Choose the category below to
refine article list
FX
Trade Ideas

Rates

Search Results

Results: 1 - 10 of 141 for 
Display 
 per page
Sort result by 
  • 27-Feb – India – Narrower deficit, higher investment - Updated Thu February 26, 2015

    Top 3 data/events • China – Manufacturing weighed down by Lunar New Year period • South Korea – Lower trade figures owing to Lunar New Year holiday • Euro area – February CPI likely to move further into negative territory • Market focus • We ...

  • India – Budgeting for quality - Updated Thu February 19, 2015

    We expect the government to deliver on its FY15 fiscal deficit target of 4.1%; we project 3.6% for FY16 • Lower crude oil prices, recent hikes in excise tax may provide fiscal space to stimulate public investment • However, more radical steps are ...

  • India – Lower inflation paves the way for rate cuts - Updated Fri February 13, 2015

    The revised CPI, with a 2012 base, shows that inflationary pressure was lower than initially suggested • We revise our FY16 CPI inflation forecast to 5.4% from 5.8%; we expect a 75bps repo rate cut • We remain Positive on IGBs; buy 10Y IGBs (targ...

  • 13-Feb – Growth, inflation and the BoJ - Updated Thu February 12, 2015

    Top 3 data/events • China – SLF expansion to ease seasonal liquidity volatility • India – January trade deficit seen narrowing further on low oil imports • Philippines – Remittances to be buoyed by improving US labour market • Market focus • J...

  • 11-Feb – Greece and the walk from ‘no’ to ‘yes’ - Updated Tue February 10, 2015

    Top 3 data/events • Japan – We see further PPI slowdown; a pick-up in machinery orders • India – CPI likely rose in January; we await revised CPI series • UK – Inflation Report to be scrutinised for rate-hike hints • Market focus • Greece will...

  • 06-Feb – Malaysia shows resilience - Updated Thu February 5, 2015

    Top 3 data/events • India – New GDP series likely to show slower economic activity in FY15 • Japan – Current account balance was likely positive in December 2014 • Taiwan – Trade surplus was likely boosted by a lower (oil) import bill • Marke...

  • 02-Feb – India: RBI likely to cut rates - Updated Sun February 1, 2015

    Top 3 data/events • Australia − RBA likely to revert to a dovish stance, without cutting rates • South Korea − CPI inflation likely picked up moderately in January • US – ISM likely moderated on global headwinds, oil price rout • Market focus ...

  • Pan-Asian rates: 2015 outlook - Updated Wed January 28, 2015

    Deflationary pressures should help to anchor risk-free rates and support Asian rates markets • While USD strength remains a headwind to Asian rates markets, onshore demand and structural flows should continue to support Asian LCY debt • Buying Ind...

  • 16-Jan – The SNB, RBI and policy credibility - Updated Thu January 15, 2015

    Top 3 data/events • Japan – Revised IP likely to show a smaller m/m drop • India – RBI surprised with an inter-meeting rate cut • US – Not immune to global disinflationary trends as CPI is set to drop • Market focus • SNB step to scrap EUR-CHF...

  • India – RBI delivers an inter-meeting rate cut - Updated Thu January 15, 2015

    Event – The Reserve Bank of India (RBI) delivered a 25bps rate cut today, cutting the repo rate to 7.75% and the reverse repo rate to 6.75%, before its scheduled policy meeting on 3 February. A significant slowdown in inflation momentum (December CP...



Go to page
  

New User

Find out more about our research

Straight2Bank User

Please access our research via your Straight2Bank account

Trade idea

27-Feb – India – Narrower deficit, higher...

Top 3 data/events • China – Manufacturing weighed down by Lunar New Year period • South Korea – Lower trade figures owing to Lunar New Year holiday • Euro area – February CPI likely to move further into negative territory • Market focus • We expect the government to adhere to the...

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.