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  • Global trade unbundled - Updated Wed April 9, 2014

    Expanding supply chains and increased openness drove rapid trade growth in past decades • But trade has been weak since the 2008-09 crisis; there is talk of a structural slowdown • We believe the outlook is improving and trade will soon grow fas...

  • Argentina-Brazil: It takes two to tango - Updated Thu February 6, 2014

    Argentina’s economic crisis is not over; USD-ARS and local rates are likely to move higher • Inflation is expected to spike, and the economy to contract; this is bad news for Brazil • The trade links between Brazil and Argentina are significant ...

  • 29-Jan – Preparing for Japan’s sales-tax hike - Updated Tue January 28, 2014

    Top 3 data/events • Philippines – GDP growth likely remained robust in Q4 • New Zealand – We expect RBNZ to leave rate unchanged at a low 2.50% • Argentina – We raise our USD-ARS forecasts • Market focus • December data is likely to show earl...

  • 24-Jan – RBI looks likely to extend the pause - Updated Thu January 23, 2014

    Top 3 data/events • Japan – Annual trade deficit likely widened in 2013 • Argentina – A rude awakening • Germany – Ifo survey likely to reflect a sharp rise in business activity • Market focus • Significant reduction in headline CPI, weak gro...

  • Estimating EM local fund beta - Updated Fri November 1, 2013

    • We previously analysed aggregate foreign positioning in local currency in SC FIRST, assessed our own data sources for a more accurate fund-flow analysis, and generated insights on foreign-investor heterogeneity • We can now generate insights on d...

  • Latin American FX update - Updated Tue October 2, 2012

    We recently revised our Latam FX forecasts in the wake of the Fed’s QE3 policy announcement • While QE has historically been positive for Latam currencies, we observe clear diminishing returns • Regional central banks will fight USD weakness, exc...

  • Argentina – Unpredictable policy mix likely to persist - Updated Wed June 27, 2012

    Economic backdrop is worsening, with stagflation in view in the months ahead • Public-sector financing needs appear manageable in the short term • We do not expect a major one-off devaluation, although worries persist about an official dual FX sys...

  • Latin America – Five key questions - Updated Wed April 25, 2012

    • Internal dynamics to exert greater influence on regional credit, FX and rates markets • While global factors still weigh, several countries face major inflection points • We detail the five key topics that should drive asset prices in five majo...



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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.