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Economics and Macro Strategy
25 Mar 2024
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Economics & Macro Strategy Flash
Macro Insights multimedia: Videos/Livestream/Podcast Series
Date | Report |
March 4, 2024 | Macro Insights Livestream: Risk asset rebound, HK’s future, Singapore’s budget HTML |
March 6, 2024 | Kopi Time E118: Bert Hofman on China’s NPC, deflation, trade/tech war, industrial policy HTML |
February 21, 2024 | Kopi Time E117: Munib Madni on the Gigaton coalition to decarbonize HTML |
February 8, 2024 | Macro Insights Livestream: Calm markets; geopolitical unrest HTML |
February 1, 2024 | Digital Assets Update 1Q24: Crypto’s rebound HTML |
January 18, 2024 | Kopi Time E116: Caesar Sengupta on the present and future of e-payments and investment HTML |
January 18, 2024 | Kopi Time E115: Vandana Hari on energy market outlook and risks HTML |
January 12, 2024 | Macro Insights Livestream, January: Assessing our forecasts HTML |
December 14, 2023 | Kopi Time E114: US markets with Dr. Komal Sri-Kumar HTML |
December 6, 2023 | 2024 Markets and Economic Outlook: Soft landing? HTML |
November 30, 2023 | Macro Insights Webinar: US rates and credit outlook HTML |
November 29, 2023 | Kopi Time E113: World Bank’s S Asia Chief Economist Franziska Ohnsorge on the region’s outlook HTML |
November 15, 2023 | Kopi Time E112: Charles Ormiston on making the most of out of geopolitics HTML |
November 8, 2023 | Macro Insights Livestream: Wars and currency wobble HTML |
November 1, 2023 | Kopi Time E111: Dirk and Lelya Eichelberger on sustainable fishing and its offshoots HTML |
October 27, 2023 | Webinar: Digital Assets Update 4Q23: High interest rates and digital assets HTML |
October 18, 2023 | Kopi Time E110: Notes from Marrakech: Polycrisis and resilience HTML |
October 4, 2023 | Macro Insights Livestream: China outlook and electronics cycle HTML |
October 4, 2023 | Kopi Time E109: Dr. Tony Annett on economics and Catholicism HTML |
September 27, 2023 | Webinar: Tech Sector Recovery Insights HTML |
September 20, 2023 | Kopi Time E108: Chris Miller on Chip war HTML |
September 6, 2023 | Kopi Time 107: Kishore Mahbubani on the Asian century versus the American century HTML |
September 5, 2023 | Macro Insights Livestream: Impact of US goldilocks HTML |
August 16, 2023 | Kopi Time E106: Prof Aurobindo Ghosh on inflation expectations and cost of living in Singapore HTML |
August 2, 2023 | Kopi Time E105: Eswar Prasad on the future of money HTML |
July 19, 2023 | Kopi Time E104: Wellington’s Santiago Millán, on China’s complexities HTML |
July 5, 2023 | Macro Insights Livestream: Outlook for 2H23 HTML |
June 21, 2023 | Kopi Time E103: Helge Muenkel on climate finance HTML |
June 21, 2023 | Webinar: Digital Assets Update, 2Q23: Crypto, AI, CBDCs HTML |
June 5, 2023 | Kopi Time E102: Mustafa Chowdhury on why rates will remain higher for longer HTML |
June 5, 2023 | Macro Insights Livestream: Fading base effects HTML |
May 31, 2023 | Kopi Time E101: Reviewing our top-10 episodes HTML |
May 31, 2023 | Webinar - Asian banks: Liquidity, funding, and credit outlook HTML |
May 16, 2023 | Webinar: Indonesia’s economic outlook and election cycle HTML |
May 3, 2023 | Macro Insights Livestream: Financial market stress and the China offset HTML |
May 3, 2023 | Kopi Time E100: Raghuram Rajan on fault lines in global finance and economy HTML |
April 19, 2023 | Kopi Time E099: Professor Bernard Haykel on the Middle East, China, US HTML |
April 10, 2023 | Singapore webinar: MAS policy coming to a pause HTML |
April 5, 2023 | Kopi Time E098: Prem Bhatia on shifting sands in the tech start-up scene HTML |
March 30, 2023 | Webinar: Digital Assets Update, 1Q23: Risk asset vs safe asset HTML |
March 22, 2023 | Kopi Time E097: Chatib Basri on Indonesia HTML |
March 15, 2023 | Kopi Time E096: TIGER 21’s Greg Wells on a network for the ultra-wealthy HTML |
March 13, 2023 | DBS Macro Insights Livestream March: Growth resilience and sticky inflation HTML |
March 1, 2023 | Kopi Time E095: World Gold Council’s Shaokai Fan on the evolving nature of the demand and supply of gold HTML |
February 15, 2023 | Kopi Time E094: IMF’s Asia head Krishna Srinivasan on the 2023 regional outlook HTML |
February 9, 2023 | DBS Macro Insights Livestream February: Fading downsides HTML |
