
Economics & Macro Strategy Flash
| Date | Report |
| July 24, 2026 | Kopi Time E181: Singapore's economic path with Manu Bhaskaran HTML |
| July 8, 2026 | Macro Insights Livestream, July: Summer respite, Wednesday, July 15th, 4pm SGT HTML |
| June 18, 2026 | Kopi Time E180: Tech wave with Bain's Ravi Vijayaraghavan HTML |
| June 17, 2026 | Macro Insights Livestream, June 2026: Getting hotter HTML |
| May 28, 2026 | Kopi Time E179 Energy markets with Vandana Hari HTML |
| May 20, 2026 | Kopi Time E178: AI and national interest with Dr. Anthony Annett HTML |
| May 6, 2026 | Macro Insights Livestream, May 2026: War and resiliency HTML |
| May 6, 2026 | Kopi Time E177 Deborah Elms on trade matters HTML |
| April 20, 2026 | Kopi Time E176 Notes from IMF meetings: Stark disconnect HTML |
| April 8, 2026 | Kopi Time E175: DBS CEO Tan Su Shan on wars, tariffs, AI, and fintech HTML |
| March 25, 2026 | Kopi Time E174: Future of jobs and tasks with AI Singapore's Leslie Teo HTML |
| March 13, 2026 | Macro Insights Livestream, March 2026: Middle East conflict and global implications HTML |
| March 11, 2026 | Kopi Time E173: Dr. Khor Hoe Ee on Asia’s resilience and the road ahead HTML |
| February 25, 2026 | Kopi Time E172 ICRIER head Shekhar Aiyar on key aspects of India’s outlook HTML |
| February 11, 2026 | Kopi Tine E171: IIF's Tim Adams on the Fed, US fiscal, and financial stability HTML |
| January 28, 2026 | Kopi Time E170: Bernard Haykel on foreign policy in the Americas and the Middle-East HTML |
| January 14, 2026 | Macro Insights Livestream January 2026: Under the shadow of US hegemony HTML |
| January 16, 2026 | Kopi Time E169: Upside to the US, China, and Singapore HTML |
| December 18, 2025 | Kopi Time E168: 2026 stagflation risk with Komal Sri-Kumar HTML |
| December 8, 2025 | Macro Insights Livestream, December: Cautious and Constructive HTML |
| December 3, 2025 | Kopi Time E166: David Marsh on Europe’s Existential Challenges HTML |
| November 27, 2025 | Digital Assets Update 4Q25 webinar: Market Shifts and Quantum Risks HTML |
| November 20, 2025 | Kopi Time E165: Jawed Ashraf on India’s foreign policy HTML |
| November 18, 2025 | "Separate Paths: Economic Outlook and Market Strategy for 2026" Webinar HTML |
| November 14, 2025 | Kopi Time E164: The “new China shock” with Arvind Subramanian HTML |
| October 22, 2025 | Kopi Time E163: Notes from IMF Meetings: Resilience among fragmentation HTML |
| October 15, 2025 | Macro Insights Livestream: Taking stock of China/HK economics rates FX HTML |
| October 8, 2025 | Kopi Time E162: AMRO’s Dr. Dong He on the regional outlook HTML |
| September 25, 2025 | Kopi Time E161: Jeff Johnson from AWS on cloud and AI HTML |
| September 10, 2025 | Macro Insights Livestream September: FX bifurcation HTML |
| September 3, 2025 | Kopi Time E160: Eswar Prasad on Stablecoins HTML |
| August 21, 2025 | Digital Assets Update 3Q25: Embracing tokenization and stablecoins HTML |
| August 20, 2025 | Kopi Time E159: Mark Domitrak on consumer and corporate sentiment HTML |
| August 13, 2025 | Macro Insights Livestream August: Tariffs and stablecoins HTML |
| August 6, 2025 | Kopi Time E158: Lauri Myllyvirta on green energy and climate tech HTML |
| July 23, 2025 | Kopi Time E157: Apollo's Torsten Slok on the US economy HTML |
| June 25, 2025 | Kopi Time E156: 2H25 outlook and Ask Me Anything! HTML |
| June 12, 2025 | Kopi Time E155: Capital Wars with Dr. David Skilling HTML |
| May 28, 2025 | Kopi Time E154: Chatib Basri on Indonesia’s present and future HTML |
| May 27, 2025 | FX Quarterly 2Q 25 Webinar : Cracks in the USD’s status HTML |
| May 22, 2025 | Webinar: Digital Assets Update 2Q25: US Crypto Expansion HTML |
| May 21, 2025 | Kopi Time E153: Prof Danny Quah on the fracturing world order HTML |
| May 6, 2025 | Macro Insights Livestream May: Widening tail risks HTML |
| April 30, 2025 | Kopi Time E152: IMF’s Asia head Krishna Srinivasan on tariffs and the region HTML |
| April 23, 2025 | Webinar: China 2025-40 Outlook: Tech and policy foundation HTML |
| April 9, 2025 | Kopi Time E151: Private equity with Alicia Gregory, Blue Owl HTML |
| April 9, 2025 | Macro Insights Livestream: Asean amid geoeconomic fragmentation HTML |
| April 4, 2025 | Webinar: Trump Tariffs: Economic and market implications HTML |
| March 26, 2025 | Kopi Time E150: Piyush Gupta on the present and future of banking HTML |
| March 13, 2025 | Macro Insights Livestream, March: Tariff storm HTML |
| March 12, 2025 | Kopi Time E149: Longevity with Brian Kennedy HTML |
| February 11, 2025 | Macro Insights Livestream February: Tariff action-reactions HTML |
| February 26, 2025 | Kopi Time E148: Private credit with Fitch’s Meghan Neenan HTML |
| February 12, 2025 | Kopi Time E147: Kishore Mahbubani on a fragmenting world HTML |
| January 28, 2025 | Webinar: ASEAN-6 2025 Outlook – Crosswinds HTML |
| January 28, 2025 | Kopi Time E146: Trade war with Deborah Elms HTML |
| January 22, 2025 | Kopi Time E145: Markets and Trump 2.0 HTML |
| January 14, 2025 | Macro Insights Livestream January: Gearing up for Trump 2.0 HTML |
| December 20, 2024 | Kopi Time E144: 2025 outlook with Dr. Komal Sri-Kumar HTML |
| December 11, 2024 | Macro Insights Livestream December: Geopolitics and currencies HTML |
| December 5, 2024 | Kopi Time E143: Markets and policy path dependence with Mustafa Chowdhury HTML |
