Choose the category below to
refine article list
Region
FX
Commodities
Trade Ideas
Author

Search Results

Results: 1 - 10 of 1,928
Display 
 per page
Sort result by 
  • Asia data previews – 24 April-1 May 2015 - Updated Fri April 24, 2015

    BoJ may add JPY 10tn to its asset purchase programme and reconsider the inflation target timeline • BoT is likely finished with its easing cycle; the RBNZ may maintain its dovish stance but not ease as yet • China’s manufacturing sector is still u...

  • Global Research: Top Weekly Reads – 17 – 23 April 2015 - Updated Fri April 24, 2015

    The following reports received the most reads from external clients, as per anonymous readership data, for the period from 17 to 23 April 2015. They are listed in descending order of most reads: ROLTA – Where do we go from here? Special Report – A...

  • Korea – IRS curve to steepen on MBS hedging - Updated Fri April 24, 2015

    We expect the IRS 2Y/5Y and 2Y/10Y curves to steepen on MBS hedging flows 5Y-10Y KTB yields are likely to rise on increasing duration risk Discussions on a supplementary budget are likely to start in late Q2; we think the BoK will remain dovish...

  • 24-Apr – Awaiting another surprise from the BoJ - Updated Thu April 23, 2015

    Top 3 data/events • Taiwan – Beware excessive euphoria • United States – Durable goods to show still-strong industry headwinds • Oil – US oil production set to fall heavily • Market focus • We expect the BoJ to add at least JPY10tn to the ass...

  • Silk Road: Uneven commodity demand trends - Updated Thu April 23, 2015

    China’s commodity demand has been mixed, with bulks weak and oil demand particularly robust • Demand growth deceleration rather than y/y contraction was evident for most metals in Q1 • China’s crude processing volumes reached a new high, resultin...

  • SCTF – Bearish flow signal for USD-MYR - Updated Thu April 23, 2015

    • G10: Custodian clients turned net USD-CAD sellers in March • Asia: SCTF Aggregate Flow Index shows that our clients turned net USD-IDR buyers • Africa: SCTF Aggregate Position Index shows that our clients are short USD-ZMW, long USD-ZAR • ...

  • 23-Apr – China SOE default: A blessing in disguise - Updated Wed April 22, 2015

    Top 3 data/events • United States – Underlying trend in new home sales is firming up • Germany – IFO business climate likely continued to improve • Vietnam – April data likely showed steady growth • Market focus • First SOE default likely to im...

  • Take profit on short SGD-THB trade - Updated Wed April 22, 2015

    We recommend taking profit on the short SGD-THB via 6M forward outright trade • We expect USD-SGD to remain under slight pressure in the near-term • We maintain short-term Neutral FX weighting on the THB and Underweight on the SGD...

  • Shift THB bond outlook to Positive; buy 5Y bonds - Updated Wed April 22, 2015

    Subdued inflation, attractive valuations, and favourable supply dynamics are positives for THB bonds • 2Y-5Y segment of yield curve is steep; likely to bullish flatten in Q2-2015 on issuance profile • Buy 5Y THB bonds (LB21DA) at a yield of 2.45%;...

  • 22-Apr – Clouds gather over the INR - Updated Tue April 21, 2015

    Top 3 data/events • Singapore – IP likely contracted again in March • Taiwan – IP data likely to have slowed due to base effects • South Korea – Q1 GDP likely to have been subdued • Market focus • India’s equity-market outperformance has stalle...



Go to page
  

New User

Find out more about our research

Straight2Bank User

Please access our research via your Straight2Bank account

Trade idea

24-Apr – Awaiting another surprise from...

Top 3 data/events • Taiwan – Beware excessive euphoria • United States – Durable goods to show still-strong industry headwinds • Oil – US oil production set to fall heavily • Market focus • We expect the BoJ to add at least JPY10tn to the asset purchase programme on 30 April • The BoJ...

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.