Choose the category below to
refine article list
Region
FX
Commodities
Trade Ideas
Author

Search Results

Results: 1 - 10 of 1,934
Display 
 per page
Sort result by 
  • Asia data previews – 27 Mar-3 Apr 2015 - Updated Fri March 27, 2015

    We expect mixed industrial production data for Japan, South Korea and Vietnam • CPI inflation in South Korea, Indonesia and Thailand likely remained low amid low global inflation • Manufacturing PMI likely improved slightly in China, stayed in con...

  • Investor sentiment in Tokyo is optimistic - Updated Fri March 27, 2015

    Japanese investors are bullish on Japan • Local optimism is being expressed through equities, not FX • Institutional and retail positions in USD-JPY have been significantly reduced • Japanese investors and corporates continue to move capital ove...

  • 27-Mar – Investor feedback from Tokyo - Updated Thu March 26, 2015

    Top 3 data/events • Japan – Industrial production likely dropped m/m in February • South Korea – We expect sentiment to deteriorate in April • US – Q4 to be revised up slightly; personal spending up too • Market focus • Japanese investors are ...

  • 26-Mar – US escape velocity – Not this year either - Updated Wed March 25, 2015

    Top 3 data/events • Taiwan – Monitoring indicators index to remain in the ‘green’ zone • Japan – We expect slower inflation, rebounding retail sales in February • Brazil – The end of an era in FX intervention • Market focus • Except for payrol...

  • US: Fed hike in a time of ‘lowflation’ - Updated Wed March 25, 2015

    September remains the most likely timing for the first Fed hike, in our view; the March FOMC meeting and subsequent Fed comments lend credence to our call • Fed’s tightening cycle is likely to be moderate compared with previous cycles; we think the...

  • Thermal coal – A peek into Indonesia’s coal mines - Updated Wed March 25, 2015

    We visited coal mines in South Kalimantan last week Mining activity appeared to be busier at higher-quality coal mines than at lower-quality ones Indonesian coal producers seem to be shifting to a new pricing basis for term and spot contracts Hig...

  • 25-Mar – Reading SARB signals - Updated Tue March 24, 2015

    Top 3 data/events • Hong Kong – February export data likely distorted by Lunar New Year • Singapore – We expect IP to have contracted in January-February • Euro area – Pick-up in credit cycle likely continued in February • Market focus • We ...

  • China – Q&A on local government debt swap plan - Updated Tue March 24, 2015

    China announces CNY 1.0tn debt-for-bond swap plan for local governments This should reduce refinancing risk and lower local governments’ interest burden We see the proposed plan as positive for China’s sovereign credit profile The move is likely ...

  • Fuel oil – Bearish as refinery supply increases - Updated Tue March 24, 2015

    Fuel oil prices should remain weak in the near to medium term • Increases in refinery capacity and declining growth are no match for decreasing fuel oil yield • Stricter ECA specifications within Europe should encourage increased HSFO flows to As...

  • Commodity Roadmap - Updated Mon March 23, 2015

    Focus: A rise in uncompleted wells implies that US oil output is falling faster than the consensus view • China’s nickel deficit is expected to grow in H1 • Global oil surplus is heavily concentrated in the US and is entirely in crude oil rather t...



Go to page
  

New User

Find out more about our research

Straight2Bank User

Please access our research via your Straight2Bank account

Trade idea

27-Mar – Investor feedback from Tokyo

Top 3 data/events • Japan – Industrial production likely dropped m/m in February • South Korea – We expect sentiment to deteriorate in April • US – Q4 to be revised up slightly; personal spending up too • Market focus • Japanese investors are bullish on Japan • Local optimism is being...

In Media

Technology: Reshaping the global economy

Digital technology is transforming the economy and society. Adoption, not invention, has the most economic impact. Technology can lift developed countries if they embrace change. New technologies offer more opportunities than challenges for emerging markets.