| November 27, 2024 | Kopi Time E142: Tech and security with Gaurav Keerthi HTML |
| November 20, 2024 | Webinar: Digital Assets Update 4Q24: Crypto frenzy HTML |
| November 20, 2024 | Kop Time E141: Ashish Gupta on India’s financial markets HTML |
| November 13, 2024 | Macro Insights Livestream November: Trump trades HTML |
| November 11, 2024 | Kopi Time E140: US elections with Angela Mancini HTML |
| November 5, 2024 | Kopi Time E139: Fintech zeitgeist with Varun Mittal HTML |
| October 30, 2024 | Kopi Time E138: IMF notes; economic resiliency and financial risks HTML |
| October 23, 2024 | Kopi Time E137: US public debt and deficits with Shai Akabas HTML |
| October 15, 2024 | Macro Insights Livestream October: Risk divergence HTML |
| October 9, 2024 | Kopi Time E136: Drew Thompson on Taiwan from multiple perspectives HTML |
| October 2, 2024 | Kopi Time E135: Techno-nationalism with Alexander Capri HTML |
| September 18, 2024 | Kopi Time E134: Vasuki Shastry on India’s manufacturing future HTML |
| September 12, 2024 | Macro Insights Livestream September: Complacent markets at the final third of the year HTML |
| September 11, 2024 | Kopi Time E133: Dr. Jennifer Sciubba on contextualising demography HTML |
| September 4, 2024 | Kopi Time E132: GIC’s Prakash Kannan on global macro and asset allocation HTML |
| August 21, 2024 | Kopi Time E131: SE Asia 2024-34 with Charles Ormiston HTML |
| August 19, 2024 | Macro Insights Livestream August : The great unwinding HTML |
| August 7, 2024 | Kopi Time E130: Shekhar Aiyar on the case for globalisation HTML |
Back to Top ^
Macro Strategy Daily
| Date | Report |
| July 24, 2026 | Malaysia: Solid fundamentals anchor financial market confidence (Chua Han Teng) HTML |
| July 24, 2026 | IDR and INR rates: Scope for catch up at IndoGB front end (Sherilyn Chew) HTML |
| July 24, 2026 | SGD Rates: Dragged higher (Eugene Leow) HTML |
| July 24, 2026 | CNY rates: Anchored rates ahead of Politburo meeting (Samuel Tse) HTML |
| July 24, 2026 | Eurozone rates: ECB - September calling (Radhika Rao) HTML |
| July 24, 2026 | FX Daily: Staying nimble amid twin global risks (Philip Wee) HTML |
| July 23, 2026 | Indonesia markets: BI prioritizes non-rate tools, tackling fiscal risks (Radhika Rao) HTML |
| July 23, 2026 | South Korea markets: Steady 2Q GDP; forecast revised slightly higher (Ma Tieying) HTML |
| July 23, 2026 | Japan markets: New economic and fiscal blueprint and market implications (Ma Tieying) HTML |
| July 23, 2026 | JPY Rates: Eyeing frontend rate differentials (Eugene Leow) HTML |
| July 23, 2026 | FX Daily: EUR supported before ECB meeting (Philip Wee) HTML |
| July 22, 2026 | South Korea markets: KRW internationalisation roadmap and prospects for won recovery (Ma Tieying) HTML |
| July 22, 2026 | Rates: Rising bond yields across the globe (Eugene Leow) HTML |
| July 22, 2026 | Commodities- Copper: Physical squeeze (Sherilyn Chew) HTML |
| July 21, 2026 | India markets: Taking stock of inflows after June’s measures, soft rupee (Radhika Rao) HTML |
| July 21, 2026 | IDR Rates: External pressures re-emerge ahead of policy decision (Sherilyn Chew) HTML |
| July 21, 2026 | USD Rates: Complacency in break-evens (Eugene Leow) HTML |
| July 21, 2026 | FX Daily: GBP benefits more against EUR than USD from “Manchesterism” (Philip Wee) HTML |
| July 17, 2026 | ASEAN-6 markets: Bonds have been more compelling than equities (Radhika Rao, Chua Han Teng) HTML |
| July 17, 2026 | South Korea markets: Twin tightening – rate hike and ETF regulation (Ma Tieying) HTML |
| July 17, 2026 | North Asia rates: The diverging monetary policy trades (Samuel Tse) HTML |
| July 17, 2026 | INR rates: Shrugging off softer conditions (Sherilyn Chew) HTML |
| July 17, 2026 | SGD Rates: Richness in the long end needs a trigger to unwind (Eugene Leow) HTML |
| July 17, 2026 | FX Daily: EUR defies bears on policy guidance divergence (Philip Wee) HTML |
| July 16, 2026 | CNY rates: Betting on stimulus (Samuel Tse) HTML |
| July 16, 2026 | FX Daily: Taking stock of our trade ideas in the KRW and NZD (Philip Wee) HTML |
| July 15, 2026 | Indonesia markets: Post-S&P optimism faces off with weak risk uptake (Radhika Rao) HTML |
| July 15, 2026 | Commodities - Metals: Relief rally amid lingering constraints (Sherilyn Chew) HTML |
| July 15, 2026 | CNY rates: The K-shaped economy (Samuel Tse) HTML |
| July 15, 2026 | USD Rates: Cool CPI provides temporary relief (Eugene Leow) HTML |
| July 15, 2026 | FX Daily: Overextended USD longs face a reality check (Philip Wee) HTML |
| July 14, 2026 | Macro Insights Portal, DEER: Watching JPY asset allocation (Chang Wei Liang) HTML |
| July 14, 2026 | USD Rates: Looking past the expected CPI dip (Eugene Leow) HTML |
| July 14, 2026 | India markets: Past high oil filters through data, markets eye fresh global skirmish (Radhika Rao) HTML |
| July 14, 2026 | FX Daily: Oil-linked trades revive on US blockade of Strait of Hormuz (Chang Wei Liang) HTML |
| July 10, 2026 | Malaysia: Vigilant BNM to extend its policy pause (Chua Han Teng) HTML |
| July 10, 2026 | Indonesia and Philippines markets: Testing market resilience (Radhika Rao) HTML |
| July 10, 2026 | CNY rates: Reflationary Pressures Fade, PBOC Maintains Easing Stance (Samuel Tse) HTML |
| July 10, 2026 | FX Daily: Credibility of Fed reforms taskforce and US-Iran threats (Chang Wei Liang) HTML |
