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• IDR – Short-term risks, but medium-term bullish

  Date: 13 August 2010
  Author: Thomas Harr
  Region: South East Asia
  

  ...the experiences of 2005 and 2008 to assess the impact of higher CPI inflation • History suggests that if BI reacts credibly to rising CPI inflation...

• China – Inflation watch

  Date: 2 November 2009
  Author: Li Wei, Stephen Green
  Region: China
  Categories: Economics
  

  ...inflation, but there are few rules for when or how it reacts • CPI has risen less than expected; we adjust down our 2010 call to...

• SCB risk appetite update

  Date: 2 March 2010
  Author: Alex Sienaert, Brandon Loe, Callum Henderson, David Semmens
  Region: South East Asia, Americas, Europe, Global Overview, Africa, China, North East Asia
  Categories: Fixed Income, Commodities
  

  ...continue to trade with a heavy tone, despite weaker PMI • Indonesian, Thai CPI data expected to show that Asian inflation pressures remain benign • Calendar: Policy...

• Positive surprise

  Date: 15 December 2009
  Author: Alex Sienaert, Anubhuti Sahay, Callum Henderson, David Semmens
  Region: Global Overview
  Categories: Fixed Income
  

  ...longer-term implications of this move • Calendar: Singapore retail sales, South Africa CPI, German ZEW, UK CPI, US PPI

• FX Daily – The Rational Crisis

  Date: 6 January 2009
  Author: Alvin Liew, Callum Henderson, David Mann, Manik Narain
  Region: Global Overview
  

  ...information Preliminary data suggests that Chinese trade contracted in December-08 Philippine CPI dropped to +8.0% y/y from 9.9% y/y in...

• 2009 – What Next?

  Date: 5 January 2009
  Author: Alvin Liew, David Mann, Priyanka Chakravarty, Robert Minikin
  Region: Global Overview
  

  ...to include commercial paper as eligible collateral for SME lending We expect CPI in Indonesia, Taiwan and Thailand to surprise on the upside Calendar in...

• FX Daily – The Rational Crisis

  Date: 6 January 2009
  Author: Callum Henderson, David Mann, Manik Narain, Mike Moran
  Region: Global Overview, South East Asia
  Categories: Foreign Exchange
  

  ...and imperfect information This has important implications for policy recommendations Calendar: Philippine CPI, Eurozone CPI and US ISM Non-Manufacturing

• IDR raised to Overweight from Neutral

  Date: 11 March 2010
  Author: Eric Sugandi, Fauzi Ichsan, Thomas Harr
  Region: South East Asia
  

  ...dynamics remains a positive given rising commodity prices, capital inflows • Near-term, CPI inflation should remain relatively tame, which will support local asset markets • We...

• FX Daily – Focus on interest rates

  Date: 5 March 2009
  Author: Manik Narain, Priyanka Chakravarty, Robert Minikin, Thomas Harr
  Region: Global Overview
  

  ...on long USD-AXJ positions but fundamentals have not changed Calendar: Philippine CPI, Taiwan CPI and BSP interest rate decision

• China – Not deflating

  Date: 11 June 2009
  Author: Li Wei
  Region: China
  Categories: Economics
  

  China is not deflating, as m/m CPI growth has been positive since March 2009. based on our estimates CPI...