February 1, 2023 | Kopi Time E093: China outlook with Bert Hofman HTML |
January 19, 2023 | DBS Webinar: Top-10 trade ideas for 2023 HTML |
January 18, 2023 | Kopi Time E092: Balyasny’s Archana Parkeh on global market opportunities in 2023 HTML |
January 18, 2023 | China/HK webinar: The year of the rebound HTML |
December 20, 2022 | Kopi Time E091: Dr. Nouriel Roubini on megathreats HTML |
December 5, 2022 | Outlook 2023: Managing Polycrisis HTML |
November 30, 2022 | Kopi Time E090: Dr. Torbjörn Becker on Ukraine-Russia HTML |
November 21, 2022 | 8 Global Economy Insights from Singapore FinTech Festival 2022 HTML |
November 16, 2022 | Kopi Time E089: Stuart Haber, co-inventor of blockchain, on its genesis and current state HTML |
November 1, 2022 | DBS Macro Insights Webinar: China after the Party Congress HTML |
November 1, 2022 | Kopi Time E088: Dr. Lynn Loo on decarbonising international shipping HTML |
October 17, 2022 | Kopi Time E087: Notes from IMF meetings in Washington HTML |
October 5, 2022 | Kopi Time E086: OMFIF’s David Marsh on the Sterling crisis and UK HTML |
October 5, 2022 | DBS Macro Insights Livestream October: Higher rates, lower growth, volatile currencies HTML |
September 28, 2022 | Kopi Time E085: Ila Patnaik on India’s economy and the politics of welfare delivery HTML |
September 14, 2022 | Kopi Time E084: The Woke Salaryman on financial literacy HTML |
September 6, 2022 | DBS Macro Insights Livestream September: Rates, inflation, growth, supply chain HTML |
August 31, 2022 | Kopi Time E083: Munib Madni on climate investing HTML |
August 17, 2022 | Webinar: SGD and SGS in global stage; some considerations HTML |
August 17, 2022 | Kopi Time E082: Carin Smaller on global food security HTML |
August 10, 2022 | Webinar: China’s macro uncertainties: from bank credit to property sector HTML |
July 6, 2022 | Kopi Time E081: Prof Robert Dekle on recession risks and inflation HTML |
July 6, 2022 | DBS Kopi Time E080 - Serey Chea on Central Banking and FinTech for Good HTML |
July 5, 2022 | DBS Macro Insights Livestream July: Taking stock of G3 HTML |
June 23, 2022 | Kopi Time E079: Minister Grace Fu on green transition, energy/food security, climate finance HTML |
June 22, 2022 | Webinar: Fed Front-loading and Market Impact HTML |
June 3, 2022 | DBS Macro Insights Livestream June: Growth slowdown warnings HTML |
Back to Top ^
Macro Strategy Daily
Date | Report |
March 27, 2024 | IDR rates: Indo GB yields to remain stable (Samuel Tse) HTML |
March 27, 2024 | FX Daily: Taking stock of 1Q vs 4Q (Philip Wee) HTML |
March 27, 2024 | INR rates: Rupee reacts to external cues, even as current account gap narrows (Radhika Rao) HTML |
March 27, 2024 | SGD Rates: Belly swaps look a tad high (Eugene Leow) HTML |
March 27, 2024 | FX Daily: Assessing the landscape near the end of 1Q (Philip Wee) HTML |
March 26, 2024 | Macro Insights Portal, GDP Nowcast: India’s growth to moderate in 1Q24 (Radhika Rao, Daisy Sharma) HTML |
March 26, 2024 | USD Rates: Will implied rates vol fall? (Eugene Leow) HTML |
March 26, 2024 | FX Daily: PBOC affirms RMB stability; Watching JPY for intervention (Chang Wei Liang) HTML |
March 22, 2024 | Taiwan: A likely one-off rate hike (Ma Tieying) HTML |
March 22, 2024 | HKD rates – HIBORs to retreat after quarter-end (Samuel Tse) HTML |
March 22, 2024 | SGD Rates: Thoughts ahead of the 5Y SGS auction (Eugene Leow) HTML |
March 22, 2024 | FX Daily: Markets see central banks leaning towards summer rate cuts (Philip Wee) HTML |
March 21, 2024 | USD Rates: The Fed telegraphs soft-landing / Goldilocks (Eugene Leow) HTML |
March 21, 2024 | FX Daily: Fed kept rate cut trajectory intact, BOE and SNB up next (Philip Wee) HTML |
March 20, 2024 | Indonesia rates: BI to stay on the sidelines (Radhika Rao) HTML |
March 20, 2024 | USD Rates: Yields are in the nibble zone (Eugene Leow) HTML |
March 20, 2024 | FX Daily: FOMC today after BOJ’s historic policy shifts (Philip Wee) HTML |
March 19, 2024 | Macro Insights Portal, Asset Risks: Benign credit risk score (Chua Han Teng, Daisy Sharma) HTML |
March 19, 2024 | India rates: Poll dates kick-off the election cycle (Radhika Rao) HTML |
March 19, 2024 | USD Rates: Discuss on QT taper but details may not be unveiled yet (Eugene Leow) HTML |
March 19, 2024 | FX Daily: JPY could strengthen with BOJ poised for a rate hike (Chang Wei Liang) HTML |
