War risks reshape growth outlook – Rabobank

War risks reshape growth outlook – Rabobank

Rabobank strategists assess how the US and Israel’s war against Iran could affect China. They note higher Oil and gas prices and global cost-push inflation, but argues China’s inflation is unlikely to force PBOC tightening. However, Rabobank cuts China’s 2026 Gross Domestic Product (GDP) forecast to 4.5%, with higher inflation and unemployment expected. War-driven shocks […]

Growth momentum seen easing – Standard Chartered

Growth momentum seen easing – Standard Chartered

Standard Chartered’s Aldian Taloputra notes Indonesia’s GDP growth accelerated to 5.6% year-on-year in Q1 2026, driven by front-loaded fiscal stimulus, seasonal festival spending and limited pass-through from higher Oil prices. The bank expects growth to ease as these one-off supports fade, keeps its 2026 GDP forecast at 5.2%, and now projects a wider 2026 fiscal […]

War shock weighs on growth outlook – Nomura

War shock weighs on growth outlook – Nomura

Nomura’s analysts see the Iran war keeping UK inflation above target until mid-2027 and weakening the 2026 growth outlook beyond Q1. UK GDP growth slowed to 0.1% q-o-q in both Q3 and Q4 2025. They also flag early local election results showing strong support for Reform and a challenging picture for Labour. Inflation persistence and […]

USD/CAD climbs after Canada jobs data surprises to the downside.

USD/CAD climbs after Canada jobs data surprises to the downside.

USD/CAD edges higher on Friday as softer-than-expected Canadian employment data weighs on the Canadian Dollar (CAD), even as the US Dollar (USD) remains on the back foot following mixed US labor market data and hopes for a US-Iran deal to end the war. At the time of writing, the pair is trading around 1.3694 after […]