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  • 17-Sep – No Summers season at the Fed - Updated Mon September 16, 2013

    Top 3 data/events • Malaysia – Inflation likely rose only modestly in August • UK – BoE minutes likely to express caution over unemployment • US – August inflation was likely tame; home builders’ optimism lower • Market focus • Summers’ withdr...

  • 13-Sep – An overlooked AXJ appreciation story? - Updated Thu September 12, 2013

    Top 3 data/events • India – Elevated base effect probably contained August WPI • Philippines – Remittance growth likely continued to support consumption • US – Cars likely drove retail sales; but confidence may have been hit • Market focus • P...

  • 04-Sep – Asian trade, IP risks increasingly to the upside - Updated Tue September 3, 2013

    Top 3 data/events • Japan – BoJ likely to upgrade its economic assessment • Malaysia – BNM likely to keep policy rate on hold • Canada – BoC expected to stay on hold ahead of FOMC meeting • Market focus • We reiterate our view that talk of a r...

  • 30-Aug – EM reserve adequacy - Updated Thu August 29, 2013

    Top 3 data/events • Indonesia – August headline inflation likely slowed m/m, picked up y/y • South Korea – Headline inflation, exports likely continued to rise • US – Expected increase in Chicago PMI would bode well for ISM survey • Market foc...

  • 29-Aug – Moderate recovery likely continued in Japan - Updated Wed August 28, 2013

    Top 3 data/events • South Africa – We close our receiver on the 2Y swap • India – Apr-Jun 2013 GDP growth likely slipped further • US – Q2 GDP growth expected to be revised slightly up Market focus • Japan’s July data is likely to show a mode...

  • 27-Aug – AXJ FX to fall further, but no crisis - Updated Mon August 26, 2013

    Top 3 data/events • Rates – New 20Y SGS to fetch 3.3-3.4%, drive 20/30Y slope steeper • US – Home prices are still rising, but consumer confidence cools • Brazil – We expect the COPOM to accelerate pace of hikes to 75bps • Market focus • CA de...

  • 26-Aug – Implications of a decline in FX reserves - Updated Sun August 25, 2013

    Top 3 data/events • South Africa – Q2 GDP likely to show recovery, output gap persists • Germany – Survey data point to an ongoing recovery • US – Core durable goods orders likely picked up in July • Market focus • Reserve managers have been ...

  • 23-Aug – Drawing the line in the EM debt sell-off - Updated Thu August 22, 2013

    Top 3 data/events • Singapore – Industrial production likely rebounded in July • Vietnam – August CPI expected to remain on an uptrend • US – New home sales likely edged down, but uptrend seems solid • Market focus • EM bonds have seen outflow...

  • 06-Aug – China: Slower growth, targeted boost - Updated Mon August 5, 2013

    Top 3 data/events • Malaysia – Industrial production likely picked up in June • UK – BoE to release forward guidance details • US – Trade deficit likely narrowed marginally in June • Market focus • China’s July data is likely to show continue...

  • 02-Aug – US vs. China – Who matters more in Asia? - Updated Thu August 1, 2013

    Top 3 data/events • Malaysia – Trade likely rebounded in June • Taiwan – A temporary downtrend in headline inflation • US – Job gains likely maintained their recent solid trend • Market focus • We examine Asia’s external linkages to the US...



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16-Apr – Food prices rise on weather and...

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 concerns have lifted food prices • Inventories...

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.