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Nicky Mapa ... (+2)
  • Nicky Mapa
  • Rob Carnell

Asia Morning Bites

RBA decision and Singapore's NODX are the key data releases on Tuesday

Chris Turner ... (+13)
  • Chris Turner
  • David Havrlant
  • Dmitry Dolgin
  • Francesco Pesole
  • Frantisek Taborsky
  • Lynn Song
  • Min Joo Kang
  • Muhammet Mercan
  • Nicky Mapa
  • Peter Virovacz
  • Piotr Poplawski
  • Rob Carnell
  • Valentin Tataru

FX Talking: Politics vs Policy

FX will be dominated by two key themes over coming months. The first is the prospect of Marine Le Pen's RN party coming to government and setting Paris on a collision course with Brussels over France's debt trajectory. The second are welcome signs of US disinflation, which will give the Federal Reserve enough confidence to start cutting rates in September

Nicky Mapa ... (+2)
  • Nicky Mapa
  • Rob Carnell

Asia Morning Bites

Philippine trade data and Australian business confidence set for release

Lynn Song ... (+4)
  • Lynn Song
  • Min Joo Kang
  • Nicky Mapa
  • Rob Carnell

Asia Morning Bites

Disappointment for India's PM Modi after a weaker election result than expected. Japanese labour earnings rise. Australia reports 1Q24 GDP figures while China's Caixin PMI services report is out as is Philippines inflation data

Lynn Song ... (+4)
  • Lynn Song
  • Min Joo Kang
  • Nicky Mapa
  • Rob Carnell

Asia Morning Bites

China's Caixin manufacturing PMI will be reported alongside other Asian PMI readings today

Lynn Song ... (+4)
  • Lynn Song
  • Min Joo Kang
  • Nicky Mapa
  • Rob Carnell

Asia week ahead: RBI likely to pause while China's exports rise

A busy week ahead for Asia should see the Reserve Bank of India pausing alongside trade data set for release in China, Taiwan and South Korea. The focus also shifts to Australia's GDP report, Japan's labour cash earnings and inflation out from Taiwan, Indonesia and the Philippines

Nicky Mapa
  • Nicky Mapa

Singapore's industrial production remains in contraction

Industrial production dipped more than expected as global demand remains soft

Min Joo Kang ... (+3)
  • Min Joo Kang
  • Nicky Mapa
  • Rob Carnell

Asia Morning Bites

Japan's headline inflation holds up better than expected, Singapore industrial production data due

Lynn Song ... (+4)
  • Lynn Song
  • Min Joo Kang
  • Nicky Mapa
  • Rob Carnell

Asia Morning Bites

The Bank of Korea meets today to discuss policy. Singapore will also release inflation data and Taiwan will report industrial production numbers

Lynn Song ... (+4)
  • Lynn Song
  • Min Joo Kang
  • Nicky Mapa
  • Rob Carnell

Asia Morning Bites

China reports retail sales, housing data and industrial production today. South Korea's labour data remains solid

Nicky Mapa
  • Nicky Mapa

Philippines central bank keeps rates untouched but opens door for a cu...

Bankgo Sentral ng Pilipinas (BSP) kept settings untouched but opened the door to potential easing by the third or fourth quarter

Min Joo Kang ... (+3)
  • Min Joo Kang
  • Nicky Mapa
  • Rob Carnell

Asia Morning Bites

Australia reports labour market data while the Bangko Sentral ng Pilipinas meets to decide on policy

Nicky Mapa ... (+2)
  • Nicky Mapa
  • Rob Carnell

Asia Morning Bites

Indonesia and India's trade numbers today as well as Philippine remittance data

Chris Turner ... (+12)
  • Chris Turner
  • David Havrlant
  • Dmitry Dolgin
  • Francesco Pesole
  • Lynn Song
  • Min Joo Kang
  • Muhammet Mercan
  • Nicky Mapa
  • Peter Virovacz
  • Piotr Poplawski
  • Rob Carnell
  • Valentin Tataru

FX Talking: Under Starter's Orders

Switzerland and Sweden have already cut rates this year. The eurozone and the UK look set to follow shortly. And the Fed eagerly awaits the starting pistol on its easing cycle – if only the data would allow. ING's call is that US price and activity data will allow the Fed to start cutting in September. We see some modest downside to the dollar ahead of November

Lynn Song ... (+4)
  • Lynn Song
  • Min Joo Kang
  • Nicky Mapa
  • Rob Carnell

Asia week ahead: Growth from Japan and inflation reports from China an...

The coming week features inflation reports from China and India plus Australia's labour data. Japan also reports first quarter GDP and we have two central bank decisions to look out for

Nicky Mapa
  • Nicky Mapa

Philippines: First quarter GDP falls short of expectations but don't c...

1Q24 GDP slips below market consensus to settle at 5.7% YoY

Lynn Song ... (+4)
  • Lynn Song
  • Min Joo Kang
  • Nicky Mapa
  • Rob Carnell

Asia Morning Bites

Japan's headline cash earnings disappoint. China's trade and Philippine GDP data are due later today

Lynn Song ... (+3)
  • Lynn Song
  • Nicky Mapa
  • Rob Carnell

Asia Morning Bites

Trade reports from Taiwan and the Philippines due today

Nicky Mapa
  • Nicky Mapa

Philippines: Inflation was lower than expected but stayed elevated due...

April inflation settled at 3.8%YoY as rice inflation surged by 23.9%

Lynn Song ... (+3)
  • Lynn Song
  • Nicky Mapa
  • Rob Carnell

Asia Morning Bites

RBA rates decision today as markets price out cuts this year. Inflation reports out from Taiwan and the Philippines are also due

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