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  • Receive SGD 2Y IRS on MAS’ unchanged policy - Updated Tue April 14, 2015

    We recommend receiving SGD 2Y IRS on MAS’ unchanged FX policy • The SGS and SGD IRS curve should steepen on the outperformance of the front end • The UST/SGS spread should normalise, and is likely to move to positive spread territory in the near t...

  • Singapore – MAS maintains monetary policy stance - Updated Tue April 14, 2015

    Event – The Monetary Authority of Singapore (MAS) kept its monetary policy stance unchanged on 14 April. Consensus was divided on whether it would ease or make no change to its Singapore dollar nominal effective exchange rate (SGD NEER) policy. For ...

  • 14-Apr – China’s growth likely slowed further - Updated Mon April 13, 2015

    Top 3 data/events • South Korea – March unemployment rate was likely subdued • Euro area – Good momentum, but the ECB will continue with QE • US – Consumers likely returned to shops in March • Market focus • China’s Q1 GDP growth may have slow...

  • Commodity Roadmap – US oil industry recession deepens - Updated Mon April 13, 2015

    Focus: The recession in the US oil and gas industry is set to be the second largest in the past 65 years • China’s aluminium semis exports fell in March, constrained by lower ex-China physical premiums • US crude oil inventories continue to rise;...

  • 13-Apr – We expect no BI policy surprises - Updated Sun April 12, 2015

    Top 3 data/events • China - We expect credit growth to have declined again in March • UK – CPI likely became negative in March • Euro area – Industrial production likely registered modest growth • Market focus • We expect Bank Indonesia (BI) t...

  • Canada – BoC – A temporary stay - Updated Fri April 10, 2015

    Better-than-expected March employment data is likely to delay the next BoC rate cut • We push back our rate-cut call to the 27 May meeting; we therefore expect no change on 15 April • We still expect two more rate cuts as the economy deteriorates,...

  • Unlocking fixed income opportunities in WAEMU - Updated Fri April 10, 2015

    • You are cordially invited to join us for an exclusive conference call presentation on 15 April 2015 at 3PM London BST (14:00 GMT) with: • Adrien Diouf, Managing Director of Agence UMOA-Titres • Moderator: Samir Gadio, Head, Africa Strategy, FICC...

  • Asia economy trackers – Slight improvement vs Q4 - Updated Fri April 10, 2015

    Trackers signalling stronger Q1 GDP growth outnumber those signalling weaker growth • Trackers for China, Australia and Japan suggest a soft performance in Q1-2015 • Trackers for India, South Korea, Thailand and Hong Kong indicate stronger growth ...

  • Global Research: Top Weekly Reads – 3 – 9 April 2015 - Updated Fri April 10, 2015

    The following reports received the most reads from external clients, as per anonymous readership data, for the period from 3 to 9 April 2015. They are listed in descending order of most reads: Economics Weekly – 03-Apr – More easing from central ba...

  • South Korea – RMPP likely to have a limited impact - Updated Fri April 10, 2015

    The government introduces a new programme for household debt restructuring • We think the programme (RMPP) will have a limited impact in mitigating household debt risk • The programme’s impact on IRS curve steepening is also likely to be limited,...

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21-Apr – CBRT – Monetary policy consternation

Top 3 data/events • Australia – Q1 inflation was likely lower at 1.3% y/y • Singapore – Inflation likely decreased further in March • UK – BoE minutes likely to show unanimous rate decision in April • Market focus • We think the CBRT will leave interest rates unchanged • Monetary...

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Technology: Reshaping the global economy

Digital technology is transforming the economy and society. Adoption, not invention, has the most economic impact. Technology can lift developed countries if they embrace change. New technologies offer more opportunities than challenges for emerging markets.