Next Week in China: 2-6 December 2024
Next week will be quiet, as far as macroeconomic indicators are concerned, with only two major data releases scheduled for Mainland China.
Sound Economies with Mel & Peter: 28 November 2024
Hear about the US Federal Reserve’s slow approach towards further rate cuts, Japan’s $250-billion economic stimulus that includes cash subsidies for households, the reaction of Chinese markets to Trump’s threat of imposing bigger tariffs on his first day back at... Read More →
What Japan’s interest rate hikes mean for international trade and investment
Japan’s negative interest rate regime has come to an end as the BOJ becomes ready to explore conventional monetary policies to combat inflation and a weak yen.
Next Week in China: 25-29 November 2024
Next week is expected to be relatively quiet regarding releases of major economic data. The manufacturing PMI figure for November will be released by the Chinese government at the end of the month, followed by the Caixin PMI that is part of the global S&P metrics, which will be published in early December.
Sound Economies with Mel & Peter: 21 November 2024
This time around, we talk about Indonesia’s ban on the sale of iPhone 16s and Apple’s USD 100-million offer to re-enter this market, new missile attacks and conversations towards a ceasefire between Russia and Ukraine, global producer price movements and... Read More →
Sound Economies with Mel & Peter: 14 November 2024
Major economies are on the spotlight in this episode. The discussion involves Germany’s political transition that’s unsupportive of growth; Thailand adding two holidays in 2025 hoping to spur domestic tourism; and the ways forward for China and the US amid... Read More →
Sound Economies with Mel & Peter: 7 November 2024
This episode puts the spotlight on the US elections, such as the winners and losers across business segments and the Trump effect on the stock and bond markets. We also discuss China’s tax mandates for wealthy individuals and corporations and... Read More →
Navigating Uncertainty: The US Presidential Race and Its Impact on Brazil-US Relations
Brazil faces potential economic shifts depending on the outcome of the US election in November 2024. From trade policies to currency stability, the result of the presidential race will affect Brazil’s economy.
Re-assessing the US Budget Deficit
The US budget deficit will remain large and growing over the next decade regardless of the outcome of the presidential polls. Sooner or later, the US may again enter a high-interest rate environment that will exacerbate the fiscal gap.
Next Week in China: 4-8 November 2024
The first week of November will see data on social financing, imports and exports, and CPI for October released to the public. In addition to these major data releases, the meeting of the National People's Congress warrants significant attention as concrete fiscal measures will be announced following the conclusion of the meeting. Congress is expected to follow through with the rollout of various stimulus measures announced by the central government.