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  • 23-Mar – CBC and BSP likely to stay neutral - Updated Sun March 22, 2015

    Top 3 data/events • Vietnam – Q1 GDP and March data likely to show steady growth • UK – CPI likely eased further in February • US – Tepid core inflation to support the Fed’s wait-and-see stance • Market focus • CBC is likely to keep policy rat...

  • 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...

  • 26-Jan – ECB reinforces AXJ cross-currents - Updated Sun January 25, 2015

    Top 3 data/events • Philippines – Trade deficit to widen in November • Taiwan – Monitoring index to show economy on steady growth path • Vietnam – January data likely to show an acceleration ahead of Tet • Market focus • PBoC signals defensive...

  • 20-Nov – Latam FX: More USD pain - Updated Wed November 19, 2014

    Top 3 data/events • Malaysia – October inflation was likely driven by fuel-subsidy cuts • Vietnam – Inflation likely continued to trend lower in November • US – Falling oil prices add to low underlying inflation pressures • Market focus • This...

  • 27-Oct – Turning off the US QE tap, and watching - Updated Sun October 26, 2014

    Top 3 data/events • Japan – Retail sales likely increased moderately in September • Thailand – Trade and C/A surpluses expected for September • Vietnam – Economic data likely to show mild improvement in October • Market focus • We think the ...

  • 23-Oct – South Korea: Real growth is a concern - Updated Wed October 22, 2014

    Top 3 data/events • Philippines – Trade deficit likely widened in August • Singapore – IP growth was likely positive in September • Vietnam – Inflation has likely eased further in October • Market focus • South Korea’s GDP likely grew 3.2% ...

  • 23-Sep – Revisiting our African FX forecasts - Updated Mon September 22, 2014

    Top 3 data/events • Vietnam – Inflation likely slowed further in September • Germany – We expect September IFO to show a slight improvement • US – August new-home sales likely improved modestly • Market focus • Idiosyncratic and external fact...

  • 25-Jul – Lowering our US GDP but not yield forecast - Updated Thu July 24, 2014

    Top 3 data/events • Thailand – Export recovery likely gained momentum in June • Vietnam – July data likely improved, but not significantly • Turkey – Tightening the stop on short 6M USD-TRY • Market focus • We have lowered our 2014 US ...

  • 24-Jun – Japan is making some progress on reform - Updated Mon June 23, 2014

    Top 3 data/events • High crude oil prices pose a risk to our IDR bond and IGB outlooks • Vietnam – Q2 GDP likely accelerated slightly • US – New-home sales likely edged lower; home prices continued to rise • Market focus • The updated growth ...

  • 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...



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