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  • 01-Apr – UST volatility and EM catch-up - Updated Mon March 31, 2014

    Top 3 data/events • Singapore – We expect the PMI to remain above the 50 threshold • Europe – New offshore Renminbi centres set to get a boost • US – ISM data is likely to thaw gradually • Market focus • The sharp fall in UST implied volatili...

  • 14-Jan – Raising PHP to medium-term Overweight - Updated Mon January 13, 2014

    Top 3 data/events • Hong Kong – Policy address to focus on tackling poverty • India – December WPI expected to show an improvement • United States – Retail sales data likely moderated in December • Market focus • Upcoming Philippine remittanc...

  • 01-Nov – Deflation risks and ECB policy options - Updated Thu October 31, 2013

    Top 3 data/events • Australia – September m/m retail sales likely remained flat • Hong Kong – CNH deposit accumulation re-accelerates • United States – ISM manufacturing survey expected to moderate • Market focus • The euro area faces a fragil...

  • 18-Apr – Commodities and currencies - Updated Wed April 17, 2013

    Top 3 data/events • China – CNY gains to slow after the G20 meeting • Hong Kong – Unemployment not a worry • US – Fed speakers and initial jobless claim data in focus • Market focus • The commodity complex has been driven lower by positioning...

  • 26-Feb-13 – The new BoJ governor is… - Updated Mon February 25, 2013

    Top 3 data/events • Hong Kong – A populist budget as housing issues take a backseat • Taiwan – Latest IP and leading index to show economy is recovering • United States – Listen for hints when Ben speaks before Congress • Market focus • Expe...

  • 21-Feb-13 – Mr. Abe goes to Washington - Updated Wed February 20, 2013

    Top 3 data/events • Hong Kong – Holiday distortion aside, we see upside inflation risk • Euro area – German IFO expected to confirm increasing confidence • US – January inflation probably 0.1%, home sales likely pulled back • Market focus • ...

  • 15-Jan-13 – Latam to hold rates this week - Updated Mon January 14, 2013

    Top 3 data/events • Hong Kong – A socially focused Policy Address • Japan – Economic data likely to suggest weak economic momentum • United States – December retail sales likely continued to bounce back • Market focus • BCB, Banxico, BCCh mee...

  • 01-Oct-12 – Inflation momentum in Asia - Updated Sun September 30, 2012

    Top 3 data/events • Australia – A close call; we marginally favour a rate cut • Vietnam – Moody’s cuts Vietnam’s rating to B2; outlook stable • United States – ISM manufacturing to remain tepid • Market focus • Asia’s inflation is likely to ...

  • 17 Sep 12 – G10 forecast revisions: A tale of two CBs - Updated Sun September 16, 2012

    Top 3 data/events • Australia – Look for dovish hints in RBA minutes • Nigeria – CBN to keep rates on hold on 18 September • United States – Slow improvement in manufacturing • Market focus • We are revising our G10 FX outlook in the wake of ...

  • 01-Aug-12 – Navigating Asia’s soft growth patch - Updated Tue July 31, 2012

    Top 3 data/events • Hong Kong – Retail sales growth moderation probably paused • Singapore – PMI likely to have fallen into negative territory in July • United States – We raise our call for July’s ISM manufacturing survey • Market focus • Asi...

  • 18-Jul-12 – Bernanke holds firm - Updated Tue July 17, 2012

    Top 3 data/events • Hong Kong – Jobless rate to rise • Indonesia – We have a constructive outlook on IDR bonds • United States – Building activity to improve slowly • Market focus • Bernanke holds the committee line from the 20 June meeting ...



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Trade idea

01-Apr – UST volatility and EM catch-up

Top 3 data/events • Singapore – We expect the PMI to remain above the 50 threshold • Europe – New offshore Renminbi centres set to get a boost • US – ISM data is likely to thaw gradually • Market focus • The sharp fall in UST implied volatility should support carry currencies near-term...

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.