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  • 30-May – China exports amid the BRIC malaise - Updated Thu May 29, 2014

    Top 3 data/events • China – Growth in the manufacturing sector was likely slow in May • South Korea – May export growth likely slowed due to the holidays • FX Trading Portfolio – We raise our AUD-NZD stop-loss level • Market focus • Trade repo...

  • 25-Apr – Banxico, BanRep dovish in their own ways - Updated Thu April 24, 2014

    • Top 3 data/events • EM bonds – Impact of ELMI+ rebalancing should be limited • Japan – Retail sales likely continued to accelerate m/m in March • Taiwan – Leading index likely to show stronger growth in Q1 • Market focus • We expect Ba...

  • 23-Apr – Solid Korean growth and the KRW puzzle - Updated Tue April 22, 2014

    • Top 3 data/events • New Zealand – RBNZ will likely hike the cash rate again, to 3.00% • Germany – IFO to show firm fundamentals dampened by shaky outlook • US – Markit PMI survey may show ongoing manufacturing expansion • Market focus ...



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