March 15, 2024 | JPY Rates: Shunto results, BOJ options, and market implications (Ma Tieying) HTML |
March 15, 2024 | FX Daily: More volatility into next week’s central bank meetings (Philip Wee) HTML |
March 14, 2024 | CNY rates: PBOC and Jan-Feb data preview (Samuel Tse) HTML |
March 14, 2024 | FX Daily: Better growth and lower inflation to underpin the SGD (Philip Wee) HTML |
March 13, 2024 | India rates: Bonds to draw direction from global cues and flows than domestic inflation (Radhika Rao) HTML |
March 13, 2024 | USD Rates: Complacency on inflation? (Eugene Leow) HTML |
March 13, 2024 | FX Daily: DXY and GBP mixed ahead before their central bank meetings (Philip Wee) HTML |
March 12, 2024 | Macro Insights Portal, Interest Rates Analytics, USD Rates Breakdown: Data resilience points to a steeper curve (Eugene Leow) HTML |
March 12, 2024 | JPY Rates: Bracing for end of NIRP (Eugene Leow) HTML |
March 12, 2024 | FX Daily: North Asian currency strength should continue (Chang Wei Liang) HTML |
March 11, 2024 | FX Daily: Potential JPY recovery vs. the DM currencies amid a weak USD bias HTML |
March 8, 2024 | Malaysia: Ringgit in focus amid policy rate pause (Chua Han Teng) HTML |
March 8, 2024 | Eurozone rates: Odds for a June cut set to rise (Radhika Rao) HTML |
March 8, 2024 | FX Daily: USD’s worst week since mid-December (Philip Wee) HTML |
March 7, 2024 | USD Rates: Don’t read much into curve flattening (Eugene Leow) HTML |
March 7, 2024 | FX Daily: No surprises from Powell; USD remains data-dependent (Philip Wee) HTML |
March 6, 2024 | China rates: Rates implications from National People's Congress (Samuel Tse) HTML |
March 6, 2024 | FX Daily: GBP vs. UK Spring Budget and Powell’s testimony (Philip Wee) HTML |
March 5, 2024 | Macro Insights Portal, DACS: Asian credit spreads compressing to multi-year lows (Chang Wei Liang) HTML |
March 5, 2024 | USD Rates: Keeping an eye on the labour market (Eugene Leow) HTML |
March 5, 2024 | FX Daily: China’s growth target and policy guidance to support RMB (Chang Wei Liang) HTML |
March 1, 2024 | HKD rates: HIBORs to remain stable on entering March (Samuel Tse) HTML |
March 1, 2024 | FX Daily: Next week will be bustling with significant events (Philip Wee) HTML |
February 29, 2024 | USD Rates: Forward paths for the Fed (Eugene Leow) HTML |
February 29, 2024 | FX Daily: NZD wary of US data surprises on RBNZ’s dovish hold (Philip Wee) HTML |
February 28, 2024 | USD Rates: Curves are stuck as the market ponders the Fed (Eugene Leow) HTML |
February 28, 2024 | FX Daily: G7 currencies in a holding pattern before tomorrow’s US PCE deflator (Philip Wee) HTML |
February 27, 2024 | Macro Insights Portal: Singapore’s 1Q24 GDP Nowcast at 2% (Chua Han Teng, Daisy Sharma) HTML |
February 27, 2024 | SGD Rates: How to think about the spread over USD rates? (Eugene Leow) HTML |
February 27, 2024 | FX Daily: RMB stability likely ahead of March NPC (Chang Wei Liang) HTML |
Economics & Macro Strategy Flash
Date | Report |
March 21, 2024 | Taiwan: Understanding the CBC rate hike HTML |
March 20, 2024 | Indonesia: Restrained doves HTML |
March 19, 2024 | Japan: The end of NIRP and YCC HTML |
March 18, 2024 | China: Emerging bottom-up recovery signs HTML |
March 12, 2024 | China: Recovery signs emerge despite lingering risks HTML |
March 5, 2024 | China: Growth target lifts easing expectations HTML |
March 1, 2024 | India: Strong growth print and implications HTML |
February 20, 2024 | India: Favourable current account cues HTML |
February 15, 2024 | Indonesia elections: Exit polls produce a clear winner HTML |
February 15, 2024 | Singapore: Recovery ahead despite a softer 4Q23 upturn HTML |
February 1, 2024 | India Budget review: Pragmatism over populism HTML |
February 1, 2024 | Hong Kong: Beyond technical rebound HTML |
February 1, 2024 | Taiwan: 3% growth on track HTML |
January 18, 2024 | Singapore: Unchanged MAS policy in January HTML |
January 17, 2024 | Indonesia: Lower bond supply risk for 2024, BI on hold HTML |
January 17, 2024 | China data review; liquidity injection in the pipeline HTML |
January 16, 2024 | India’s interim budget to retain a progressive outlook HTML |
January 15, 2024 | Taiwan: Economic outlook after elections HTML |
January 2, 2024 | Singapore: Emerging recovery HTML |
