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  • 14-Nov – Abenomics put to a vote? [Correction] - Updated Fri November 14, 2014

    This supersedes the version dated 14 November 2014. Page 1, corrects ‘Key data/events’ table. • Top 3 data/events • Japan – Q3 GDP likely reflects weak recovery momentum • Singapore – NODX likely grew for a third straight month • United States ...

  • 07-Jul – Commodities: Rise of the fundamentals - Updated Sun July 6, 2014

    Top 3 data/events • China – Inflation pressure remains muted • Japan – Current account surplus likely shrank in May • United Kingdom – Industrial production likely to have improved further in May Market focus • Positioning for uneven and slug...

  • The Morning Call 17-Jun – Oil spillover in Asia - Updated Mon June 16, 2014

    • Top 3 data/events • Japan – May exports likely slowed; BoJ minutes unlikely to surprise • Thailand – BoT’s easing cycle is likely over • US – Housing starts likely edged lower; CPI may have continued rising • Market focus • Growth impact...

  • 13-Dec – Top rates trades for 2014 - Updated Thu December 12, 2013

    Top 3 data/events • China – CNH drops to a discount to CNY onshore • Japan – Q4 Tankan survey to show large manufacturers are upbeat • Philippines – Remittance growth likely slowed on base effects • Market focus • Our total-returns analysis ...



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