| July 9, 2026 | India markets: West Asia tensions ebb and flow, modest inflation rise likely (Radhika Rao) HTML |
| July 9, 2026 | IDR and INR rates: Differentiating the repricing (Sherilyn Chew) HTML |
| July 9, 2026 | CNH and HKD rates: Hong Kong as the RMB internationalization facilitator (Samuel Tse) HTML |
| July 9, 2026 | SGD Rates: Eyeing buoyant USD rates (Eugene Leow) HTML |
| July 9, 2026 | FX Daily: Taking the Middle East stress in stride (Philip Wee) HTML |
| July 8, 2026 | Commodities- Metals: Back under pressure (Sherilyn Chew) HTML |
| July 8, 2026 | USD Rates: Yields reclaim key levels as USTs sold off (Eugene Leow) HTML |
| July 8, 2026 | FX Daily: No real fear about oil prices and a return to all-out war (Philip Wee) HTML |
| July 7, 2026 | Macro Insights Portal, Asset Risks: Benign FX risk score balances US-Iran de-escalation and hawkish Fed pricing (Chua Han Teng, Daisy Sharma) HTML |
| July 7, 2026 | Vietnam: Refinancing rate to hold firm to support growth amid receding inflation risks (Chua Han Teng) HTML |
| July 7, 2026 | USD Rates: The lull as breakevens collapsed (Eugene Leow) HTML |
| July 7, 2026 | FX Daily: Crowded USD longs to face reality check (Philip Wee) HTML |
| July 3, 2026 | Japan markets: Takaichi trades, AI trades, and JPY carry trades (Ma Tieying) HTML |
| July 3, 2026 | USD Rates: Cooler NFP is better for sentiment (Eugene Leow) HTML |
| July 3, 2026 | FX Daily: Becoming less complacent about JPY carry trades (Philip Wee) HTML |
| July 2, 2026 | Indonesia markets: Lagged impact of high oil on data (Radhika Rao) HTML |
| July 2, 2026 | North Asia Rates: AI supercycle, bond issuance, and higher yields (Samuel Tse) HTML |
| July 2, 2026 | FX Daily: Central banks united on wait-and-see stance (Philip Wee) HTML |
| July 1, 2026 | Macro Insights Portal, GDP Nowcast: India’s GDP growth likely to moderate in 2Q (Radhika Rao, Daisy Sharma) HTML |
| July 1, 2026 | India markets: Bonds gain on lower oil and dovish signals (Radhika Rao) HTML |
| July 1, 2026 | South Korea markets: AI cycle and AI trades (Ma Tieying) HTML |
| July 1, 2026 | Commodities- Industrial metals: Policy uncertainty and shifting supply dynamics (Sherilyn Chew) HTML |
| July 1, 2026 | USD Rates: Bracing for a firm set of payrolls (Eugene Leow) HTML |
| July 1, 2026 | FX Daily: Watching JPY risks and Warsh’s policy leanings (Chang Wei Liang) HTML |
| June 30, 2026 | USD Rates: Labour market watch (Eugene Leow) HTML |
| June 30, 2026 | FX Daily: European currencies and IDR hold ground amid JPY’s historic slide (Philip Wee) HTML |
| June 26, 2026 | Commodities- Precious metals: Selling the ripples of the Warsh pivot (Sherilyn Chew) HTML |
| June 26, 2026 | USD and HKD Rates: Safe-haven demand for USD and HIBOR volatility (Samuel Tse) HTML |
| June 26, 2026 | FX Daily: Currencies to stabilise after post-FOMC USD frenzy (Philip Wee) HTML |
| June 25, 2026 | INR Rates: Policy repricing vs structural bid (Sherilyn Chew) HTML |
| June 25, 2026 | Thailand: BOT to stay on hold, supporting growth amid transitory inflation (Chua Han Teng) HTML |
| June 25, 2026 | FX Daily: USD debasement trades unwind as Fed pressures abate (Chang Wei Liang) HTML |
| June 24, 2026 | USD Rates: Flight-to-safety unlikely to last (Samuel Tse) HTML |
| June 24, 2026 | FX Daily: USD dominance straddles between hawkish FOMC guidance and tomorrow’s PCE inflation reality check (Philip Wee) HTML |
| June 23, 2026 | Macro Insights Portal, Interest Rates Analytics, USD rates: Still hawkish Fed under new Fed Chair (Eugene Leow, Samuel Tse) HTML |
| June 23, 2026 | India markets: Bonds tread tight range, trade deal with US (Radhika Rao) HTML |
| June 23, 2026 | Asia Rates: Divergence under external pressure (Sherilyn Chew) HTML |
| June 23, 2026 | FX Daily: Starmer’s exit won’t sink the GBP like in 2022 (Philip Wee) HTML |
| Date | Report |
| July 15, 2026 | China: Growth moderates; fiscal support in the pipeline HTML |
| July 14, 2026 | Singapore: Firm growth despite geopolitical turbulence HTML |
| July 7, 2026 | Crypto Digest: Capital Management & Capital Deepening HTML |
| July 1, 2026 | Taiwan-Singapore: Asia’s new growth corridor HTML |
| June 30, 2026 | India: Terms of trade pressure eases, constructive BOP dynamics HTML |
| June 30, 2026 | Singapore: GDP growth upgrade HTML |
| June 9, 2026 | Crypto Digest: Doubts over the Institutional Bid HTML |
| May 25, 2026 | Singapore: Growth resilience with AI tailwinds offsetting energy risks HTML |
| May 18, 2026 | China: Trade Relief Balances Weak Domestic Demand HTML |
| May 14, 2026 | Crypto Digest: US Senate advances the CLARITY Act HTML |
| May 7, 2026 | FX: DEER recommendations (May 2026) HTML |
| May 6, 2026 | Hong Kong SAR: Strongest quarter in five years HTML |
| May 5, 2026 | Indonesia growth: Firm start, speed bump ahead HTML |
| April 17, 2026 | China: External strength, soft domestic demand HTML |
| April 15, 2026 | Commodity price shock and Singapore HTML |
| April 14, 2026 | Singapore: Steeper SGD policy band slope for inflation defence HTML |
| April 7, 2026 | Crypto Digest: War and cryptos HTML |
| April 1, 2026 | India: Tackling fallout of the energy crisis HTML |
| March 26, 2026 | Indonesia: Spillover risks from the Middle East crisis HTML |
| March 19, 2026 | Crypto Digest: Bitcoin recovery amidst conflict HTML |
