South Korea's industrial production likely rebounded, mainly driven by non-electronics sectors

Oct 27, 2015 22:18 pm UTC| Commentary

South Koreas industrial production is expected to have rebounded rather significantly in September, mainly on the strength of non-electronics sectors such as auto. The pickup in electronics exports in the September trade...

Private sector credit cycle to turn less supportive in Brazil

Oct 27, 2015 21:57 pm UTC| Commentary Economy

For roughly ten years, a relatively buoyant economic backdrop, resumption of financial stability (after the turmoil associated with the 2002 election) and lenient financial policies (at least in the past half-decade)...

Inflation momentum in Australia gradually picking up

Oct 27, 2015 21:50 pm UTC| Commentary

Consumer price data for the third quarter is expected to point to a gradual increase in price pressures, though at this stage there is in the view little risk of underlying inflation breaking out of the RBAs target band of...

Expect Brazil's politics to be a driver, but focus on inflation as fundamental risk

Oct 27, 2015 21:23 pm UTC| Commentary

In this context, and in a scenario in which weak politics prevent a reasonably prompt consolidation of the core economic policy framework, it seems that investors should view inflationary developments over the next 3-12...

US real consumer spending probably entered Q4 with the wind at its back

Oct 27, 2015 21:06 pm UTC| Commentary

Capped by a projected slowdown in private-sector wage and salary disbursements, personal income likely edged just 0.2% higher in September - the weakest result since March. Available data suggest that nominal consumer...

Flash October Euro area HICP inflation set to print flat at 0.0% yoy

Oct 27, 2015 20:48 pm UTC| Commentary

Euro area HICP inflation is expected to recover from -0.1% yoy in September to 0.0% in October. The expected recovery is likely to come from a noticeable improvement in energy prices (gasoline) alongside a positive...

Brazil private sector’s external debt has increased in the past half decade

Oct 27, 2015 20:43 pm UTC| Commentary Economy

The Brazilian private sector has increased its international debt to a greater degree than the sovereign, and it is not inconceivable that in a stress scenario, some of this debt could become a public-sector liability....