Choose the category below to
refine article list


Search Results

Results: 1 - 10 of 43 for 
 per page
Sort result by 
  • ECB impact on emerging markets: First take - Updated Thu January 22, 2015

    • You are cordially invited to join us for an exclusive conference call presentation at 9:00 PM GMT on Thursday 22 January 2015 (with Q&A) with: • Thomas Kikis, Head of Global Corporate Sales, Americas (host) • Sarah Hewin, Head of UK and Euro...

  • Positive picks in Latam - Updated Wed January 21, 2015

    Latam headwinds include lower commodity prices, slowing global demand, and a stronger USD • For Mexico, some of these risks are priced in; we now expect a 25bps Banxico hike in June • Lower global yields are a near-term positive development for t...

  • Buy MXN-CLP - Updated Thu January 15, 2015

    • Copper prices have fallen sharply this week, revealing a relative-value opportunity in Latam FX • Relative fundamentals and positioning are bullish MXN-CLP; we revise USD-CLP forecasts higher • We recommend buying MXN-CLP via 3M forward/NDF outr...

  • SC FIRST – EM losing the game of patience - Updated Thu December 18, 2014

    Fed will be patient but EM investors are not; outflows are channelling through more liquid bond markets • While overall flows reflect the Fed story, relative flows show the lower oil story still captures mindshare • Stressed markets care about e...

  • 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...

  • 20-Nov – Latam FX: More USD pain - Updated Wed November 19, 2014

    Top 3 data/events • Malaysia – October inflation was likely driven by fuel-subsidy cuts • Vietnam – Inflation likely continued to trend lower in November • US – Falling oil prices add to low underlying inflation pressures • Market focus • This...

  • 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...

  • 21-Aug – A false dawn in USD-JPY? - Updated Wed August 20, 2014

    Top 3 data/events • Taiwan – Strong jobs data likely boosted consumer confidence • Crude oil – The oil-glut mirage • Mexico – We expect a strong GDP growth reading for Q2-2014 • Market focus • USD-JPY has traded higher in the last week and w...

  • SC FIRST – Buy 5Y THB bonds vs pay 5Y swaps - Updated Thu July 17, 2014

    • New allocations charts show ongoing short-covering that will continue to support Thai bonds and FX • Direction signal back to positive: add new long 5Y THB bonds vs pay 5Y swaps • Spread signal shifts down to neutral, supporting low-yield bonds ...

  • 10-Jul – Indonesia election update - Updated Wed July 9, 2014

    Top 3 data/events • China – Credit growth will likely stabilise from here • India – May IIP likely reached a 15-month high • Latam – Tough times, easing bias • Market focus • Quick-count results suggest a Jokowi victory, albeit by a narrow ma...

Go to page

New User

Find out more about our research

Straight2Bank User

Please access our research via your Straight2Bank account

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.