| March 16, 2026 | China: Solid start to the year HTML |
| March 11, 2026 | India: Assessing the impact from the Middle East conflict HTML |
| March 10, 2026 | Singapore: Assessing the risks from Middle East escalation HTML |
| February 27, 2026 | HK Budget: Fiscal surplus fuels strategic investment HTML |
| February 10, 2026 | Singapore: Strong start to the year HTML |
| February 5, 2026 | Indonesia: Balancing policy, safeguarding growth HTML |
| February 3, 2026 | FX: DEER recommendations (February 2026) HTML |
| February 3, 2026 | Hong Kong SAR: Broadening recovery HTML |
| February 3, 2026 | India & US reach trade deal HTML |
| January 28, 2026 | India’s evolving trade strategy; deal with the EU HTML |
| January 20, 2026 | China: Moderating growth amid cloudy outlook HTML |
| January 15, 2026 | Taiwan: Semiconductor tariffs come into effect HTML |
| January 7, 2026 | Crypto Digest: Emerging sovereign investment in cryptos HTML |
| November 21, 2025 | Singapore: Strong 3Q25 growth; Resilience to be tested in 2026 HTML |
| November 5, 2025 | Indonesia’s growth beat HTML |
| November 4, 2025 | FX: DEER recommendations (November 2025) HTML |
| November 3, 2025 | Hong Kong SAR: Steady expansion amid rate cut cycle HTML |
| October 24, 2025 | China’s Fourth Plenum: Tech, consumption in focus HTML |
| October 21, 2025 | China: Moderated 3Q growth calls for policy support HTML |
| October 14, 2025 | Singapore: MAS holds fire, maintaining flexibility HTML |
| October 3, 2025 | Indonesia’s evolving policy mix HTML |
| September 18, 2025 | Fed’s 3+1 vs market’s 3+3 tussle HTML |
| September 16, 2025 | China: Slipping momentum amid policy uncertainty HTML |
| September 1, 2025 | Indonesia: Protests, politics and policies HTML |
| August 26, 2025 | India: Inflation targeting – still FIT for purpose? HTML |
| August 19, 2025 | China: Capacity reduction campaign weighs on activity HTML |
| August 18, 2025 | Singapore: National Day Rally 2025 – Focus on tariffs, tech, and jobs HTML |
| August 13, 2025 | US CPI print provides room for modest rate cuts HTML |
| August 12, 2025 | Singapore: Challenging 2H outlook amid tariff headwinds HTML |
| August 5, 2025 | Indonesia: Growth speed-bump ahead HTML |
| August 5, 2025 | FX: DEER recommendations (August 2025) HTML |
| August 1, 2025 | Hong Kong SAR: 2Q growth fuelled by supportive policy HTML |
| July 31, 2025 | South Korea: A “comprehensive” trade deal HTML |
| July 25, 2025 | India: Disinflationary phase and path ahead HTML |
| July 14, 2025 | Singapore: 2H25 slowdown after skirting technical recession HTML |
| July 3, 2025 | Crypto Digest: Crypto heading to Wall Street HTML |
| July 2, 2025 | India: Domestic anchor amidst external crosswinds HTML |
| June 16, 2025 | China: Policy focuses on liquidity support HTML |
| June 6, 2025 | India: RBI provides a double-barrelled boost HTML |
| June 4, 2025 | Crypto Digest: US stablecoin bill is coming soon HTML |
| May 29, 2025 | Eurozone: Trade tensions simmer HTML |
| May 21, 2025 | China: PBOC ramps up easing to spur growth HTML |
| May 15, 2025 | India: Trade thaw, agreements and tailwinds HTML |
| May 13, 2025 | Taiwan: Appreciation impacts HTML |
| May 8, 2025 | Indonesia: Tracking the growth pulse HTML |
| May 7, 2025 | FX: DEER recommendations (May 2025) HTML |
| May 7, 2025 | China: Stimulus ahead of US/China trade talks HTML |
| April 16, 2025 | Indonesia’s macro and tariff overhang HTML |
| March 17, 2025 | China: Recovery in the making HTML |
| March 5, 2025 | Crypto Digest: Rising interest in sovereign Bitcoin reserves HTML |
| March 5, 2025 | China NPC: Around 5% GDP growth target set for 2025 HTML |
| March 3, 2025 | Eurozone & Japan: Navigating tariff headwinds HTML |
| February 27, 2025 | HK Budget: Supporting growth, reducing deficit HTML |
| February 25, 2025 | India: Growth uptick likely, tariff turbulence ahead HTML |
| February 14, 2025 | Singapore: Resilient 1H25 outlook amidst uncertain times HTML |
| February 13, 2025 | Taiwan: Tariff risk assessment HTML |
| February 3, 2025 | Hong Kong SAR: Export-led growth in ‘24; tariffs cloud the outlook HTML |
| February 3, 2025 | FX: DEER recommendations (Feb 2025) HTML |
| February 1, 2025 | India’s budget delivers, implementation is key HTML |
| January 24, 2025 | Singapore: A dovish tilt on rising uncertainties HTML |
| January 17, 2025 | FX: DEER strategy evaluation and risks HTML |
| January 17, 2025 | China achieved 5% growth in ‘24; could ’25 be the same? HTML |
| January 2, 2025 | Singapore: Bright growth prospects despite geopolitical risks HTML |
| December 4, 2024 | Crypto Digest: Pro-Crypto Shifts in Trump's Era HTML |
| November 22, 2024 | Singapore: Solid growth but some uncertainties HTML |
| November 15, 2024 | China: Signs of stabilisation on decisive stimulus HTML |
| November 8, 2024 | China: NPC unveils new stimulus; keeps some powder dry HTML |
| November 6, 2024 | Trump win and the global macro narrative HTML |
| November 6, 2024 | India: On-track fiscal consolidation, capex catch-up HTML |
| November 5, 2024 | Indonesia: Growth speed-bump, cabinet affirms continuity HTML |
| November 1, 2024 | Hong Kong SAR: Faltering growth momentum HTML |
| October 18, 2024 | China: Sub-5% 3Q growth calls for more stimulus HTML |
| October 16, 2024 | Indonesia: Rate pause, new government HTML |
