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  • 22-May – Selectively receive EM Asia rates - Updated Thu May 21, 2015

    Top 3 data/events • Singapore – Prices may have continued to fall in April • Taiwan – We forecast slower IP growth in April on weak export sales • Japan – Trade balance likely turned negative again in April • Market focus • EM/DM yield spread w...

  • 21-May – BoJ likely to remain on hold in May - Updated Wed May 20, 2015

    Top 3 data/events • Malaysia – GST to boost full-year inflation • Germany – IFO index likely to maintain its upward momentum • Brazil – A bumpy road for fiscal adjustment, but in the right direction • Market focus • We expect the BoJ to remain...

  • 15-May – Bank Indonesia likely to lower BI rate - Updated Thu May 14, 2015

    Top 3 data/events • Japan – Machinery orders likely improved slightly in March • Thailand – Faltering exports may have dragged down Q1 growth • Ghana – BoG policy rate may remain elevated for longer than expected • Market focus • We expect BI ...

  • 14-May – BoK likely to keep base rate on hold - Updated Wed May 13, 2015

    Top 3 data/events • Japan – CGPI may have contracted as the sales-tax effect faded • Hong Kong – We expect downside risks to Q1 GDP growth • Latam – We expect the BCCh and BCRP to keep rates unchanged • Market focus • We expect no BoK rate cut...

  • 05-May – BNM is likely to keep rates on hold - Updated Mon May 4, 2015

    Top 3 data/events • BoJ minutes to shed light on Kiuchi’s proposal • New Zealand – Unemployment rate likely fell to 5.5% • US – Before payrolls, markets likely to listen carefully to Chair Yellen • Market focus • BNM is likely to keep the poli...

  • 28-Apr – BoT likely to keep policy rate on hold - Updated Mon April 27, 2015

    Top 3 data/events • New Zealand – RBNZ likely to keep the cash rate at 3.50% in April • Japan – We expect the BoJ to ease further on 30 April • Euro area – Consumer confidence likely dipped in April • Market focus • We believe the BoT will kee...

  • 27-Apr – Weak US Q1 growth may stump the Fed - Updated Sun April 26, 2015

    Top 3 data/events • Philippines – Trade balance likely improved on sluggish import growth • Japan – Retail sales probably weakened y/y in March on a high base • UK – Consumption to drive growth, investment under pressure • Market focus • We t...

  • 24-Apr – Awaiting another surprise from the BoJ - Updated Thu April 23, 2015

    Top 3 data/events • Taiwan – Beware excessive euphoria • United States – Durable goods to show still-strong industry headwinds • Oil – US oil production set to fall heavily • Market focus • We expect the BoJ to add at least JPY10tn to the ass...

  • 10-Apr – Our call on a MAS move is a close one - Updated Thu April 9, 2015

    Top 3 data/events • India – March CPI likely edged up owing to unseasonal rain • China – Weak demand may have weighed on trade growth • Japan – Feb MoR likely shrank, Mar PPI inflation likely slowed • Market focus • We expect the MAS to recent...

  • 07-Apr – BoJ is likely to ease further in April - Updated Mon April 6, 2015

    Top 3 data/events • India – The SIGMA signal is bearish; we remain Positive on IGBs • Taiwan – Exports likely grew in March; inflation may have declined • Philippines – Export growth likely rebounded modestly in February • Market focus • Rece...



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22-May – Selectively receive EM Asia rates

Top 3 data/events • Singapore – Prices may have continued to fall in April • Taiwan – We forecast slower IP growth in April on weak export sales • Japan – Trade balance likely turned negative again in April • Market focus • EM/DM yield spread was range-bound as foreign investors became...

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