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This Week in Asia Pacific Macro 3 9 August (Audio)

Aug 3, 20264 pages

From the report报告摘录Data Catalysts: Japan's June wage report, regional CPI/trade data, and RBI meeting as key drivers for Asia-Pacific market movements.

Inside the report报告内文 Verbatim from the original PDF — first pages原版 PDF 开篇原文 · 逐字摘录

Economics Research 3 August 2026 | 7:11AM HKT

This Week in Asia-Pacific Macro: 3 - 9 August (Audio)

Andrew Tilton | Goldman Sachs (Asia) L.L.C.

A quick summary of our macro insights on the past week’s developments and upcoming events in Asia-Pacific — including economic data, central bank policies, and more.

n Japan Focus of the Week: June Wage | 31 Jul 2026 | By Yuriko Tanaka, Tomohiro Ota, Akira Otani n AEJ Week Ahead: CPI and trade data across the region, Malaysia state election, RBI meeting | 31 Jul 2026 | By Hui Shan n Australia & NZ Weekly Economic Preview/Review: Week commencing 3 August 2026 | 31 Jul 2026 | By Andrew Boak, CFA, Will Maher, Oscar To

Investors should consider this report as only a single factor in making their investment decision. For Reg AC certification and other important disclosures, see the Disclosure Appendix, or go to

Goldman Sachs This Week in Asia-Pacific Macro

Reg AC I, Andrew Tilton, hereby certify that all of the views expressed in this report accurately reflect my personal views, which have not been influenced by considerations of the firm’s business or client relationships. Unless otherwise stated, the individuals listed on the cover page of this report are analysts in Goldman Sachs’ Global Investment Research division. Contributing Authors: Andrew Tilton Goldman Sachs (Asia) L.L.C.. Unless otherwise stated, the individuals listed in the Contributing Authors disclosure of this report are analysts in Goldman Sachs’ Global Investment Research division.

Disclosures Regulatory disclosures Disclosures required by United States laws and regulations See company-specific regulatory disclosures above for any of the following disclosures required as to companies referred to in this report: manager or co-manager in a pending transaction; 1% or other ownership; compensation for certain services; types of client relationships; managed/co-managed public offerings in prior periods; directorships; for equity securities, market making and/or specialist role. Goldman Sachs trades or may trade as a principal in debt securities (or in related derivatives) of issuers discussed in this report. The following are additional required disclosures: Ownership and material conflicts of interest: Goldman Sachs policy prohibits its analysts, professionals reporting to analysts and members of their households from owning securities of any company in the analyst’s area of coverage. Analyst compensation: Analysts are paid in part based on the profitability of Goldman Sachs, which includes investment banking revenues. Analyst as officer or director: Goldman Sachs policy generally prohibits its analysts, persons reporting to analysts or members of their households from serving as an officer, director or advisor of any company in the analyst’s area of coverage. Non-U.S. Analysts: Non-U.S. analysts may not be associated persons of Goldman Sachs & Co. LLC and therefore may not be subject to FINRA Rule 2241 or FINRA Rule 2242 restrictions on communications with a subject company, public appearances and trading in securities covered by the analysts.

Additional disclosures required under the laws and regulations of jurisdictions other than the United States The following disclosures are those required by the jurisdiction indicated, except to the extent already made above pursuant to United States laws and regulations. Australia: Goldman Sachs Australia Pty Ltd and its affiliates are not authorised deposit-taking institutions (as that term is defined in the Banking Act 1959 (Cth)) in Australia and do not provide banking services, nor carry on a banking business, in Australia. This research, and any access to it, is intended only for “wholesale clients” within the meaning of the Australian Corporations Act, unless otherwise agreed by Goldman Sachs. In producing research reports, members of Global Investment Research of Goldman Sachs Australia may attend site visits and other meetings hosted by the companies and other entities which are the subject of its research reports. In some instances the costs of such site visits or meetings may be met in part or in whole by the issuers concerned if Goldman Sachs Australia considers it is…

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