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  • Singapore – MAS in wait-and-see mode - Updated Tue April 14, 2015

    • MAS keeps SGD NEER policy band’s slope, width and centre unchanged, after easing in January • GDP growth surprised positively in Q1, and is likely to improve as the year progresses • We expect a gradual move higher in USD-SGD (Q2: 1.39), driven ...

  • US macro and rates update - Updated Fri January 9, 2015

    • You are cordially invited to join us for an exclusive conference call presentation and Q&A with: • David Mann, Head, Asia Macro Research (host) • Thomas Costerg, US Economist • John Davies, US Rates Strategist • Bruno Lettich, Head, G10 R...

  • 08-Dec – It’s not what they do, it’s what they say - Updated Sun December 7, 2014

    Top 3 data/events • UK – Industrial production likely improved marginally in October • Germany – Trade surplus likely remained close to a record high • United States – Fed hawks have the upper hand after strong NFP data • Market focus • Polic...

  • South Korea – Divergence in trade data - Updated Thu August 21, 2014

    A new methodology capturing Korea’s overseas activity is a key driver of the BoK’s stronger trade data • We believe this is a more significant driver than the change in the treatment of shipbuilding orders • We raise our current account surplus f...

  • Philippines – Budget implementation time - Updated Mon August 4, 2014

    President Aquino announces a PHP 2.61tn budget for 2015, maintaining a budget deficit of 2% • Focus on social and economic services shows that the current inclusive growth policies will continue • We recommend selling PHP 10Y bonds (entry: 3.75%...

  • South Korea – A rate cut to boost sentiment - Updated Tue July 22, 2014

    • Current economic trends and sentiment will likely receive more attention than headline economic figures • We expect a 25bps policy rate cut at the August MPC meeting • Hold KRW 5Y/10Y curve-steepening trade (entry: 20bps, current: 22bps; targe...

  • 22-Jul – Trip notes from Australia, New Zealand - Updated Mon July 21, 2014

    Top 3 data/events • Singapore – Housing and transport inflation likely cooled further • Taiwan – June IP data expected to show recovery is gaining speed • UK – BoE on hold, but more hawkish? • Market focus • Australian clients are neutral on ...

  • 01-Jul – The ECB’s rising importance for liquidity - Updated Mon June 30, 2014

    Top 3 data/events • Singapore – PMI likely remained mildly positive • Australia – We forecast further weakness in retail and external trade • United States – ISM manufacturing PMI likely advanced further in June • Market focus • We updated our...

  • 27-May – Trip notes: Europe, US client roadshow - Updated Mon May 26, 2014

    Top 3 data/events • Japan – April retail sales likely contracted after the sales tax hike • Singapore – Take profit on receive SGD IRS 1Y/3Y/10Y • Thailand – The military considers measures to boost growth • Market focus • Investor mood and r...

  • US macro and rates update - Updated Mon March 10, 2014

    • Recent US data flow has been uneven; harsh weather conditions have muddied the data picture. • But the Fed is looking beyond the snowstorms and seems determined to end its quantitative easing programme. • Continued reductions of USD 10bn at ea...



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