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ING: Faster Inflation + Robust GDP = BSP Hike?


Eyes On AU/U.S. 10-Year Yield Spread


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Date     AU            Event
04-Oct  0930  **   AU  AI Group services index
05-Oct  1130  ***  AU  Retail trade monthly
05-Oct  1130  ***  AU  Trade balance
06-Oct  0930  **   AU  AI Group/HIA construction index
10-Oct    -        AU  RBa Deputy Gov Guy Debelle, Deputy Governor speaks via
                         video link from Sydney at FX Global code of conduct in
                         Hong Kong
10-Oct  0845  **   NZ  Electronic card transactions m/m
10-Oct  0930  **   AU  ANZ-Roy Morgan Consumer Confidence
10-Oct  1130  **   AU  NAB business survey
11-Oct  1030  **   AU  Westpac-MI consumer sentiment
12-Oct  1100  **   AU  Melbourne Institute inflation expectations survey
12-Oct  1130  ***  AU  Housing finance
13-Oct  1130  ***  AU  RBA Financial Stability Review
17-Oct  0845  ***  NZ  CPI inflation quarterly
17-Oct  0930  **   AU  ANZ-Roy Morgan Consumer Confidence
17-Oct  1130       AU  RBA Asst Gov Luci Ellis participates in panel
                         discussion at 
Citi Annual Australian & New Zealand
                         Investment Conference in Sydney, also Q&A
17-Oct  1130  ***  AU  RBA board meeting minutes
17-Oct  1300  ***  NZ  RBNZ factor model inflation
18-Oct  1030  *    AU  Westpac-MI leading index
19-Oct    -        AU  RBA Asst Gov Speech Michele Bullock speaks
Australian Shareholders Association conference in
                         Sydney, also Q&A
19-Oct  1130  ***  AU  Labor force survey
20-Oct  0845  *    NZ  Net monthly migration
24-Oct  0930  **   AU  ANZ-Roy Morgan Consumer Confidence
25-Oct  1130  ***  AU  Consumer price index
26-Oct  0845  **   NZ  Monthly trade balance
26-Oct  1130  **   AU  Trade price indexes
26-Oct  1845       AU  RBA Deputy Gov Guy Debelle speaks at  Warren Hogan
                         Memorial Lecture in Sydney, also Q&A
27-Oct  1130  *    AU  Producer price index q/q
31-Oct  0845  *    NZ  Monthly building consents
31-Oct  0930  **   AU  ANZ-Roy Morgan Consumer Confidence
31-Oct  1100  ***  NZ  ANZ monthly business survey
31-Oct  1130  **   AU  RBA private sector credit m/m
31-Oct  1130  **   AU  RBA private sector credit m/m
--MNI Sydney Bureau; tel: +61 2-9716-5467; email:

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