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

UK Economics Weekly

Businesses starting to feel the pain

After having previously held up remarkably well, it appears that the prospect of much higher energy prices are now taking their toll on business confidence. The fall in confidence appears consistent...

2nd September 2022 · 5 mins read

Australia & New Zealand Data Response

Australia Private Capex Survey (Q2 2022)

The continued rise in machinery and equipment investment in Q2 won’t offset a plunge in construction investment, but firms’ optimistic capital plans suggest this will prove short-lived.

1st September 2022 · 2 mins read

Australia & New Zealand Rapid Response

Australia Private Capex (Q2 & 2022/23)

1st September 2022 · 2 mins read

US Data Response

Durable Goods (Jul.)

The stagnation in durable goods orders in July was principally due to a 50% m/m slump in defence aircraft orders, which are both volatile and not reflective of the strength of private demand...

24th August 2022 · 2 mins read

Emerging Markets Economics Chart Pack

Central banks beginning to shift focus

The growth outlook for the emerging world has taken a turn for the worse. The latest activity data for China suggest that the post-lockdown recovery has lost steam. The PBOC has responded by lowering...

23rd August 2022 · 9 mins read

Australia & New Zealand Chart Pack

Housing downturn will weigh on activity before long

Australia’s house prices are now falling at a similar rate as they did during the 2017-19 downturn, which was the largest in the country’s modern history. Home sales remain well above pre-pandemic...

22nd August 2022 · 12 mins read