Poland one step towards fresh rate cuts next year
Oct 19, 2015 06:48 am UTC| Commentary
Poland released mixed inflation data for September last week: on the one hand, the -0.8%y/y headline and 0.2%y/y core inflation readings were softer than expected. Whereas, corporate wage growth accelerated to...
Some improvement likely in India's leveraged demand
Oct 19, 2015 06:44 am UTC| Commentary
The recent improvement in Indias capital goods component has mostly to do with increased government spending on the road sector, the only major investment that is visible within the infrastructure space.The other important...
Brazil's inflation likely to move up in coming years
Oct 19, 2015 06:43 am UTC| Commentary
September data suggest that Brazils inflation acceleration is over. The full month inflation number eased to 9.49% yoy in September from 9.56% in July and 9.53% in August. In fact, the monthly rate of change in prices was...

India's IIP headline data masks underlying weakness
Oct 19, 2015 06:41 am UTC| Commentary
Indias August IIP grew by 6.4% yoy, the highest since June 2011. The capital goods sector accounted for nearly 40% of this growth, as it grew by as much as 21.8% yoy, the highest since November 2010.The problem is, capital...

Russia's real wages to show sluggish recovery
Oct 19, 2015 06:35 am UTC| Commentary
The labour market of Russia stance is set to remain intact vs a set of previous releases. The unemployment rate is struggling to remain flat at 5.4%, which corresponds to 5.6% in seasonally-adjusted terms."In terms of...

Leading indicators point to continuing slack in Russia's retail sales
Oct 19, 2015 06:32 am UTC| Commentary
Russias retail sales data is scheduled to publish today. A survey of consumers conducted by the Rosstat on a quarterly basis did not show any significant changes in sentiment in Q3 15 of Russia relative to the Q2...
Chinese data show no signs of economy collapsing
Oct 19, 2015 06:21 am UTC| Commentary
Chinese data disappointed but show no signs of an economy collapsing. A range of data was released in China this morning. Q3 GDP growth was in line with expectations, increasing 1.8% q/q and 6.9% y/y (consensus 6.8% y/y)...