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  • 07-Apr – One-year review of the BoJ’s QQE - Updated Sun April 6, 2014

    Top 3 data/events • Indonesia – We expect BI to keep rates unchanged in April • Korea and Taiwan – Rebound in equity inflows spurs FX rally • UK – Strong manufacturing activity supports industrial production • Market focus • We expect the BoJ...

  • 31-Mar – Reserve Bank of India likely to stay on hold - Updated Sun March 30, 2014

    Top 3 data/events • China – PMI may show further moderation • South Korea – CPI inflation expected to be benign, even with recovery • Australia – RBA likely to maintain a ‘period of stability’ in rates • Market focus • Sharp correction in in...

  • Korea – The new BoK governor - Updated Fri March 7, 2014

    President Park chose a technocratic BoK insider as the next governor, against market expectations • Ju-yeol Lee is a moderate in terms of monetary policy; interest-rate cuts are unlikely in the near term • We expect the BoK keep the base rate stea...

  • Korea – New BoK Governor Lee seen as neutral - Updated Mon March 3, 2014

    Event - South Korea’s presidential office today announced the appointment of Lee Joo Yeol as the new Bank of Korea (BoK) governor. This was a surprise, as the market had expected the new governor to be a more dovish choice from within the president’...

  • 28-Feb – Manageable inflation in Asia - Updated Thu February 27, 2014

    Top 3 data/events • Singapore – PMI likely maintained a positive but weak signal • South Korea – Trade expected to have increased in February • China – Manufacturing sector likely saw a mild expansion in February • Market focus • Asia will se...

  • 27-Feb – The hidden North Asia risk story - Updated Wed February 26, 2014

    Top 3 data/events • South Korea – IP likely fell on adverse base effect and external factors • India – Yet another quarter of weak economic activity • US – Durable goods orders: More than the weather • Market focus • Authorities’ desire to di...

  • South Korea – Macro data supports the recovery story - Updated Mon February 17, 2014

    Positive sentiment is being challenged by shaky market conditions • Macro leading indicators continue to support the recovery story • We do not share concerns about Korea facing deflation; BoK likely to be on hold until Q3...

  • 12-Feb – US: Yellen sings from Bernanke’s songbook - Updated Tue February 11, 2014

    Top 3 data/events • Australia – Unemployment rate likely rose to a 4.5-year high of 5.9% • Indonesia – We expect BI to keep rates unchanged in February • South Korea – The policy rate is likely to be kept on hold at 2.5% • Market focus • There...

  • 30-Jan – A 10bn tapering goodbye - Updated Wed January 29, 2014

    Top 3 data/events • South Korea – Trade was likely slower and inflation benign in January • Thailand – Political unrest likely to hit the current account • Euro area – Downward inflationary pressure tests ECB tolerance • Market focus • The ...

  • 28 Jan – Meanwhile, the Fed tapers - Updated Mon January 27, 2014

    Top 3 data/events Malaysia – BNM likely to keep rates on hold, remain cautious on growth • South Korea – IP likely rose modestly, despite the rail strike • Turkey – CBRT calls an emergency meeting Market focus • We do not think current market ...



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Trade idea

07-Apr – One-year review of the BoJ’s QQE

Top 3 data/events • Indonesia – We expect BI to keep rates unchanged in April • Korea and Taiwan – Rebound in equity inflows spurs FX rally • UK – Strong manufacturing activity supports industrial production • Market focus • We expect the BoJ to stay put at its April 7-8 meeting,...

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.