December 15, 2023 | China: Slow growth amid rising real funding costs HTML |
November 23, 2023 | RMB and JPY: Lifted by geopolitics and falling rates HTML |
November 22, 2023 | Singapore: Gradual recovery ahead HTML |
November 14, 2023 | Thailand: Digital wallet scheme a fiscal burden HTML |
November 6, 2023 | FX: DEER recommendations (November 2023) HTML |
October 30, 2023 | Forward Singapore: A roadmap towards resilience HTML |
October 19, 2023 | Bank Indonesia guns for rupiah stability with a surprise hike HTML |
October 3, 2023 | Vietnam: Cautious cyclical outlook HTML |
September 28, 2023 | Singapore chartbook: MAS to maintain status quo HTML |
September 25, 2023 | India’s bonds go global with index inclusion HTML |
September 11, 2023 | Indonesia: New money market tool SRBIs to garner interest HTML |
September 5, 2023 | India: Weather, inflation and growth HTML |
August 29, 2023 | Taiwan: A cautious tech recovery on the horizon HTML |
August 10, 2023 | India: RBI maintains a prudent hawkish pause HTML |
August 7, 2023 | Indonesia: Firm growth allows BI to focus on FX stability HTML |
August 3, 2023 | FX: DEER recommendations (August 2023) HTML |
August 1, 2023 | Hong Kong SAR: Moderating recovery HTML |
July 31, 2023 | Yen weakness restrained by flexible YCC HTML |
July 25, 2023 | Japan: YCC policy and Yen HTML |
July 20, 2023 | Asia Rates: Waiting for DM pivot HTML |
July 19, 2023 | India: Dial ‘W(eather)’ for inflation HTML |
July 14, 2023 | Singapore: Weak growth, but no recession HTML |
July 3, 2023 | Vietnam: Soft 2023 growth, but still an FDI darling HTML |
June 26, 2023 | Asia Rates: Flows, Positioning & Valuation (June 2023) HTML |
June 26, 2023 | ECB’s likely policy dilemma HTML |
June 21, 2023 | Thailand: Improving fundamentals HTML |
June 15, 2023 | China: Rate cuts to support growth HTML |
June 15, 2023 | USD Rates: The Fed looks to extending the hike cycle HTML |
June 8, 2023 | India RBI: A Goldilocks pause HTML |
June 8, 2023 | North Asia: Trade cycle bottoms; supply chain shift continues HTML |
June 1, 2023 | India growth: Strong start to the year, uneven terrain ahead HTML |
May 25, 2023 | Indonesia: Pause balances easing inflation and global uncertainty HTML |
May 16, 2023 | China: Mixed signals beneath the surface HTML |
May 3, 2023 | Hong Kong SAR: GDP rebounds HTML |
April 27, 2023 | Japan: Long JPY ahead of BOJ meeting HTML |
April 26, 2023 | Asia Rates: Flows, Positioning & Valuation (April 2023) HTML |
April 18, 2023 | Indonesia: Rate policy to pivot, fiscal off to a strong start HTML |
April 18, 2023 | China: Uneven recovery HTML |
April 14, 2023 | Singapore: MAS rebalancing growth and inflation risks HTML |
March 24, 2023 | Asian banks: Better insulated from contagion risks HTML |
March 16, 2023 | Indonesia: Rates on hold, with an eye on global uncertainties HTML |
March 8, 2023 | North Asia: 4 takeaways from the post-LNY trade data HTML |
March 2, 2023 | China's quest for balanced stimulus HTML |
February 27, 2023 | Asia Rates: Flows, Positioning & Valuation (February 2023) HTML |
February 23, 2023 | India: Counting on terms of trade relief HTML |
February 20, 2023 | Asia Rates: Fed Uncertainty and Higher US Rates HTML |
February 13, 2023 | Japan: New BOJ governor, challenges, and policy outlook HTML |
February 7, 2023 | Indonesia: Strong 2022 growth, policy rate peaks HTML |
February 2, 2023 | Hong Kong SAR: 2022 contraction; 2023 rebound HTML |
January 30, 2023 | Asia Rates: Flows, Positioning & Valuation (January 2023) HTML |
January 26, 2023 | South Korea & Taiwan: Slower growth, peak rates HTML |
January 19, 2023 | Indonesia: Approaching tail end of the hike cycle HTML |
January 13, 2023 | China: Subdued 2022, brighter 2023 HTML |
January 12, 2023 | Indonesia: Off to a good start in 2023 HTML |
January 3, 2023 | Japan: Increased flexibility of YCC HTML |
November 29, 2022 | Asia Rates: Flows, Positioning & Valuation (November 2022) HTML |
November 25, 2022 | Malaysia: Ending post-elections political impasse HTML |
November 16, 2022 | IndoGB: Time for foreign investors to return HTML |
November 15, 2022 | China: Weak data calls for more policy support HTML |
November 15, 2022 | South Korea: More corporate debt defaults, no crisis HTML |
November 10, 2022 | India’s domestic demand to the fore HTML |
November 7, 2022 | Indonesia: Resilient growth to absorb further hikes HTML |
