Choose the category below to
refine article list
FX
Trade Ideas
Publication Name

Commodities

Search Results

Display 
 per page
Sort result by 
  • 24-Apr – Awaiting another surprise from the BoJ - Updated Thu April 23, 2015

    Top 3 data/events • Taiwan – Beware excessive euphoria • United States – Durable goods to show still-strong industry headwinds • Oil – US oil production set to fall heavily • Market focus • We expect the BoJ to add at least JPY10tn to the ass...

  • 25-Nov – OPEC output cuts expected - Updated Mon November 24, 2014

    Top 3 data/events • Philippines – GDP growth likely accelerated in Q3 • Singapore – IP likely improved in October • United States – Q3 GDP may be revised slightly down in second print • Market focus • OPEC meets this week, with output cuts on...

  • Oil price effects on Asia, the US and Latam - Updated Fri October 24, 2014

    • We estimate the macro impact of a sustained change in oil prices • The impact will likely be affected by whether supply or demand dynamics drive the move more • Lower oil costs will likely result in reverse stagflation • Our central case is for...

  • 15-Oct – Lower oil prices and EM divergence - Updated Tue October 14, 2014

    Top 3 data/events • Asia macro trackers – Singapore growth is in line with our tracker • Euro area – We expect the final release of CPI to match the flash • US – Retail sales likely hit by m/m drop in car sales and cheaper gas • Market focus •...



Go to page
  

New User

Find out more about our research

Straight2Bank User

Please access our research via your Straight2Bank account

Trade idea

24-Apr – Awaiting another surprise from...

Top 3 data/events • Taiwan – Beware excessive euphoria • United States – Durable goods to show still-strong industry headwinds • Oil – US oil production set to fall heavily • Market focus • We expect the BoJ to add at least JPY10tn to the asset purchase programme on 30 April • The BoJ...

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.