market will delay interest rate relief The August labour force release provided little justification for the RBA to renege on its pledge to keep interest rates unchanged at least until the end of the year. Not only is employment growth on... 20th September 2024 · 4 mins read
China Rapid Response China Policy Rates (Sep. 2024) The lack of any reduction to policy rates today, despite the clear economic case for doing so, underscores the extent to which the PBOC remains constrained by concerns about bank profitability and... 20th September 2024 · 3 mins read
Global Economics Update Five key themes in world trade In the months ahead, there are five themes to watch for in the world of trade and shipping, the most immediate of which is the risk of strikes at US East and Gulf coast ports in October. The upshot is... 19th September 2024 · 6 mins read
Commodities Focus Metals: China slowdown to offset green transition While the green transition and AI-related use will boost demand for industrial metals over the rest of this decade, we expect this to largely be offset by a substantial contraction in demand from... 19th September 2024 · 10 mins read
China Economics Update Slowdown still has a lot further to run An acceleration in fiscal spending during the final months of the year should mean the 2024 growth target of “around 5.0%” is met, but only just – we now expect growth of 4.8% this year. China’s... 19th September 2024 · 5 mins read
Australia & New Zealand Rapid Response Australia Labour Market (Aug. 24) The labour market and population data released today are consistent with our view that the Reserve Bank of Australia will only lower interest rates in Q2 2025. 19th September 2024 · 2 mins read
India Economic Outlook Rate cuts on the horizon The economy is cooling but remains primed to grow by 6-6.5% per year between 2024 and 2026, which would put India on course to become the world’s third-largest economy in the next couple of years... 18th September 2024 · 16 mins read
Australia & New Zealand Economics Focus Public demand limiting RBA’s scope to cut rates Even though state and federal budgets point to a sharp slowdown in public demand in 2024/25, our analysis suggests that the public sector will keep providing a sizeable boost to GDP growth. And if we... 18th September 2024 · 12 mins read
Japan Rapid Response Japan External Trade (August 2024) Even though the trade balance held up much better than most had anticipated in August, net trade will still provide a large drag on Q3 GDP growth. 18th September 2024 · 1 min read