November 4, 2022 | FX: DEER recommendations (November 2022) HTML |
November 1, 2022 | HKSAR: Sagging fundamentals and asset prices HTML |
October 28, 2022 | ECB hawks run into recession risks HTML |
October 26, 2022 | Vietnam: Monetary tightening pressures HTML |
October 20, 2022 | Indonesia acts against global spillovers HTML |
October 17, 2022 | Notes from IMF meetings: US dominance HTML |
October 17, 2022 | China data preview: GDP gain masks underlying weakness HTML |
October 11, 2022 | Malaysia: Balancing growth and fiscal sustainability HTML |
September 30, 2022 | India: Shifting uncertainties; hawkish policy HTML |
September 29, 2022 | Thailand: Sticking with gradual tightening HTML |
September 26, 2022 | Asia Rates: Flows, Positioning & Valuation (September 2022) HTML |
September 23, 2022 | Vietnam: Kicking off policy rate hiking cycle HTML |
September 22, 2022 | Indonesia joins peers in frontloading policy tightening moves HTML |
September 22, 2022 | Fed review: 5% Funds rate in play HTML |
September 14, 2022 | India: Optimism over bond index inclusion resurfaces HTML |
September 14, 2022 | China data preview: Production down, FAI up HTML |
September 9, 2022 | Eurozone: Uncertainty clouds outlook HTML |
September 7, 2022 | South Korea: A gloomy outlook ahead HTML |
September 7, 2022 | Philippines/Thailand: Hawkish monetary policy path HTML |
September 5, 2022 | Indonesia’s fuel price hike, a medium-term positive HTML |
September 1, 2022 | Taiwan: Tech downturn and forecast downgrade HTML |
August 25, 2022 | India: Strong 2Q growth to provide room for more hikes HTML |
August 22, 2022 | Hong Kong: Rising lending rates and credit implications HTML |
August 15, 2022 | China: Not a rate cut cycle yet HTML |
August 15, 2022 | Malaysia/Philippines: 2H22 growth and rate hike outlook HTML |
August 10, 2022 | Thailand: Gradual interest rate hikes ahead HTML |
August 8, 2022 | Indonesia’s growth on cruise control, neutral on equities HTML |
August 5, 2022 | India policy: RBI frontloads hikes, more to come HTML |
August 4, 2022 | Taiwan: Further downside risks HTML |
August 3, 2022 | FX: DEER recommendations (August 2022) HTML |
July 28, 2022 | Fed on course to go well past neutral rate HTML |
July 26, 2022 | China: Mortgage boycott and 2H22 outlook HTML |
July 22, 2022 | Asia Rates: Flows, Positioning & Valuation (July 2022) HTML |
July 22, 2022 | India: Tackling questions on inflation, rupee and reserves HTML |
July 21, 2022 | Bank Indonesia extends pause on rates, bides time HTML |
July 15, 2022 | Philippines: More tightening to come after surprise hike HTML |
July 14, 2022 | Singapore: Balancing growth and inflation HTML |
July 14, 2022 | China: 2Q GDP preview HTML |
July 13, 2022 | Thailand: US, EU exposures amid slowing global growth HTML |
July 12, 2022 | Asia Rates: Selectively reload payers HTML |
July 12, 2022 | Japan: Post-Abe policy outlook HTML |
June 24, 2022 | European Credit: Nearing a trough? HTML |
June 23, 2022 | Bank Indonesia to sit out the hawkish camp HTML |
June 23, 2022 | Asia Rates: Flows, Positioning & Valuation (June 2022) HTML |
June 22, 2022 | Thailand: Imminent policy rate normalisation likely HTML |
June 20, 2022 | Philippines: Policy continuity under Marcos government HTML |
June 14, 2022 | Market selloff and tightening conditions HTML |
June 8, 2022 | India’s RBI policy committee retains hawkish bent HTML |
June 6, 2022 | Asia Rates: Too early to call a peak HTML |
May 26, 2022 | India: Inflation relief measures unlikely to derail rate hikes HTML |
May 25, 2022 | Singapore: Slower growth ahead HTML |
May 24, 2022 | High subsidy budget leaves Bank Indonesia with more headroom HTML |
May 24, 2022 | Asia Rates: Flows, Positioning & Valuation (May 2022) HTML |
May 24, 2022 | Asia Rates: Flows, Positioning & Valuation (May 2022) HTML |
May 20, 2022 | China: Easing toward the property sector HTML |
May 9, 2022 | Indonesia: Resilient growth provides room to prioritise inflation HTML |
May 6, 2022 | FX: DEER recommendations (May 2022) HTML |
May 4, 2022 | HKSAR: Downgrading GDP forecast HTML |
April 14, 2022 | Singapore: Balancing growth and inflation HTML |
Macro Insights Weekly
Date | Report |
March 25, 2024 | Time to shed complacency HTML |
March 18, 2024 | Economic implication of shifting yield curves HTML |
March 11, 2024 | Macro Insights Weekly: China after the NPC HTML |
