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  • 11-Feb – Greece and the walk from ‘no’ to ‘yes’ - Updated Tue February 10, 2015

    Top 3 data/events • Japan – We see further PPI slowdown; a pick-up in machinery orders • India – CPI likely rose in January; we await revised CPI series • UK – Inflation Report to be scrutinised for rate-hike hints • Market focus • Greece will...

  • 10-Feb – BSP is in no rush to change policy stance - Updated Mon February 9, 2015

    Top 3 data/events • Malaysia – We expect Q4 GDP to have slowed versus previous quarters • Singapore – Take profit on pay 2Y IRS vs 2Y SGS • Australia – We expect muted job creation for January • Market focus • We expect the BSP to keep its pol...

  • Offshore Renminbi – Another year of progress ahead - Updated Mon February 9, 2015

    • 2014 was another strong year for CNH market development, with the RGI rising 53% • We outline our top 10 calls for 2015 for the Renminbi and its internationalisation • Formosa bonds are set to receive more policy support; KRW-CNY direct trading ...

  • Cross-asset strategy – Post-payroll update - Updated Mon February 9, 2015

    US labour report represents an inflection point • The US diverges again from the rest of the world • Rotation remains key to the USD rally; stay long USD-JPY, targeting 126 • Keep an eye on gold...

  • 09-Feb – Euro area is turning the corner - Updated Sun February 8, 2015

    Top 3 data/events • China – Deflationary pressure justifies a looser policy stance • Philippines – Export growth likely remained robust in December • Malaysia – Industrial production likely slowed further in December 2014 • Market focus • Th...

  • FXTP update: Adjust stop higher on long USD-CAD - Updated Fri February 6, 2015

    The stabilisation in WTI oil prices represents a potential risk to our long USD-CAD trade • Stabilisation is not the same as an oil-price recovery; Canada is still affected by a terms-of-trade shock • We reaffirm our long USD-CAD trade, but raise ...

  • Cross-asset strategy – Ode to payrolls - Updated Fri February 6, 2015

    US economic data has been mixed of late • Markets look for payroll strength and improvement in wages • The USD remains supported by rate differentials... • … and improving sentiment in fixed income and equity markets...

  • 06-Feb – Malaysia shows resilience - Updated Thu February 5, 2015

    Top 3 data/events • India – New GDP series likely to show slower economic activity in FY15 • Japan – Current account balance was likely positive in December 2014 • Taiwan – Trade surplus was likely boosted by a lower (oil) import bill • Marke...

  • INR – Rajan, the RBI’s REER and official reserves - Updated Thu February 5, 2015

    RBI Governor Rajan has downplayed arguments that high REERs leave INR ‘grossly uncompetitive’ • RBI REERs remain on an upward trajectory, but historic averages offer little insight into INR fair value • Policy focus on REERs is a big improvement o...

  • Vietnam – What Vietnamese clients think - Updated Thu February 5, 2015

    Our Vietnam-based clients are the most bullish in the region, according to our poll • They are most concerned about the local economy, followed by the EU and China • The majority see upside risks to USD-VND in 2015, in line with our view...



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Trade idea

01-Apr – US – The payroll/GDP debate

Top 3 data/events • Singapore – We expect the PMI to have remained weak • Turkey – Headline CPI likely eased in March • FX – Our forecasts for 2015 and 2016 • Market focus • We look for a moderation in payroll growth: our forecast is 230,000 • Wage growth remains key for the timing of...

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.