Choose the category below to
refine article list

Rates

Search Results

Results: 1 - 20 of 36 for 
Display 
 per page
Sort result by 
  • 14-Mar – Asian fixed income outperforms CEMEA’s - Updated Thu March 13, 2014

    Top 3 data/events • Singapore – February exports likely benefited from a low base • Philippines – Remittance growth likely remained buoyant in January • China – Growth moderated, but official data complicates the reading • Market focus • Indon...

  • 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...

  • The Renminbi’s 2020 odyssey - Updated Mon November 4, 2013

    In this issue of The Renminbi Insider, we look ahead to 2020 and explain the currency’s likely odyssey across the trade, FX and the rates space. We expect 28% of China’s international trade to be denominated in Renminbi by 2020, some USD 3tn a year....

  • 25-Oct – China’s tight liquidity likely to be short-lived - Updated Thu October 24, 2013

    Top 3 data/events • Taiwan – LEI index likely to suggest economy is gaining momentum • Mexico – Banxico expected to cut, BanRep to hold • US – Solid manufacturing PMI and aircraft orders signal rising DGO • Market focus • China money-market r...

  • 14-Oct – Growth is picking up in China - Updated Sun October 13, 2013

    Top 3 data/events • Philippines – Remittance growth remains on an uptrend • UK – Three-month fall in CPI will reassure BoE on its monetary policy • Germany – ZEW to show resilience in investor expectations • Market focus • GDP growth likely r...

  • 11-Oct – MAS expected to maintain the status quo - Updated Thu October 10, 2013

    Top 3 data/events • China – Data week for China, starting with inflation data on Monday • India – Lack of fresh price pressures should keep inflation steady • Euro area – IP in Germany and France could support the region • Market focus • We m...

  • 10-Oct – Value in vol - Updated Wed October 9, 2013

    Top 3 data/events • China – Trade outlook is still bright • India – August IIP expected to have remained positive • United States – Yellen appointed: Labour-market slack still her focus • Market focus • FX vols, both in G10 and EM, have yet t...

  • 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...

  • 09-Sep – Solid China data supports KRW Overweight - Updated Sun September 8, 2013

    Top 3 data/events • Philippines – High base effect probably weighed on exports in July • South Africa – Current account deficit likely widened • US – ‘Septapering’ still likely after August payroll data, but a close call • Market focus • Impro...

  • 06-Sep – UST: The baby and the bathwater - Updated Thu September 5, 2013

    Top 3 data/events • Taiwan – Export recovery continues on stable tech demand • China – Stable export growth, low inflation • Japan – Q2 GDP is likely to be revised up on better capex data • Market focus • Recent data supports our above-consens...

  • 12-Aug – Early green shoots in China - Updated Sun August 11, 2013

    Top 3 data/events • Philippines – External demand likely improved in June • Euro area – Positive IP growth in June thanks to Germany • India – The wait is not yet over for the INR • Market focus • Official data suggest growth improved in July,...

  • 09-Aug – BoE – It’s a knockout - Updated Thu August 8, 2013

    Top 3 data/events • Singapore – Q2 GDP likely to be adjusted down from initial estimates • China – July’s trade improvement might not continue • Japan – Q2 GDP data to shed more light on economic recovery in H1 • Market focus • BoE to keep Ban...

  • 26-Jul – Beijing is ready for more targeted support - Updated Thu July 25, 2013

    Top 3 data/events • India – GoISecs to trade weak on tight liquidity • South Korea – Mild dip in IP, sizeable C/A surplus expected • Rates – EM bond flows stabilise, but Thailand and Turkey are still seeing outflows • Market focus • China’s ...

  • 22-Jul – China liberalises domestic lending rate - Updated Sun July 21, 2013

    Top 3 data/events • Taiwan – IP likely rose due to a pick-up in tech demand • Singapore – CPI inflation likely remained low • Nigeria – CBN expected to keep interest rates on hold at 12% • Market focus • PBoC eliminates lending-rate floor, ef...

  • 08-Jul – A parting of the ways - Updated Sun July 7, 2013

    Top 3 data/events • China – Pork demand likely recovered in June • China – Strategic and Economic Dialogue gets underway • UK – Positive industrial production growth may have boosted Q2 GDP • Market focus • We are revising our EUR-USD and GBP...

  • 26-Jun – PBoC tones down a bit - Updated Tue June 25, 2013

    Top 3 data/events • Singapore – MAS to auction SGD 1.8bn of 10Y SGS on 26 June • Taiwan – CBC likely to keep rates on hold for eighth straight quarter • United States – MBA mortgage data could be affected by rising yields • Market focus • Chin...

  • 31-May – Behind the IMF rhetoric on CNY valuation - Updated Thu May 30, 2013

    Top 3 data/events • South Korea – Headline inflation likely remained very low • Thailand – Inflation is expected to have remained benign • Indonesia – Inflation was likely low in May • Market focus • Cumulative gain in the CNY’s real trade-we...

  • 08-May-2013 – The fight against fake trade - Updated Tue May 7, 2013

    Top 3 data/events • Malaysia – BNM likely to keep policy rate unchanged • South Korea – BoK will likely keep the policy rate on hold • UK – BoE expected to be on hold, given tentative signs of a recovery • Market focus • Aggregate adjustment t...

  • 16-Apr – Beijing stays calm - Updated Mon April 15, 2013

    Top 3 data/events • Singapore – Export performance to remain weak on a y/y basis • Malaysia – Inflation still benign, but gathering momentum • United States – IMF set to cut its 2013 growth forecast • Market focus • Weak consumption drags Q1 ...

  • 12-Apr – China consolidated in Q1 - Updated Thu April 11, 2013

    Top 3 data/events • Singapore – Likely market reaction on possible MAS announcements • Philippines – Remittance growth likely remained robust in February • US – March’s retail sales to feel the pinch of the fiscal drag • Market focus • We expe...



  • 1
  • 2
Go to page
  

New User

Find out more about our research

Straight2Bank User

Please access our research via your Straight2Bank account

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.