#EarningsWithETNOW | "Markets believe we have passed the point of peak rate hikes" Listen in as Cameron Brandt of EPFR | Fund Flows & Allocations data and Rob Carnell of ING Economics analyse Fed chair #JeromePowell's commentary Anisha Jain @nayantararai #StateOfTheEconomy #FOMC

The importance placed on energy security in Asia means the green push from governments could be derailed, at least in the short term think.ing.com/bundles/how-th…

Many countries in Asia are backpedalling on their climate goals following Russia's invasion of Ukraine and the subsequent energy crisis. Rob Carnell explains why in this short clip:

Despite some superficial similarities, the Asian financial crisis of 1997/98 is nothing at all like what we're experiencing today, writes Rob Carnell. Here's why: think.ing.com/articles/asia-…

Despite some superficial similarities, there are really very few parallels between today's markets and the #Asia financial crisis of 1997/98 think.ing.com/articles/asia-…

.Carsten Brzeski answers the question: can central banks go bankrupt? Read here... 👇 think.ing.com/articles/can-c…

I think we all know what must be done here.

Bank of Korea will meet next Friday. The market expects a 25bp hike, but we maintain our minority view that the central bank will likely stand pat this time. think.ing.com/articles/asia-…

⚠️ A more relevant snippet from the ADP jobs report... "December saw the lowest pay growth since March 2022"

Another solid US job number and a return to cycle lows for unemployment, but the fifth consecutive fall in temporary help employment hints that cracks are forming. A rapid deterioration in the business outlook means weakness will spread in the months ahead think.ing.com/articles/us-ad…

The NFIB small business optimism is back below the lowest point hit during the pandemic, but there are also interesting inflation dynamics in the report. US corporate pricing power appears to be collapsing and suggests core inflation will plummet by late summer - possibly to 2.5%

Asia outlook 2023: Darkest before the dawn – by Rob Carnell fxstreet.page.link/724L #Asia #Macroeconomics #Intermarket

🇮🇳 India's economy grew by 6.7% in 2022, making it one of the fastest-growing economies in Asia. India looks set to achieve a similar rate of growth in 2023. @robcarnell1 looks at why: think.ing.com/articles/india…

Strong US headline jobs, but compositionally there are reasons for caution. Moreover, higher borrowing costs and reduced access to credit are going to increasingly weigh on the jobs market. Throw in market angst and 50bp March hike looks unnecessary. think.ing.com/articles/stron…

Inflation numbers from Australia and Japan will be in focus over the week ahead in Asia, alongside activity data from Korea and China. Details below ⬇️ think.ing.com/articles/asia-…

Today’s US inflation data offered further tentative signs that price pressures are moderating. We believe that favourable developments surrounding shelter and vehicle costs will allow the disinflationary trend to gain momentum. think.ing.com/articles/us-in…

The Fed is talking up the possibility of further hikes, but if they believe policy isn’t tight enough they should have hiked today. A one meeting pause makes little sense and we suspect it will last longer. think.ing.com/articles/hawki…

ING THINK: Australia: Why markets may be pricing in too much tightening think.ing.com/articles/austr…

#ekonomika #Cina #Asie #global s Rob Carnell & #Cesko #CEE #EU s Miroslav Singer & #AI s Raffaella Tenconi: To nejlepší ze včera vysílaného #altereko výhledu na 2H i delší horizont najdete ve formě tweetů na @AlterEkoCZ; cely záznam m.youtube.com/watch?v=2dqNg7…

What is happening to China's yuan right now is more than just a generalised bout of US dollar strength taking all currencies along for the ride, but something more unique to China, writes Rob Carnell think.ing.com/snaps/correlat…