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November 07, 2025
India CPI Preview: Disinflation Deepens: October CPI Forecast at 1.1%
November 7, 2025 5:43 PM UTC
We forecast October CPI at 1.1% yr/yr, with risks tilted to the downside. The disinflationary trend is broad-based, but unlikely to last into early 2026. RBI still has room to cut, but may prefer to assess the durability of food price softness before moving
U.S. November Preliminary Michigan CSI - Weak, possibly on shutdown or labor market worries
November 7, 2025 3:25 PM UTC
November’s preliminary Michigan CSI of 50.3 has seen a significant dip from 53.6 in October to reach its lowest level since June 2022. Current conditions led the slowing, perhaps due to the government shutdown or weakening in the labor market. Inflation expectations are mixed but within the recent
China’s 2nd Tier Banking Problems
November 7, 2025 2:45 PM UTC
China’s residential property bust continues to feedthrough to some bank’s non-performing loans and financial stability. Even so, the latest PBOC financial stability report shows the percentage of high risk rated banks has not increased over the last 12 months, while China authorities early warni
Canada October Employment - Second straight strong rise reinforces expectations for steady BoC policy
November 7, 2025 2:11 PM UTC
Canada’s October employment report provides a second straight strong increase, by 66.6k, and while the series is volatile and the two strong months follow two weak months, the data suggests underlying trend has not turned negative and that the Canadian economy may be regaining momentum. Unemployme
Banxico: December In Doubt and Pause Closer
November 7, 2025 9:56 AM UTC
The December Banxico meeting is not guaranteed to see a further 25bps cut, with the November Banxico statement showing more caution over persistent core inflation pressures and given the cumulative easing already seen. Combined with the risk of a Fed pause in December, plus Banxico’s Mexican Peso