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Economics and Macro Strategy
Group Research02 Oct 2023
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    Macro Insights Multimedia

    Macro Strategy Daily

    Economics & Macro Strategy Flash

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    Focus & Thematic 

    Rates

    Chartbook

     


    Macro Insights multimedia: Videos/Livestream/Podcast Series

    Date Report
    September 28, 2023 Macro Insights Livestream: China outlook and electronics cycle, Tuesday, October 3rd, 4PM SGT HTML
    September 25, 2023 Webinar: Digital Assets Update 4Q23: High interest rates and digital assets - Monday, October 23th, 4PM SGT 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
    May 31, 2022 Webinar (record): DEER investment strategy HTML
    May 31, 2022 Kopi Time E078: China slowdown and implications for Asean growth HTML
    May 20, 2022 Kopi Time E077: Barry Eichengreen on war, inflation, crypto, debt HTML
    May 17, 2022 Webinar: Contours of RMB Internationalisation HTML
    May 10, 2022 DBS Macro Insights Livestream May: Gearing up for higher volatility HTML
    May 4, 2022 Webinar (Record): Inflation's comeback: drivers and policy implications HTML
    May 4, 2022 Kopi Time E076: Gojek’s CL Lien on running an e-services platform  HTML
    April 27, 2022 Webinar (Record): Monitoring the global supply chain HTML
    April 20, 2022 Kopi Time E075 - Tan Su Shan on banking through a pandemic, war, and digital disruption HTML
    April 11, 2022 DBS Macro Insights Livestream April: Inflation’s shadow HTML
    April 6, 2022 Kopi Time E074: EY’s Sol Magaz on the healthcare sector through the pandemic HTML
    March 30, 2022 Webinar (Recorded): Fed rate hikes and implications for assets HTML
    March 23, 2022 Kopi Time E073: Vulcan AI’s Manik Bhandari on new tech’s application and ethics HTML
    March 9, 2022 Kopi Time E072: Energy market mayhem with Vandana Hari HTML
    March 7, 2022 DBS Macro Insights Livestream March: Ukraine, commodities, Fed, Asia HTML
    February 25, 2022 Kopi Time E071: Security expert Jonah Blank on Ukraine, Europe, China, US, Asia HTML
    February 24, 2022 Kopi Time E070: Prof Razeen Sally on the economics and geopolitics of trade deals HTML
    February 9, 2022 Kopi Time E069: Mark Sobel on the US, Germany, China, IMF HTML
    February 7, 2022 DBS Macro Insights Livestream February: Rising rates; EM vulnerability HTML
    January 26, 2022 Kopi Time E068: Saurabh Jain on India’s dynamic tech start-up scene HTML
    January 20, 2022 Kopi Time E067: Year-end commentary: Testing the guardrails HTML

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    Macro Strategy Daily

    Date Report
    September 29, 2023 Asia Rates: Drawdowns in September (Duncan Tan) HTML
    September 29, 2023 FX Daily: September review and a possible US shutdown (Philip Wee) HTML
    September 28, 2023 Thailand: Policy rate reaches ‘appropriate’ level, but with upside risks (Chua Han Teng) HTML
    September 28, 2023 USD Rates: Let the long end find its own level (Eugene Leow) HTML
    September 28, 2023 FX Daily: September review and a possible US shutdown  HTML
    September 27, 2023 FX Daily: Softer CHF post-SNB and RMB support into holidays (Chang Wei Liang) HTML
    September 27, 2023 Asia Rates: Rising Indian rates amid higher energy/food prices (Duncan Tan) HTML
    September 26, 2023 Rates: No capitulation in long end selling yet (Eugene Leow) HTML
    September 26, 2023 FX Daily: A higher for longer USD (Philip Wee) HTML
    September 22, 2023 India rates: India inclusion in GBI-EM (Radhika Rao) HTML
    September 22, 2023 Indonesia/ Philippines rates: BI and BSP extend pause (Radhika Rao) HTML
    September 22, 2023 Taiwan: CBC signals high for long (Ma Tieying) HTML
    September 22, 2023 DM Rates: Curves still biased towards steepening (Eugene Leow) HTML
    September 22, 2023 FX Daily: JPY between dovish BOJ and risk-off (Chang Wei Liang) HTML
    September 21, 2023 Economics: Fed strives to prevent monetary conditions from easing (Taimur Baig) HTML
    September 21, 2023 USD Rates: SEP shows Fed expects an extended period of resilience (Eugene Leow) HTML
    September 21, 2023 FX Daily: FOMC supports more USD upside; GBP and CHF to disappoint on BOE and SNB today (Philip Wee) HTML
    September 20, 2023 USD Rates: Braced for a hawkish Fed? (Eugene Leow) HTML
    September 20, 2023 FX Daily: Higher DXY and USD/INR in 4Q23 HTML
    September 19, 2023 Asia Rates: Bounce in China swap rates; 6.30-6.40% for SRBI yields (Duncan Tan) HTML
    September 19, 2023 FX Daily: No big bets ahead of FOMC, VND’s depreciation (Philip Wee) HTML
    September 15, 2023 Eurozone rates: ECB hikes to address inflation, drops hint on path ahead (Radhika Rao) HTML
    September 15, 2023 FX Daily: EUR, GBP, and CHF have more room to fall on “dovish” hikes (Philip Wee) HTML
    September 14, 2023 Asia Rates: First auction for SRBIs; Stable liquidity to anchor SORA (Duncan Tan) HTML
    September 14, 2023 USD Rates: Shrugging off the CPI print (Eugene Leow) HTML
    September 14, 2023 FX Daily: RMB rebounds as offshore liquidity tightens (Chang Wei Liang) HTML
    September 13, 2023 USD Rates: Awaiting better levels to receive the frontend (Eugene Leow) HTML
    September 13, 2023 India rates: Off peak but above-target August inflation (Radhika Rao) HTML
    September 13, 2023 Thailand: Policy statement reinforces stimulative stance (Chua Han Teng) HTML
    September 13, 2023 FX Daily: EUR is at risk from dovish decisions at ECB meeting and firmer US CPI data (Philip Wee) HTML
    September 12, 2023 BOJ: Time to exit NIRP? (Ma Tieying and Eugene Leow) HTML
    September 12, 2023 Asia Rates: I-CRR to be discontinued in phases; Pay on dips bias for INR Rates (Duncan Tan) HTML
    September 12, 2023 FX Daily: Relief rally in JPY and CNY amidst profit-taking in the DXY (Philip Wee) HTML
    September 8, 2023 Malaysia: Steady policy rate as risk dynamics shift (Chua Han Teng) HTML
    September 8, 2023 FX Daily: Hawkish Fed pause vs. dovish ECB/BOE hikes (Philip Wee) HTML
    September 7, 2023 USD Rates: Buoyant yields as market jumps at each data squiggle (Eugene Leow) HTML
    September 7, 2023 South Korea & Taiwan: Food-driven inflation rebound and policy implications (Ma Tieying) HTML
    September 7, 2023 FX Daily: USD strength amid robust US data (Chang Wei Liang) HTML
    September 6, 2023 Philippines rates: Could the uptick in August inflation be an indicator for the region? (Radhika Rao) HTML
    September 6, 2023 USD Rates: Corporate supply and oil price pressures (Eugene Leow) HTML
    September 6, 2023 FX Daily: USD is resilient on Fed and a haven on global growth worries (Philip Wee) HTML
    September 5, 2023 DM Rates: Breakevens have generally cooled but Japan stands out (Eugene Leow) HTML
    September 5, 2023 FX Daily: AUD and CAD are defensive ahead of their central bank meetings (Philip Wee) HTML
    August 31, 2023 India rates: Firm growth to strengthen case for a long rate pause (Radhika Rao) HTML
    August 31, 2023 Asia Rates: Tighter liquidity in China and India; Hibors to stay low till quarter-end (Duncan Tan) HTML
    August 31, 2023  FX Daily: Will the DXY be unlucky a third time? (Philip Wee) HTML
    August 30, 2023 USD Rates: The fight over another hike (Eugene Leow) HTML
    August 30, 2023 FX Daily: Focus fixated on US PCE deflator and NFP  HTML

