Choose the category below to
refine article list
Region
FX
Commodities

Economics

Search Results

Results: 1 - 20 of 102 for 
Display 
 per page
Sort result by 
  • 21-Oct – The agony and the ecstasy - Updated Mon October 20, 2014

    Top 3 data/events • Australia – Inflation likely edged up q/q in Australia and New Zealand • Japan – Exports likely rebounded moderately in September • Canada – Bank of Canada to hold policy rate • Market focus • The BoE’s October meeting min...

  • 17-Oct – ‘Pain trades’ in G10 crosses - Updated Thu October 16, 2014

    Top 3 data/events • Malaysia – Inflation likely remained stable in September • Singapore – Revising the stop-loss on the 5Y UST/SGS spread widener • Canada – Core inflation likely stayed high on seasonality • Market focus • We believe short-...

  • 10-Oct – China’s strong September surplus - Updated Thu October 9, 2014

    Top 3 data/events • India – Moderating CPI should be in line with the RBI’s target • Singapore – GDP growth to improve modestly • Canada – Record drop in private payrolls likely reversed in September • Market focus • Export growth adds to reco...

  • 25-Sep – Implications of Indonesia’s fuel-price hike - Updated Wed September 24, 2014

    Top 3 data/events • Singapore – IP growth likely remained lacklustre in August • Japan – Core inflation probably stayed within the BoJ’s comfort zone • US – Durable goods orders likely plunged on aircraft orders reversal • Market focus • Mark...

  • Canada: Non-US demand may undercut exports - Updated Tue September 23, 2014

    • Canada’s export growth has improved sharply and has been a major contributor to headline growth • We see some moderation in export demand; firmer US demand is offset by softer non-US demand • We revise up our 2014 GDP growth forecast to 2.3% fro...

  • 23-Sep – Revisiting our African FX forecasts - Updated Mon September 22, 2014

    Top 3 data/events • Vietnam – Inflation likely slowed further in September • Germany – We expect September IFO to show a slight improvement • US – August new-home sales likely improved modestly • Market focus • Idiosyncratic and external fact...

  • 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...

  • 03-Sep – ECB keeping alive QE hopes; BoE on hold - Updated Tue September 2, 2014

    Top 3 data/events • India – SIGMA signal is bullish for duration in September • Japan – BoJ is unlikely to act after July’s soft patch • Canada – Bank of Canada expected to be on hold, with an upbeat tone • Market focus • The ECB is likely to ...

  • 01-Sep – BoJ unlikely to act after July’s soft patch - Updated Sun August 31, 2014

    Top 3 data/events • Australia – RBA likely to reiterate a ‘period of stability in interest rates’ • Singapore – PMI likely to point to positive manufacturing growth ahead • US – ISM manufacturing PMI likely little changed; upside risk • Market...

  • 29-Aug – INR: The RBI steps back? - Updated Thu August 28, 2014

    Top 3 data/events • China – Manufacturing recovery remains weak • South Korea – Slowing exports, benign inflation • US – Personal spending and income growth likely slowed in July • Market focus • RBI may be diluting its resistance to modest ...

  • 18-Aug – Waiting for Jackson Hole [Correction] - Updated Mon August 18, 2014

    This supersedes the version dated 18 August 2014. Amends title of China item. • Top 3 data/events • China – Balanced supply and demand of FX onshore in July • UK – CPI inflation likely remained at 1.9% in July • US – We expect a moderate reco...

  • Canada – CPI-C: Our alternative inflation measure - Updated Tue August 5, 2014

    • We assess Canada’s ‘underlying inflation’ by extracting a common factor across CPI categories • Underlying inflation has sped up gradually; sector-specific shocks explain the gap in headline, core CPI • Exchange-rate volatility likely boosted i...

  • 17-Jul – Thailand on a better trajectory - Updated Wed July 16, 2014

    Top 3 data/events • Turkey – CBRT expected to cut, reluctantly • Euro area – CPI likely stayed at 0.5% • US – Housing starts likely dropped for a second consecutive month • Market focus • Economic sentiment has improved following the military ...

  • 08-Jul – Countdown to Indonesia’s election - Updated Mon July 7, 2014

    Top 3 data/events • Australia – Participation rate likely fell to 64.5%, unemployment at 5.8% • Japan – Machinery orders likely rebounded; CGPI remained stable • US – June FOMC minutes: The Fed seems in no rush to change course • Market focu...

  • 04-Jul – China FX reform and the Beijing S&ED - Updated Thu July 3, 2014

    Top 3 data/events • Indonesia – A close presidential race • Taiwan – Exports likely rose; we see upside risk to inflation • US – Job creation strengthens in June; earnings growth remains stable • Market focus • Next week’s China-US S&ED w...

  • 03-Jul – ADP: Heads-up or head fake for NFP? - Updated Wed July 2, 2014

    Top 3 data/events • Malaysia – Exports likely remained strong • Philippines – Inflation is still on an uptrend • Kenya – We now expect the CBK to remain on hold at July’s MPC meeting • Market focus • Markets expectations for June NFP will be s...

  • 02-Jul – Looking for insight from the ECB - Updated Tue July 1, 2014

    Top 3 data/events • Malaysia – Foreign investors increased their MGS holdings in May • UK – PMI survey to continue to signal solid expansion • US – Material news unlikely in Yellen’s IMF speech; headline ADP to edge higher • Market focus • We ...

  • 01-Jul – The ECB’s rising importance for liquidity - Updated Mon June 30, 2014

    Top 3 data/events • Singapore – PMI likely remained mildly positive • Australia – We forecast further weakness in retail and external trade • United States – ISM manufacturing PMI likely advanced further in June • Market focus • We updated our...

  • 24-Jun – Japan is making some progress on reform - Updated Mon June 23, 2014

    Top 3 data/events • High crude oil prices pose a risk to our IDR bond and IGB outlooks • Vietnam – Q2 GDP likely accelerated slightly • US – New-home sales likely edged lower; home prices continued to rise • Market focus • The updated growth ...

  • The Morning Call 17-Jun – Oil spillover in Asia - Updated Mon June 16, 2014

    • Top 3 data/events • Japan – May exports likely slowed; BoJ minutes unlikely to surprise • Thailand – BoT’s easing cycle is likely over • US – Housing starts likely edged lower; CPI may have continued rising • Market focus • Growth impact...



Go to page
  

New User

Find out more about our research

Straight2Bank User

Please access our research via your Straight2Bank account

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.