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  • 27-Mar – Investor feedback from Tokyo - Updated Thu March 26, 2015

    Top 3 data/events • Japan – Industrial production likely dropped m/m in February • South Korea – We expect sentiment to deteriorate in April • US – Q4 to be revised up slightly; personal spending up too • Market focus • Japanese investors are ...

  • 26-Mar – US escape velocity – Not this year either - Updated Wed March 25, 2015

    Top 3 data/events • Taiwan – Monitoring indicators index to remain in the ‘green’ zone • Japan – We expect slower inflation, rebounding retail sales in February • Brazil – The end of an era in FX intervention • Market focus • Except for payrol...

  • US: Fed hike in a time of ‘lowflation’ - Updated Wed March 25, 2015

    September remains the most likely timing for the first Fed hike, in our view; the March FOMC meeting and subsequent Fed comments lend credence to our call • Fed’s tightening cycle is likely to be moderate compared with previous cycles; we think the...

  • 23-Mar – CBC and BSP likely to stay neutral - Updated Sun March 22, 2015

    Top 3 data/events • Vietnam – Q1 GDP and March data likely to show steady growth • UK – CPI likely eased further in February • US – Tepid core inflation to support the Fed’s wait-and-see stance • Market focus • CBC is likely to keep policy rat...

  • Q2 – The new, new normal - Updated Fri March 20, 2015

    • Overview – In a challenging market environment, macroeconomic and policy divergence – the ‘new normal’ – remains the critical foundation of our updated views and forecasts, with the US economy, USD and US rates leading the way higher. This will ev...

  • US – Fed still patient in spirit - Updated Wed March 18, 2015

    The Fed removed the ‘patient’ guidance as expected; but the tone of the meeting was dovish • Focus was on the dots’ revision sharply lower, while macro projections were pared down • The likelihood of a June lift-off is reduced; we maintain our Sep...

  • 18-Mar – Fed likely to remove ‘patient’ guidance - Updated Tue March 17, 2015

    Top 3 data/events • New Zealand – Q4-2014 GDP growth likely remained robust at 0.6% q/q • Euro area – TLTRO 3 to show whether demand for loans is rising • Switzerland – SNB likely to keep the LIBOR target range unchanged • Market focus • We th...

  • 12-Mar – TRY: The party’s over - Updated Wed March 11, 2015

    Top 3 data/events • Switzerland – FX irony • Singapore – Retail sales likely remained sluggish in January • United States – Oil boost still not in the spending data • Market focus • Political interference in monetary policy has been in focus ...

  • Offshore Renminbi – Embracing reforms - Updated Mon March 9, 2015

    • RGI rose 2.3% m/m in January, the fastest gain in eight months; index shows steady momentum • We see upside risk to USD-CNY in the near term; band widening is unlikely until at least H2-2015 • Shanghai FTZ spearheads capital account liberalisati...

  • 05-Mar – US focus: From payrolls to pay rise - Updated Wed March 4, 2015

    Top 3 data/events • Taiwan – Elevated TWD NEER to weigh on the TWD • South Korea – We expect a BoK rate cut in Q2-2015 • Malaysia – Exports likely slowed in January • Market focus • We see NFPs at 230,000 from 257,000 and unemployment at 5.6% ...



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Trade idea

27-Mar – Investor feedback from Tokyo

Top 3 data/events • Japan – Industrial production likely dropped m/m in February • South Korea – We expect sentiment to deteriorate in April • US – Q4 to be revised up slightly; personal spending up too • Market focus • Japanese investors are bullish on Japan • Local optimism is being...

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