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  • 13-June-12 – Firmer ground for the RBI to cut rates - Updated Tue June 12, 2012

    Top 3 data/events • Philippines – BSP is likely to keep rates on hold for the remainder of 2012 • Euro area – Chancellor Merkel to outline her stance ahead of the G20 meeting • US – We forecast weaker-than-consensus May retail sales • Market foc...

  • 29-May-12 – Asia’s production down cycle - Updated Mon May 28, 2012

    Top 3 key data/events • Australia – Retail sales likely to have decelerated • South Africa – Consumption to support GDP growth in Q1 • Euro area – Eurostat business surveys to echo weak flash PMIs • Market focus • Asia’s production has been w...

  • 28-May-12 – The market is still short USD-AXJ - Updated Sun May 27, 2012

    Top 3 data/events • Asian rates – Scope for a further bond rally amid risk aversion • China – Spot hits 2012 high amid new two-way variability • Germany – Wage increases have not yet affected inflation • Market focus • Flow data suggest real-m...

  • 21-May-12 – Asia’s slowdown - Updated Sun May 20, 2012

    Top 3 key data/events • Hong Kong – April CPI inflation likely remained unchanged at 4.9% y/y • Nigeria – We now expect the CBN to keep the MPR on hold this year • UK – Door left ajar for QE3 as inflation concerns diminish • Market focus • Q1 T...

  • 15-May-12 – Relative value in Asia - Updated Mon May 14, 2012

    Top 3 data/events • Japan – A contraction in machinery orders is likely • UK – BoE’s Inflation Report to provide insight into the possibility of further QE • US – Consumer spending continues to expand Market focus • Asian bonds have underperfo...

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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.