The role of the RMB is greatest where China is a major destination for manufacturing exports, suggesting that the degree of trade integration with...

Our ASEAN-6 growth tracker, which includes Indonesia, Malaysia, the Philippines, Thailand, Singapore, and Vietnam, points to a weak start to Q3....

The latest money and credit data suggested caution on the part of consumers. Unsecured lending flatlined in July and households’ savings...

Headline CPI inflation rose 5.4% y/y in July 2021, but regional inflation is uneven, with prices up 5.9% y/y in the Midwest and 5.8% y/y in the...

We now expect the long-run nominal neutral policy rate – i.e., the rate at which the economy is in equilibrium and monetary policy fully...

President-elect Pedro Castillo will struggle to pass legislation in Peru’s fragmented Congress, meaning the proposals that markets most worry...

Following record declines in 2020, we forecast strong 6.1% pa APAC GDP growth over the next two years. Nonetheless, the permanent loss in output...

Progress in passing the Petroleum Industry Bill (PIB) and official adoption of the Nafex rate are two significant policy steps in the rights...

Midwestern and Southern state labor market recoveries are still outpacing the rest of the country. Labor demand has strengthened most strongly in...

A string of new Covid-19 outbreaks is weighing on the APAC region’s economic recovery. Among Asia’s developed economies, the case load is low...