Economy
Central banks, inflation, jobs and growth, and the policy decisions that shape the cycle.
South Korea factory growth cools in August but export orders surge
South Korea's factories kept growing in August, but at a slower pace as the PMI slipped to 52.3. Export orders surged at the fastest rate si
Japan's factory growth accelerates on AI and chip demand
Japan's factory activity expanded for an eighth straight month in August, with new orders and exports growing at their fastest pace since ea
Japan's capex uptick boosts case for BOJ rate hike this month
Japanese companies increased capital spending in the second quarter, a sign of business confidence that could push the Bank of Japan closer
Ireland's factory growth hits near four-year high in August
Ireland's manufacturing sector expanded at its fastest pace in nearly four years in August, with new orders surging. However, Middle East te
Oxford Economics Sees Stronger August Jobs Data, Boosting Fed Hike Odds
Oxford Economics expects August US job growth to come in at 95,000, well above the 55,000 consensus. Traders responded by raising the probab
KPMG: US tariffs could shave up to 0.5 points off Canada's growth
KPMG warns that a permanent 7% US tariff rate could trim 0.3-0.5 percentage points from Canada's growth next year. Retaliatory tariffs could
India's FX forward book hits record $136.7 billion as RBI swaps dollars
India's central bank's FX forward book hit a record $136.7 billion in July, driven by zero-cost swaps on FCNR deposits. The move boosted rep
German inflation hits 2.9% in August, missing forecasts
Germany's inflation ticked up to 2.9% in August, pushed by a 10.5% rise in energy costs, but it fell short of economists' 3% forecast. The d
UBS sees Bank of Canada holding rates through 2026, easing in 2027
UBS Global Research predicts the Bank of Canada will hold its policy rate steady through 2026, despite strong Q2 GDP growth. Easing is expec
Sri Lanka inflation climbs to 8% as drought pushes up food prices
Sri Lanka's capital inflation accelerated to 8% in August, up from 7.3% in July, as food prices climbed during an El Nino-linked drought. Th
Asia's data-heavy week tests growth and inflation trends
This week's Asian economic data will test whether growth holds up and inflation cools enough for central banks to stay patient. China's comp
Poland's hotter August inflation cools hopes for rate cuts
Poland's August inflation came in hotter than expected at 3.4%, versus 3.1% forecast. That surprise is putting any near-term interest rate c