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  • 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...

  • 04-Sep – A hedge for ECB disappointment - Updated Wed September 3, 2014

    Top 3 data/events • Malaysia – July exports likely remained strong • Philippines – Inflationary pressures likely persisted in August • Taiwan – Local producers may pass on rising costs to consumers • Market focus • Expectations and short EUR p...

  • 22-Aug – AXJ trade dynamics and AXJ FX - Updated Thu August 21, 2014

    Top 3 data/events • Taiwan – We expect strong export sales supported July’s IP data • Singapore – Inflation likely remained benign in July • Germany – IFO business climate will likely fall again • Market focus • Hong Kong, Philippine and Thai...

  • 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...

  • 01-May – TRYing to find value in carry and vol - Updated Wed April 30, 2014

    Top 3 data/events • Indonesia – Stable inflation, a positive trade surplus expected • Japan – March jobless rate likely edged higher on new graduates • US – April payrolls to be more of the same: no break-out • Market focus • FX volatility re...

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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.