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

Forex

Search Results

Results: 61 - 80 of 915
Display 
 per page
Sort result by 
  • 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% ...

  • Canada – BoC in no rush to cut further - Updated Wed March 4, 2015

    The BoC left its overnight lending rate unchanged at 0.75%, as expected; the statement was neutral • Q4 GDP was resilient, and we raise slightly our 2015 growth forecast, but still see a shallow recession • We expect a 25bps rate cut on 15 April a...

  • 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...

  • 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...

  • 02-Mar – Question for the RBA is not if, but when - Updated Sun March 1, 2015

    Top 3 data/events • South Korea − CPI inflation likely picked up on holiday shopping • Singapore − Subdued recovery in PMI expected • Taiwan − Export orders likely gained on strong tech demand • Market focus • RBA likely to keep rates unchange...

  • CNY – The real story on CNY weakness - Updated Fri February 27, 2015

    China’s FX market has re-opened amid sustained onshore corporate demand for FX • The financial account has deteriorated abruptly, due mainly to trimming or hedging of FX liabilities • We examine onshore corporate flows and identify a powerful shif...

  • 27-Feb – India – Narrower deficit, higher investment - Updated Thu February 26, 2015

    Top 3 data/events • China – Manufacturing weighed down by Lunar New Year period • South Korea – Lower trade figures owing to Lunar New Year holiday • Euro area – February CPI likely to move further into negative territory • Market focus • We ...

  • 25-Feb – CNY’s sheepish start to the Year of the Goat - Updated Tue February 24, 2015

    Top 3 data/events • Hong Kong – January exports probably stayed soft • Kenya – CBK expected to keep rates on hold, despite deflation • Japan – Key January data to show recovery; inflation likely slowed • Market focus • China’s onshore FX marke...

  • 23-Feb – Yellen to sound less dovish than minutes - Updated Sun February 22, 2015

    Top 3 data/events • Philippines − Trade deficit expected due to poor export growth • Vietnam - Key February data likely distorted by Tet holiday • Turkey – We expect the CBRT to cut its benchmark rate 50bps • Market focus • We expect (relative...

  • Nigeria stops RDAS FX sales - Updated Wed February 18, 2015

    Event • According to a statement published by the Central Bank of Nigeria (CBN), the RDAS/ WDAS window under which foreign exchange was previously available at a subsidised rate will effectively be discontinued. Going forward, all demand for FX wi...

  • Indonesia – Revising our forecasts - Updated Wed February 18, 2015

    • We lower our end-2015 inflation forecast to 3.7% from 4.5% to reflect lower oil prices • We now expect BI to cut the BI rate to 7.25% in Q1-2015, before hiking in H2 to 7.75% • We revise our 2015 current account deficit forecast to 2.8% of nomin...

  • 18-Feb – Fed minutes likely to show tightening bias - Updated Tue February 17, 2015

    Top 3 data/events • Japan – Trade deficit likely widened in January • Euro area – PMIs likely to tick down • Euro area – ECB releases meeting minutes for the first time ever • Market focus • The minutes’ tone should be balanced; but the under...

  • Bank Indonesia cuts BI rate - Updated Tue February 17, 2015

    • Event - Bank Indonesia (BI) surprised the market today by cutting the BI rate by 25bps to 7.50% and the BI overnight deposit facility (FASBI) rate by 25bps to 5.50%. This move was against the market consensus view of no change. BI kept the BI over...

  • 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...

  • 16-Feb – Singapore budget to address needs ahead - Updated Sun February 15, 2015

    Top 3 data/events • South Korea – BoK likely to keep the policy rate on hold • Indonesia – We expect BI to keep rates unchanged • UK – CPI likely to continue its downward trend • Market focus • We expect Singapore’s 2015 budget to tackle econo...

  • SCTF – Corporates turn net USD sellers versus THB - Updated Fri February 13, 2015

    G10: Corporate clients turned net sellers of USD-JPY in January • Asia: SCTF Aggregate Flow Index shows that our clients turned net sellers of USD-THB and USD-TWD • Africa: SCTF Aggregate Position Index shows that our clients are very short USD-ZM...

  • 13-Feb – Growth, inflation and the BoJ - Updated Thu February 12, 2015

    Top 3 data/events • China – SLF expansion to ease seasonal liquidity volatility • India – January trade deficit seen narrowing further on low oil imports • Philippines – Remittances to be buoyed by improving US labour market • Market focus • J...

  • Brazil – Keeping the lights on [Correction] - Updated Thu February 12, 2015

    This supersedes the version dated 12 February 2015. Page 1, corrects • Rising risks of mandatory electricity rationing could have severe implications on the economy • Even without rationing, we now expect zero economic growth in 2015 • If rationi...

  • UK – Bullish BoE looks through oil-driven deflation - Updated Thu February 12, 2015

    The BoE sees inflation above target by 2017 as wage pressures build, despite near-term deflation risks • We lower our 2015 inflation forecast, but see medium-term inflation risks triggering a rate hike in Q4-2015 • With a hung parliament increas...

  • Sell AUD-USD - Updated Thu February 12, 2015

    We recommend selling AUD-USD in the FX Trading Portfolio • Entry: 0.7660; target: 0.6800; stop-loss: 0.8000 • Rate differentials and commodity prices suggest lower levels versus the USD...



Go to page
  

New User

Find out more about our research

Straight2Bank User

Please access our research via your Straight2Bank account

Trade idea

22-Apr – Clouds gather over the INR

Top 3 data/events • Singapore – IP likely contracted again in March • Taiwan – IP data likely to have slowed due to base effects • South Korea – Q1 GDP likely to have been subdued • Market focus • India’s equity-market outperformance has stalled amid softer India export data • INR’s...

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.