March 4, 2024 | A health-check on Hong Kong SAR HTML |
February 26, 2024 | A health-check on India HTML |
February 19, 2024 | A health-check on China HTML |
February 13, 2024 | Implications of a “no-landing” scenario HTML |
February 5, 2024 | Singapore’s brightening semiconductor outlook HTML |
January 29, 2024 | Complacent markets HTML |
January 22, 2024 | Mild recovery in Asian exports HTML |
January 15, 2024 | Assessing disinflation HTML |
January 8, 2024 | Rate cuts? Not so fast HTML |
December 11, 2023 | Three scenarios for 2024 HTML |
November 27, 2023 | A welcome dollar correction HTML |
November 20, 2023 | Fed and ECB’s balance sheet headaches HTML |
November 14, 2023 | US treasury supply and demand HTML |
November 6, 2023 | Fed pause and the Asia upside HTML |
October 30, 2023 | USD strength and Asian FX: Manageable risks HTML |
October 23, 2023 | Wars, high rates, asset prices HTML |
October 16, 2023 | Notes from Marrakech: Polycrisis and resilience HTML |
October 9, 2023 | Rising yields the last hurrah of this cycle HTML |
October 2, 2023 | What to make of the US treasury selloff HTML |
September 25, 2023 | Asia’s demographic dynamic HTML |
September 18, 2023 | China’s macro impact on Asia HTML |
September 11, 2023 | When will Asia’s export engine hum? HTML |
September 4, 2023 | Can US outperformance prop up the global economy? HTML |
August 28, 2023 | Odd case of US disinflation and surging growth HTML |
August 21, 2023 | Inflation momentum in Asia HTML |
August 14, 2023 | What will mark China’s trough? HTML |
August 7, 2023 | Stocks versus bonds HTML |
July 31, 2023 | Rising real rates HTML |
July 24, 2023 | Fed, ECB, and BoJ’s divergence HTML |
July 17, 2023 | From inflation respite to slowing growth HTML |
July 10, 2023 | Central banks and recession risks HTML |
July 3, 2023 | Twists and turns in 2H again HTML |
June 26, 2023 | Soft signal from commodity markets HTML |
June 19, 2023 | Fading rate cut expectations’ impact on currencies HTML |
June 12, 2023 | US rates versus Asian rates HTML |
June 5, 2023 | Goods versus services HTML |
May 29, 2023 | As base effects fade HTML |
May 22, 2023 | From slowing growth to bullish fixed income HTML |
May 15, 2023 | Taking stock of inflation HTML |
May 8, 2023 | Managing financial market tremors HTML |
May 2, 2023 | As the global economy slows HTML |
April 24, 2023 | China’s growth momentum HTML |
April 17, 2023 | Notes from Washington DC: Managing slowdown HTML |
April 10, 2023 | QT and Asia HTML |
April 3, 2023 | Breathing room? HTML |
March 27, 2023 | Market turmoil and Asia’s shock absorption capacity HTML |
March 20, 2023 | Can rate hikes and liquidity support work together? HTML |
March 13, 2023 | Emerging risks from a tightening cycle HTML |
March 6, 2023 | Assessing China’s recovery momentum HTML |
February 20, 2023 | Fed cycle to get longer HTML |
February 13, 2023 | Short USD and long gold? HTML |
February 6, 2023 | The year of rising (real) rates HTML |
February 1, 2023 | India FY24 Budget: Growth support; fiscal consolidation \ |
January 30, 2023 | Assessing the soft patch in Asia’s exports HTML |
January 16, 2023 | China’s rebound HTML |
January 9, 2023 | The year of rising (real) rates HTML |
December 12, 2022 | Assessing risks of two-sided errors by the Fed HTML |
November 28, 2022 | Too pessimistic about ’23 and too optimistic about ’24? HTML |
November 21, 2022 | What we’re hearing from clients HTML |
November 14, 2022 | Crypto meltdown and systemic implications HTML |
November 7, 2022 | Fed signals higher-for-longer HTML |
October 31, 2022 | Will commodity correction bail out the global economy? HTML |
October 25, 2022 | China’s 20th Congress and the looming challenges HTML |
October 17, 2022 | Volatility, systemic risks, and market interventions HTML |
October 10, 2022 | How long before US labour and housing markets crack? HTML |
October 3, 2022 | Revising down China forecasts HTML |
September 26, 2022 | Higher rates; lower growth HTML |
September 19, 2022 | Can the global economy handle positive real rates? HTML |
September 12, 2022 | China’s economic distress and the outlook ahead HTML |
September 5, 2022 | Fed funds rate heading to 4% HTML |
Aug 29, 2022 | Central bank resolve and the global economy HTML |
Aug 22, 2022 | Gauging (dis) inflation trend HTML |
Aug 15, 2022 | Contrasting growth trends in Asia HTML |
