Choose the category below to
refine article list
FX
Trade Ideas

Regions

Search Results

Results: 1 - 10 of 200 for 
Display 
 per page
Sort result by 
  • Korea – IRS curve to steepen on MBS hedging - Updated Fri April 24, 2015

    We expect the IRS 2Y/5Y and 2Y/10Y curves to steepen on MBS hedging flows 5Y-10Y KTB yields are likely to rise on increasing duration risk Discussions on a supplementary budget are likely to start in late Q2; we think the BoK will remain dovish...

  • Take profit on short SGD-THB trade - Updated Wed April 22, 2015

    We recommend taking profit on the short SGD-THB via 6M forward outright trade • We expect USD-SGD to remain under slight pressure in the near-term • We maintain short-term Neutral FX weighting on the THB and Underweight on the SGD...

  • 22-Apr – Clouds gather over the INR - Updated Tue April 21, 2015

    Top 3 data/events • Singapore – IP likely contracted again in March • Taiwan – IP data likely to have slowed due to base effects • South Korea – Q1 GDP likely to have been subdued • Market focus • India’s equity-market outperformance has stalle...

  • 21-Apr – CBRT – Monetary policy consternation - Updated Mon April 20, 2015

    Top 3 data/events • Australia – Q1 inflation was likely lower at 1.3% y/y • Singapore – Inflation likely decreased further in March • UK – BoE minutes likely to show unanimous rate decision in April • Market focus • We think the CBRT will leav...

  • US shocks – Quantifying the global impact - Updated Fri April 17, 2015

    • We model and assess the impact of US monetary policy shocks and US dollar strength on economies in Asia, Africa, the Middle East and Latin America. • The main shock absorbers are currencies rather than real economies, except in fixed-exchange-rat...

  • 16-Apr – Greece on a tightrope - Updated Wed April 15, 2015

    Top 3 data/events • Singapore – NODX growth likely remained muted in March • Euro area – CPI likely to match flash at -0.1% y/y • UK – Labour-market slack likely diminished further • Market focus • Greek government and the ‘institutions’ are ...

  • Singapore – MAS in wait-and-see mode - Updated Tue April 14, 2015

    • MAS keeps SGD NEER policy band’s slope, width and centre unchanged, after easing in January • GDP growth surprised positively in Q1, and is likely to improve as the year progresses • We expect a gradual move higher in USD-SGD (Q2: 1.39), driven ...

  • Receive SGD 2Y IRS on MAS’ unchanged policy - Updated Tue April 14, 2015

    We recommend receiving SGD 2Y IRS on MAS’ unchanged FX policy • The SGS and SGD IRS curve should steepen on the outperformance of the front end • The UST/SGS spread should normalise, and is likely to move to positive spread territory in the near t...

  • Singapore – MAS maintains monetary policy stance - Updated Tue April 14, 2015

    Event – The Monetary Authority of Singapore (MAS) kept its monetary policy stance unchanged on 14 April. Consensus was divided on whether it would ease or make no change to its Singapore dollar nominal effective exchange rate (SGD NEER) policy. For ...

  • Asia economy trackers – Slight improvement vs Q4 - Updated Fri April 10, 2015

    Trackers signalling stronger Q1 GDP growth outnumber those signalling weaker growth • Trackers for China, Australia and Japan suggest a soft performance in Q1-2015 • Trackers for India, South Korea, Thailand and Hong Kong indicate stronger growth ...



Go to page
  

New User

Find out more about our research

Straight2Bank User

Please access our research via your Straight2Bank account

Trade idea

22-Apr – Clouds gather over the INR

Top 3 data/events • Singapore – IP likely contracted again in March • Taiwan – IP data likely to have slowed due to base effects • South Korea – Q1 GDP likely to have been subdued • Market focus • India’s equity-market outperformance has stalled amid softer India export data • INR’s...

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.