Asia Economics Update Malaysia: Rates on hold, further tightening unlikely Malaysia’s central bank (BNM) left its policy rate unchanged today (at 2.75%) and with the economy likely to remain weak and inflation set to fall back further over the coming months, we expect rates... 9th March 2023 · 3 mins read
Event Euro-zone Drop-In: ECB March meeting preview 1678788000 With another 50bps rate hike at the European Central Bank’s March meeting looking like a done deal, all eyes will be on how policymakers signal the path ahead for monetary tightening.
Canada Economics Update Policy unchanged, but Bank prepared to resume hikes The Bank of Canada kept its policy rate unchanged at 4.5% today as expected but, with one eye on the strength of the recent US data and the Fed’s hawkish reaction to that, it sounded less confident... 8th March 2023 · 3 mins read
Emerging Europe Economics Update Poland: rates on hold, but scope for cuts this year The National Bank of Poland (NBP) left its main policy rate on hold as expected today, at 6.75%, and we don’t think policymakers will rule out further rate hikes just yet (today’s statement gave... 8th March 2023 · 4 mins read
Australia & New Zealand Economics Update RBA not done tightening yet The Reserve Bank of Australia signalled that further tightening will be needed when it hiked the cash rate to 3.60% today and we’re sticking to our forecast that the Bank will lift the cash rate to 4... 7th March 2023 · 3 mins read
Australia & New Zealand Rapid Response Reserve Bank of Australia Meeting (Mar 23) 7th March 2023 · 2 mins read
Bank of Japan Watch Yield Curve Control could be abandoned this month Yield Curve Control is on counted time and the key question is not if but when it will be abandoned. The Bank could wait until Kazuo Ueda becomes Governor in April. But given that this risks another... 3rd March 2023 · 8 mins read
Emerging Europe Rapid Response Hungary Interest Rate Announcement (Feb.) 28th February 2023 · 2 mins read
Emerging Europe Rapid Response Turkey Interest Rate Announcement (Feb.) 23rd February 2023 · 2 mins read
Asia Economics Update Korea: cuts coming sooner than consensus expects The Bank of Korea today left interest rates unchanged (3.5%), but appeared to leave open the door to further hikes later in the year. However, with the economy struggling badly and inflationary... 23rd February 2023 · 3 mins read
Australia & New Zealand Economics Update RBNZ will stop hiking at 5.25% Even though the Reserve Bank of New Zealand slowed the pace of tightening at today’s meeting, it still signalled a peak in the overnight cash rate of 5.50% by the middle of this year. Our more... 22nd February 2023 · 4 mins read
Asia Economics Focus Korea: recession and rate cuts The near-term economic outlook for Korea is very poor, with falling real incomes, problems in the housing market, and weak global demand all set to weigh on prospects this year. Our forecast is that... 21st February 2023 · 10 mins read
