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Economics and Macro Strategy
Group Research20 Jul 2018
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    Daily

    Macro Strategy; Economics and Strategy Flash.

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    Weekly

    This Week (on Mondays); Weekly (on Fridays)

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    Thematic 

    Focus, Monthly, and Understanding China.

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    Economics & Macro Strategy Daily


    Date Report
    July 20, 2018 Macro Strategy: Implied rates diverged from USD/Asia; steeper INR curve ahead
    July 19, 2018 Eurozone: No rush for ECB to normalise policy
    July 17, 2018 China: Growth momentum to slow
    July 13, 2018 India: Latest data releases support further RBI hikes
    July 5, 2018 Inflation upside as India hikes crop support prices
    July 5, 2018 No safe haven 
    July 3, 2018 Tariff war means stronger USD
    July 2, 2018 Japan: Asia’s bright spot in the World Cup and markets
    June 28, 2018 Indonesia and India: back on the same boat
    June 25, 2018 China: Deleveraging taking a back seat
    June 18, 2018 HKD Rates: The Hibor overshoot
    June 13, 2018 Kim-Trump Summit: no surprises, no disappointment
    June 6, 2018 India: India’s RBI committee bites the bullet, hikes policy rate
    June 1, 2018 India: growth, politics, and policy direction
    May 31, 2018 SGS: RV vs IRS
    May 30, 2018 Political fissures resurface in the Eurozone
    May 28, 2018 Bank Indonesia steps up the ante
    May 28, 2018 Hong Kong: labour market tightens more
    May 22, 2018 Will the Sino-US trade negotiations hurt South Korea and Taiwan?
    May 16, 2018 Japan: Recovery intact but faces more risks
    May 16, 2018 Malaysia: Flat interest rates again
    May 15, 2018 Hong Kong’s full-fledged economic upturn
    May 15, 2018 China’s slowing investment dynamic
    May 15, 2018 SGS: How Rich Is The 5Y?
    May 15, 2018 India: A rate hike is coming
    May 10, 2018 Wind of change in Malaysia
    May 9, 2018 Four implications of a likely return of Iran sanctions
    May 9, 2018 India's bellwether state election
    May 4, 2018 Indonesia: Global risk factors kick up dust
    May 4, 2018 Malaysia: Beyond the election and politics
    May 2, 2018 USD Rates: How high? How flat?
    May 2, 2018 South Korea: Growth eases; inflation picks up
    April 30, 2018 Revising up Taiwan’s inflation forecast
    April 30, 2018 India and Indonesia: In defensive mode
    April 26, 2018 HKD under pressure; HIBOR to jump
    April 23, 2018 Eurozone growth hits a speed-bump
    April 23, 2018 Notes from Washington, hawkish all around
    April 20, 2018 India's RBI Minutes strike a hawkish tone
    April 17, 2018 Growth remains intact in China, but slowdown to resume
    April 17, 2018 India’s financing requirements back on radar
    April 13, 2018 Singapore: Growth has firmed up
    April 13, 2018 India’s inflation marks a floor; production hums
    April 9, 2018 Indian bonds to head into range trade
    April 9, 2018 Understanding China: Automation drive is essential and welcome
    April 6, 2018 Next target in the trade war: China’s SOEs
    April 6, 2018 MAS policy outlook: A mild normalisation
    April 4, 2018 Taiwan largely spared from US tariffs on China
    April 3, 2018 SGD liquidity is tighter than it appears
    March 26, 2018 China’s reactions to the US, and further US measures in the pipeline
    March 23, 2018 China’s reactions to the US, and further US measures in the pipeline
    March 23, 2018 Singapore: Another perspective on the trade war
    March 22, 2018 Hong Kong: HIBOR and prime lending rates to shoot up
    March 21, 2018 Payback for short-term SGD rates
    March 20, 2018 China: Yi’s appointment signals policy continuity
    March 19, 2018 India’s current account concerns
    March 13, 2018 India’s macro picture gets a breather
    March 12, 2018 FX outlook 2018-19: The US dollar is Fed up
    March 9, 2018 What to make of the China-US trade rift
    March 8, 2018 Philippines: Higher inflation, higher rates
    March 7, 2018 Malaysia: More tightening ahead
    March 5, 2018 Hong Kong’s economic outlook in 8 charts
    March 5, 2018 Pressure on South Korea from US steel tariffs
    March 5, 2018 Eurozone politics, US tariffs, and the ECB
    March 1, 2018 Korea: healthy trade outlook
    March 1, 2018 India’s growth rebounds, eye on headwinds

