Malaysia to stay pat on monetary policy despite rising inflation
Aug 19, 2015 01:38 am UTC| Commentary Central Banks
A spike-up in inflation is expected. Headline CPI inflation for July is likely to register 2.8% YoY. This will be a sharp rise from 2.5% in the previous month. Second order price effects from the introduction of the GST as...

Indonesia: Disappointing investment growth weights on GDP growth
Aug 19, 2015 01:23 am UTC| Commentary Economy
Trade surplus in excess of USD 1bn used to prompt cheers in the markets but this was not the case for Julys USD 1.3bn. Perhaps markets are no longer concerned about the current account (C/A) deficit, which has indeed...
USD stays firm offshore as Chinese stocks slide weighs on EM sentiment
Aug 18, 2015 22:39 pm UTC| Commentary
US Housing data solid lifts UST yields and supports US Dollar Bears back to watching CNY fix and China stocks in Asia China stocks SHCOMP slide...

U.S. stocks dip after 6 percent tumble in Chinese stocks overnight
Aug 18, 2015 21:41 pm UTC| Commentary
The Shanghai Composite Index closed down 6.1 percent at 3,749.12 points in its biggest daily decline since July 27, after recovering for three days. The CSI300 index of the largest listed companies in Shanghai and Shenzhen...
Emerging markets, currency and commodity woes
Aug 18, 2015 17:03 pm UTC| Commentary
Developed countries are practically an oasis in the desert of the global economy. Emerging market currencies are plunging, especially Asian currencies such as the Malaysia ringgit, Indonesia rupiah, Thai baht and South...
Developed markets on cruise control
Aug 18, 2015 16:22 pm UTC| Commentary
Developed markets have demonstrated awe-inspiring resilience in the face of struggles in China, Brazil, Puerto Rico and Greece. The U.S. economy and markets continue to march forward at a measured pace. The housing sector...

U.S. fundamentals expand as china takes it on the chin
Aug 18, 2015 16:13 pm UTC| Commentary Economy
U.S. housing starts expanded to the highest level in nearly 8 years to 1.21 million annualized units with positive revisions in June. This is on top of last weeks strong retail sales as well as employment numbers. The...