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  • 28-Jan – ‘Patient’ Fed watches the data - Updated Tue January 27, 2015

    Top 3 data/events • New Zealand – RBNZ expected to keep cash rate unchanged at 3.50% • Philippines – Q4 GDP growth rebound expected after disappointing Q3 • South Africa – MPC to clarify tightening intent • Market focus • We expect little chan...

  • 24-Nov – CBN response is key to NGN stability - Updated Sun November 23, 2014

    Top 3 data/events • Singapore – Final Q3 GDP may be revised slightly higher • Philippines – Trade balance to remain neutral on subdued imports • Hong Kong – October exports to reflect lingering external headwinds • Market focus • CBN MPC meeti...

  • 03-Jul – ADP: Heads-up or head fake for NFP? - Updated Wed July 2, 2014

    Top 3 data/events • Malaysia – Exports likely remained strong • Philippines – Inflation is still on an uptrend • Kenya – We now expect the CBK to remain on hold at July’s MPC meeting • Market focus • Markets expectations for June NFP will be s...

  • 04-Jun – FX tests Africa’s central bank policies - Updated Tue June 3, 2014

    Top 3 data/events • Philippines – Inflation likely rose in May • Taiwan – Inflation likely remained high in May • Canada – We expect the BoC to remain in wait-and-see mode • Market focus • African central banks engage in unconventional tighten...

  • 26-Mar – In the steady hands of the CBC - Updated Tue March 25, 2014

    Top 3 data/events • Japan – Bad weather likely weighed on February data • Philippines – BSP is likely to keep policy unchanged in March • South Africa – MPC seen on hold at March meeting; risks are building • Market focus • Expect the CBC to k...

  • 27-Nov – Fine-tuning our G10 FX and Africa forecasts - Updated Tue November 26, 2013

    Top 3 data/events • Philippines – GDP growth likely remained robust in Q3 • Africa – Adjusting some of our FX and rates forecasts • Brazil – COPOM to deliver another 50bps hike; minutes are in focus • Market focus • We are adjusting selected ...



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