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    Economics & Macro Strategy Flash 


    Date Report
    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 29, 2022 Inflation’s rapid comeback HTML
    April 28, 2022 Japan: BOJ reinforces YCC commitment HTML
    April 25, 2022 SGD Rates: Gauging SSB demand HTML
    April 21, 2022 Asia Rates: Flows & Valuations (April 2022) HTML
    April 19, 2022 Bank Indonesia stays on hold; we see inflation risks HTML
    April 19, 2022 South Korea: A post-election update HTML
    April 18, 2022 Inflation and upside risks to hike cycles HTML
    April 18, 2022 China: Lowering 2022 growth forecast by 50bps HTML
    April 14, 2022 China: Weaker trade growth ahead HTML
    April 14, 2022 Singapore: Balancing growth and inflation HTML
    April 8, 2022 India: Inflation becomes a priority at the RBI HTML
    April 6, 2022 THB & MYR Rates: Differing risk profiles HTML
    April 6, 2022 Malaysia/Thailand: Diverging monetary policy outlook HTML
    March 30, 2022 FX: The Yen’s impact on the DEER strategy HTML
    March 30, 2022 Vietnam: Constructive but facing new headwinds HTML
    March 25, 2022 Taiwan: Assessing the impact of higher rates HTML
    March 23, 2022 India: GDP growth, inflation, and Russia-Ukraine fallout HTML
    March 18, 2022 Taiwan: Monetary policy tightening begins HTML
    March 17, 2022 Fed policy: hawkish yet constructive HTML
    March 15, 2022 China: Strong headwinds HTML
    March 10, 2022 Thailand/Malaysia: Current account and FX HTML
    March 7, 2022 Asia Rates: Geopolitics and Fed HTML
    March 7, 2022 China: NPC signals front-loaded policy support HTML
    March 3, 2022 Credit: Assessing the impact from Russian sanctions HTML
    March 1, 2022 India: GDP growth, inflation, and Russia-Ukraine fallout HTML

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    Macro Insights Weekly


    Date Report
    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
    April 25, 2022 Mounting market stress HTML
    April 18, 2022 Inflation, past and present HTML
    April 11, 2022 Recession watch already? HTML
    April 4, 2022 Asia’s trade outlook HTML
    March 28, 2022 Implications of ratcheting rate hike expectations HTML
    March 21, 2022 Macro Insights Weekly: A China “put”? HTML
    March 14, 2022 Commodity price spike and energy transition HTML
    March 7, 2022 Stagflation watch? HTML

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    Focus & Thematic


    Date Report
    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
    April 20, 2022 Philippines: Economy and markets around elections HTML
    April 12, 2022 Analysing the Asian credit term structure HTML
    April 7, 2022 Top-10 macro trade ideas (Q2 update) HTML
    April 6, 2022 MAS preview: More tightening coming HTML
    March 8, 2022 ASEAN-5: Evaluating key inflation drivers HTML
    March 2, 2022 Digital Assets Update, March 2022: Deepening roots HTML

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    Chart Book


    Date Report
    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
    April 22, 2022 Monitoring the global supply chain (2Q22) HTML
    April 6, 2022 Singapore : Slower growth, higher inflation HTML

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