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  • 21-May – BoJ likely to remain on hold in May - Updated Wed May 20, 2015

    Top 3 data/events • Malaysia – GST to boost full-year inflation • Germany – IFO index likely to maintain its upward momentum • Brazil – A bumpy road for fiscal adjustment, but in the right direction • Market focus • We expect the BoJ to remain...

  • 13-May – Malaysia’s growth likely remained resilient - Updated Tue May 12, 2015

    Top 3 data/events • India – We expect the April trade deficit to have narrowed • Philippines – We expect no change in BSP’s policy rate decision • US – April consumer spending may show continued torpor • Market focus • We expect GDP growth to ...

  • Revisiting our Asian LCY bond-market views - Updated Mon May 11, 2015

    Global bond-market sell-off has affected Asian bond markets, albeit unevenly • We still like 5Y THB and MYR bonds; we widen the stop-loss level on our long 5Y THB bond trade • We remain Positive on IGBs and shift to long 5Y IGBs from long 10Y IGBs...

  • 05-May – BNM is likely to keep rates on hold - Updated Mon May 4, 2015

    Top 3 data/events • BoJ minutes to shed light on Kiuchi’s proposal • New Zealand – Unemployment rate likely fell to 5.5% • US – Before payrolls, markets likely to listen carefully to Chair Yellen • Market focus • BNM is likely to keep the poli...

  • SC FIRST – Investor confidence in EM is rising - Updated Fri May 1, 2015

    Capital flows surged to EM after the 18 March FOMC meeting and should continue to flow • We are bullish Thai and Malaysian bonds, where underweight positions are being covered • Recent rise in euro-area bond yields is a concern for EM rates, bu...

  • 17-Apr – USD-CNY forecast revisions - Updated Thu April 16, 2015

    Top 3 data/events • Taiwan – March export orders likely supported by rising tech demand • Malaysia – Inflation to increase from April • US – March CPI inflation data likely to support the Fed’s ‘no rush’ view • Market focus • We raise CNY fore...

  • Malaysia – Short-covering flows benefit MGS - Updated Wed April 15, 2015

    MGS demand is supported by liquidity conditions, foreign sentiment and disinflationary pressure • We take profit of 26bps on our receive MYR 5Y IRS recommendation • We recommend going long 5Y MGS; entry: 3.65%, target: 3.45%, stop-loss: 3.75%...

  • 09-Apr – A pause for breath or a policy inflection? - Updated Wed April 8, 2015

    Top 3 data/events • Malaysia – Industrial production likely slowed in February • China – We think inflation moderated after the Lunar New Year • China – Credit growth likely slid again in March • Market focus • USD strength in Q1 was almost in ...

  • 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...

  • 17-Mar – Further SSA currency weakness likely - Updated Mon March 16, 2015

    Top 3 data/events • Japan – Trade data likely disappointed in February • Malaysia – We expect inflation to have slowed further in February • UK – We expect unanimous MPC and robust labour-market data • Market focus • USD-NGN is likely to adjus...



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Trade idea

21-May – BoJ likely to remain on hold in May

Top 3 data/events • Malaysia – GST to boost full-year inflation • Germany – IFO index likely to maintain its upward momentum • Brazil – A bumpy road for fiscal adjustment, but in the right direction • Market focus • We expect the BoJ to remain on hold on 21-22 May • Q1-2015 GDP was...

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