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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...

  • 23-Apr – Solid Korean growth and the KRW puzzle - Updated Tue April 22, 2014

    • Top 3 data/events • New Zealand – RBNZ will likely hike the cash rate again, to 3.00% • Germany – IFO to show firm fundamentals dampened by shaky outlook • US – Markit PMI survey may show ongoing manufacturing expansion • Market focus ...

  • AUD – A fleeting rebound - Updated Tue September 24, 2013

    • We expect near-term range trading as poor domestic fundamentals offset a better external environment • Leveraged funds: We see value in put spreads to express a medium-term bearish view on AUD-USD • Real-money funds: Maintain AUD FX weightings a...

  • Australia – RBA to ease further; more expected in Q4 - Updated Wed July 31, 2013

    The RBA is likely to ease further; we expect a 25bps cut in August and another 25bps cut in December • Domestic data remains mixed; China’s slowdown will weigh on growth • Inflation is benign despite a mild uptick in Q2 and recent AUD depreciation...

  • Australia – RBA likely to cut again in June - Updated Wed May 29, 2013

    The RBA is likely to ease monetary policy further; we expect a 25bps cut as early as June • Domestic data has been mixed; further monetary impetus is essential to boost the economy • Inflation is benign and recent AUD-USD move lower is not an impe...

  • Australia – Reduced chance of RBA rate cut - Updated Tue July 31, 2012

    We now expect the RBA to stay put in August due to improved data and upbeat RBA comments • But benign inflation should provide the RBA the room to ease if needed, possibly by 25bps in Q4 • Beyond that, a rebound in China’s growth and Australia’s ...

  • 12-June-12 – Spectre of 17 June casts its shadow - Updated Mon June 11, 2012

    Top 3 data/events • Thailand – BoT to keep interest rates on hold • Ghana – BoG expected to hike another 100bps • United States – Small business to be range-bound in 2012 • Market focus • The Greek elections on 17 June continue to pose a threa...

  • Australia – RBA to stay dovish despite strong data - Updated Fri June 8, 2012

    Despite strong Q1 GDP and May labour-market reports, we still see the RBA staying dovish in Q3-2012 • We revise our RBA rate call, now calling for a total of 50bps more cuts in the coming months • Risk of AUD collapse mitigated by FX rebalancing o...

  • United States – Participation and unemployment - Updated Wed May 2, 2012

    • The trend in the participation rate is critical for the unemployment rate • We now expect less downward pressure on the unemployment rate from participation-rate declines • Payroll growth of 150,000 monthly, as we expect, will allow unemploymen...



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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.