Choose the category below to
refine article list
FX
Commodities
Trade Ideas

Rates

Search Results

Display 
 per page
Sort result by 
  • 28-May – US surprise indices may have troughed - Updated Wed May 27, 2015

    Top 3 data/events • Indonesia – Inflation likely accelerated in May • FX – We raise USD-LKR and lower USD-BDT forecasts • Japan – Core inflation likely remained 0%; IP may have edged up • Market focus • Second Q1 GDP print may be a painful rem...

  • 05-May – BNM is likely to keep rates on hold - Updated Mon May 4, 2015

    Top 3 data/events • BoJ minutes to shed light on Kiuchi’s proposal • New Zealand – Unemployment rate likely fell to 5.5% • US – Before payrolls, markets likely to listen carefully to Chair Yellen • Market focus • BNM is likely to keep the poli...

  • 27-Apr – Weak US Q1 growth may stump the Fed - Updated Sun April 26, 2015

    Top 3 data/events • Philippines – Trade balance likely improved on sluggish import growth • Japan – Retail sales probably weakened y/y in March on a high base • UK – Consumption to drive growth, investment under pressure • Market focus • We t...

  • 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...

  • 27-Mar – Investor feedback from Tokyo - Updated Thu March 26, 2015

    Top 3 data/events • Japan – Industrial production likely dropped m/m in February • South Korea – We expect sentiment to deteriorate in April • US – Q4 to be revised up slightly; personal spending up too • Market focus • Japanese investors are ...

  • 26-Mar – US escape velocity – Not this year either - Updated Wed March 25, 2015

    Top 3 data/events • Taiwan – Monitoring indicators index to remain in the ‘green’ zone • Japan – We expect slower inflation, rebounding retail sales in February • Brazil – The end of an era in FX intervention • Market focus • Except for payrol...

  • 18-Feb – Fed minutes likely to show tightening bias - Updated Tue February 17, 2015

    Top 3 data/events • Japan – Trade deficit likely widened in January • Euro area – PMIs likely to tick down • Euro area – ECB releases meeting minutes for the first time ever • Market focus • The minutes’ tone should be balanced; but the under...

  • 16-Jan – The SNB, RBI and policy credibility - Updated Thu January 15, 2015

    Top 3 data/events • Japan – Revised IP likely to show a smaller m/m drop • India – RBI surprised with an inter-meeting rate cut • US – Not immune to global disinflationary trends as CPI is set to drop • Market focus • SNB step to scrap EUR-CHF...

  • 12-Jan – Big caveat for December’s US job data - Updated Sun January 11, 2015

    Top 3 data/events • China − Trade performance likely remained weak in December • Japan – C/A surplus likely shrank; better Econ Survey results • UK – CPI headline inflation likely eased on lower energy prices • Market focus • US non-farm pay...

  • 05-Dec – US: No wage gain, no UST pain - Updated Thu December 4, 2014

    Top 3 data/events • China – Trade surplus likely widened in November on weak imports • Japan – Q3 GDP likely to be revised up; C/A surplus likely narrowed • Mexico – Weakening MXN should keep Banxico on hold • Market focus • Our November NFP f...

  • 26-Nov – BoJ board split on monetary policy decision - Updated Tue November 25, 2014

    Top 3 data/events • Taiwan – Monitoring indicators to show recovery is on track • South Korea – IP growth expected to be mixed due to base effect • US – Durable goods likely soft; private spending probably moderate • Market focus • BoJ minut...

  • 18-Nov – Fed: Wait a minute - Updated Mon November 17, 2014

    Top 3 data/events • Hong Kong – CPI likely normalised in October after September’s jump • Japan – We expect the BoJ to stay put after October’s surprise • UK – Bank of England minutes likely to be dovish • Market focus • Fed minutes may be dov...

  • 14-Nov – Abenomics put to a vote? [Correction] - Updated Fri November 14, 2014

    This supersedes the version dated 14 November 2014. Page 1, corrects ‘Key data/events’ table. • Top 3 data/events • Japan – Q3 GDP likely reflects weak recovery momentum • Singapore – NODX likely grew for a third straight month • United States ...

  • 10-Nov – The US labour-market through train - Updated Sun November 9, 2014

    Top 3 data/events • Japan – C/A likely negative, sentiment likely improved in September • China – We lower our target for long-dated CGB bonds • Philippines – Export growth likely boosted C/A surplus • Market focus • Payrolls posted another ab...

  • 30-Oct – A patient BoJ is unlikely to act - Updated Wed October 29, 2014

    Top 3 data/events • Taiwan – Preliminary Q3 GDP growth likely improved • Euro area – Inflation is likely to remain low • US – Q3 GDP growth was likely solid, but a moderation is likely in Q4 • Market focus • The BoJ is currently under pressur...

  • 28-Oct – Brazil: Dilma’s chance to change her tune - Updated Mon October 27, 2014

    Top 3 data/events • Asia macro trackers – Philippines growth, current account heating up • Japan – Industrial production likely rebounded in September • US – Aircrafts orders likely to support September’s durable goods • Market focus • Dilma ...

  • 27-Oct – Turning off the US QE tap, and watching - Updated Sun October 26, 2014

    Top 3 data/events • Japan – Retail sales likely increased moderately in September • Thailand – Trade and C/A surpluses expected for September • Vietnam – Economic data likely to show mild improvement in October • Market focus • We think the ...

  • 07-Oct – Brazil: To a run-off we go - Updated Mon October 6, 2014

    Top 3 data/events • Japan – C/A surplus likely shrank in August • China – CNH discount likely to narrow after the Golden Week holiday • United States – FOMC minutes likely hawkish • Market focus • Brazil’s presidential elections will go to a ...

  • 05-Sep – The ECB, non-farm payrolls and Asia FX - Updated Thu September 4, 2014

    Top 3 data/events • China – Trade balance likely remained in surplus • Japan – Q2 GDP probably will be revised lower; July C/A likely turned positive • Canada – Job growth likely slowed in August on reduced part-time jobs • Market focus • EC...

  • 19-Aug – BoE minutes to reveal split over slack - Updated Mon August 18, 2014

    Top 3 data/events • Japan – Trade deficit likely narrowed on a contraction in imports • Taiwan – Rising tech demand likely supported export orders in July • US – Slower CPI inflation will likely support Yellen’s dovish view • Market focus • Bo...



Go to page
  

New User

Find out more about our research

Straight2Bank User

Please access our research via your Straight2Bank account

Trade idea

28-May – US surprise indices may have...

Top 3 data/events • Indonesia – Inflation likely accelerated in May • FX – We raise USD-LKR and lower USD-BDT forecasts • Japan – Core inflation likely remained 0%; IP may have edged up • Market focus • Second Q1 GDP print may be a painful reminder of data weakness • We still expect a...

In Media

Technology: Reshaping the global economy

Digital technology is transforming the economy and society. Adoption, not invention, has the most economic impact. Technology can lift developed countries if they embrace change. New technologies offer more opportunities than challenges for emerging markets.