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  • 18-Mar – Fed likely to remove ‘patient’ guidance - Updated Tue March 17, 2015

    Top 3 data/events • New Zealand – Q4-2014 GDP growth likely remained robust at 0.6% q/q • Euro area – TLTRO 3 to show whether demand for loans is rising • Switzerland – SNB likely to keep the LIBOR target range unchanged • Market focus • We th...

  • Cross-currents and vulnerability in AXJ currencies - Updated Tue March 17, 2015

    Asian currency performance has varied significantly this year, in line with our ‘cross-currents’ call • USD-AXJ is likely to see further upside in Q2 on valuation, policy divergence and flow volatility • We raise higher our USD-CNY, USD-IDR, USD-M...

  • 17-Mar – Further SSA currency weakness likely - Updated Mon March 16, 2015

    Top 3 data/events • Japan – Trade data likely disappointed in February • Malaysia – We expect inflation to have slowed further in February • UK – We expect unanimous MPC and robust labour-market data • Market focus • USD-NGN is likely to adjus...

  • Commodity Roadmap - Updated Mon March 16, 2015

    Focus: Our 2016 supply and demand forecasts are now available in Standard Chartered Scenarios • Latest China metals production data points to a mixed picture for demand conditions in early 2015 • Oil prices have fallen sharply, primarily due to a ...

  • CHF – Careful what you wish for - Updated Mon March 16, 2015

    We believe the SNB has succeeded in making the CHF unattractive after the scrapping of EUR-CHF floor • Despite recent CHF losses, the FX market in our view has yet to price in the likely Swiss recession in H1 • We revise our Swiss economic and FX ...

  • Standard Chartered commodities update – Aluminium: Game-changer - Updated Mon March 16, 2015

    • You are cordially invited to join us for an update call at 09:00 GMT on Thursday 19 March (with Q&A) with: • Nicholas Snowdon, Commodities Research, London • John Dennis, Executive Director, Head, Base Metals Sales • Bradley Campbell, Execu...

  • Metals Standard – Waiting for China - Updated Mon March 16, 2015

    Sluggish China demand has outweighed mounting supply constraints in driving price action so far in 2015 • The turn lower in aluminium physical premia should generate medium-term support for LME prices • The copper concentrate market deficit has st...

  • Malaysia – A pause means a lot - Updated Mon March 16, 2015

    We present takeaways from BNM’s annual report briefing and our meetings with local investors • We think a policy rate move is unlikely in the near term, although we do not rule it out completely • Positive onshore sentiment towards the rates mark...

  • United States – Fed: ‘Patient’ no more - Updated Sun March 15, 2015

    Taking comfort from recent solid job growth, the Fed is likely to take out ‘patient’ from the statement • Removing ‘patient’ does not automatically mean a June rate hike; we stick to our September-hike view • Fed is likely to still sound relative...

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Trade idea

17-Apr – USD-CNY forecast revisions

Top 3 data/events • Taiwan – March export orders likely supported by rising tech demand • Malaysia – Inflation to increase from April • US – March CPI inflation data likely to support the Fed’s ‘no rush’ view • Market focus • We raise CNY forecasts vs the USD and lift the short-term FX...

In Media

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.