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  • 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...

  • Malaysia – A pause means a lot - Updated Mon March 16, 2015

    We present takeaways from BNM’s annual report briefing and our meetings with local investors • We think a policy rate move is unlikely in the near term, although we do not rule it out completely • Positive onshore sentiment towards the rates mark...

  • 05-Mar – US focus: From payrolls to pay rise - Updated Wed March 4, 2015

    Top 3 data/events • Taiwan – Elevated TWD NEER to weigh on the TWD • South Korea – We expect a BoK rate cut in Q2-2015 • Malaysia – Exports likely slowed in January • Market focus • We see NFPs at 230,000 from 257,000 and unemployment at 5.6% ...

  • 04-Mar – BNM policy stance supports receiving rates - Updated Tue March 3, 2015

    Top 3 data/events • Australia – Retail and external trade likely contracted in October • UK – Bank of England will likely keep interest rates unchanged • Euro area – ECB will likely revise growth up and inflation down • Market focus • BNM is l...

  • 17-Feb – The Asian central bank road-show - Updated Mon February 16, 2015

    Top 3 data/events • Japan – BoJ likely to stay put at the February meeting • Malaysia – Inflation likely to remain benign for now • Ghana – MPC expected to leave interest rates unchanged • Market focus • Asian central banks remain constructive...

  • 10-Feb – BSP is in no rush to change policy stance - Updated Mon February 9, 2015

    Top 3 data/events • Malaysia – We expect Q4 GDP to have slowed versus previous quarters • Singapore – Take profit on pay 2Y IRS vs 2Y SGS • Australia – We expect muted job creation for January • Market focus • We expect the BSP to keep its pol...

  • Malaysia – HQLA move supports receiving rates - Updated Mon February 9, 2015

    BNM is relaxing HQLA restrictions to loosen banking liquidity • The change provides leeway to banks with relatively small amounts of HQLAs to meet LCR requirements • Liquidity easing and global disinflationary pressure support our receive 5Y MYR I...

  • 09-Feb – Euro area is turning the corner - Updated Sun February 8, 2015

    Top 3 data/events • China – Deflationary pressure justifies a looser policy stance • Philippines – Export growth likely remained robust in December • Malaysia – Industrial production likely slowed further in December 2014 • Market focus • Th...

  • 06-Feb – Malaysia shows resilience - Updated Thu February 5, 2015

    Top 3 data/events • India – New GDP series likely to show slower economic activity in FY15 • Japan – Current account balance was likely positive in December 2014 • Taiwan – Trade surplus was likely boosted by a lower (oil) import bill • Marke...

  • 05-Feb – Oil prices make US payroll call slippery - Updated Wed February 4, 2015

    Top 3 data/events • Australia – RBA’s Statement on Monetary Policy likely to be bearish • Malaysia – Weaker MYR likely supported the trade balance • China – January trade data to benefit from holiday distortion • Market focus • We predict payr...



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17-Mar – Further SSA currency weakness likely

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 adjust to a higher equilibrium later this...

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