| October 16, 2024 | HK policy address: More growth boosting measures HTML |
| October 14, 2024 | Singapore: Better growth, lower inflation, steady policy HTML |
| October 10, 2024 | Crypto Digest: US politics’ influence on sentiment HTML |
| October 9, 2024 | India: Rate pause amidst strong foreign reserves, eye on oil HTML |
| September 24, 2024 | China: New round of stimulus HTML |
| September 23, 2024 | Japan & Eurozone: On their own beat HTML |
| September 20, 2024 | Taiwan: More credit controls and RRR hike HTML |
| September 18, 2024 | Indonesia: Accommodative turn in monetary and fiscal policy HTML |
| September 16, 2024 | China: Sluggish domestic demand HTML |
| September 4, 2024 | Crypto Digest: Outflows stabilizing across Ether ETFs HTML |
| Date | Report |
| July 20, 2026 | Macro Insights Weekly: Inflation versus interest rates HTML |
| July 17, 2026 | The Week Ahead: Forecasts, data preview, central bank watch HTML |
| July 13, 2026 | Macro Insights Weekly: Asia under El Niño HTML |
| July 10, 2026 | The Week Ahead: Forecasts, data preview, central bank watch HTML |
| July 6, 2026 | Macro Insights Weekly: New battlefields and currency conflicts HTML |
| July 3, 2026 | The Week Ahead: Forecasts, data preview, central bank watch HTML |
| June 29, 2026 | Macro Insights Weekly: RMB internationalization since the US-Iran war HTML |
| June 26, 2026 | The Week Ahead: Forecasts, data preview, central bank watch HTML |
| June 22, 2026 | Macro Insights Weekly: EM macro heatmap HTML |
| June 19, 2026 | The Week Ahead: Forecasts, data preview, central bank watch HTML |
| June 15, 2026 | Macro Insights Weekly: Rising rates and US housing market HTML |
| June 12, 2026 | The Week Ahead: Forecasts, data preview, central bank watch HTML |
| June 8, 2026 | Macro Insights Weekly: Asian stock markets’ valuation divergence HTML |
| June 5, 2026 | The Week Ahead: Forecasts, data preview, central bank watch HTML |
| June 2, 2026 | Macro Insights Weekly: External shocks and FX adjustments HTML |
| May 29, 2026 | The Week Ahead: Forecasts, data preview, central bank watch HTML |
| May 26, 2026 | Macro Insights Weekly: Cost of the Iran war HTML |
| May 22, 2026 | The Week Ahead: Forecasts, data preview, central bank watch HTML |
| May 18, 2026 | Macro Insights Weekly: Hong Kong’s rebound HTML |
| May 15, 2026 | The Week Ahead: Forecasts, data preview, central bank watch HTML |
| May 11, 2026 | Macro Insights Weekly: Asia’s exports buoyancy HTML |
| May 8, 2026 | The Week Ahead: Forecasts, data preview, central bank watch HTML |
| May 4, 2026 | Macro Insights Weekly: Could the next Fed move be a hike? HTML |
| April 30, 2026 | The Week Ahead: Forecasts, data preview, central bank watch HTML |
| April 27, 2026 | Macro Insights Weekly: Asia’s trade with China and the US HTML |
| April 24, 2026 | The Week Ahead: Forecasts, data preview, central bank watch HTML |
| April 20, 2026 | Macro Insights Weekly: Notes from IMF meetings: Stark disconnect HTML |
| April 17, 2026 | The Week Ahead: Forecasts, data preview, central bank watch HTML |
| April 13, 2026 | Macro Insights Weekly: Currency dynamics beyond a commodity shock HTML |
| April 10, 2026 | The Week Ahead: Forecasts, data preview, central bank watch HTML |
| April 6, 2026 | Macro Insights Weekly: Varieties of pipeline inflation HTML |
| April 2, 2026 | The Week Ahead: Forecasts, data preview, central bank watch HTML |
| March 30, 2026 | Macro Insights Weekly: War and bonds HTML |
| March 27, 2026 | The Week Ahead: Forecasts, data preview, central bank watch HTML |
| March 23, 2026 | Macro Insights Weekly: Shadow of stagflation HTML |
| March 20, 2026 | The Week Ahead: Forecasts, data preview, central bank watch HTML |
| March 16, 2026 | Macro Insights Weekly: Implication of three simultaneous shocks HTML |
| March 13, 2026 | The Week Ahead: Forecasts, data preview, central bank watch HTML |
| March 9, 2026 | Macro Insights Weekly: Asia’s vulnerability to the Iran crisis HTML |
| March 6, 2026 | The Week Ahead: Forecasts, data preview, central bank watch HTML |
| March 2, 2026 | Macro Insights Weekly: Risks of a fragmented Iran HTML |
| February 27, 2026 | The Week Ahead: Forecasts, data preview, central bank watch HTML |
| February 23, 2026 | Macro Insights Weekly: Singapore’s rising growth potential HTML |
| February 20, 2026 | The Week Ahead: Forecasts, data preview, central bank watch HTML |
| February 16, 2026 | Macro Insights Weekly: Signs of slowing US consumption HTML |
| February 13, 2026 | The Week Ahead: Forecasts, data preview, central bank watch HTML |
| February 9, 2026 | Macro Insights Weekly: Healthy market correction HTML |
| February 6, 2026 | The Week Ahead: Forecasts, data preview, central bank watch HTML |
| February 2, 2026 | Macro Insights Weekly: Iran and oil HTML |
| January 30, 2026 | The Week Ahead: Forecasts, data preview, central bank watch HTML |
| January 26, 2026 | Macro Insights Weekly: JGB selloff and global market implications HTML |
| January 23, 2026 | The Week Ahead: Forecasts, data preview, central bank watch HTML |
| January 19, 2026 | Macro Insights Weekly: Global inflation trends HTML |
| January 16, 2026 | The Week Ahead: Forecasts, data preview, central bank watch HTML |
| January 12, 2026 | Macro Insights Weekly: A constructive case for Singapore in 2026 HTML |
| January 9, 2026 | The Week Ahead: Forecasts, data preview, central bank watch HTML |
