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  • 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...

  • 25-Nov – OPEC output cuts expected - Updated Mon November 24, 2014

    Top 3 data/events • Philippines – GDP growth likely accelerated in Q3 • Singapore – IP likely improved in October • United States – Q3 GDP may be revised slightly down in second print • Market focus • OPEC meets this week, with output cuts on...

  • 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...

  • 15-Oct – Lower oil prices and EM divergence - Updated Tue October 14, 2014

    Top 3 data/events • Asia macro trackers – Singapore growth is in line with our tracker • Euro area – We expect the final release of CPI to match the flash • US – Retail sales likely hit by m/m drop in car sales and cheaper gas • Market focus •...

  • 21-Jul – AXJ impact if Ukraine crisis escalates - Updated Sun July 20, 2014

    Top 3 data/events • Australia – Inflation likely edged up, but mildly, to 3.0% y/y in Q2 • Nigeria – CBN expected to keep interest rates on hold • United States – July CPI should remain firm, but it is still ‘noisy’ • Market focus • If Ukrain...

  • 16-Apr – Food prices rise on weather and geopolitics - Updated Tue April 15, 2014

    Top 3 data/events • Singapore – NODX growth likely to have accelerated in March • Canada – Bank of Canada likely to keep policy rate unchanged • US – Spring recovery in housing may be gradual • Market focus • Weather risks and geopolitical con...

  • 17-Mar – FOMC: Jettisoning the thresholds - Updated Sun March 16, 2014

    Top 3 data/events • Metals – Caught between China and Ukraine • Turkey – CBRT expected to leave its policy rate on hold at 10% • Germany – Investor confidence to moderate further in March • Market focus • Fed will likely taper QE by USD 10bn,...

  • 21-Aug – Brazil: Life is not a beach anymore - Updated Tue August 20, 2013

    Top 3 data/events • Iron ore – Price rally faces an immediate challenge • Euro area – Positive PMIs expected to continue in August • US – Don’t hold your breath for the Jackson Hole conference • Market focus • We met with clients in Brazil; t...



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