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Date: 30 September 2008
Author: Gerard Lyons
Region: Global Overview
Categories: Economics
The failure of the US Congress to approve the Paulson plan was not in the script
A deep and long US recession should not be ruled out
Time to watch closely the contagion effect from the West to emerging markets
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Date: 8 January 2009
Author: Simon Wong
Region: South East Asia
Categories: Economics
...flow of funds data for signs of potential financial adjustments ahead Credit turmoil, falling trade terms to put nation’s balance sheet to test Managing...
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Date: 9 October 2008
Author: Alvin Liew
Region: South East Asia
Categories: Economics
...weak growth for some time, and the current global economic and financial turmoil is likely to create more obstacles in coming quarters. Meanwhile, the days...
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Date: 3 October 2008
Author: Brandon Loe, Danny Suwanapruti, Edward Lee Wee Kok
Region: South East Asia, Americas
Categories: Fixed Income
...recent good performance; we reiterate our bullish SGD rates outlook as financial turmoil compounds growth conditions Thailand – Potential dearth of supply near-term further fuelled...
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Date: 17 September 2008
Author: David Semmens
Region: Americas
Categories: Economics
...remains highly uncertain. Although the statement noted recent economic weakness and financial turmoil it did not, rather surprisingly, comment on the improvement in inflation expectations...
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Date: 27 November 2008
Author: David Mann, Marios Maratheftis, Mike Moran, Robert Minikin
Region: Global Overview
Categories: Foreign Exchange
...interest rates cuts will set the tone for AXJ policy rates Political turmoil in Thailand and terrorist attacks in India will impact AXJ markets Calendar...
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Date: 24 October 2008
Author: Brandon Loe, Brian Verlaan, Danny Suwanapruti, Delphine Arrighi
Region: South East Asia, Africa, North East Asia, Middle East & North Africa
Categories: Fixed Income
...T-bills and bond auctions largely undersubscribed despite ample liquidity South Korea – Turmoil persists in Korean markets, as KOSPI falls by another 10%; focus on...
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Date: 23 October 2008
Author: Brandon Loe, Danny Suwanapruti, Delphine Arrighi, Frances Cheung
Region: China, Africa, North East Asia
Categories: Fixed Income
...rose on higher HIBORs; South African bonds bearish mainly driven by global turmoil rather than local fundamentals; TGB yields down on bearish equities; Uganda primary...
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Date: 15 October 2008
Author: Brandon Loe, Danny Suwanapruti, Delphine Arrighi, Edward Lee Wee Kok
Region: China, South East Asia, Africa, North East Asia
Categories: Fixed Income
...more T-bill auctions this month; Uganda auction cancelled due to global turmoil Please refer to PDF version for charts and figures
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Date: 8 October 2008
Author: Kelvin Lau
Region: China
Categories: Economics
Contagion is rising, and the latest wave of financial turmoil makes things worse We lower our GDP forecasts for 2008 and 2009...