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  • 27-Feb – India – Narrower deficit, higher investment - Updated Thu February 26, 2015

    Top 3 data/events • China – Manufacturing weighed down by Lunar New Year period • South Korea – Lower trade figures owing to Lunar New Year holiday • Euro area – February CPI likely to move further into negative territory • Market focus • We ...

  • 25-Feb – CNY’s sheepish start to the Year of the Goat - Updated Tue February 24, 2015

    Top 3 data/events • Hong Kong – January exports probably stayed soft • Kenya – CBK expected to keep rates on hold, despite deflation • Japan – Key January data to show recovery; inflation likely slowed • Market focus • China’s onshore FX marke...

  • 13-Feb – Growth, inflation and the BoJ - Updated Thu February 12, 2015

    Top 3 data/events • China – SLF expansion to ease seasonal liquidity volatility • India – January trade deficit seen narrowing further on low oil imports • Philippines – Remittances to be buoyed by improving US labour market • Market focus • J...

  • 09-Feb – Euro area is turning the corner - Updated Sun February 8, 2015

    Top 3 data/events • China – Deflationary pressure justifies a looser policy stance • Philippines – Export growth likely remained robust in December • Malaysia – Industrial production likely slowed further in December 2014 • Market focus • Th...

  • 05-Feb – Oil prices make US payroll call slippery - Updated Wed February 4, 2015

    Top 3 data/events • Australia – RBA’s Statement on Monetary Policy likely to be bearish • Malaysia – Weaker MYR likely supported the trade balance • China – January trade data to benefit from holiday distortion • Market focus • We predict payr...

  • 19-Jan – A cold December in China - Updated Sun January 18, 2015

    Top 3 data/events • Malaysia – Growth concerns put downward pressure on rates • Nigeria – Monetary policy rate expected to stay on hold • Turkey – CBRT will most likely keep rates unchanged • Market focus • Growth momentum remains weak in Chin...

  • 12-Jan – Big caveat for December’s US job data - Updated Sun January 11, 2015

    Top 3 data/events • China − Trade performance likely remained weak in December • Japan – C/A surplus likely shrank; better Econ Survey results • UK – CPI headline inflation likely eased on lower energy prices • Market focus • US non-farm pay...

  • 07-Jan – FOMC minutes to show Fed still in no rush - Updated Tue January 6, 2015

    Top 3 data/events • China – Disinflationary pressures continue to build • Malaysia – Industrial production likely buoyed by solid domestic activity • UK – MPC will likely keep rates unchanged • Market focus • FOMC meeting minutes are unlikely ...

  • 18-Dec – Fed meeting – Three’s a crowd - Updated Wed December 17, 2014

    Top 3 data/events • Japan – BoJ unlikely to move at its last policy meeting of 2014 • CNH – Tight onshore liquidity to keep CNH points elevated • UK – Consumer confidence likely improved in December • Market focus • FOMC is ‘patient’ but Chair...

  • 11-Dec – A cold winter in China - Updated Wed December 10, 2014

    Top 3 data/events • India – CPI to be pulled lower by base effect • US – Core November retail sales likely remained healthy • US – Democrats’ ‘rebellion’ leads to higher uncertainty on funding bill • Market focus • China’s November growth pro...

  • 09-Dec – ECB TLTRO tantrum could trigger QE - Updated Mon December 8, 2014

    Top 3 data/events • Australia – Job creation was likely weak in November • China – Continued drop in producer prices raises concerns • Korea – Hold onto the long 10Y KTB trade; we revise up the stop-loss • Market focus • The 11 December TLTRO ...

  • 05-Dec – US: No wage gain, no UST pain - Updated Thu December 4, 2014

    Top 3 data/events • China – Trade surplus likely widened in November on weak imports • Japan – Q3 GDP likely to be revised up; C/A surplus likely narrowed • Mexico – Weakening MXN should keep Banxico on hold • Market focus • Our November NFP f...

  • 02-Dec – The oil slick hits commodity currencies - Updated Mon December 1, 2014

    Top 3 data/events • NEA FX revisions following OPEC’s November meeting • Nigeria – Revisiting our USD-NGN forecasts • USD-COP FX forecasts revised • Market focus • Following the OPEC meeting, we revise down our forecasts for the AUD, NZD and C...

  • 28-Nov – No quick fix to China’s growth - Updated Thu November 27, 2014

    Top 3 data/events • Indonesia – We expect inflation to have spiked in November • South Korea – Exports likely slowed in November • Thailand – November inflation was likely subdued • Market focus • We expect China’s official manufacturing PMI ...

  • 10-Nov – The US labour-market through train - Updated Sun November 9, 2014

    Top 3 data/events • Japan – C/A likely negative, sentiment likely improved in September • China – We lower our target for long-dated CGB bonds • Philippines – Export growth likely boosted C/A surplus • Market focus • Payrolls posted another ab...

  • 07-Nov – Payroll report to test ‘Econ 101’ - Updated Thu November 6, 2014

    Top 3 data/events • South Korea – Growing concern over a weak JPY • China – Steady exports likely contributed to growth in October • India – SIGMA signal is bullish for duration in November • Market focus • October payrolls likely strong again...

  • 31-Oct – Weaker MXN to keep Banxico on hold - Updated Thu October 30, 2014

    Top 3 data/events • Indonesia – BI introduces regulation on hedging foreign-currency debt • China – No improvement in the manufacturing sector expected • US – Low wage growth and soft inflation to keep the Fed patient • Market focus • We expe...

  • 20-Oct – China’s GDP growth likely slowed in Q3 - Updated Sun October 19, 2014

    Top 3 data/events • Hong Kong – September’s inflation likely distorted by rent concession • UK – Public borrowing may have been higher in September • South Africa –Medium-term Budget in Focus • Market focus • GDP growth is expected to have mo...

  • 10-Oct – China’s strong September surplus - Updated Thu October 9, 2014

    Top 3 data/events • India – Moderating CPI should be in line with the RBI’s target • Singapore – GDP growth to improve modestly • Canada – Record drop in private payrolls likely reversed in September • Market focus • Export growth adds to reco...

  • 09-Oct – FOMC: Considerably cautious - Updated Wed October 8, 2014

    Top 3 data/events • Philippines – Robust export growth likely to continue • China – Credit growth remains in low gear • India – Industrial production likely to remain weak • Market focus • Fed Minutes had a dovish undertone, revealing worries ...



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27-Feb – India – Narrower deficit, higher...

Top 3 data/events • China – Manufacturing weighed down by Lunar New Year period • South Korea – Lower trade figures owing to Lunar New Year holiday • Euro area – February CPI likely to move further into negative territory • Market focus • We expect the government to adhere to the...

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