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

Rates

Search Results

Results: 101 - 120 of 136 for 
Display 
 per page
Sort result by 
  • Offshore Renminbi – Taiwan joins the RGI - Updated Mon September 9, 2013

    We add Taiwan to our RGI, in recognition of its rapid emergence as a key offshore Renminbi centre • Taiwan has plenty of room to grow, building on its early success in Renminbi deposit accumulation • Our RGI hit 1,112 in July, up 65% y/y, reflect...

  • 06-Sep – UST: The baby and the bathwater - Updated Thu September 5, 2013

    Top 3 data/events • Taiwan – Export recovery continues on stable tech demand • China – Stable export growth, low inflation • Japan – Q2 GDP is likely to be revised up on better capex data • Market focus • Recent data supports our above-consens...

  • 19-Aug – Better news, Neutral EM - Updated Sun August 18, 2013

    Top 3 data/events • Taiwan – Steady tech demand likely supported export orders in July • Korea – The capital market’s ‘sudden stop’ is beginning to ease • Hong Kong – Underlying inflation likely edged higher • Market focus • Recent US, China a...

  • 16-Aug – EM-21 reserve monitor update - Updated Thu August 15, 2013

    Top 3 data/events • Taiwan – Rolling the short leg of our USD-TWD 1Mx6M spread trade • Thailand – Growth likely moderated further in Q2 • US – Housing likely remained resilient despite higher mortgage rates • Market focus • In July, EM-2...

  • 02-Aug – US vs. China – Who matters more in Asia? - Updated Thu August 1, 2013

    Top 3 data/events • Malaysia – Trade likely rebounded in June • Taiwan – A temporary downtrend in headline inflation • US – Job gains likely maintained their recent solid trend • Market focus • We examine Asia’s external linkages to the US...

  • 01-Aug – The supertanker is moving - Updated Wed July 31, 2013

    Top 3 data/events • Taiwan – Stay bearish on TGBs and the TWD IRS market • EM flows – Slowdown in outflows expected • US – ISM likely to show that manufacturing remains in good shape • Market focus • US Q2 GDP data surprised to the upside, but...

  • 30-Jul – The tipping point - Updated Mon July 29, 2013

    Top 3 data/events • Taiwan – Q2 GDP data should show a more rapidly expanding economy • Ghana – Prime rate on hold, other measures watched • Switzerland – Another rise in KOF index reflects consumption strength • Market focus • This week’s FO...

  • Taiwan – We recommend an NDIRS 2Y/5Y steepener - Updated Mon July 29, 2013

    The recent 30Y and 20Y bond auctions saw weak demand from life insurance companies • We maintain our Underweight duration outlook and expect a weak 30Y bond auction on 30 July • Bearish sentiment in the bond market should pressure TGB yields and ...

  • 25-Jul – Reserving the right to tighten [CORRECTION] - Updated Thu July 25, 2013

    This supersedes the version dated 25 July 2013. On page 1, Key data/events today. • Top 3 data/events • Singapore – Electronics sector may have bottomed • Taiwan – LEI index to show that the growth rebound continues • United States – June durab...

  • 22-Jul – China liberalises domestic lending rate - Updated Sun July 21, 2013

    Top 3 data/events • Taiwan – IP likely rose due to a pick-up in tech demand • Singapore – CPI inflation likely remained low • Nigeria – CBN expected to keep interest rates on hold at 12% • Market focus • PBoC eliminates lending-rate floor, ef...

  • 19-Jul – Abe’s campaign trail could end in a landslide - Updated Thu July 18, 2013

    Top 3 data/events • Hong Kong – Inflation is likely edging higher • Taiwan – Export orders expected to improve, jobless rate to rise • G20 meeting – Likely to focus on tapering, growth and tax issues • Market focus • Japan’s ruling coalition ...

  • Taiwan – H2 outlook for FX and rates - Updated Tue July 16, 2013

    We expect a further pick-up in domestic economic activity in H2 and a positive tech-sector outlook • USD-TWD is likely to consolidate in Q3 on TWD NEER, weaker seasonality and a stronger USD outlook • We maintain Neutral short-term and Overweight...

  • 05-Jul – NFP unlikely to close the QE door right now - Updated Thu July 4, 2013

    Top 3 data/events • India – Liquidity easing is likely temporary • Japan – Trade deficit is unlikely to erode the current account surplus • Taiwan – June trade data to show economy on the path to recovery Market focus • We now expect a gain ...

  • 04-Jul – Macro resilience - Updated Wed July 3, 2013

    Top 3 data/events • Malaysia – Ongoing weakness in external demand • Philippines – CPI inflation likely accelerated in June • Taiwan – Inflation slows due to delay in electricity-charge hikes • Market focus • Growth in Asia will likely remain...

  • Assessing vulnerability to a USD liquidity squeeze - Updated Fri June 28, 2013

    • NOT FOR DISTRIBUTION IN INDIA • We outline key parameters and local factors in assessing vulnerability to a USD liquidity squeeze • FX forward markets play a role in determining market behaviour and how USD funding stress is reflected • The mo...

  • 26-Jun – PBoC tones down a bit - Updated Tue June 25, 2013

    Top 3 data/events • Singapore – MAS to auction SGD 1.8bn of 10Y SGS on 26 June • Taiwan – CBC likely to keep rates on hold for eighth straight quarter • United States – MBA mortgage data could be affected by rising yields • Market focus • Chin...

  • 21-Jun – EM to weaken on Fed, China and CNY - Updated Thu June 20, 2013

    Top 3 data/events • Singapore – Inflation likely posted a modest rebound for May • Taiwan – Pick-up in IP, drop in unemployment expected for May • Germany – IFO business climate indicator likely to signal stronger growth • Market focus • EM s...

  • 20-Jun – Fed confidence unnerves markets - Updated Wed June 19, 2013

    Top 3 data/events • Taiwan – Still on the path to recovery • Brazil – Inflation takes to the streets • United States – Robust home sales, soft manufacturing • Market focus • The Fed had a more hawkish tone than expected; ‘tapering’ is on the ...

  • 19-Jun – EM weakness, DM strength - Updated Tue June 18, 2013

    Top 3 data/events • Taiwan – Steady tech demand likely supported export orders in May • Euro area – PMIs are expected to trend up • US – Bernanke: QE ‘tapering’ on the table but probably not imminent • Market focus • EM local markets will ral...

  • 06-Jun – Friday’s payrolls may pacify the Fed - Updated Wed June 5, 2013

    Top 3 data/events • Malaysia – Export growth is likely to show a modest improvement • Taiwan – Steady demand for tech continues to benefit local exporters • Germany – Export growth is not yet sufficient to lift industrial production • Marke...



Go to page
  

New User

Find out more about our research

Straight2Bank User

Please access our research via your Straight2Bank account

Trade idea

06-Feb – Malaysia shows resilience

Top 3 data/events • India – New GDP series likely to show slower economic activity in FY15 • Japan – Current account balance was likely positive in December 2014 • Taiwan – Trade surplus was likely boosted by a lower (oil) import bill • Market focus • Malaysia’s non-commodity exports...

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.