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  • 29-Jan-13 – Implications of a weaker yen for Asia - Updated Mon January 28, 2013

    Top 3 data/events • South Korea – IP likely consolidated in December after recent strength • Euro area – Survey data likely to indicate an improving trend • United States – Q4 economic expansion likely slowed, FOMC on hold • Market focus • JP...

  • 17-Jan-13 – China’s recovery is taking shape - Updated Wed January 16, 2013

    Top 3 data/events • South Korea – Official concern about KRW volatility rather than level • Chile – BCCh on hold, but more constructive on growth • US – Philly Fed survey to show marginal improvement • Market focus • We forecast a rebound in C...

  • 15-Nov-12– AXJ FX rally supports bond inflows - Updated Wed November 14, 2012

    Top 3 data/events • Singapore – Export outlook is likely to remain murky • Malaysia – GDP growth was likely supported by the services sector • US – Energy-price drop probably tempered inflation in October • Market focus • Foreign inflows to A...

  • 28-Sep-12 – Spain ticks Brussels’ boxes - Updated Thu September 27, 2012

    Top 3 data/events • China – Manufacturing activity likely improved in September • South Korea – Inflation is expected to rebound; trade to stay weak • United States – Spending likely to continue to support GDP growth • Market focus • Spain’s 2...

  • 31-Aug-12 – Bernanke maintains QE option [CORRECTION] - Updated Fri August 31, 2012

    This supersedes the version dated 31 Aug 2012. On page 1, first bullet is replaced. • Top 3 data/events • China – PMI is likely to see a marginal improvement • Indonesia and South Korea – Higher m/m inflation likely • Euro area – Sticky inflati...

  • 07-Jun-12 – From data to the policy response - Updated Wed June 6, 2012

    Top 3 data/events • South Korea – BoK likely to keep the base rate on hold at 3.25% • Asia – Asian bond auctions deliver a mixed performance • United States – Bernanke to stay cautious • Market focus • Chinese May data is likely to stay weak, ...

  • 01-Jun-12 – Locals to provide bond-market support - Updated Thu May 31, 2012

    Top 3 data/events • China – A bleak month for the CNY • Crude oil – Upside still likely • United States – No fast progress on NFP • Market focus • Inflation expectations have been curtailed in light of the euro-area crisis • Central banks in...

  • 8-May-12 – Steady hands at Asian central banks - Updated Mon May 7, 2012

    Top 3 key data/events • Malaysia – Export and import growth likely slowed in March • Greece – Political crisis as pro-bailout parties fail to gain a majority • US – We anticipate sub-par performance for NFIB small business optimism Market focus ...

  • 01-May-12 – SEA outshines US in data surprises - Updated Mon April 30, 2012

    Top 3 key events and data • Thailand – BoT is expected to keep rates on hold • Euro area – Manufacturing PMI: no place to hide in the region, even not in Germany • US – ISM manufacturing may have had a timid start to Q2 Market focus • US downsi...

  • 27-Apr-12 – The canary in the coal mine - Updated Thu April 26, 2012

    Top 3 key events and data • Korea – Industrial production in negative territory • Taiwan – GDP growth to moderate in Q1 • US – Q1 GDP likely to disappoint Market focus • Australia’s money market is pricing in major RBA easing; a warning for the...

  • 25-Apr-12 – FOMC to hold firm - Updated Tue April 24, 2012

    Top 3 key events and data • New Zealand – Rates to remain on hold • Singapore – March industrial production likely to have fallen into negative territory • South Korea – Q1 GDP likely to have accelerated on a q/q basis Market focus • Bernanke i...



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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.