I'll be back separately with details and implications (TL;DR ... I'll be back separately with details and implications (TL;DR ... May rate hike). more to come Earlier: Iran war is supercharging inflation and putting a May RBA rate rise firmly on the table. This arti
China: Growth projected to moderate – DBS DBS Group Research economists Byron Lam and Daisy Sharma highlight that China’s 1Q 2026 real Gross Domestic Product (GDP) rose to 5.0% year-on-year from 4.5% in Q4 2025, supported by strong external demand but uneven domestic... Ch
The Australian Bureau of Statistics publish March month and Q1 inflation data today. The Australian Bureau of Statistics publish March month and Q1 inflation data today. The numbers are expected to be horrible and will lock in a May (5th) Reserve Bank of Australia rate hik
UK: Labour slack seen containing inflation – Standard Chartered Standard Chartered strategists Christopher Graham and John Davies highlight that growing labour market slack and fragile domestic demand should limit second-round inflation effects in the United Kingdom... UK:
JPMorgan CEO says not worried about inflation, risks remain of higher prices Reuters JPMorgan CEO says not worried about inflation, risks remain of higher prices Reuters
Prior was 91.8 The April 2026 release, with a survey cutoff of April 22, came in noticeably stronger than expected. Prior was 91.8 The April 2026 release, with a survey cutoff of April 22, came in noticeably stronger than expected. The headline index rose to 92.8, up from
One year ahead inflation expectations rise to 4.0% in March from 2.5% in February 3 years ahead Inflation expectations rise to 3.0% vs 2.5% prior 5 years ahead rise to 2.4% from 2.3% GDP growth seen at -2.1% in year ahead vs -0.9% seen a month earlier Full report here The latest...</stron
BoJ’s hawkish hold: When inflation risk beats growth fear The BOJ kept its policy rate unchanged at 0.75%, but the vote split was the real signal. BoJ’s hawkish hold: When inflation risk beats growth fear The BOJ kept its policy rate unchanged at 0.75%, but the vote split
Highly uneven car registration growth across CEE Shortly before first flash estimates of 1Q26 GDP (due Thursday) we look at the car registrations in the EU and in the region that may serve as an indicator of economic performance in the beginning of... Highly uneven car reg
Japan March 2026 jobs data. Japan March 2026 jobs data. Unemployment rate 2.7% expected 2.6%, prior 2.6% Job-To-Applicant Ratio 1.18 expected 1.19, prior 1.19 Still to come: BOJ expected to hold rates steady as Iran conflict complicates tightening path This article was wri