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  • 23-Apr – Solid Korean growth and the KRW puzzle - Updated Tue April 22, 2014

    • Top 3 data/events • New Zealand – RBNZ will likely hike the cash rate again, to 3.00% • Germany – IFO to show firm fundamentals dampened by shaky outlook • US – Markit PMI survey may show ongoing manufacturing expansion • Market focus ...

  • 17-Apr – China: Growth momentum slowed in Q1 - Updated Wed April 16, 2014

    Top 3 data/events • Japan – Trade deficit likely remained given import re-acceleration • Taiwan – Overseas demand likely supported export orders • US – Yellen sticks to her script in NY speech • Market focus • China’s Q1 GDP slowed to 7.4% y...

  • 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...

  • 15-Apr – Draghi puts EUR strength in the crosshairs - Updated Mon April 14, 2014

    Top 3 data/events • China – Growth momentum likely softened in Q1 • Euro area – CPI final print likely to match the preliminary data • US – Yellen to clarify view on long-run inflation, growth and FFTR • Market focus • Draghi’s IMF comments c...

  • 14-Apr – AXJ FX revisions amid divergent volatility - Updated Sun April 13, 2014

    Top 3 data/events • India – Inflation likely moved up in March • Germany – ZEW may show investors shrugging off uncertainties • US – Not necessarily a spring rebound for core retail sales • Market focus • Weaker China data and reviving bond i...

  • 11-Apr – Indonesian rally to pause on election - Updated Thu April 10, 2014

    Top 3 data/events • Singapore – MAS likely to maintain the status quo • China – Disappointing trade performance in March • US – 10Y UST yields touch bottom of range, important technical level • Market focus • Indonesian markets have sold off ...

  • 10-Apr – AXJ currency rally supported by yield-seeking - Updated Wed April 9, 2014

    Top 3 data/events • India – Feb IIP set to disappoint at -0.4% y/y • GBP-CAD – Lowering the stop-loss on our short position • US – FOMC minutes downplay the hawkish ‘dots’ • Market focus • The stabilisation in UST yields and fall in US rate vo...

  • 08-Apr – New BoK governor may hold rates steady - Updated Mon April 7, 2014

    Top 3 data/events • Philippines – Exports likely grew 13.5% y/y in January-February • Japan – Machinery orders likely declined in February • US – FOMC minutes to shed more light on the timing of first rate hike • Market focus • We expect the ...

  • 01-Apr – UST volatility and EM catch-up - Updated Mon March 31, 2014

    Top 3 data/events • Singapore – We expect the PMI to remain above the 50 threshold • Europe – New offshore Renminbi centres set to get a boost • US – ISM data is likely to thaw gradually • Market focus • The sharp fall in UST implied volatili...

  • 28-Mar – Time to embrace the sales-tax hike - Updated Thu March 27, 2014

    Top 3 data/events • Euro area – Downward price pressures pose a conundrum for the ECB • US – February core PCE inflation to remain stable at 1.1% y/y • Colombia – We reiterate our Overweight FX rating on the COP • Market focus • Tankan survey ...

  • 25-Mar – The trans-Tasman twist - Updated Mon March 24, 2014

    Top 3 data/events • Singapore – IP growth was likely strong in February • Euro area – US seeking a united front with EU against Russia • US – Corporate investment is still not in the data • Market focus • The NZ economy has been solid in recen...

  • 18-Mar – The new BoK governor - Updated Mon March 17, 2014

    Top 3 data/events • Japan – Trade deficit likely narrowed in February • UK – Labour-market slack is lessening • United States – Inflation to stay subdued; housing to edge up • Market focus • Ju-yeol Lee is likely to be confirmed as the new Ban...

  • 13-Mar – IDR and THB rallies to stall near-term - Updated Wed March 12, 2014

    Top 3 data/events • Japan – BoJ minutes to shed more light on future policy stance • India – February WPI likely slipped below 5% • US – Retail sales likely picked up mildly as the weather improved • Market focus • We believe the IDR and TH...

  • 10-Mar – USD beached on the ‘island of stability’ - Updated Sun March 9, 2014

    Top 3 data/events • Japan – BoJ is likely to stay put after its last surprise announcement • Philippines – Export growth likely started 2014 on a firm footing • United Kingdom – 2014 output rises to meet growing domestic and external demand • ...

  • 07-Mar – China, commodities and currencies - Updated Thu March 6, 2014

    Top 3 data/events • India – Trade deficit to stay in single digits • Japan – C/A was likely in deficit again in January • US – February’s job report to show a hiring slowdown amid bad weather • Market focus • China’s February trade data to so...

  • 05-Mar – Keeping the faith at the ECB - Updated Tue March 4, 2014

    Top 3 data/events • Australia – We look for ongoing strength in retail sales and international trade • Malaysia – We expect BNM to keep rates steady • US – Watch ADP and ISM service PMI for hints on Friday’s NFP report • Market focus • We exp...

  • 03-Mar – CNH rates to climb amid FX volatility - Updated Sun March 2, 2014

    Top 3 data/events • Australia – RBA likely to maintain neutral stance, keep rates unchanged • Europe – Central banks look to activity data • United States – ISM manufacturing PMI likely inched up in February • Market focus • USD-CNY intra-day ...

  • 27-Feb – The hidden North Asia risk story - Updated Wed February 26, 2014

    Top 3 data/events • South Korea – IP likely fell on adverse base effect and external factors • India – Yet another quarter of weak economic activity • US – Durable goods orders: More than the weather • Market focus • Authorities’ desire to di...

  • 13-Feb – China’s January surprise - Updated Wed February 12, 2014

    Top 3 data/events • India – January WPI is likely to surprise • Euro area – Chance of an upside surprise for flash Q4 GDP • US – January retail sales likely off to a slow start in 2014 • Market focus • January’s trade growth accelerated; mar...

  • 11-Feb – Asian demand/supply outlook; buy 10Y THB - Updated Mon February 10, 2014

    Top 3 data/events • Malaysia – GDP growth likely supported by increased external demand • China – Trade performance likely softened in January • US – Yellen’s testimony: Watch for hints about Fed’s forward guidance • Market focus • PHP bonds s...



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Trade idea

17-Apr – China: Growth momentum slowed in Q1

Top 3 data/events • Japan – Trade deficit likely remained given import re-acceleration • Taiwan – Overseas demand likely supported export orders • US – Yellen sticks to her script in NY speech • Market focus • China’s Q1 GDP slowed to 7.4% y/y as credit and housing sales decelerated...

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.