Reports
Indonesia's consumers aren't spending as job market stagnates
Reports
Hong Kong's HIBOR slide and a post-Liberation Day revival of the carry trade
Reports
Analyzing the dollar’s recovery of safe-haven status
Reports
Thailand FX reserve strength means cheaper borrowing versus ASEAN peers
Reports
UK swap rates show market bets on two BOE rate cuts this year
Reports
Japan's inflation-hit voters punish the LDP ahead of Ishiba's trade deal
Reports
US home sales remain sluggish amid elevated mortgage rates
The doldrums persist for the US housing market. Affordability has plunged to its worst level in decades (especially for first-time buyers, as we have highlighted previously).
Reports
Malaysia rate cut was likely influenced by bank liquidity stress
Malaysia's central bank recently loosened monetary policy. While an appreciating currency is lessening the risks of imported inflation, and policymakers want to cushion the economy against Donald Trump's trade war, the Bank Negara Malaysia (BNM) also probably factored in stresses facing the banking system.
Reports
India's food deflation likely predicts further easing in the CPI – and by the RBI
Indian food prices are getting cheaper by the day. That's important for the overall inflation rate -- and the likelihood of more interest-rate cuts.
Reports
How China's trade dependencies have evolved in a higher-tariff era
We're continuing our exploration of how tariff policies influence China's trade relationship with the US and other nations.