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  • Q2 – The new, new normal - Updated Fri March 20, 2015

    • Overview – In a challenging market environment, macroeconomic and policy divergence – the ‘new normal’ – remains the critical foundation of our updated views and forecasts, with the US economy, USD and US rates leading the way higher. This will ev...

  • OPEC meeting round up – Goodnight Vienna - Updated Tue November 25, 2014

    • You are cordially invited to join us for an exclusive conference call presentation, at 09:00 Friday 28 November, with: • Paul Horsnell, Head of Commodity Research, London • Chris Leeds, Director, Energy Sales, London • Topics include: • Standa...

  • 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...

  • 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 •...

  • Q4 – Divergence - Updated Tue September 23, 2014

    Overview • Macro outlook • FX outlook • Rates outlook • Commodity outlook • Corporate strategy • Central bank strategy...

  • 21-Aug – A false dawn in USD-JPY? - Updated Wed August 20, 2014

    Top 3 data/events • Taiwan – Strong jobs data likely boosted consumer confidence • Crude oil – The oil-glut mirage • Mexico – We expect a strong GDP growth reading for Q2-2014 • Market focus • USD-JPY has traded higher in the last week and w...

  • 07-Jul – Commodities: Rise of the fundamentals - Updated Sun July 6, 2014

    Top 3 data/events • China – Inflation pressure remains muted • Japan – Current account surplus likely shrank in May • United Kingdom – Industrial production likely to have improved further in May Market focus • Positioning for uneven and slug...

  • Q4 – A temporary delay - Updated Mon September 30, 2013

    Overview – The Fed’s surprise ‘no taper’ decision continues to dominate the market’s focus. While this should be supportive of risk appetite near-term, we see it as a temporary delay to the normalisation process and leave our UST forecasts unchanged...

  • Q3 – Managing volatility - Updated Tue July 16, 2013

    Overview – We remain long-term bulls as the ‘governing dynamics’ of the FX market remain USD-positive. In this environment, we strongly recommend that corporates focus on managing translation risk. For central banks, we recommend staying defensive, ...



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