Aug 8, 2022 | Asia’s resilient exports HTML |
Aug 1, 2022 | As growth slows, will inflation soften? HTML |
July 18, 2022 | GDP Nowcast: Diverging paths HTML |
July 18, 2022 | Peak inflation and peak Fed HTML |
July 12, 2022 | Absence of Stagflation in China deserves Re-Rating HTML |
July 4, 2022 | A less robust US labor market HTML |
June 27, 2022 | As the global economy slows HTML |
June 20, 2022 | Jumbo rate hikes and the road ahead HTML |
June 13, 2022 | Global transmission channels of Fed tightening HTML |
June 6, 2022 | Peak inflation? HTML |
May 30, 2022 | China slowdown and Asean HTML |
May 23, 2022 | Climate inflation HTML |
May 17, 2022 | Slowdown everywhere HTML |
May 9, 2022 | Choppy waters HTML |
Focus & Thematic
Date | Report |
March 26, 2024 | India: Onshore bond and FX markets Primer (Update) HTML |
March 19, 2024 | Singapore: Assessing core inflation HTML |
February 19, 2024 | Singapore Budget 2024: Support for the long haul HTML |
January 31, 2024 | Singapore Budget 2024: Growth supportive stance HTML |
January 12, 2024 | FX: Assessing the DEER strategy HTML |
January 8, 2024 | ASEAN-6 2024 Outlook: Cautious optimism HTML |
December 13, 2023 | Indonesia 2024 Outlook: Higher gear HTML |
December 13, 2023 | Taiwan 2024 Outlook: Opportunities amid uncertainty HTML |
December 11, 2023 | 2024 Outlook: Advantage India HTML |
December 7, 2023 | Hong Kong SAR Macroeconomic Outlook: Upholding recovery HTML |
December 5, 2023 | 2024 Markets and Economic Outlook: Soft landing? HTML |
December 4, 2023 | Singapore Outlook 2024: A year of renewal HTML |
December 1, 2023 | China 2024 Macroeconomic outlook: A New Model HTML |
November 10, 2023 | Taiwan: Economic trends around elections HTML |
November 9, 2023 | How to assess the fair value for SGD HTML |
October 31, 2023 | India’s economy and markets around elections HTML |
October 27, 2023 | Japan: BOJ policy preview and JPY implications HTML |
October 23, 2023 | Digital Assets Update 4Q23: Managing in a high interest rate environment HTML |
October 20, 2023 | JPY and RMB: Rising risks of policy smoothing HTML |
October 12, 2023 | The rise of Chinese capital in ASEAN HTML |
October 11, 2023 | India: Macro impact of high oil and fresh geopolitical risks HTML |
October 10, 2023 | ASEAN-6: Tailwinds from supply chain reconfiguration HTML |
October 10, 2023 | Taiwan 4Q outlook: A U-shaped recovery HTML |
August 8, 2023 | ASEAN-6: Watching weather risks HTML |
July 12, 2023 | Convertible bonds’ value as a financing option HTML |
July 11, 2023 | China and Hong Kong SAR: 2H23 and 2024 Outlook HTML |
July 6, 2023 | North Asia: Risks and implications of El Niño HTML |
June 28, 2023 | India: Supply chain tailwind, reforms, and resilience HTML |
June 22, 2023 | Expecting a restrained Korean won HTML |
June 7, 2023 | Digital Assets Update, 2Q23: Crypto, AI, CBDCs HTML |
June 6, 2023 | Coal phase-out: Challenges and an emerging roadmap HTML |
May 24, 2023 | Asian banks: Liquidity, funding, and credit outlook HTML |
May 11, 2023 | ASEAN-6: Inflation retreat to make room for policy shift HTML |
May 9, 2023 | FX: DEER recommendations (May 2023) HTML |
May 4, 2023 | Indonesia’s economy and markets around elections HTML |
April 25, 2023 | RCEP, China, and RMB’s “third-party” use HTML |
April 24, 2023 | Vietnam: Key beneficiary of supply chain shifts HTML |
April 17, 2023 | India’s service trade is on a strong wicket HTML |
April 4, 2023 | Taiwan: Reassessing growth, inflation, and financial stability HTML |
April 4, 2023 | Understanding China: Impact of Sino-US rivalry on Trade, FDI, and UST holdings HTML |
April 3, 2023 | Thailand’s economy and markets around elections HTML |
March 22, 2023 | Digital Assets Update, 1Q23: Risk asset vs safe asset HTML |
March 14, 2023 | Singapore: CPI print and underlying inflation pressure HTML |
March 8, 2023 | Indonesia: Bright spot in a vibrant ASEAN-6 region HTML |
March 6, 2023 | USD/HKD peg remains a compelling policy choice HTML |
February 15, 2023 | Indonesia’s medium-term catalysts HTML |
February 15, 2023 | Singapore Budget 2023: Balancing near and long-term priorities HTML |
February 9, 2023 | Smaller impetus for further RMB appreciation HTML |
February 3, 2023 | FX: DEER recommendations (February 2023) HTML |
January 20, 2023 | 1Q GDP Nowcasting: China, India, Indonesia, Singapore HTML |
