US dollar strength in Q1

Apr 09, 2015 00:28 am UTC| Commentary

In the wake of weaker US job data, investor clients have generally been focused on two key issues: (1) fading US economic prospects and (2) outside of the US, a possible policy inflection point, with the momentum of...

China's credit growth likely slid again in March

Apr 08, 2015 23:05 pm UTC| Commentary

China is scheduled to release March monetary data from 10-15 April. Monthly new loans in the local currency is expected to have fallen to CNY 800bn (weaker than in the same month in previous years) from CNY 1.02tn in...

China's inflation moderated after the Lunar New Year

Apr 08, 2015 22:53 pm UTC| Commentary

China will release March inflation data on 10 April. CPI inflation is likely to have moderated to 1.3% y/y from 1.4% in February as prices of food, especially fresh vegetables and fruits, fell m/m after the Lunar New Year...

Malaysian industrial production likely slowed in February

Apr 08, 2015 22:46 pm UTC| Commentary

Malaysias Department of Statistics will release February industrial production data on 10 April.Malaysian industrial production growth is expected to have slowed to 4.2% y/y from 7.0% in January as production contracted...

China's CPI inflation likely to slip further

Apr 08, 2015 22:27 pm UTC| Commentary

Chinas March CPI inflation number is likely to slip further with consensus looking for a fall from 1.4%y/y to 1.2%y/y,further from the Governments 2015 target of "around 3%"."We view the 7% GDP growth target and 3% CPI...

BOK expected to hold key rate

Apr 08, 2015 22:20 pm UTC| Commentary

After the BoKs rate cut in March, the BoK is not expected to change policy today, in line with the universal consensus.Going forward,the BoK left the door open for further rate cuts in its March Monetary Policy Statement....

FOMC rates and market reaction

Apr 08, 2015 21:35 pm UTC| Commentary

The minutes were not as dovish as market pricing after the March meeting, or pricing going into the release of the minutes, would suggest.The FOMC believes that the weakness in 1Q growth has been largely due to transitory...