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  • 20-May – ECB comments to offset any PMI pick-up - Updated Tue May 19, 2015

    Top 3 data/events • China – SAFE data shows FX demand, but stability still favoured • Hong Kong – Inflation likely to have edged lower in April • South Africa – We see the SARB as hawkish, but on hold • Market focus • Euro-area economy is stro...

  • Taiwan – CBC to keep rates on hold in 2015 - Updated Wed April 29, 2015

    • Data indicates continued economic recovery; strong industrial data offset weak export growth in Feb-Mar • We lower our 2015 inflation forecast to 0.4% y/y (from 0.8%) and raise our 2016 forecast to 1.8% (1.4%) • We think the CBC will keep the po...

  • 24-Apr – Awaiting another surprise from the BoJ - Updated Thu April 23, 2015

    Top 3 data/events • Taiwan – Beware excessive euphoria • United States – Durable goods to show still-strong industry headwinds • Oil – US oil production set to fall heavily • Market focus • We expect the BoJ to add at least JPY10tn to the ass...

  • 17-Apr – USD-CNY forecast revisions - Updated Thu April 16, 2015

    Top 3 data/events • Taiwan – March export orders likely supported by rising tech demand • Malaysia – Inflation to increase from April • US – March CPI inflation data likely to support the Fed’s ‘no rush’ view • Market focus • We raise CNY fore...

  • 14-Apr – China’s growth likely slowed further - Updated Mon April 13, 2015

    Top 3 data/events • South Korea – March unemployment rate was likely subdued • Euro area – Good momentum, but the ECB will continue with QE • US – Consumers likely returned to shops in March • Market focus • China’s Q1 GDP growth may have slow...

  • 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...

  • 09-Mar – BoT to stay put on policy rate - Updated Sun March 8, 2015

    Top 3 data/events • China - Weak consumer confidence suggests further deflationary pressure • Philippines - Export growth seen rebounding modestly • China – Little support for band widening near-term • Market focus • We reiterate our call that...

  • 05-Mar – US focus: From payrolls to pay rise - Updated Wed March 4, 2015

    Top 3 data/events • Taiwan – Elevated TWD NEER to weigh on the TWD • South Korea – We expect a BoK rate cut in Q2-2015 • Malaysia – Exports likely slowed in January • Market focus • We see NFPs at 230,000 from 257,000 and unemployment at 5.6% ...

  • 03-Mar – China’s political meetings in focus - Updated Mon March 2, 2015

    Top 3 data/events • Taiwan – Latest IP data to show pick-up in economic activity • Brazil – Tightening mode for now • Canada – BoC took out insurance in Jan; may wait now, then cut again • Market focus • China’s all-important annual NPC an...

  • 25-Feb – CNY’s sheepish start to the Year of the Goat - Updated Tue February 24, 2015

    Top 3 data/events • Hong Kong – January exports probably stayed soft • Kenya – CBK expected to keep rates on hold, despite deflation • Japan – Key January data to show recovery; inflation likely slowed • Market focus • China’s onshore FX marke...



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20-May – ECB comments to offset any PMI...

Top 3 data/events • China – SAFE data shows FX demand, but stability still favoured • Hong Kong – Inflation likely to have edged lower in April • South Africa – We see the SARB as hawkish, but on hold • Market focus • Euro-area economy is strong, but some headwinds are returning • PMIs...

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