Japan Rapid Response Japan Industrial Production & Retail Sales (Jun. 23) June’s activity data were broadly positive for Q2, with both the industrial production and capital goods shipments data suggesting the economy expanded at a decent pace. However, firms’ forecasts for... 28th July 2023 · 2 mins read
India Economics Update Investment growth entering a softer patch Investment held up well in the first half of the year but the recent moderation in credit growth and the messages from the latest survey data suggest that it is going to enter a softer patch over the... 25th July 2023 · 2 mins read
China Economics Weekly Reviving private investment and hiring won’t be easy After making life more difficult for many private firms in recent years, China’s leadership is shifting course and has made high-level pledges to improve the business environment. But although parts... 21st July 2023 · 5 mins read
India Chart Pack India Chart Pack (Jul. 2023) Our India Chart Pack has been updated to reflect the most recent data and developments as well as our latest analysis. Our View: India’s economy is showing signs of coming off the boil and, with... 19th July 2023 · 1 min read
US Economic Outlook Odds still favour a mild recession We still think a mild recession over the coming quarters is more likely than not. As the economy weakens and the downward trend in core inflation gathers pace, we think interest rates will eventually... 11th July 2023 · 16 mins read
Japan Chart Pack Japan Chart Pack (Jul. 2023) This new Chart Pack has been designed to replace our Chart Book in response to client feedback to make our insights more accessible, and with more options to incorporate them into your workflow. Use... 11th July 2023 · 1 min read
Australia & New Zealand Chart Pack Australia & New Zealand Chart Pack (Jul. 2023) This new Chart Pack has been designed to replace our Chart Book in response to client feedback to make our insights more accessible, and with more options to incorporate them into your workflow. Use... 10th July 2023 · 1 min read
Japan Economics Weekly Limited fallout from Chinese export curbs China’s curbs on exports of germanium and gallium probably won’t make much of a dent on Japan’s economy. There would be a much bigger impact if China were to restrict rare earth exports as well. But... 7th July 2023 · 5 mins read
Japan Rapid Response Japan BoJ Tankan (Q2 2023) Today’s Tankan survey showed a turnaround for the flagging manufacturing sector, while the services sector has become even more bullish. And the rise in business condition readings across all... 3rd July 2023 · 3 mins read
Emerging Markets Economics Chart Pack Starting gun fires for the EM easing cycle Central bank meetings this month suggest that we’re now on the brink of an EM monetary easing cycle. In China, the Loan Prime Rates were lowered in response to flagging growth. And elsewhere, some... 27th June 2023 · 8 mins read
US Rapid Response Durable Goods (May) The 1.7% m/m rise in durable goods orders in May was stronger than we had expected, even accounting for a big rise in the volatile commercial aircraft component. But the wider evidence still suggests... 27th June 2023 · 2 mins read
US Economics Weekly Growth still weakening despite housing rebound The jump in housing starts in May appeared to confirm that the sector is enjoying a revival of fortune as mortgage rates have eased slightly. Nevertheless, the experience of the mild recession of 2001... 23rd June 2023 · 6 mins read
Emerging Europe Economics Weekly Central bank meetings, Intel investments, Q3 Outlook The central bank meetings in Hungary, Czechia and Turkey that took place this week all produced different outcomes, and policymakers’ communications suggest that interest rates in these countries will... 23rd June 2023 · 6 mins read
India Chart Pack India Chart Pack (Jun 2023) This new Chart Pack has been designed to replace our Chart Book in response to client feedback to make our insights more accessible, and with more options to incorporate them into your workflow. Use... 20th June 2023 · 1 min read
Australia & New Zealand Economic Outlook Aggressive tightening will weigh on activity With inflation remaining very sticky, we now expect the RBA to lift the cash rate to a peak of 4.85% by September, whereas we suspect that the RBNZ is done tightening. Extremely tight monetary policy... 20th June 2023 · 20 mins read
Japan Data Response Japan External Trade (May) & Machinery Orders (Apr.) The trade deficit narrowed for an eighth consecutive month in May as both import prices and volumes continued to fall. “Core” machinery orders rebounded in April, but that still points to a fall in... 15th June 2023 · 3 mins read
