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  • 05-May – US economic cross-currents - Updated Sun May 4, 2014

    Top 3 data/events • Australia – RBA expected to maintain ‘a period of stable rates’ • Philippines – Inflation likely remained stable in April • US – ISM to indicate steady, but unspectacular, underlying growth • Market focus • In April, US pa...

  • 01-May – TRYing to find value in carry and vol - Updated Wed April 30, 2014

    Top 3 data/events • Indonesia – Stable inflation, a positive trade surplus expected • Japan – March jobless rate likely edged higher on new graduates • US – April payrolls to be more of the same: no break-out • Market focus • FX volatility re...

  • 30-Apr – QE tapering firmly on auto pilot - Updated Tue April 29, 2014

    Top 3 data/events • China – Weak manufacturing recovery continues • South Korea – New product lines boost exports • Thailand – Inflation is on the rise • Market focus • FOMC set to taper by USD 10bn; statement unlikely to bring material new ...

  • 01-Apr – UST volatility and EM catch-up - Updated Mon March 31, 2014

    Top 3 data/events • Singapore – We expect the PMI to remain above the 50 threshold • Europe – New offshore Renminbi centres set to get a boost • US – ISM data is likely to thaw gradually • Market focus • The sharp fall in UST implied volatili...



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