Taiwan's inflation likely to stay positive in Q4

Oct 07, 2015 04:20 am UTC| Commentary

Taiwans September inflation came in at 0.28% y/y, markedly stronger than expected and turning positive for the first time in eight months. The upside surprise was largely driven by higher food prices amid the ongoing...

Policy rate on hold as changing MPC causes rate path uncertainty

Oct 07, 2015 03:50 am UTC| Commentary

The National Bank of Poland (NBP) kept its 1.5% policy rate on hold, as expected. There was little new information available in the statement. Even though inflation surprised on the downside in September, the NBP did not...

How big are the benefits of TPP for Japan?

Oct 07, 2015 02:05 am UTC| Commentary

The 12 countries involved in the Trans-Pacific Partnership talk have reached a tentative agreement this week, promising to liberalize trade and investment on a multilateral basis. For Japan, the TPP is widely expected to...

Don’t expect much in the way of Fed guidance for a month or so

Oct 07, 2015 01:48 am UTC| Commentary

Dont expect much in the way of Fed guidance for a month or so. Its only useful when the guide knows where hes going and, with nonfarm payrolls disappointing deeply for a second month in a row, its clear that nobody has a...

India's September PMIs ease but stay in expansionary terrain

Oct 07, 2015 01:30 am UTC| Commentary

Private sector activity eased in Sept, with the Nikkei-Markit manufacturing PMI slowing to 51.2 (vs Augs 52.3) and services at 51.3 (vs Augs 51.8). This comes in the wake of global PMIs losing steam towards end-3Q, with...

Malaysian trade figures for August will disappoint

Oct 07, 2015 01:07 am UTC| Commentary

Malaysian trade figures for August will disappoint. Export sales will likely fall by 0.3% YoY against the backdrop of weak external demand while import growth is expected to post a modest 2.4% increase. This will deliver...

USD/JPY to price in further easing into 30 October

Oct 07, 2015 00:16 am UTC| Commentary

Nearly two months have passed since Chinas devaluation of the RMB began to put pressure on the Bank of Japan to ease monetary policy further. Although external, domestic economic, or inflation factors have not yet proved...