January 18, 2023 | Top-10 macro trade ideas for 2023 HTML |
January 10, 2023 | India Budget preview: Macro stability and growth HTML |
December 14, 2022 | Taiwan 2023 Outlook: Low growth, no recession HTML |
December 13, 2022 | ASEAN-6 2023 Outlook: Testing resilience HTML |
December 6, 2022 | G3 & Asia Rates: 2023 Outlook HTML |
December 6, 2022 | Indonesia 2023 Outlook: Setting sights higher HTML |
December 5, 2022 | Outlook 2023: Managing polycrisis HTML |
December 1, 2022 | Thailand: Gradual tightening amid rising uncertainties HTML |
December 1, 2022 | India 2023 Outlook: Strategic opportunity HTML |
November 29, 2022 | Singapore Outlook 2023: Soft patch ahead HTML |
November 25, 2022 | ASEAN-6: Return to fiscal consolidation HTML |
November 9, 2022 | China in 2023: Dual Circulation Strategy HTML |
October 25, 2022 | Malaysia’s economy and markets around elections HTML |
October 19, 2022 | India’s evolving trade dynamics HTML |
October 18, 2022 | Thailand: Tourism’s resiliency to global growth cycle HTML |
October 10, 2022 | Asia’s exports: regional divergence and outlook HTML |
September 28, 2022 | China: Wary households shun debt, crimp consumption HTML |
September 28, 2022 | Credit impact from a hawkish Fed and fiscal concerns HTML |
September 22, 2022 | Digital Assets Update, 4Q22: As policy tightens HTML |
September 21, 2022 | Japan: Challenges to BOJ’s yield curve control policy HTML |
September 13, 2022 | DEER Strategy: FX volatility drivers and outlook HTML |
August 29, 2022 | HK real estate: Opportunities amid volatility HTML |
August 12, 2022 | Taiwan: Economic implications of cross-strait tensions HTML |
August 4, 2022 | SGD and SGS in global stage; some considerations HTML |
August 4, 2022 | Thailand: Considering outsized rate hike risks HTML |
August 2, 2022 | HKSAR: Modest recovery ahead HTML |
July 22, 2022 | China Bank Credit: Buffers amid headwinds HTML |
July 15, 2022 | Taiwan: Lowering the growth outlook HTML |
July 5, 2022 | ASEAN-6: Rising food prices and inflation worry HTML |
June 29, 2022 | India’s twin deficits: pressure, no panic HTML |
June 14, 2022 | China: Consumption bouncing back, but how strong? HTML |
June 9, 2022 | Digital Assets Update, 3Q22: The Great Cleansing HTML |
June 8, 2022 | South Korea & Taiwan: Inflation surprise and policy impact HTML |
May 31, 2022 | Thailand: Assessing rate hike risks HTML |
May 18, 2022 | Indonesia: Fuel prices, subsidies, and inflation – balancing act HTML |
May 9, 2022 | China: Contours of RMB Internationalisation HTML |
May 5, 2022 | CNY: More depreciation, no crash HTML |
May 4, 2022 | Trade implications of an undervalued JPY HTML |
May 4, 2022 | India: Two buffers and three risks to the economy HTML |
Chart Book
Date | Report |
February 27, 2024 | Japan Chartbook: A fundamental check HTML |
February 20, 2024 | Thailand chartbook: Stuck in low gear HTML |
August 22, 2023 | Thailand chartbook: Tourism recovery faced with uncertainties HTML |
June 23, 2023 | Taiwan Chartbook: Assessing short-term risks and the potential turning point HTML |
June 14, 2023 | Japan chartbook: Reopening, reshoring, and reflation HTML |
June 12, 2023 | Singapore chartbook: Trim growth expectations amid soft global demand HTML |
May 23, 2023 | India: Labour markets hold up; stronger reserves defence HTML |
May 16, 2023 | Thailand chartbook: Elections, recovery vs stability risks HTML |
April 5, 2023 | Singapore chartbook: MAS policy coming to a pause HTML |
February 20, 2023 | Thailand chartbook: Tourism support; exports challenge HTML |
January 10, 2023 | Vietnam chartbook: Normalisation amid cyclical headwinds HTML |
November 10, 2022 | Philippines chartbook: Domestic strength but rising headwinds HTML |
October 4, 2022 | Vietnam chartbook: Asia’s growth leader faces headwinds HTML |
September 5, 2022 | Credit Chartbook: Elevated loan demand and rising volatility HTML |
August 30, 2022 | India’s Green Transition - renewable energy thrust HTML |
August 16, 2022 | Thailand chartbook: Faster ascent in 2H22 HTML |
July 4, 2022 | Strong growth, rising inflation HTML |
June 30, 2022 | A fundamental check on JPY and KRW HTML |
May 18, 2022 | Thailand chartbook: Recovery in a tough backdrop HTML |
May 11, 2022 | Vietnam: Domestic upturn buffers external headwinds HTML |
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