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

Rates

Search Results

Results: 1 - 20 of 130 for 
Display 
 per page
Sort result by 
  • 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...

  • Taiwan – Things are looking up - Updated Fri April 18, 2014

    Latest Taiwan data shows growth momentum picking up and inflation edging higher The recent student protest is likely to have only a minimal impact on the near-term growth outlook Policy makers may consider shifting to a neutral monetary stance and...

  • 17-Apr – China: Growth momentum slowed in Q1 - Updated Wed April 16, 2014

    Top 3 data/events • Japan – Trade deficit likely remained given import re-acceleration • Taiwan – Overseas demand likely supported export orders • US – Yellen sticks to her script in NY speech • Market focus • China’s Q1 GDP slowed to 7.4% y...

  • Offshore Renminbi – RGI unaffected by FX volatility - Updated Mon April 7, 2014

    • RGI rose 6.8% y/y in February; strong momentum likely carried over to March, despite volatile CNY • Appointment of clearing banks in Europe will boost Renminbi usage; deposits in Taiwan keep growing • Higher CNY volatility will be the post band-...

  • 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...

  • 04-Apr – March US NFPs: Gradual thawing - Updated Thu April 3, 2014

    Top 3 data/events • INR – RBI’s Rajan signals INR not far from ‘fair value’ • Taiwan – Export gains; inflation accelerates • Germany – Cooling industrial production data reflect stability • Market focus • We see March payrolls below the 20...

  • 21-Mar – Divergence in the dollar bloc - Updated Thu March 20, 2014

    Top 3 data/events • Singapore – Inflation likely remained modest in February • Taiwan – Industrial production to show recovery gaining momentum • Euro area – Geopolitical tensions may bruise PMIs • Market focus • NZD outperforms due to a str...

  • 19-Mar – Challenging the bear hug - Updated Tue March 18, 2014

    Top 3 data/events • Hong Kong – Inflation begins to edge lower • New Zealand – Q4-2013 GDP likely reflected strong recovery momentum • Taiwan – Export orders likely to show an improving growth outlook • Market focus • Russia faces more sancti...

  • Offshore Renminbi – Big Apple, bigger Renminbi - Updated Fri March 7, 2014

    • We add New York to our RGI, reflecting rising Renminbi payment flows and CNH FX turnover • New York enjoys time-zone advantage, massive trade with China, and rising investor interest in the RMB • We summarise the latest Renminbi developments in...

  • 06-Mar – India – Polling time looms - Updated Wed March 5, 2014

    Top 3 data/events • Bangladesh – Improving sentiment in the T-bond market • Malaysia – Exports likely remained healthy in January • Taiwan – Exports likely rebounded sharply following seasonal effects • Market focus • India’s national electio...

  • 26-Feb – EM-21: Bearish GBP, bullish CAD - Updated Tue February 25, 2014

    Top 3 data/events • Taiwan – Decline in leading indicators index is probably temporary • Euro area – Weak lending data takes the shine off sentiment surveys • Brazil – COPOM’s hiking cycle: The end is near • Market focus • EM-21 central-bank ...

  • 21-Feb – China FX reform ahead of G20 - Updated Thu February 20, 2014

    Top 3 data/events • Singapore – Inflation probably remained benign in January • Taiwan – IP growth likely dipped in January due to the seasonal effect • Germany – IFO expectations to gauge corporate sentiment • Market focus • Chinese authoriti...

  • 19-Feb – Kurodanomics ‘works’ again - Updated Tue February 18, 2014

    Top 3 data/events • Taiwan – Export orders likely declined due to seasonal effects • Euro area – Flash PMIs to boost confidence on recovery • Japan – Fast import growth but slower exports likely in January • Market focus • The BoJ surprised...

  • 07-Feb – Closing the gap in USD-AXJ - Updated Thu February 6, 2014

    Top 3 data/events • Japan – Annual current account surplus likely shrank in 2013 • Taiwan – January trade data likely to boost producers’ confidence • US – January payrolls: We see strength, beyond the harsh weather • Market focus • Investo...

  • 27-Jan – China risks to weigh on AXJ local markets - Updated Sun January 26, 2014

    Top 3 data/events • Taiwan – Growth likely picked up in Q4-2013 • UK – Preliminary estimate of Q4 GDP to show sturdy momentum • United States – Corporate investment likely supported Q4 GDP growth • Market focus • Limited contagion risk to Asia...

  • 22-Jan – Korea likely to show steady Q4 GDP growth - Updated Tue January 21, 2014

    Top 3 data/events • Taiwan – Latest IP data may show a rebound in economic activity • Singapore – Lower transport inflation likely slowed December inflation • Canada – Bank of Canada likely to leave policy rate unchanged • Market focus • Q4 G...

  • 21 Jan – We expect the BoT to keep rates on hold - Updated Mon January 20, 2014

    Top 3 data/events • Malaysia – Inflation likely rose in December; to trend higher in 2014 • Taiwan – Economic activity rebound likely boosted December hiring • UK – Forward guidance under scrutiny as unemployment nears 7% Market focus • We see...

  • 17-Jan – China’s Q4 GDP was likely solid - Updated Thu January 16, 2014

    Top 3 data/events • Taiwan – Lunar New Year demand likely supported export orders • Hong Kong – Jobless rate expected to stay low for longer • United Kingdom – December retail sales likely to nudge upwards • Market focus • We forecast China’s...

  • Taiwan – Picking up the pace in 2014 - Updated Thu January 16, 2014

    • We expect GDP growth to rebound to 3.9% y/y in 2014 from 2.2% in 2013 • We expect inflation to rise to 1.7% y/y in 2014 from 0.8% in 2013 • Policy makers are likely to keep the benchmark rate on hold in March, resume hikes in June 2014 • We rai...

  • 10-Jan – India’s inflation to slow; buy 5Y GoISecs - Updated Thu January 9, 2014

    Top 3 data/events • Kenya – Policy rate expected to stay on hold until Q3 • Taiwan – TWD NEER weakness expected to aid export outlook • United States – A moderate increase in December payrolls is likely • Market focus • December CPI is likely...



Go to page
  

New User

Find out more about our research

Straight2Bank User

Please access our research via your Straight2Bank account

Trade idea

17-Apr – China: Growth momentum slowed in Q1

Top 3 data/events • Japan – Trade deficit likely remained given import re-acceleration • Taiwan – Overseas demand likely supported export orders • US – Yellen sticks to her script in NY speech • Market focus • China’s Q1 GDP slowed to 7.4% y/y as credit and housing sales decelerated...

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.