Choose the category below to
refine article list


 per page
Sort result by 
  • 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...

  • 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...

  • 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...

  • 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 ...

  • 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...

  • 18-Nov – The Plenum delivered! - Updated Sun November 17, 2013

    Top 3 data/events • Australia – RBA minutes to reflect its cautious view • Turkey – CBRT set to leave its policy rate on hold at 4.5% • Ghana – Pace of fiscal consolidation will be closely watched • Market focus • China rolls out biggest econo...

  • Local Markets Compendium 2014 - Updated Mon October 7, 2013

    To paraphrase Mark Twain, the reports of the death of EM bond markets have been greatly exaggerated. Increased global allocations to local EM bond markets have been not cyclical but primarily structural in nature, reflecting these markets’ rising ec...

  • 12-Sep – Japan looks likely to hike the sales tax - Updated Wed September 11, 2013

    Top 3 data/events • India – July IIP likely to improve; August CPI print to remain elevated • Singapore – Sluggish auto sales likely dragged down July retail sales • Turkey – Monetary policy U-turn precipitates TRY’s slump • Market focus • We ...

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.