Choose the category below to
refine article list
Region
FX
Commodities
Trade Ideas
Author

Search Results

Results: 1 - 10 of 1,918
Display 
 per page
Sort result by 
  • US shocks – Quantifying the global impact - Updated Fri April 17, 2015

    • We model and assess the impact of US monetary policy shocks and US dollar strength on economies in Asia, Africa, the Middle East and Latin America. • The main shock absorbers are currencies rather than real economies, except in fixed-exchange-rat...

  • Global Research: Top Weekly Reads – 10 – 16 April 2015 - Updated Fri April 17, 2015

    The following reports received the most reads from external clients, as per anonymous readership data, for the period from 10 to 16 April 2015. They are listed in descending order of most reads: Global Focus – Hawks, doves and parrots Commodity Ro...

  • 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...

  • Asia data previews – 17-24 April 2015 - Updated Thu April 16, 2015

    Inflation likely eased in Australia, Hong Kong, New Zealand and Singapore, but not in Malaysia IP growth in Singapore and Taiwan may have weakened on base effects and subdued export orders Korea GDP growth likely remained weak in Q1 on slow cons...

  • Indian corporates unanimous on INR outlook - Updated Thu April 16, 2015

    Indian corporates we spoke to expect gradual INR depreciation in the short and medium term While sentiment remains positive, corporates note the lack of a significant pick-up in domestic demand Corporates are also more uncertain over the quantum o...

  • Risks and opportunities 2015 - Updated Thu April 16, 2015

    The biggest risks and opportunities in the global economy today • Their economic and market implications • Q&A...

  • 16-Apr – Greece on a tightrope - Updated Wed April 15, 2015

    Top 3 data/events • Singapore – NODX growth likely remained muted in March • Euro area – CPI likely to match flash at -0.1% y/y • UK – Labour-market slack likely diminished further • Market focus • Greek government and the ‘institutions’ are ...

  • Sri Lanka – More rate cuts to come - Updated Wed April 15, 2015

    CBSL, in a surprise move, cut the SDFR and SDLR 50bps each to 6.0% and 7.5%, respectively • March 2015 inflation was at an all-time low of 0.1%; we expect average inflation below 2% in 2015 • Growth-inflation mix likely to determine near-term rat...

  • China – Growth target at risk; more easing expected - Updated Wed April 15, 2015

    • GDP growth slowed further to 7.0% y/y in Q1, with few signs of a quick turnaround • Investment appears to be driving the downtrend; downside risk to our 2015 GDP growth forecast of 7.1% • We forecast one rate cut and one RRR cut by mid-2015, fol...

  • Euro area – ECB ‘dictator’ upbeat on QE - Updated Wed April 15, 2015

    A brief disruption failed to detract from Draghi’s upbeat message at today’s ECB press conference • QE will stay the course, the deposit rate will not be cut and worries over bond scarcity are ‘exaggerated’ • Draghi will not contemplate a Greek de...



Go to page
  

New User

Find out more about our research

Straight2Bank User

Please access our research via your Straight2Bank account

Trade idea

17-Apr – USD-CNY forecast revisions

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 forecasts vs the USD and lift the short-term FX...

In Media

Technology: Reshaping the global economy

Digital technology is transforming the economy and society. Adoption, not invention, has the most economic impact. Technology can lift developed countries if they embrace change. New technologies offer more opportunities than challenges for emerging markets.