| January 5, 2026 | Macro Insights Weekly: Upward momentum to start the year HTML |
| December 8, 2025 | Macro Insights Weekly: Three risks for 2026 HTML |
| December 5, 2025 | The Week Ahead: Forecasts, data preview, central bank watch HTML |
| December 1, 2025 | Macro Insights Weekly: Risks lurking underneath the US economy HTML |
| November 28, 2025 | The Week Ahead: Forecasts, data preview, central bank watch HTML |
| November 24, 2025 | Macro Insights Weekly: Key themes from our Annual Outlook HTML/Insights Direct |
| November 21, 2025 | The Week Ahead: Forecasts, data preview, central bank watch HTML |
| November 14, 2025 | The Week Ahead: Forecasts, data preview, central bank watch HTML |
| November 10, 2025 | Macro Insights Weekly: US housing market’s potential tailwind HTML |
| November 7, 2025 | The Week Ahead: Forecasts, data preview, central bank watch HTML |
| November 3, 2025 | Macro Insights Weekly: Return of QE? HTML |
| October 31, 2025 | The Week Ahead: Forecasts, data preview, central bank watch HTML |
| October 27, 2025 | Macro Insights Weekly: Liquidity watch HTML |
| October 24, 2025 | The Week Ahead: Forecasts, data preview, central bank watch HTML |
| October 13, 2025 | Macro Insights Weekly: Gauging exports to China HTML |
| October 10, 2025 | The Week Ahead: Forecasts, data preview, central bank watch HTML |
| October 6, 2025 | Macro Insights Weekly: US economy’s mixed signals HTML |
| October 3, 2025 | The Week Ahead: Forecasts, data preview, central bank watch HTML |
| September 29, 2025 | Macro Insights Weekly: Value in Asian equities HTML |
| September 26, 2025 | The Week Ahead: Forecasts, data preview, central bank watch HTML |
| September 22, 2025 | Macro Insights Weekly: Signal from commodity markets HTML |
| September 19, 2025 | The Week Ahead: Forecasts, data preview, central bank watch HTML |
| September 15, 2025 | Macro Insights Weekly: The no-recession scenario HTML |
| September 12, 2025 | The Week Ahead: Forecasts, data preview, central bank watch HTML |
| September 8, 2025 | Macro Insights Weekly: India’s revised playbook HTML |
| September 5, 2025 | The Week Ahead: Forecasts, data preview, central bank watch HTML |
| September 1, 2025 | Macro Insights Weekly: The post Fed-capitulation phase HTML |
| August 29, 2025 | The Week Ahead: Bank Negara; August CPI/trade; US payrolls HTML |
| August 25, 2025 | Macro Insights Weekly: Age of stablecoins HTML |
| August 22, 2025 | The Week Ahead: Jackson Hole, central bank meetings, data watch HTML |
| August 18, 2025 | Macro Insights Weekly: Shifting fault lines in the global debt market HTML |
| August 15, 2025 | The Week Ahead: Forecasts, data preview, central bank watch HTML |
| August 11, 2025 | Macro Insights Weekly: Upside risks to US inflation HTML |
| August 8, 2025 | The Week Ahead: Forecasts, data preview, central bank watch HTML |
| August 4, 2025 | Macro Insights Weekly: Persistence of tariff turbulence HTML |
| August 1, 2025 | The Week Ahead: RBI meeting; China trade; Indonesia GDP HTML |
| July 28, 2025 | Asia’s waning growth momentum in 3Q HTML |
| July 21, 2025 | Rising portfolio allocation to Asia HTML |
| July 14, 2025 | Second tariff deadline: reciprocity or retaliation? HTML |
| July 7, 2025 | Liberation Day 2.0: Weighing options HTML |
| June 30, 2025 | What does weaker Dollar mean for China and HK? HTML |
| June 23, 2025 | Slowdown delayed, not denied HTML |
| June 16, 2025 | Middle East tensions and global implications HTML |
| June 9, 2025 | Trade distortion/diversion HTML |
| June 2, 2025 | Debt reckoning HTML |
| May 26, 2025 | Gold and geoeconomics HTML |
| May 19, 2025 | Inflation watch (only in the US) HTML |
| May 13, 2025 | A summer respite HTML |
| May 5, 2025 | Wither green transition? HTML |
| April 28, 2025 | Notes from IMF: Widening tail risks HTML |
| April 21, 2025 | Six dimensions of US trade negotiations HTML |
| April 14, 2025 | Spillover from Trump’s policy “flexibility HTML |
| April 7, 2025 | Asia’s playbook for Trump’s tariff storm HTML |
| April 1, 2025 | Growth momentum in Asia HTML |
| March 24, 2025 | The case for Europe HTML |
| March 17, 2025 | The uncertainty trade HTML |
| March 10, 2025 | Recession watch? HTML |
| March 3, 2025 | Hong Kong’s way forward HTML |
| February 24, 2025 | China’s offset to property market distress HTML |
| February 17, 2025 | 100 days of President Prabowo HTML |
| February 10, 2025 | India’s macro strategy HTML |
| February 3, 2025 | Coming US economic noise and Fed HTML |
| January 27, 2025 | Impact of Trump’s first week in office HTML |
| January 20, 2025 | The coming trade shock and Asia HTML |
| January 13, 2025 | Soaring bond yields and the global economy HTML |
| January 6, 2025 | Economic scorecard for 2024 HTML |
| December 9, 2024 | Notes from UK/Europe HTML |
| December 2, 2024 | Resilient Singapore HTML |
| November 25, 2024 | “Melt-up risks” HTML |
| November 18, 2024 | Trade War and USD HTML |
| November 11, 2024 | Trump’s world and Asia’s playbook HTML |
| November 4, 2024 | US elections and the 2025 macro narrative HTML |
| October 28, 2024 | IMF Notes: Economic resiliency and financial risks HTML |
| October 21, 2024 | How would Indonesia go past 5% growth? HTML |
| October 14, 2024 | Support for US consumers HTML |
| October 7, 2024 | Middle East tensions and Asia HTML |
