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Economics and Macro Strategy
Group Research22 Oct 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
    October 22, 2018 Macro Strategy: Short EUR positions balloon; Asian vols still low HTML
    October 19, 2018 China: Growth momentum to slow HTML|PDF
    October 17, 2018 SGD rates have outperformance potential HTML|PDF
    October 12, 2018 Indonesia: Easing some pressure HTML|PDF
    October 10, 2018 South Korea: Policy debate heating up HTML|PDF
    October 9, 2018 SGD Policy: Play it again, MAS HTML|PDF
    October 8, 2018 China: Monetary policy tilts toward loosening HTML|PDF
    October 5, 2018 India's policy tightening likely delayed, not denied HTML|PDF
    October 1, 2018 Singapore: Opportunity from the trade war HTML|PDF
    September 27, 2018 Bank Indonesia remains on guard HTML|PDF
    September 27, 2018 Introducing the Asia Rates Valuation Indicator HTML|PDF
    September 26, 2018 India: RBI has to square the circle HTML|PDF
    September 18, 2018 Taiwan: Growth outlook lowered on higher trade tensions HTML|PDF
    September 10, 2018 Global volatility hurts India’s balance of payments HTML|PDF
    September 4, 2018 Indonesia's pain points HTML|PDF
    September 3, 2018 India’s FY19 growth to moderate after a strong start HTML|PDF
    August 31, 2018 China: Stable PMI, but policy support to continue HTML|PDF
    August 29, 2018 India: INR’s correction is orderly and expected HTML|PDF
    August 23, 2018 SGD Rates: Curve flattening HTML|PDF
    August 15, 2018 Indonesia: BI's defensive manoeuvres HTML|PDF
    August 14, 2018 Trade wars taking a toll on China; expect more policy support HTML|PDF
    August 13, 2018 Assessing India's reserves adequacy HTML|PDF
    August 8, 2018 China: Calm before the storm HTML|PDF
    August 6, 2018 Singapore and Malaysia: Lower inflation HTML|PDF
    August 2, 2018 India: RBI hikes, stays neutral and eyes fiscal risks HTML|PDF
    August 1, 2018 BOJ: Tweaking to sustain the easing framework HTML|PDF
    July 30, 2018 CNY: What's going on, where is it going 
    July 19, 2018 India: A timely monsoon arrives
    July 24, 2018 SGS: Go for the long end
    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 Growth implication of a full-blown trade war
    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

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    Weekly


    Date Report
    Mon October 22, 2018 Chart of the Week: Intra-Asia Supply Chain Linkages vis-à-vis the US HTML|PDF
    Fri October 19, 2018 Weekly: A 2020 US Slowdown (near-recession) Scenario HTML|PDF
    Mon October 15, 2018 Chart of the Week: Real rates in some Asian countries have room to rise, except China HTML|PDF
    Fri October 12, 2018 Weekly: An unhealthy correction HTML|PDF
    Mon October 8, 2018 Chart of the Week: Why Libor has not moved despite Fed rate hikes HTML|PDF
    Fri October 5, 2018 Weekly: How will Asia cope with $100 oil? HTML|PDF
    Mon October 1, 2018 Chart of the Week: Asia’s product and sectoral exposure to trade disruption  HTML|PDF
    Fri September 21, 2018 Weekly: Volatility and market structure HTML|PDF
    Mon September 17, 2018 Chart of the Week: US inflation on a mild uptrend HTML|PDF
    Friday September 14, 2018 Weekly_Notes from Shenzhen: Rerouting and restructuring HTML|PDF
    Mon September 10, 2018 Chart of the Week: China slowdown still marginal HTML|PDF
    Fri September 7, 2018 Weekly: Notes from Beijing: v2.0 institutions dealing with v3.0 challenges HTML|PDF
    Mon September 3, 2018 Chart of the Week: EMFX weakness largely against USD; REER moves have been modest HTML|PDF
    Mon August 27, 2018 Chart of the Week: Asia's exports growth is ripe for further correction HTML|PDF
    Fri August 24, 2018 Weekly: From trade war to trade weakness HTML|PDF
    Mon August 20, 2018 Chart of the Week: USD against DM and EM currencies HTML|PDF
    Fri August 17, 2018 Weekly: China’s global deflationary impulse HTML|PDF
    Mon August 13, 2018 Chart of the Week: Volatility has eased, but for how long? HTML|PDF
    Fri August 10, 2018 Weekly: Keeping up with the US HTML|PDF
    Mon August 6, 2018 This Week: Asia's 2Q GDP reports HTML|PDF
    Fri August 3, 2018 Weekly: No central bank comes close to the Fed HTML|PDF
    Mon July 30, 2018 This Week: Central banks in focus
    Fri July 27, 2018 Weekly: Opportunities arise in SGS, Chinese and Asian credit markets
    Mon July 23, 2018 This Week: Trade hostilities to weigh
    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

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    Thematic


    Date Report
    October 1, 2018 India: Tide to turn in favour of banks vs non-banks HTML|PDF
    September 29, 2018 Monthly: Monthly: Trade war, oil, and the Fed; 1-2-3 punches HTML|PDF
    August 31, 2018 Monthly: EM-DM divergence HTML|PDF
    August 20, 2018 Understanding China: BRI in Southeast Asia - Beyond infrastructure HTML|PDF
    August 16, 2018 DBS Asian Insights Conference 2018 HTML|PDF
    August 6, 2018 G3 Rates: The BOJ turns relevant HTML|PDF
    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

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    Rates Dashboard


    Date Report
    October 15, 2018 US
    October 15, 2018 SG

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    Chart Book


    Date Report
    October 15, 2018 India chart book: Volatility overshadows growth HTML|PDF
    October 11, 2018 Thailand chart book: Asia’s safe haven HTML|PDF
    October 10, 2018 Hong Kong chart book: HKD rates are sensitive to rising USD rates HTML|PDF
    October 9, 2018 China chart book – Weakening policy transmission HTML|PDF
    October 2, 2018 Taiwan chart book – Policy remains neutral HTML|PDF
    September 12, 2018 Hong Kong chart book – Get ready for rate hike HTML|PDF
    September 5, 2018 South Korea chart book – Pre-emptively dovish HTML|PDF
    September 4, 2018 Malaysia chart book - Recalibrating growth HTML|PDF
    August 21, 2018 Singapore chart book - Speed bump ahead HTML|PDF
    August 7, 2018 Indonesia chart book – Consumption trumps weak trade HTML|PDF

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