China’s Deflation Is Over. Its Demand Slump Is Not.
China | Prices, growth and the People's Bank Factory-gate prices are rising at 3.8%, a swing of nearly six points in under a year, and the…
The Subsidy Mask Slips: Japan’s Inflation Problem Is Hiding in Plain Sight
Japan | Monetary policy, energy and the yen The Bank of Japan has raised its policy rate to 1.25%, the highest since 1995. National inflation reads a modest 1.9%, but Tokyo's core…
Japan | Monetary policy, energy and the yen
The Bank of Japan has raised its policy rate to 1.25%, the highest since 1995. National inflation reads a modest 1.9%, but Tokyo's core figure has just jumped to 2.7%, and a conflict that Japan cannot influence is the reason the central bank cannot afford to wait. GlobalEcon Daily | Japan | 6 October 2026
Analysis by country
The 18.8% Problem: How an Energy Shock Is Rewriting Europe’s Rate Path
Euro area | Inflation, energy and the ECB Euro area inflation jumped to 3.8% in September, the highest since 2023, and energy prices alone rose 18.8%.…
The War Abroad, the Rate Rise at Home
GlobalEcon Daily | Australia | 6 October 2026 The Reserve Bank of Australia raised its cash rate to 4.60% on 29 September, the highest level since…