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  • 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...

  • 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...

  • 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...

  • 23-May – IGBs to outperform IDR bonds - Updated Thu May 22, 2014

    Top 3 data/events • Singapore – IP growth likely remained positive in April • Japan – BoJ minutes may show how the board views the recovery • US – New home sales likely picked up modestly in April • Market focus • Politics, valuations and mar...

  • 16-Apr – Food prices rise on weather and geopolitics - Updated Tue April 15, 2014

    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 con...

  • Offshore Renminbi – Big Apple, bigger Renminbi - Updated Fri March 7, 2014

    • We add New York to our RGI, reflecting rising Renminbi payment flows and CNH FX turnover • New York enjoys time-zone advantage, massive trade with China, and rising investor interest in the RMB • We summarise the latest Renminbi developments in...

  • 23-Jan – Trip notes from Japan - Updated Wed January 22, 2014

    Top 3 data/events • Singapore – Upside to IP expected to be muted • Vietnam – Jan inflation likely edged higher, but still controllable • US – Existing home sales were likely up slightly in December • Market focus • Japanese clients are positi...

  • 22-Jan – Korea likely to show steady Q4 GDP growth - Updated Tue January 21, 2014

    Top 3 data/events • Taiwan – Latest IP data may show a rebound in economic activity • Singapore – Lower transport inflation likely slowed December inflation • Canada – Bank of Canada likely to leave policy rate unchanged • Market focus • Q4 G...

  • 12-Dec – China’s on/offshore liquidity contrast - Updated Wed December 11, 2013

    Top 3 data/events • Singapore – Retail sales likely contracted at a slower pace in October • US – Robust auto sales likely boosted holiday retail sales • Latam – A busy day across the region on Thursday • Market focus • Central Economic Work ...

  • Local Markets Compendium 2014 - Updated Mon October 7, 2013

    To paraphrase Mark Twain, the reports of the death of EM bond markets have been greatly exaggerated. Increased global allocations to local EM bond markets have been not cyclical but primarily structural in nature, reflecting these markets’ rising ec...

  • 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...

  • 25-Jul – Reserving the right to tighten [CORRECTION] - Updated Thu July 25, 2013

    This supersedes the version dated 25 July 2013. On page 1, Key data/events today. • Top 3 data/events • Singapore – Electronics sector may have bottomed • Taiwan – LEI index to show that the growth rebound continues • United States – June durab...

  • 02-Jul – Reserve revelations - Updated Mon July 1, 2013

    Top 3 data/events • Singapore – PMI likely remained positive in June • Euro area – Retail sales to show moderate but muted growth • US – Services sector to have kept growing; ADP data key ahead of NFP • Market focus • The IMF has revealed AUD ...

  • 26-Jun – PBoC tones down a bit - Updated Tue June 25, 2013

    Top 3 data/events • Singapore – MAS to auction SGD 1.8bn of 10Y SGS on 26 June • Taiwan – CBC likely to keep rates on hold for eighth straight quarter • United States – MBA mortgage data could be affected by rising yields • Market focus • Chin...

  • 16-May – An unsustainable DXY-ADXY divide - Updated Wed May 15, 2013

    Top 3 data/events • Japan – Machinery orders probably increased m/m in March • Singapore – Pace of contraction in NODX was likely slower in April • US – Decelerating inflation; still-robust housing market • Market focus • USD climbs back to 20...



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