Choose the category below to
refine article list
Region
FX
Publication Name

Rates

Search Results

Results: 1 - 20 of 31 for 
Display 
 per page
Sort result by 
  • 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...

  • 24-Feb – Brazil: The BCB’s juggling act - Updated Sun February 23, 2014

    Top 3 data/events • Philippines – Trade deficit likely widened on stronger import growth • Hong Kong – Export data was likely distorted by Lunar New Year • Vietnam – February data expected to be distorted by Lunar New Year • Market focus • We...

  • 20-Dec – EM-21 reserve monitor update - Updated Thu December 19, 2013

    Top 3 data/events • China – USD-CNY fix rises following Fed taper • Singapore – Stable inflation and industrial production expected • Vietnam – 2013 GDP likely grew 5.3% y/y; inflation is well contained • Market focus • EM-21 reserves inc...

  • 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 ...

  • 06-Dec – India’s state election signal - Updated Thu December 5, 2013

    Top 3 data/events • China – November macro data to be in focus next week • Japan – October current account likely remained in surplus • United States – The Fed will likely take a holistic view of Friday’s data • Market focus • Indian state el...

  • 18-Nov – The Plenum delivered! - Updated Sun November 17, 2013

    Top 3 data/events • Australia – RBA minutes to reflect its cautious view • Turkey – CBRT set to leave its policy rate on hold at 4.5% • Ghana – Pace of fiscal consolidation will be closely watched • Market focus • China rolls out biggest econo...

  • 01-Nov – Deflation risks and ECB policy options - Updated Thu October 31, 2013

    Top 3 data/events • Australia – September m/m retail sales likely remained flat • Hong Kong – CNH deposit accumulation re-accelerates • United States – ISM manufacturing survey expected to moderate • Market focus • The euro area faces a fragil...

  • Local Markets Compendium 2014 - Updated Mon October 7, 2013

    To paraphrase Mark Twain, the reports of the death of EM bond markets have been greatly exaggerated. Increased global allocations to local EM bond markets have been not cyclical but primarily structural in nature, reflecting these markets’ rising ec...

  • 06-Sep – UST: The baby and the bathwater - Updated Thu September 5, 2013

    Top 3 data/events • Taiwan – Export recovery continues on stable tech demand • China – Stable export growth, low inflation • Japan – Q2 GDP is likely to be revised up on better capex data • Market focus • Recent data supports our above-consens...

  • 09-Aug – BoE – It’s a knockout - Updated Thu August 8, 2013

    Top 3 data/events • Singapore – Q2 GDP likely to be adjusted down from initial estimates • China – July’s trade improvement might not continue • Japan – Q2 GDP data to shed more light on economic recovery in H1 • Market focus • BoE to keep Ban...

  • 07-Aug – More to the INR than carry - Updated Tue August 6, 2013

    Top 3 data/events • China – Trade growth is likely bottoming out • Japan – We expect the BoJ to keep policy on hold • South Korea – BoK likely to keep rate on hold for third straight month • Market focus • Higher carry does not offset C/A defi...

  • 19-Jul – Abe’s campaign trail could end in a landslide - Updated Thu July 18, 2013

    Top 3 data/events • Hong Kong – Inflation is likely edging higher • Taiwan – Export orders expected to improve, jobless rate to rise • G20 meeting – Likely to focus on tapering, growth and tax issues • Market focus • Japan’s ruling coalition ...

  • 28-Jun – Enjoy it while it lasts - Updated Thu June 27, 2013

    Top 3 data/events • China – Manufacturing PMI is on a weakening trend • Japan – Q2 Tankan survey is likely to show continued improvement • NZD – Revised NZD-USD forecasts • Market focus • EM local markets are likely to consolidate near-ter...

  • 24-Jun – CNY re-peg amid capital-market volatility - Updated Sun June 23, 2013

    Top 3 data/events • Vietnam – Investment and consumption likely supported Q2 GDP • Philippines – Disappointing exports likely widened trade deficit further • Hong Kong – Fragile external backdrop to weigh on trade recovery • Market focus • Nor...

  • 09-May – The Tasman tango - Updated Wed May 8, 2013

    Top 3 data/events • Hong Kong – Q1 GDP expected to confirm sustained mild recovery • India – March IIP likely remained lacklustre • Japan – Current account balance likely increased in March • Market focus • RBA cuts rates to tackle the elev...

  • 07-Mar – EM central bank reserve monitor - Updated Wed March 6, 2013

    Top 3 data/events • China – February trade likely distorted by Lunar New Year • Japan – Economy watchers survey to show improvement • United States – Trade deficit likely widened on rising import costs • Market focus • EM-21 central bank reserv...

  • 26-Feb-13 – The new BoJ governor is… - Updated Mon February 25, 2013

    Top 3 data/events • Hong Kong – A populist budget as housing issues take a backseat • Taiwan – Latest IP and leading index to show economy is recovering • United States – Listen for hints when Ben speaks before Congress • Market focus • Expe...

  • 21-Feb-13 – Mr. Abe goes to Washington - Updated Wed February 20, 2013

    Top 3 data/events • Hong Kong – Holiday distortion aside, we see upside inflation risk • Euro area – German IFO expected to confirm increasing confidence • US – January inflation probably 0.1%, home sales likely pulled back • Market focus • ...

  • 18-Jan-2013 – Robust bond and equity flows into EM [CORRECTION] - Updated Thu January 17, 2013

    • This supersedes the version dated 17 January 2013. Page 2, updates UK piece to reflect postponement of Prime Minister Cameron’s speech. • Top 3 data/events • Hong Kong – December inflation is likely to have bottomed • Taiwan – Improving exp...

  • 15-Jan-13 – Latam to hold rates this week - Updated Mon January 14, 2013

    Top 3 data/events • Hong Kong – A socially focused Policy Address • Japan – Economic data likely to suggest weak economic momentum • United States – December retail sales likely continued to bounce back • Market focus • BCB, Banxico, BCCh mee...



  • 1
  • 2
Go to page
  

New User

Find out more about our research

Straight2Bank User

Please access our research via your Straight2Bank account

In Media

Global Focus - The world in transition

The world economy is in transition. Global growth rates are picking up, but transition means elevated risks and volatility. In terms of global implications, all eyes will be on the US and China, with the US normalising monetary policy and China rebalancing its economy.