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  • 27-Apr – Weak US Q1 growth may stump the Fed - Updated Sun April 26, 2015

    Top 3 data/events • Philippines – Trade balance likely improved on sluggish import growth • Japan – Retail sales probably weakened y/y in March on a high base • UK – Consumption to drive growth, investment under pressure • Market focus • We t...

  • 15-Apr – BoC likely to wait as jury is still out - Updated Tue April 14, 2015

    Top 3 data/events • South Korea – Sewol ferry disaster, one year on • Australia – March unemployment rate was likely unchanged at 6.3% • Philippines – Remittance growth likely rebounded; challenges ahead • Market focus • The Bank of Canada may...

  • 07-Apr – BoJ is likely to ease further in April - Updated Mon April 6, 2015

    Top 3 data/events • India – The SIGMA signal is bearish; we remain Positive on IGBs • Taiwan – Exports likely grew in March; inflation may have declined • Philippines – Export growth likely rebounded modestly in February • Market focus • Rece...

  • 02-Apr – India – A pause before easing - Updated Wed April 1, 2015

    Top 3 data/events • Australia – RBA likely to maintain cash rate at 2.25% in a close call • Malaysia – We expect lacklustre export growth for February • Philippines – Inflation likely eased in March • Market focus • RBI likely to keep repo rat...

  • Philippines – What our clients think - Updated Mon March 30, 2015

    Our clients are optimistic – 78% expect better or similar growth prospects versus last year • They expect BSP to keep policy rates unchanged, versus our call of a rate hike in Q4-2015 • Only 13% expect a stronger PHP versus the USD (below 44.00) b...

  • 23-Mar – CBC and BSP likely to stay neutral - Updated Sun March 22, 2015

    Top 3 data/events • Vietnam – Q1 GDP and March data likely to show steady growth • UK – CPI likely eased further in February • US – Tepid core inflation to support the Fed’s wait-and-see stance • Market focus • CBC is likely to keep policy rat...

  • Cross-currents and vulnerability in AXJ currencies - Updated Tue March 17, 2015

    Asian currency performance has varied significantly this year, in line with our ‘cross-currents’ call • USD-AXJ is likely to see further upside in Q2 on valuation, policy divergence and flow volatility • We raise higher our USD-CNY, USD-IDR, USD-M...

  • 13-Mar – BI likely to cut and signal a long pause - Updated Thu March 12, 2015

    Top 3 data/events • Indonesia – Trade surplus likely increased in February • India – WPI likely moved lower in February • Philippines – Remittance growth likely slowed in January • Market focus • We expect BI to cut the BI rate and the FASBI r...

  • 09-Mar – BoT to stay put on policy rate - Updated Sun March 8, 2015

    Top 3 data/events • China - Weak consumer confidence suggests further deflationary pressure • Philippines - Export growth seen rebounding modestly • China – Little support for band widening near-term • Market focus • We reiterate our call that...

  • 23-Feb – Yellen to sound less dovish than minutes - Updated Sun February 22, 2015

    Top 3 data/events • Philippines − Trade deficit expected due to poor export growth • Vietnam - Key February data likely distorted by Tet holiday • Turkey – We expect the CBRT to cut its benchmark rate 50bps • Market focus • We expect (relative...



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27-Apr – Weak US Q1 growth may stump the Fed

Top 3 data/events • Philippines – Trade balance likely improved on sluggish import growth • Japan – Retail sales probably weakened y/y in March on a high base • UK – Consumption to drive growth, investment under pressure • Market focus • We think US Q1 GDP expanded only 0.5% q/q SAAR...

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