Economic and event calendar in Asia Friday, May 22, 2026 - Japan CPI, ECB's Lane speaking
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I previewed the Japan inflation data here: A third consecutive month of core CPI below the BOJ's 2% target would reinforce the case for patience on rate hikes, Also on the agenda is an ECB speaker, Philip Lane given the opening address at 2026 Asian Monetary Policy Forum (AMPF) i
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Economic and event calendar in Asia Wednesday, May 13, 2026
The Reserve Bank of New Zealand's upcoming quarterly Survey of Inflation Expectations is poised to be a critical indicator of inflation psychology, as highlighted in the recent analysis from Westpac. Per the full note [source], the survey's two-year ahead measure will be particularly scrutinized, as it reflects medium-term inflation expectations that could influence monetary policy decisions. With inflation pressures broadening across sectors, a confirmation of rising expectations could compel the RBNZ to reassess its current policy stance. This aligns with our view that the market should prepare for potential shifts in rate expectations ahead of the survey's release.
Economic and event calendar in Asia, Tuesday, May 19, 2026. Japan GDP, RBA minutes.
Economic and event calendar in Asia 15 May 2026 - Fed's Williams is speaking
The desk believes that the Federal Reserve's stance on interest rates is poised for a shift, particularly in light of recent inflation data. Per the full note [source], Fed President John Williams' previous wait-and-see approach may soon be challenged as inflation pressures mount. With inflation having jumped significantly since his last comments, the market anticipates a more definitive stance from the Fed. Current consensus among analysts suggests a target of 1.075 for USD/JPY, with expectations for volatility as we approach key economic indicators.
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