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  • 25-Apr – Banxico, BanRep dovish in their own ways - Updated Thu April 24, 2014

    • Top 3 data/events • EM bonds – Impact of ELMI+ rebalancing should be limited • Japan – Retail sales likely continued to accelerate m/m in March • Taiwan – Leading index likely to show stronger growth in Q1 • Market focus • We expect Ba...

  • 24-Apr – Moment of truth for the JPY trade - Updated Wed April 23, 2014

    • Top 3 data/events • Philippines – Trade deficit likely narrowed in February • Singapore – IP likely remained robust in March • US – Still waiting for the corporate capex boom • Market focus • We expect Japan’s core CPI inflation to have rema...

  • 28-Jun – Enjoy it while it lasts - Updated Thu June 27, 2013

    Top 3 data/events • China – Manufacturing PMI is on a weakening trend • Japan – Q2 Tankan survey is likely to show continued improvement • NZD – Revised NZD-USD forecasts • Market focus • EM local markets are likely to consolidate near-ter...



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