| September 30, 2024 | China stimulus to the fore HTML |
| September 23, 2024 | End of inflation scare? HTML |
| September 16, 2024 | Downshifting yield curves HTML |
| September 9, 2024 | Assessing global growth momentum HTML |
| September 2, 2024 | Complacent mood for the final stretch of 2024 HTML |
| Date | Report |
| July 13, 2026 | Taiwan: AI cycle and 2H outlook HTML |
| June 30, 2026 | FX Quarterly 2Q 26: Less De-Dollarisation, More Polarisation HTML |
| June 18, 2026 | 27-Country Macro Risk Analysis Update HTML |
| April 30, 2026 | ASEAN-6: Exposure and response to the Gulf shock HTML |
| April 9, 2026 | Taiwan 2Q outlook: Goldilocks at a crossroads HTML |
| February 13, 2026 | Singapore Budget 2026: Future-focused strategies HTML |
| February 2, 2026 | Thailand’s economy and markets around elections HTML |
| February 1, 2026 | India’s Budget plays the long game HTML |
| January 30, 2026 | Singapore: MAS’s balanced stance with an upward tilt HTML |
| January 27, 2026 | ASEAN-6 Outlook: Managing disruption HTML |
| January 7, 2026 | Rates: Divergence between financial and real HTML |
| December 16, 2025 | Indonesia 2026 Outlook: Time to deliver HTML |
| December 15, 2025 | FX Quarterly 4Q 25: A Lame Duck USD HTML |
| November 20, 2025 | China 2026 Macro outlook: Quality driven growth HTML |
| November 18, 2025 | Separate Paths: Economic Outlook and Market Strategy for 2026 HTML |
| October 30, 2025 | India 2025-40 outlook: Pivotal juncture HTML |
| October 23, 2025 | Singapore 2040: The next 15 years of quality and inclusive growth HTML |
| August 21, 2025 | Digital Assets Update 3Q25: Embracing tokenization and stablecoins HTML |
| August 6, 2025 | India: Neutral pause, watching liquidity and tariffs HTML |
| July 29, 2025 | ASEAN-6 2025-40: The next leap HTML |
| July 4, 2025 | Taiwan: Appreciation impacts – a historical perspective HTML |
| June 17, 2025 | 27-country macro risk analysis: Annual update HTML |
| June 13, 2025 | G3 Rates: Shifting gears HTML |
| May 28, 2025 | Hong Kong: What does HIBOR’s plunge mean? HTML |
| May 20, 2025 | FX Quarterly 2Q 25: Cracks in the USD’s status HTML |
| May 5, 2025 | Singapore: Implications of a strong PAP election victory HTML |
| April 23, 2025 | Singapore’s economy and markets around elections HTML |
| April 9, 2025 | China 2025-40 Outlook–Tech and policy foundation HTML |
| February 21, 2025 | Digital Assets Update 1Q25: Post euphoria HTML |
| February 17, 2025 | USD Rates: Options to lower long-term yields HTML |
| February 14, 2025 | Indonesia: 100 days of Prabowo marked by high ratings HTML |
| February 13, 2025 | FX Quarterly 1Q 25: USD volatility amid tariff noise HTML |
| January 21, 2025 | India Budget preview: Striking a balance HTML |
| January 20, 2025 | ASEAN-6 2025 Outlook: Crosswinds HTML |
| January 7, 2025 | Rates: Neutral in Trump 2.0 HTML |
| November 29, 2024 | Singapore’s Dynamic Outlook in 2025 HTML |
| November 19, 2024 | Digital Assets Update 4Q24: Crypto frenzy HTML |
| November 7, 2024 | Defying the trend: Economic Outlook and Market Strategy for 2025 HTML |
| October 11, 2024 | India & ASEAN-6: Scope to strengthen economic synergyl HTML |
| October 4, 2024 | Taiwan 4Q outlook: Cooling but stablel HTML |
| September 30, 2024 | Digital currencies: Perspectives and potential HTML |
| September 13, 2024 | Understanding China: Greater Bay Area: China’s economic powerhouse #2 HTML |
| September 9, 2024 | India: Slower inflation profile and liquidity nuance HTML |
| September 3, 2024 | Singapore: Evolving current account dynamics HTML |
| Date | Report |
| July 7, 2026 | Indonesia Chartbook: Seeking stability in 2H26 HTML |
| May 20, 2026 | India chartbook: Rupee and multi-pronged response HTML |
| May 19, 2026 | Thailand chartbook: Higher 1Q26 growth, Middle East-driven headwinds HTML |
| May 12, 2026 | Taiwan Chartbook: The AI trillion-dollar leap HTML |
| April 6, 2026 | Singapore chartbook: MAS policy tightening ahead HTML |
| February 19, 2026 | Thailand chartbook: Firmer 4Q25 growth, Cautious outlook HTML |
| November 19, 2025 | Thailand chartbook: Economic fragilities in 2026 HTML |
| October 2, 2025 | Singapore chartbook: Case for an MAS insurance easing HTML |
| September 4, 2025 | Chartbook: Johor-Singapore Special Economic Zone spurring investments HTML |
| August 18, 2025 | Thailand chartbook: Slower 2H25 growth on multiple headwinds HTML |
| August 8, 2025 | Philippines Chartbook: Gaining balance HTML |
| July 8, 2025 | Singapore chartbook: MAS to “wait and see” in July HTML |
| May 21, 2025 | Chartbook: Tracking US tariff impacts on Asia HTML |
| May 20, 2025 | Thailand chartbook: Growth threatened by tariff uncertainty HTML |
| April 7, 2025 | Singapore chartbook: Trade war and scope for MAS easing HTML |
| March 27, 2025 | Chartbook: Asia’s exposure to US tariffs HTML |
| January 20, 2025 | Singapore chartbook: No urgency to adjust SGD NEER policy HTML |
| November 19, 2024 | Thailand chartbook: Recovery in a challenging landscape HTML |
| October 3, 2024 | Singapore chartbook: Keeping SGD strength; balancing disinflation and growth HTML |
| September 19, 2024 | Johor-Singapore Special Economic Zone (JS-SEZ)’s potential HTML |
| March 27, 2026 | FX Quarterly 1Q 26: The USD’s war-driven haven trap HTML |
| March 19, 2026 | Crypto Digest: Bitcoin recovery amidst conflict HTML |
