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  • 19-May – Fed still looking over the rainbow - Updated Mon May 18, 2015

    Top 3 data/events • Taiwan – Export orders likely declined; C/A surplus at record high • UK – We expect the BoE decision remained unanimous • Turkey – CBRT will most likely keep rates unchanged • Market focus • Yellen’s speech on Friday is lik...

  • 21-Apr – CBRT – Monetary policy consternation - Updated Mon April 20, 2015

    Top 3 data/events • Australia – Q1 inflation was likely lower at 1.3% y/y • Singapore – Inflation likely decreased further in March • UK – BoE minutes likely to show unanimous rate decision in April • Market focus • We think the CBRT will leav...

  • 16-Mar – BoJ will likely move in April not March - Updated Sun March 15, 2015

    Top 3 data/events • Singapore - We expect modest NODX growth in January-February • Turkey – CBRT will likely keep rates unchanged • South Africa – C/A deficit to highlight ongoing vulnerability • Market focus • We expect no BoJ easing at the 16...

  • 12-Mar – TRY: The party’s over - Updated Wed March 11, 2015

    Top 3 data/events • Switzerland – FX irony • Singapore – Retail sales likely remained sluggish in January • United States – Oil boost still not in the spending data • Market focus • Political interference in monetary policy has been in focus ...

  • 23-Feb – Yellen to sound less dovish than minutes - Updated Sun February 22, 2015

    Top 3 data/events • Philippines − Trade deficit expected due to poor export growth • Vietnam - Key February data likely distorted by Tet holiday • Turkey – We expect the CBRT to cut its benchmark rate 50bps • Market focus • We expect (relative...

  • 19-Jan – A cold December in China - Updated Sun January 18, 2015

    Top 3 data/events • Malaysia – Growth concerns put downward pressure on rates • Nigeria – Monetary policy rate expected to stay on hold • Turkey – CBRT will most likely keep rates unchanged • Market focus • Growth momentum remains weak in Chin...

  • Turkey – Same but different - Updated Fri December 12, 2014

    • GDP growth will likely accelerate on a more favourable external environment • Conservative fiscal policy remains the strongest credit support • Conflict in Syria could jeopardise the peace process with the Kurds ...

  • Tunisia – Transition (almost) complete - Updated Fri December 12, 2014

    • Growth is ready to pick up but dim European growth outlook might be a constraint • Reform agenda is ambitious but essential • Tunisia has so far managed its democratic transition, which should boost investor confidence ...

  • Morocco – Hard work pays off - Updated Fri December 12, 2014

    • Strong focus on non-agricultural GDP will likely be the main growth driver • Morocco has had success with bold fiscal consolidation initiatives • Inclusive growth to alleviate unemployment will be crucial ...

  • Lebanon – War economy - Updated Fri December 12, 2014

    • We see a very mild growth pick-up on a benign security scenario • Fiscal consolidation is becoming urgent • Fragile environment is undermining the political process ...

  • Iraq – Fighting back - Updated Fri December 12, 2014

    • Despite turmoil Iraq should continue to grow, albeit at a slower pace • Fiscal policy is an increasingly important potential area of risk • Politics remains Iraq’s main vulnerability ...

  • Bahrain – 2015 will be about non-oil GDP - Updated Fri December 12, 2014

    • Headline GDP growth should mostly come from the non-oil sector • Reforming fiscal policy is essential • Bahrain’s financial sector is undergoing a transformation ...

  • Algeria – Business environment deteriorates - Updated Fri December 12, 2014

    • Growth is mainly driven by the hydrocarbon sector and government spending • Improving the restrictive business environment will be key • Capital markets are abnormally small relative to the country’s size ...

  • MENA – Navigating headwinds - Updated Fri December 12, 2014

    • We expect lower oil prices to directly impact the GCC’s growth outlook • Recent oil-price decline is a reminder that government expenditure cannot rise indefinitely • Energy-subsidy reform should become a priority given reduced fiscal heardroom...

  • 24-Sep – ECB struggling to gain traction - Updated Tue September 23, 2014

    Top 3 data/events • Taiwan – CBC likely to keep policy rate unchanged at 1.875% • Turkey – CBRT expected to keep rates unchanged • United States – Cleveland Fed’s Mester may have a hawkish tone • Market focus • Weak take-up of the TLTRO raises...

  • 09-Sep – The Scotland referendum: Value in vol - Updated Mon September 8, 2014

    Top 3 data/events • Japan – CGPI likely slowed; machinery orders likely rose again m/m • Turkey – Q2 GDP will most likely point to a slowdown • Australia – Strong job creation unlikely to dent the unemployment rate • Market focus • The market...

  • 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 ...

  • 13-Jun – Middle East unsettles oil markets, again - Updated Thu June 12, 2014

    Top 3 data/events • India – May WPI likely to have stayed about flat • Philippines – Remittance growth to support current account • Euro area – Inflation set to slide further • Market focus • Iraq’s territorial and national integrity is bein...

  • 17-Mar – FOMC: Jettisoning the thresholds - Updated Sun March 16, 2014

    Top 3 data/events • Metals – Caught between China and Ukraine • Turkey – CBRT expected to leave its policy rate on hold at 10% • Germany – Investor confidence to moderate further in March • Market focus • Fed will likely taper QE by USD 10bn,...

  • Turkey – Growth dynamic interrupted, not crushed - Updated Wed February 19, 2014

    • Macro prudential measures and steep policy tightening will constrain real GDP growth • We do not envisage a recession scenario; fiscal expansion and exports will limit the downside risks • Politics remain uncertain and could stress markets again...



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19-May – Fed still looking over the rainbow

Top 3 data/events • Taiwan – Export orders likely declined; C/A surplus at record high • UK – We expect the BoE decision remained unanimous • Turkey – CBRT will most likely keep rates unchanged • Market focus • Yellen’s speech on Friday is likely to take precedence over the FOMC meeting...

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.