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  • 20-May – ECB comments to offset any PMI pick-up - Updated Tue May 19, 2015

    Top 3 data/events • China – SAFE data shows FX demand, but stability still favoured • Hong Kong – Inflation likely to have edged lower in April • South Africa – We see the SARB as hawkish, but on hold • Market focus • Euro-area economy is stro...

  • 08-May – Greece: Low breakthrough prospects - Updated Thu May 7, 2015

    Top 3 data/events • India –The SIGMA signal is bearish; we remain Positive on IGBs • Sri Lanka – CBSL is likely to keep rates on hold in May • China – Inflation likely remained subdued in April • Market focus • Expectations for a breakthrough ...

  • 07-May – US payrolls likely soldiered on - Updated Wed May 6, 2015

    Top 3 data/events • China – April trade data probably will show a modest export recovery • UK – We expect the BoE to keep the bank rate unchanged • Germany – Industrial production likely ticked up in March • Market focus • We see April payroll...

  • 30-Apr – Fed data-watching continues - Updated Wed April 29, 2015

    Top 3 data/events • China – Manufacturing sector likely still under pressure • South Korea – April trade probably softened further • Mexico – Banxico likely to hold back, awaiting the Fed’s move • Market focus • Fed statement noted recent weak...

  • 23-Apr – China SOE default: A blessing in disguise - Updated Wed April 22, 2015

    Top 3 data/events • United States – Underlying trend in new home sales is firming up • Germany – IFO business climate likely continued to improve • Vietnam – April data likely showed steady growth • Market focus • First SOE default likely to im...

  • 17-Apr – USD-CNY forecast revisions - Updated Thu April 16, 2015

    Top 3 data/events • Taiwan – March export orders likely supported by rising tech demand • Malaysia – Inflation to increase from April • US – March CPI inflation data likely to support the Fed’s ‘no rush’ view • Market focus • We raise CNY fore...

  • 14-Apr – China’s growth likely slowed further - Updated Mon April 13, 2015

    Top 3 data/events • South Korea – March unemployment rate was likely subdued • Euro area – Good momentum, but the ECB will continue with QE • US – Consumers likely returned to shops in March • Market focus • China’s Q1 GDP growth may have slow...

  • 13-Apr – We expect no BI policy surprises - Updated Sun April 12, 2015

    Top 3 data/events • China - We expect credit growth to have declined again in March • UK – CPI likely became negative in March • Euro area – Industrial production likely registered modest growth • Market focus • We expect Bank Indonesia (BI) t...

  • 10-Apr – Our call on a MAS move is a close one - Updated Thu April 9, 2015

    Top 3 data/events • India – March CPI likely edged up owing to unseasonal rain • China – Weak demand may have weighed on trade growth • Japan – Feb MoR likely shrank, Mar PPI inflation likely slowed • Market focus • We expect the MAS to recent...

  • 09-Apr – A pause for breath or a policy inflection? - Updated Wed April 8, 2015

    Top 3 data/events • Malaysia – Industrial production likely slowed in February • China – We think inflation moderated after the Lunar New Year • China – Credit growth likely slid again in March • Market focus • USD strength in Q1 was almost in ...



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20-May – ECB comments to offset any PMI...

Top 3 data/events • China – SAFE data shows FX demand, but stability still favoured • Hong Kong – Inflation likely to have edged lower in April • South Africa – We see the SARB as hawkish, but on hold • Market focus • Euro-area economy is strong, but some headwinds are returning • PMIs...

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