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  • India – More rate cuts to come, but not soon - Updated Wed March 4, 2015

    RBI surprises by delivering another inter-meeting repo rate cut to 7.50% We no longer expect a rate cut at the April policy meeting, as additional information is unlikely by then We now expect the next cuts in June and August; inter-meeting action...

  • South Korea – We expect a rate cut in Q2-2015 - Updated Wed March 4, 2015

    Policy makers have indicated a rate cut is not imminent; BoK likely to keep rates on hold on 12 March Rate-cut pressure is building on negative data trend and easing by major central banks We now expect a rate cut in Q2-2015, versus our previous f...

  • India – RBI delivers another inter-meeting rate cut - Updated Wed March 4, 2015

    Event The Reserve Bank of India (RBI) surprised by delivering another inter-meeting repo rate cut of 25bps to 7.50%. It delivered the previous rate cut in January (also an inter-meeting move), and kept rates on hold at its scheduled policy meeting ...

  • 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...

  • Standard Chartered Commodities Update – The euro and the gold price - Updated Tue March 3, 2015

    You are cordially invited to join us for an update call at 09:00 GMT on Thursday 05 March (with Q&A) with: • Sarah Hewin, Head, Macro Research, Europe • Paul Horsnell, Commodities Research, London Topics include: • Our regular Commoditie...

  • Korea – Corporate tax unlikely to be a game changer - Updated Tue March 3, 2015

    MoSF finalises details of the tax on corporate profits (effective 6 March 2015), despite resistance • We expect the new law to raise dividend payouts, have a limited impact on investment and wages • We think the household sector will benefit only ...

  • Australia – RBA leaves cash rate unchanged at 2.25% - Updated Tue March 3, 2015

    Event The Reserve Bank of Australia (RBA) surprised the market and left the policy cash rate unchanged at 2.25% at its monetary policy meeting on 3 March. The decision was in line with our forecast of no change. The market had priced in a 61% proba...

  • 03-Mar – China’s political meetings in focus - Updated Mon March 2, 2015

    Top 3 data/events • Taiwan – Latest IP data to show pick-up in economic activity • Brazil – Tightening mode for now • Canada – BoC took out insurance in Jan; may wait now, then cut again • Market focus • China’s all-important annual NPC an...

  • Silk Road: China’s commodity trade - Updated Mon March 2, 2015

    We expect China’s monetary and fiscal policy to become more expansive as growth moderates • Latest trade data indicate a slight moderation in China’s metal demand growth rates • Coal imports fall sharply as new regulations on quality come into fo...

  • Commodity investor flows - Updated Mon March 2, 2015

    • Focus: Drilling in the Bakken shale has fallen by 42% in three months; output is likely to fall in April • China’s metal demand growth moderated but did not collapse in January • Oil prices have continued their rebound, but are still low enough ...



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04-Mar – BNM policy stance supports...

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 likely to keep the policy rate unchanged; the...

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