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    Weekly


    Date Report
    Fri July 20, 2018 Weekly: Trade war worries put America first
    Mon July 16, 2018 This Week: Eyes on China GDP
    Thu July 12, 2018 Weekly: Asian Insights Conference 2018 Special
    Mon July 9, 2018 This Week: Singapore's 2Q GDP
    Fri July 6, 2018 Weekly: External drag mounts
    Mon July 2, 2018 This Week: US non-farm payrolls due
    Mon June 25, 2018 This Week: No change to BI policy
    Fri June 22, 2018 Weekly: Nowcast Update; FX forecast revision
    Mon June 18, 2018 This Week: Prospect of 2nd BSP hike
    Thu June 14, 2018 Weekly: World Cup, Economies, and Markets
    Mon June 11, 2018 This Week: G3 central bank meetings & China data
    Fri June 8, 2018 Weekly: The export cycle has peaked
    Mon June 4, 2018 This Week: Regional exports data signal optimism
    Fri June 1, 2018 Weekly: The case for a less fragile Asia
    Mon May 28, 2018 This Week: BI to take further action
    Mon May 21, 2018 This Week: Upsides to growth and inflation
    Fri May 18, 2018 Weekly: The ride gets bumpier
    Mon May 14, 2018 This Week: Bank Indonesia may hike rates
    Fri May 11, 2018 Weekly: Shocks galore
    Mon May 7, 2018 This Week: Firm growth, hawkish undertones
    Fri May 4, 2018 Weekly: GDP Nowcast update; decent 2Q start for China/India
    Mon April 30, 2018 This Week: Fed to signal a June hike
    Mon April 23, 2018 This Week: Eye on ECB and BOJ
    Fri April 20, 2018 Weekly: China-US trade dynamic and "dark matter"
    Mon April 16, 2018 This Week: China’s 1Q GDP in focus
    Fri April 13, 2018 Shanghai Diary: Innovation as necessity
    Mon April 9, 2018 This Week: Monetary policy in South Korea and Singapore
    Fri April 6, 2018 Weekly: Inflationary consequences of a tariff war
    Mon April 2, 2018 This Week: RBI to hold; inflation prints to stay soft
    Mon March 26, 2018 This Week
    Mon March 23, 2018 Weekly: Wider implication of US trade measures on China
    Mon March 19, 2018 This Week
    Fri March 16, 2018 Weekly: Fraying at the edges
    Mon March 12, 2018 This Week
    Fri March 9, 2018 Weekly Wrap: Game of Steel – Little substance, lots of signalling
    Mon March 5, 2018 This Week
    Fri March 2, 2018 Weekly Wrap: Where is inflation going in Asia?

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    Thematic


    Date Report
    July 19, 2018 Digital currencies, banking, and central banking
    July 18, 2018 Asia 2030: Balancing optimism with realism
    July 17, 2018 Singapore in 2030: BAU, reinvention, or decline
    July 9, 2018 Indonesia: External shocks and domestic politics
    July 4, 2018 Understanding China: Recalibration of BRI strategy?
    June 29, 2018 Monthly: USD Supreme
    June 12, 2018 PBOC to show greater flexibility
    June 7, 2018 Understanding China: A long-term “competitiveness” strategy
    June 4, 2018 China’s next play on the trade saga
    May 25, 2018 Damage assessment
    May 23, 2018 USD Rates: Compressed term premium
    May 18, 2018 Malaysia: Post election challenges
    May 17, 2018 India’s slippery slope of oil
    May 8, 2018 China’s imperative to stronger ties with EU
    May 4, 2018 Malaysia: Beyond the election and politics
    May 2, 2018 USD Rates: How high? How flat?
    April 27, 2018 Hawks everywhere
    April 5, 2018 Introducing GDP Nowcast
    April 2, 2018 Understanding China: Electronics wave; the old and the new
    April 2, 2018 Who will buy Indian government bonds?
    March 29, 2018 Test of Nerves: five takeaways from Q1
    March 23, 2018 India’s rising macro risks: challenges and buffers
    March 14, 2018 India’s political economy of minimum support prices
    March 14, 2018 A hawkish Fed can be good for Treasurys
    March 12, 2018 FX outlook 2018-19: The US dollar is Fed up

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    Rates Dashboard


    Date Report
    July 2, 2018 US
    July 2, 2018 SG

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    Chart Book


    Date Report
    July 3, 2018 China
    July 3, 2018 Hong Kong

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