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  • ECB impact on emerging markets: First take - Updated Thu January 22, 2015

    • You are cordially invited to join us for an exclusive conference call presentation at 9:00 PM GMT on Thursday 22 January 2015 (with Q&A) with: • Thomas Kikis, Head of Global Corporate Sales, Americas (host) • Sarah Hewin, Head of UK and Euro...

  • Positive picks in Latam - Updated Wed January 21, 2015

    Latam headwinds include lower commodity prices, slowing global demand, and a stronger USD • For Mexico, some of these risks are priced in; we now expect a 25bps Banxico hike in June • Lower global yields are a near-term positive development for t...

  • 15-Jan – 2015 Asian rates outlook - Updated Wed January 14, 2015

    Top 3 data/events • Singapore – Petrochemicals exports likely weighed on NODX in December • Chile – The BCCh will likely stay on hold • Commodities – Demand uncertainties weigh heavily on copper • Market focus • Asian local-currency bond marke...

  • Americas – Contemplating change - Updated Tue December 2, 2014

    Major policy changes are in store, starting with the Federal Reserve raising interest rates in Q3-2015 • Brazil is set to undergo a significant policy overhaul with emphasis on boosting fiscal and monetary credibility • Drop in oil prices is a key...

  • 20-Nov – Latam FX: More USD pain - Updated Wed November 19, 2014

    Top 3 data/events • Malaysia – October inflation was likely driven by fuel-subsidy cuts • Vietnam – Inflation likely continued to trend lower in November • US – Falling oil prices add to low underlying inflation pressures • Market focus • This...

  • 16-Oct – The Fed and the dollar - Updated Wed October 15, 2014

    Top 3 data/events • Singapore – September NODX likely improved further • Chile – We expect the BCCh to deliver its final cut • US – Fed speakers send mixed signals as data weakens • Market focus • USD is now part of the FOMC internal debate o...

  • Chile – Introducing our MFCI - Updated Thu August 14, 2014

    We launch our MFCI for Chile – an index that serves as a leading indicator for onshore growth • It shows that tight monetary conditions in 2013 and a strong CLP contributed to the current slowdown • Versus previous growth cycles, the MFCI reading...

  • 06-Aug – ECB and BoE to bide their time - Updated Tue August 5, 2014

    Top 3 data/events • Taiwan – Steady global demand for tech likely boosted exports in July • India – USD-INR likely to continue range-trading after a hawkish RBI • Chile – Latam’s weakest link • Market focus • We expect the BoE to keep rates o...

  • SC FIRST – Buy 5Y THB bonds vs pay 5Y swaps - Updated Thu July 17, 2014

    • New allocations charts show ongoing short-covering that will continue to support Thai bonds and FX • Direction signal back to positive: add new long 5Y THB bonds vs pay 5Y swaps • Spread signal shifts down to neutral, supporting low-yield bonds ...

  • 15-Jul – What lurks beneath in China - Updated Mon July 14, 2014

    Top 3 data/events • Malaysia – Inflation likely remained stable in June • India – The SIGMA signal turns bullish for duration in July • Chile – Time to cut • Market focus • With housing in recession and credit growth slowing, China’s recovery ...



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