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  • 09-Apr – China – More stimulus needed - Updated Tue April 8, 2014

    Top 3 data/events • Australia – Unemployment rate was likely 6.0% in March • Malaysia – External demand likely supported IP in February • UK – BoE may stay on hold while MPC digests flurry of positive data • Market focus • Policy is shifting ...

  • 18-Feb – No change in the PBoC’s policy stance - Updated Mon February 17, 2014

    • Top 3 data/events • Malaysia – CPI inflation likely edged up further in January • UK – BoE minutes to echo Inflation Report as unemployment falls to 7% • South Africa – January CPI inflation a key focus • Market focus • Credit growth was...

  • 03-Jan – JPY fall extends into undervalued territory - Updated Thu January 2, 2014

    Top 3 data/events • Singapore – PMI likely remained in expansionary territory • Taiwan – Inflation expected to inch up in 2014 • UK – Holiday period may have boosted services sector • Market focus • Policy divergence and widening rate spreads ...

  • 04-Nov – BNM on hold despite inflation risks - Updated Sun November 3, 2013

    Top 3 data/events • Philippines – Food inflation likely led to higher inflation in October • Taiwan – We expect higher m/m inflation for October • UK – Expansion in PMI services may have moderated in October • Market focus • We expect BNM t...

  • 24-Oct – Korea Q3 GDP, a tipping point for confidence - Updated Wed October 23, 2013

    Top 3 data/events • Singapore – IP likely bucked three months of contraction • UK – Economic activity stayed strong in Q3 • Germany – IFO set to edge up further • Market focus • Korea is likely to grow close to 1% q/q, continuing its recovery...

  • 22-Oct – Little inflation pressure in Asia - Updated Mon October 21, 2013

    Top 3 data/events • Turkey – No change expected from the monetary policy committee • UK – BoE minutes likely to advocate caution • United States – September payroll data does not capture the shutdown • Market focus • We see limited inflation ...

  • 16-Oct – Behind the scenes in the euro area - Updated Tue October 15, 2013

    Top 3 data/events • Singapore – Exports likely registered a mild improvement • China – New liquidity measures support CGBs • UK – Inflation and sluggish wage growth continue to weigh on sales • Market focus • The euro-area recovery is on track...

  • 10-Sep – China – Steady FX, volatile interest rates - Updated Mon September 9, 2013

    Top 3 data/events • Malaysia – Industrial production likely improved in July • South Asia – Bangladesh and Sri Lanka FX expected to be flat • United Kingdom – Unemployment rate likely to remain unchanged • Market focus • Trade and activity re...

  • 16-Jul – China is still slowing - Updated Mon July 15, 2013

    Top 3 data/events • Japan – June minutes to shed more light on the board’s policy stance • Malaysia – Inflation to rise but remain at modest levels • UK – BoE minutes will throw more light on ‘forward guidance’ • Market focus • We revise down...

  • 10-Jun – Trouble with the (JGB) curve - Updated Sun June 9, 2013

    Top 3 data/events • Philippines – Export growth likely saw a modest improvement in April • Malaysia – Domestic demand expected to sustain industrial activity • UK – Signs of recovery in the industrial sector • Market focus • The BoJ is likely ...

  • 20-May – African monetary policy paths diverge - Updated Sun May 19, 2013

    Top 3 data/events • Hong Kong – Inflation likely edged higher year-on-year in April • Australia – May minutes might provide insight into further moves • UK – Near-term price pressures probably remained elevated • Market focus • BoG to hike it...

  • 22-Jan-13 – Asian inflation remains tolerable - Updated Mon January 21, 2013

    Top 3 data/events • Singapore/Thailand – Target on short SGD-THB extended • Taiwan – Strong IP likely boosted Q4-2012 GDP • UK – PM Cameron to seek ‘fresh consent’ on EU relationship • Market focus • Asian inflation remains tolerable for now ...

  • 16-Oct-2012 – Bank of Thailand to hold this week - Updated Mon October 15, 2012

    Top 3 data/events • Singapore – Export outlook remains murky • Malaysia – Inflation in September was likely stable at 1.5% • UK – BoE minutes to indicate whether more QE is likely • Market focus • We expect the Bank of Thailand to keep rates o...

  • 03-Sep-12 – Asian central banks to stay put - Updated Sun September 2, 2012

    Top 3 data/events • Taiwan – MoU signed with mainland China on currency arrangement • Nigeria – We revise the target on our long 7Y NGN bond position • UK – Manufacturing likely to remain in contraction • Market focus • Australia, Thailand a...

  • 23-Aug-12 – Cruising for a bruising - Updated Wed August 22, 2012

    Top 3 data/events • Singapore – We expect July industrial production to have contracted m/m • Vietnam – August inflation likely reached a floor • UK – Q2 GDP drop to be recalibrated; outlook for H2 remains fragile • Market focus • FX implied ...

  • 17-Jul-12 – A price-stability dividend from CB caution - Updated Mon July 16, 2012

    Top 3 data/events • Malaysia – Little pressure on the inflation front • United Kingdom – Inflation falling, unemployment rising • United States – Inflation is too high for more easing • Market focus • Policy makers are now earning a ‘price-st...

  • 03-Jul-12 – Asian inflation remains benign for now - Updated Mon July 2, 2012

    Top 3 data/events • Malaysia – Trade growth likely was modest • UK – Services PMI to indicate still-weak underlying economy • US – Ugly ISM, but any QE talk is premature • Market focus • Asian central banks, except China and Vietnam, to mainta...

  • 16-May-12 – Under pressure - Updated Tue May 15, 2012

    Top 3 data/events • Japan – Q1 GDP likely improved, but not by much • Singapore – Q1 GDP likely to be revised up from earlier estimate • US – FOMC minutes to shine a light on the chances for further QE Market focus • The sell-off in IDR governm...



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Trade idea

09-Apr – China – More stimulus needed

Top 3 data/events • Australia – Unemployment rate was likely 6.0% in March • Malaysia – External demand likely supported IP in February • UK – BoE may stay on hold while MPC digests flurry of positive data • Market focus • Policy is shifting towards pro-growth stance on weak data, with...

In Media

Global Focus - The world in transition

The world economy is in transition. Global growth rates are picking up, but transition means elevated risks and volatility. In terms of global implications, all eyes will be on the US and China, with the US normalising monetary policy and China rebalancing its economy.