ASEAN economic ministers warn Middle East war threatens regional energy security and growth. Strait of Hormuz carries ~25% of global seaborne oil and LNG; over ...
Reuters poll: RBA to hike 25bps to 4.35% on May 5, say 30 of 33 economists. Over a third now see rates at 4.60%+ by year-end vs none in March. Strait of Hormuz ...
Japan April manufacturing PMI 55.1 vs 51.6 in March, best since January 2022. Output fastest since Feb 2014 but driven by stockpiling. Supply delays worst in 15...
Japan top currency diplomat Mimura:No comment on FX interventionWon’t comment on crude oil futuresIn close contact with us on forexNo change to view that seeing...
This is a yen-negative, JGB-positive print in the near term. The magnitude of the miss on core-core, coming in at 1.9% against a 2.3% expectation and prior, is ...
The $8,000 price target is conceptual rather than a formal forecast, but the structural argument underpinning it is difficult to dismiss. Central bank buying ha...
more to come Tokyo CPI, April 2026:Headline is 1.5% y/yexpected 1.6%, prior 1.4%Core CPI (ex Food) 1.5% y/y, slowest since March 2022expected 1.8%, prior1.7%Cor...
Australia April manufacturing PMI 51.3 vs 49.8 in March, but headline flatters. Input costs fastest in 4 years, supply delays worst since July 2022. Output, new...
S&P Dow Jones Indices launches review of megacap eligibility rules, potentially halving the listing period to 6 months and waiving profitability requirement...
ANZ-Roy Morgan NZ Consumer Confidence fell 11pts to 80.3 in April, a three-year low, down 20pts in two months. Inflation expectations jump to 6.6%. Personal fin...
Analysts see ECB hiking in June as Middle East energy shock closes the window for looking through inflation. Two hikes seen as ceiling, lifting rates toward neu...
ECB holds rates as expected; June hike fully priced by markets. Deutsche Bank flags upside inflation risk and downside growth risk. Eurozone 1yr inflation expec...