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  • 01-Feb-13 – The euro and the currency wars - Updated Thu January 31, 2013

    • Singapore – PMI likely remained in contractionary territory • Oil – Rising crude prices are likely to be reined in • US – Lacklustre public-sector job data probably weighed on payrolls ...

  • United States – Fed to wait for expected pick-up - Updated Mon July 30, 2012

    QE3 is unlikely in July and better data by September should keep the Fed on hold • A ‘fiscal cliff’ could trigger QE in 2013, but a ‘fiscal slope’ will not • Currency – An unexpected dose of QE3 would be USD-negative, but other factors are at play...

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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.