Choose the category below to
refine article list
FX
Trade Ideas

Economics

Search Results

Results: 1 - 10 of 33 for 
Display 
 per page
Sort result by 
  • 27-Mar – Commodities volatility set to increase - Updated Wed March 26, 2014

    Top 3 data/events • Southeast Asian FX – All the good news is already in the price • Vietnam – Q1 GDP likely to show economic growth is on track • Euro area – Businesses have a more sceptical outlook than consumers • Market focus • Commodities...

  • 24-Mar – Revising our SGD rates forecasts - Updated Sun March 23, 2014

    Top 3 data/events • Vietnam – Q1 GDP likely grew 5.0% y/y • Nigeria – S&P says CreditWatch Negative, MPC may change FX band • Germany – Geopolitical fears may dampen IFO survey in March • Market focus • We revise our SGD rates forecast sl...

  • 24-Feb – Brazil: The BCB’s juggling act - Updated Sun February 23, 2014

    Top 3 data/events • Philippines – Trade deficit likely widened on stronger import growth • Hong Kong – Export data was likely distorted by Lunar New Year • Vietnam – February data expected to be distorted by Lunar New Year • Market focus • We...

  • 23-Jan – Trip notes from Japan - Updated Wed January 22, 2014

    Top 3 data/events • Singapore – Upside to IP expected to be muted • Vietnam – Jan inflation likely edged higher, but still controllable • US – Existing home sales were likely up slightly in December • Market focus • Japanese clients are positi...

  • 20-Dec – EM-21 reserve monitor update - Updated Thu December 19, 2013

    Top 3 data/events • China – USD-CNY fix rises following Fed taper • Singapore – Stable inflation and industrial production expected • Vietnam – 2013 GDP likely grew 5.3% y/y; inflation is well contained • Market focus • EM-21 reserves inc...

  • Vietnam – Bottoming out - Updated Mon November 11, 2013

    Growth appears to be bottoming out, but we do not expect a return to trend growth soon • Foreign direct investor interest remains strong despite lacklustre economy • Vietnam still needs to address three key structural issues to improve growth sust...

  • Vietnam – Slow recovery - Updated Mon October 7, 2013

    Economic activity in Vietnam continues to recover gradually, although the pace is slow by historical standards. GDP grew 5.14% in the first nine months of 2013. We estimate that Q3 growth was 5.54% y/y, faster than the 4.9% pace in H1-2013, although...

  • Local Markets Compendium 2014 - Updated Mon October 7, 2013

    To paraphrase Mark Twain, the reports of the death of EM bond markets have been greatly exaggerated. Increased global allocations to local EM bond markets have been not cyclical but primarily structural in nature, reflecting these markets’ rising ec...

  • 27-Sep – Euro-area policy, politics and economics - Updated Thu September 26, 2013

    Top 3 data/events • Thailand – Modest current account deficit expected for August • Vietnam – Revision of USD-VND FX Forecasts • South Korea – Industrial production likely rebounded in August • Market focus • Unpredictable politics in Austria...

  • 24-Sep – Merkel triumphs; now for the tough part - Updated Mon September 23, 2013

    Top 3 data/events • Top 3 Asian rates trades post-FOMC – Thailand, India and Singapore • Taiwan – Export orders to pick up ahead of year-end sales season • Vietnam – Q3 GDP likely rose moderately • Market focus • A victorious Angela Merkel...



Go to page
  

New User

Find out more about our research

Straight2Bank User

Please access our research via your Straight2Bank account

Trade idea

27-Mar – Commodities volatility set to...

Top 3 data/events • Southeast Asian FX – All the good news is already in the price • Vietnam – Q1 GDP likely to show economic growth is on track • Euro area – Businesses have a more sceptical outlook than consumers • Market focus • Commodities, as an asset class, have outperformed other...

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.