Choose the category below to
refine article list

Economics

Search Results

Results: 1 - 10 of 13 for 
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...

  • 28-Jan – ‘Patient’ Fed watches the data - Updated Tue January 27, 2015

    Top 3 data/events • New Zealand – RBNZ expected to keep cash rate unchanged at 3.50% • Philippines – Q4 GDP growth rebound expected after disappointing Q3 • South Africa – MPC to clarify tightening intent • Market focus • We expect little chan...

  • 15-Dec – Fed: Considerably patient - Updated Sun December 14, 2014

    Top 3 data/events • Singapore - NODX expansion expected due to favourable base effect • Euro area – December PMI will likely improve marginally • Nigeria – November CPI likely to reflect FX weakness • Market focus • We think the Fed will repla...

  • 23-Sep – Revisiting our African FX forecasts - Updated Mon September 22, 2014

    Top 3 data/events • Vietnam – Inflation likely slowed further in September • Germany – We expect September IFO to show a slight improvement • US – August new-home sales likely improved modestly • Market focus • Idiosyncratic and external fact...

  • 18-Sep – Scotland referendum: Trading like it’s 1992 - Updated Wed September 17, 2014

    Top 3 data/events • China – PBoC launches major SLF liquidity injection • United States – A still-dovish Fed, but cracks are appearing • South Africa – Weak GDP outlook to keep SARB on hold in September • Market focus • The Scotland referend...

  • 17-Sep – Expectations for FOMC: Too far too fast? - Updated Tue September 16, 2014

    Top 3 data/events • Malaysia – We expect another 25bps hike • Euro area – We expect September TLTRO take-up of EUR 125-150bn • Ghana – BoG likely to pause tightening cycle at September MPC • Market focus • FOMC meeting: A moderately more hawki...

  • 20-Aug – Fed: Wait a minute - Updated Tue August 19, 2014

    Top 3 data/events • Hong Kong – Steady inflation when distortion is removed • South Africa – Inflation expected to decelerate y/y • Euro area – PMIs likely to inch lower • Market focus • FOMC minutes may be more hawkish than the statement due...

  • 21-Jul – AXJ impact if Ukraine crisis escalates - Updated Sun July 20, 2014

    Top 3 data/events • Australia – Inflation likely edged up, but mildly, to 3.0% y/y in Q2 • Nigeria – CBN expected to keep interest rates on hold • United States – July CPI should remain firm, but it is still ‘noisy’ • Market focus • If Ukrain...

  • 16-Jul – Yellen puts on her favourite song again - Updated Tue July 15, 2014

    Top 3 data/events • Singapore – June NODX was likely weak, weighed down by electronics • South Africa – SARB decision a very close call • United Kingdom – Labour market to show further improvement • Market focus • ‘Steady as she goes‘ theme co...

  • 03-Jul – ADP: Heads-up or head fake for NFP? - Updated Wed July 2, 2014

    Top 3 data/events • Malaysia – Exports likely remained strong • Philippines – Inflation is still on an uptrend • Kenya – We now expect the CBK to remain on hold at July’s MPC meeting • Market focus • Markets expectations for June NFP will be s...



  • 1
  • 2
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.