Choose the category below to
refine article list
FX
Trade Ideas

Rates

Search Results

Results: 1 - 20 of 82 for 
Display 
 per page
Sort result by 
  • Linking EM reallocations to Indonesian inflows - Updated Mon April 14, 2014

    We stay Neutral on Indonesian rates risk; we examine one of the positive external influences • New data shows a strong link between Russian, Turkish outflows and Indonesian inflows in Q1-2014 • The benefits for Indonesia, which we expect to conti...

  • 09-Apr – China – More stimulus needed - Updated Tue April 8, 2014

    Top 3 data/events • Australia – Unemployment rate was likely 6.0% in March • Malaysia – External demand likely supported IP in February • UK – BoE may stay on hold while MPC digests flurry of positive data • Market focus • Policy is shifting ...

  • 03-Apr – Indonesia continues to outperform EMs - Updated Wed April 2, 2014

    Top 3 data/events • Malaysia – Exports likely rose sharply on a y/y basis in February • Philippines – Inflation likely remained on an uptrend • Germany – February factory orders expected to have risen, but only just • Market focus • Indonesia ...

  • 20-Mar – Colombia's gain is other EMs' pain - Updated Wed March 19, 2014

    Top 3 data/events • China – Further heavy corporate FX selling in February • Malaysia – Inflation likely to remain on an uptrend • Mexico – Our MFCI still shows tight monetary conditions • Market focus • Colombia’s weight in EM bond indices w...

  • 12-Mar – Fine-tuning our G10 FX forecasts - Updated Tue March 11, 2014

    Top 3 data/events • China – Growth likely moderated due to seasonal effects • Indonesia – BI expected to keep rates unchanged in March • Malaysia – External tailwinds likely supported IP growth in January • Market focus • We are adjusting sele...

  • 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...

  • 05-Mar – Keeping the faith at the ECB - Updated Tue March 4, 2014

    Top 3 data/events • Australia – We look for ongoing strength in retail sales and international trade • Malaysia – We expect BNM to keep rates steady • US – Watch ADP and ISM service PMI for hints on Friday’s NFP report • Market focus • We exp...

  • 18-Feb – No change in the PBoC’s policy stance - Updated Mon February 17, 2014

    • Top 3 data/events • Malaysia – CPI inflation likely edged up further in January • UK – BoE minutes to echo Inflation Report as unemployment falls to 7% • South Africa – January CPI inflation a key focus • Market focus • Credit growth was...

  • 11-Feb – Asian demand/supply outlook; buy 10Y THB - Updated Mon February 10, 2014

    Top 3 data/events • Malaysia – GDP growth likely supported by increased external demand • China – Trade performance likely softened in January • US – Yellen’s testimony: Watch for hints about Fed’s forward guidance • Market focus • PHP bonds s...

  • 06-Feb – Draghi is likely to downplay deflation risks - Updated Wed February 5, 2014

    Top 3 data/events • India – The SIGMA signal remains bullish for duration in February • India – Advance GDP estimate likely to show below-potential growth • Malaysia – Exports likely remained healthy in December • Market focus • We do not expe...

  • 28 Jan – Meanwhile, the Fed tapers - Updated Mon January 27, 2014

    Top 3 data/events Malaysia – BNM likely to keep rates on hold, remain cautious on growth • South Korea – IP likely rose modestly, despite the rail strike • Turkey – CBRT calls an emergency meeting Market focus • We do not think current market ...

  • 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...

  • 07-Jan – Stay calm and wait - Updated Mon January 6, 2014

    Top 3 data/events • China – Trade performance likely stayed firm in December • Malaysia – Exports probably improved further in November • Germany – Forging ahead • Market focus • Bank of Korea (BoK) will likely maintain its 7-day repo rate at...

  • 17-Dec – India – RBI to focus on managing inflation - Updated Mon December 16, 2013

    Top 3 data/events • Japan – November’s trade balance likely remained in deficit • Malaysia – Inflation may have increased very slightly in November • US – CPI likely tame; homebuilders’ confidence probably rose • Market focus • Uncomfortably ...

  • 10-Dec – BI to hike rates; status quo for rest of Asia - Updated Mon December 9, 2013

    Top 3 data/events • Australia – Unemployment rate likely edged up to 5.8% in November • India – Opposition gains in state elections • Malaysia – Industrial production growth likely picked up in October • Market focus • We expect Bank Indonesia...

  • 05-Nov – Losing sight of the forest for the trees - Updated Wed December 4, 2013

    Top 3 data/events • Malaysia – Trade activity likely picked up in October • Germany – October factory orders expected to have turned down • Mexico – Progress on energy reform; Banxico expected to stand pat • Market focus • Underlying US growt...

  • 19-Nov – Korea’s current account cross-over - Updated Mon November 18, 2013

    Top 3 data/events • Malaysia – Inflation likely accelerated in October • Taiwan – October export orders to show a pick-up in overseas demand • Nigeria – MPR on hold, other tightening measures are difficult to rule out • Market focus • Japan’s...

  • 14-Nov – Yellen’s hearing: Safety first - Updated Wed November 13, 2013

    Top 3 data/events • Hong Kong – Q3 GDP report to confirm continued resilience • Malaysia – GDP likely picked up as external demand improved • Philippines – Stable remittance growth likely • Market focus • We expect Yellen to ‘play it safe’ a...

  • 08-Nov – China: Recovery continues in Q4 - Updated Thu November 7, 2013

    Top 3 data/events • Malaysia – IP likely rebounded on a m/m SA basis in September • India – The SIGMA signal turns bearish for duration in November • United States – NFP likely to maintain the 2014 ‘taper’ status quo • Market focus • China’s g...

  • 07-Nov – Tracking FX option supply and demand - Updated Wed November 6, 2013

    Top 3 data/events • Euro area – ECB may signal action should market conditions warrant it • China – Trade surplus was likely sizeable again in October • Malaysia – Trade recovery likely continued in September • Market focus • The SDR derivati...



Go to page
  

New User

Find out more about our research

Straight2Bank User

Please access our research via your Straight2Bank account

Trade idea

09-Apr – China – More stimulus needed

Top 3 data/events • Australia – Unemployment rate was likely 6.0% in March • Malaysia – External demand likely supported IP in February • UK – BoE may stay on hold while MPC digests flurry of positive data • Market focus • Policy is shifting towards pro-growth stance on weak data, with...

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.