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  • Oil price effects on Asia, the US and Latam - Updated Fri October 24, 2014

    • We estimate the macro impact of a sustained change in oil prices • The impact will likely be affected by whether supply or demand dynamics drive the move more • Lower oil costs will likely result in reverse stagflation • Our central case is for...

  • 07-Mar – China, commodities and currencies - Updated Thu March 6, 2014

    Top 3 data/events • India – Trade deficit to stay in single digits • Japan – C/A was likely in deficit again in January • US – February’s job report to show a hiring slowdown amid bad weather • Market focus • China’s February trade data to so...

  • 27-Jun – Gold prices tumble as investors liquidate - Updated Wed June 26, 2013

    Top 3 data/events • Japan – Economic data to show an uneven pace of recovery • South Korea – Industrial production likely posted a mild gain in May • US – Personal spending may fine-tune Q2 GDP expectations • Market focus • Investor selling o...



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