| January 1, 2026 | Crypto Digest: Emerging sovereign investment in cryptos HTML |
| December 5, 2025 | Crypto Digest: Chinese regulations and DATCO valuations HTML |
| October 3, 2025 | Crypto Digest: Bitcoin resilience amid institutional interest HTML |
| September 4, 2025 | Crypto Digest: Ether catches up amid rotation HTML |
| July, 3, 2025 | Crypto Digest: Crypto heading to Wall Street HTML |
| June, 4, 2025 | Crypto Digest: US stablecoin bill is coming soon HTML |
| April 3, 2025 | Crypto Digest: Corporate participation in Bitcoin markets HTML |
| March 5, 2025 | Crypto Digest: Elevated crypto volatility amid risks HTML |
| January 8, 2025 | Crypto Digest: Rising interest in sovereign Bitcoin reserves HTML |
| December 4, 2024 | Crypto Digest: Pro-Crypto Shifts in Trump's Era HTML |
| November 19, 2024 | Digital Assets Update 4Q24: Crypto frenzy HTML |
| October 9, 2024 | Crypto Digest: US politics’ influence on sentiment HTML |
| September 4, 2024 | Crypto Digest: Outflows stabilizing across Ether ETFs HTML |
Subscribe here to receive our economics & macro strategy materials.
To unsubscribe, please click here.
GENERAL DISCLOSURE/ DISCLAIMER (For Macroeconomics, Currencies, Interest Rates, Digital Assets or Commodities)[1]
The information herein is published by DBS Bank Ltd and/or DBS Bank (Hong Kong) Limited (each and/or collectively, the “Company”). It is based on information obtained from sources believed to be reliable, but the Company does not make any representation or warranty, express or implied, as to its accuracy, completeness, timeliness or correctness for any particular purpose. Opinions expressed are subject to change without notice. This research is prepared for general circulation. Any recommendation contained herein does not have regard to the specific investment objectives, financial situation and the particular needs of any specific addressee. The information herein is published for the information of addressees only and is not to be taken in substitution for the exercise of judgement by addressees, who should obtain separate legal or financial advice. The Company, or any of its related companies or any individuals connected with the group accepts no liability for any direct, special, indirect, consequential, incidental damages or any other loss or damages of any kind arising from any use of the information herein (including any error, omission or misstatement herein, negligent or otherwise) or further communication thereof, even if the Company or any other person has been advised of the possibility thereof. The information herein is not to be construed as an offer or a solicitation of an offer to buy or sell any securities, futures, options or other financial instruments or to provide any investment advice or services. The Company and its associates, their directors, officers and/or employees may have positions or other interests in, and may effect transactions in securities mentioned herein and may also perform or seek to perform broking, investment banking and other banking or financial services for these companies. The information herein is not directed to, or intended for distribution to or use by, any person or entity that is a citizen or resident of or located in any locality, state, country, or other jurisdiction (including but not limited to citizens or residents of the United States of America) where such distribution, publication, availability or use would be contrary to law or regulation. The information is not an offer to sell or the solicitation of an offer to buy any security in any jurisdiction (including but not limited to the United States of America) where such an offer or solicitation would be contrary to law or regulation.
[#for Distribution in Singapore] This report is distributed in Singapore by DBS Bank Ltd (Company Regn. No. 196800306E) which is Exempt Financial Advisers as defined in the Financial Advisers Act and regulated by the Monetary Authority of Singapore. DBS Bank Ltd may distribute reports produced by its respective foreign entities, affiliates or other foreign research houses pursuant to an arrangement under Regulation 32C of the Financial Advisers Regulations. Where the report is distributed in Singapore to a person who is not an Accredited Investor, Expert Investor or an Institutional Investor, DBS Bank Ltd accepts legal responsibility for the contents of the report to such persons only to the extent required by law. Singapore recipients should contact DBS Bank Ltd at 65-6878-8888 for matters arising from, or in connection with the report.
DBS Bank Ltd., 12 Marina Boulevard, Marina Bay Financial Centre Tower 3, Singapore 018982. Tel: 65-6878-8888. Company Registration No. 196800306E.
DBS Bank Ltd., Hong Kong Branch, a company incorporated in Singapore with limited liability. 18th Floor, The Center, 99 Queen’s Road Central, Central, Hong Kong SAR.
DBS Bank (Hong Kong) Limited, a company incorporated in Hong Kong with limited liability. 11th Floor, The Center, 99 Queen’s Road Central, Central, Hong Kong SAR.
[1] This disclaimer may not apply if the applicable assets fall within the definition of 'financial instruments' that are set out in Article 2(1) EU MAR (e.g. financial instruments that are traded on a regulated market, MTF or OTF, etc.). Section C of Annex I of MiFID2 specifies these 'financial instruments'.