Choose the category below to
refine article list
FX

Commodities

Search Results

Results: 1 - 20 of 41 for 
Display 
 per page
Sort result by 
  • Q2 – The new, new normal - Updated Fri March 20, 2015

    • Overview – In a challenging market environment, macroeconomic and policy divergence – the ‘new normal’ – remains the critical foundation of our updated views and forecasts, with the US economy, USD and US rates leading the way higher. This will ev...

  • 15-Jan – 2015 Asian rates outlook - Updated Wed January 14, 2015

    Top 3 data/events • Singapore – Petrochemicals exports likely weighed on NODX in December • Chile – The BCCh will likely stay on hold • Commodities – Demand uncertainties weigh heavily on copper • Market focus • Asian local-currency bond marke...

  • 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...

  • 25-Nov – OPEC output cuts expected - Updated Mon November 24, 2014

    Top 3 data/events • Philippines – GDP growth likely accelerated in Q3 • Singapore – IP likely improved in October • United States – Q3 GDP may be revised slightly down in second print • Market focus • OPEC meets this week, with output cuts on...

  • 15-Oct – Lower oil prices and EM divergence - Updated Tue October 14, 2014

    Top 3 data/events • Asia macro trackers – Singapore growth is in line with our tracker • Euro area – We expect the final release of CPI to match the flash • US – Retail sales likely hit by m/m drop in car sales and cheaper gas • Market focus •...

  • Q4 – Divergence - Updated Tue September 23, 2014

    Overview • Macro outlook • FX outlook • Rates outlook • Commodity outlook • Corporate strategy • Central bank strategy...

  • 21-Aug – A false dawn in USD-JPY? - Updated Wed August 20, 2014

    Top 3 data/events • Taiwan – Strong jobs data likely boosted consumer confidence • Crude oil – The oil-glut mirage • Mexico – We expect a strong GDP growth reading for Q2-2014 • Market focus • USD-JPY has traded higher in the last week and w...

  • 21-Jul – AXJ impact if Ukraine crisis escalates - Updated Sun July 20, 2014

    Top 3 data/events • Australia – Inflation likely edged up, but mildly, to 3.0% y/y in Q2 • Nigeria – CBN expected to keep interest rates on hold • United States – July CPI should remain firm, but it is still ‘noisy’ • Market focus • If Ukrain...

  • 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...

  • 05-Jun – Scaling back KRW in favour of THB - Updated Wed June 4, 2014

    Top 3 data/events • Malaysia – Positive export demand for commodities and electronics • Iron ore – Credit tightness justifies more price declines • Brazil – COPOM minutes likely to reaffirm rates on hold for now • Market focus • Short THB vs....

  • 29-Apr – CNY: Assessing 2012 risks - Updated Mon April 28, 2014

    • Top 3 data/events 28 April 2014 • Japan – BoJ likely to stay put; industrial production likely rebounded • South Korea – IP backed by strong exports • Euro area – Rise in April CPI may alleviate policy-action pressure • Market focus • Ch...

  • 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...

  • 27-Mar – Commodities volatility set to increase - Updated Wed March 26, 2014

    Top 3 data/events • Southeast Asian FX – All the good news is already in the price • Vietnam – Q1 GDP likely to show economic growth is on track • Euro area – Businesses have a more sceptical outlook than consumers • Market focus • Commodities...

  • 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,...

  • 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...

  • 17-Feb – Ironing out our AUD view - Updated Sun February 16, 2014

    Top 3 data/events • Australia – RBA minutes likely to show comfort about the recovery • Japan – BoJ likely to maintain its pace of asset purchases • Turkey – CBRT expected to stay on hold • Market focus • We have cut our iron ore forecasts on ...

  • Iraq – Security situation worsens - Updated Wed October 9, 2013

    • We revise our GDP growth forecast down on oil output, which is constrained by the operating environment • The security situation has worsened substantially in recent months • Oil potential remains vast but thwarted for now ...

  • Bahrain – Oil is the focus - Updated Wed October 9, 2013

    • The non-hydrocarbon sector continues to show subpar metrics • Moody’s has downgraded Bahrain again • Refinery output capacity should rise by 38% ...

  • Ghana – The long road to fiscal consolidation - Updated Tue October 8, 2013

    • Slower H1 GDP suggests that last year’s public-sector wage hikes did not have a lasting impact on growth • Utility and fuel price adjustments are encouraging, but a large debt service burden and weak budget flexibility will curb pro-growth spendi...

  • Africa Focus – Long-term fundamentals - Updated Tue October 8, 2013

    • The Fed’s decision to postpone tapering QE in September led to a relief rally in some markets. In others, the focus on more negative credit fundamentals remains. With tapering of QE still expected eventually, we look at the underlying trend in mor...



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.