Economics & Macro Strategy Flash
Date | Report |
December 4, 2024 | Macro Insights Livestream December: Geopolitics and currencies, Wednesday, December 11th, 4pm SGT 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 |
July 22, 2024 | Webinar: China’s onshore bond and FX markets - a primer HTML |
July 10, 2024 | Macro Insights Livestream: Calibrated Fed easing; China's uneven recovery HTML |
July 24, 2024 | Kopi Time E129: James Crabtree on the geopolitics of elections HTML |
June 26, 2024 | Kopi Time E128: Payments trends with Mastercard's David Mann HTML |
June 7, 2024 | Kopi Time E126: Gen AI with Microsoft’s Zia Zaman HTML |
June 5, 2024 | Macro Insights Livestream: Pitfalls of an everything rally HTML |
May 31, 2024 | Kopi Time E125: China from a US business perspective with Mitchell Presnick HTML |
May j27, 2024 | Kopi Time E124: Indonesia outlook with Reformasi’s Kevin O'Rourke HTML |
May 16, 2024 | Digital Assets Update 2Q24: Base broadening HTML |
May 16, 2024 | Kopi Time E123: Control Risks’ Nicolas Reys on Cybersecurity HTML |
May 10, 2024 | Macro Insights Livestream, May: Implications of higher-for-longer HTML |
April 26, 2024 | Digital Assets 2Q24 Update: Crypto flows and drivers, Tuesday, May 14th, 4PM SGT HTML |
April 30, 2024 | Kopi Time E122: Development multilateralism with Atlantic Council’s Martin Mühleisen HTML |
April 22, 2024 | Kopi Time 121: IMF meetings takeaways with pwc’s Dr. Alexis Crow HTML |
April 8, 2024 | Kopi Time E120: Henny Sender on China, Hong Kong, and India HTML |
April 4, 2024 | Macro Inishgts Livestream: Time to shed complacency HTML |
April 1, 2024 | Kopi Time E119: Angela Mancini on geopolitics and business risks HTML |
March 4, 2024 | Macro Insights Livestream: Risk asset rebound, HK’s future, Singapore’s budget HTML |
March 6, 2024 | Kopi Time E118: Bert Hofman on China’s NPC, deflation, trade/tech war, industrial policy HTML |
February 21, 2024 | Kopi Time E117: Munib Madni on the Gigaton coalition to decarbonize HTML |
February 8, 2024 | Macro Insights Livestream: Calm markets; geopolitical unrest HTML |
February 1, 2024 | Digital Assets Update 1Q24: Crypto’s rebound HTML |
January 18, 2024 | Kopi Time E116: Caesar Sengupta on the present and future of e-payments and investment HTML |
January 18, 2024 | Kopi Time E115: Vandana Hari on energy market outlook and risks HTML |
January 12, 2024 | Macro Insights Livestream, January: Assessing our forecasts HTML |
December 14, 2023 | Kopi Time E114: US markets with Dr. Komal Sri-Kumar HTML |
December 6, 2023 | 2024 Markets and Economic Outlook: Soft landing? HTML |
November 30, 2023 | Macro Insights Webinar: US rates and credit outlook HTML |
November 29, 2023 | Kopi Time E113: World Bank’s S Asia Chief Economist Franziska Ohnsorge on the region’s outlook HTML |
November 15, 2023 | Kopi Time E112: Charles Ormiston on making the most of out of geopolitics HTML |
November 8, 2023 | Macro Insights Livestream: Wars and currency wobble HTML |
November 1, 2023 | Kopi Time E111: Dirk and Lelya Eichelberger on sustainable fishing and its offshoots HTML |
October 27, 2023 | Webinar: Digital Assets Update 4Q23: High interest rates and digital assets HTML |
October 18, 2023 | Kopi Time E110: Notes from Marrakech: Polycrisis and resilience HTML |
October 4, 2023 | Macro Insights Livestream: China outlook and electronics cycle HTML |
October 4, 2023 | Kopi Time E109: Dr. Tony Annett on economics and Catholicism HTML |
September 27, 2023 | Webinar: Tech Sector Recovery Insights HTML |
September 20, 2023 | Kopi Time E108: Chris Miller on Chip war HTML |
September 6, 2023 | Kopi Time 107: Kishore Mahbubani on the Asian century versus the American century HTML |
September 5, 2023 | Macro Insights Livestream: Impact of US goldilocks HTML |
August 16, 2023 | Kopi Time E106: Prof Aurobindo Ghosh on inflation expectations and cost of living in Singapore HTML |
August 2, 2023 | Kopi Time E105: Eswar Prasad on the future of money HTML |
July 19, 2023 | Kopi Time E104: Wellington’s Santiago Millán, on China’s complexities HTML |
July 5, 2023 | Macro Insights Livestream: Outlook for 2H23 HTML |
June 21, 2023 | Kopi Time E103: Helge Muenkel on climate finance HTML |
June 21, 2023 | Webinar: Digital Assets Update, 2Q23: Crypto, AI, CBDCs HTML |
June 5, 2023 | Kopi Time E102: Mustafa Chowdhury on why rates will remain higher for longer HTML |
June 5, 2023 | Macro Insights Livestream: Fading base effects HTML |
May 31, 2023 | Kopi Time E101: Reviewing our top-10 episodes HTML |
May 31, 2023 | Webinar - Asian banks: Liquidity, funding, and credit outlook HTML |
May 16, 2023 | Webinar: Indonesia’s economic outlook and election cycle HTML |
May 3, 2023 | Macro Insights Livestream: Financial market stress and the China offset HTML |
May 3, 2023 | Kopi Time E100: Raghuram Rajan on fault lines in global finance and economy HTML |
April 19, 2023 | Kopi Time E099: Professor Bernard Haykel on the Middle East, China, US HTML |
April 10, 2023 | Singapore webinar: MAS policy coming to a pause HTML |
April 5, 2023 | Kopi Time E098: Prem Bhatia on shifting sands in the tech start-up scene HTML |
March 30, 2023 | Webinar: Digital Assets Update, 1Q23: Risk asset vs safe asset HTML |
March 22, 2023 | Kopi Time E097: Chatib Basri on Indonesia HTML |
March 15, 2023 | Kopi Time E096: TIGER 21’s Greg Wells on a network for the ultra-wealthy HTML |
March 13, 2023 | DBS Macro Insights Livestream March: Growth resilience and sticky inflation HTML |
March 1, 2023 | Kopi Time E095: World Gold Council’s Shaokai Fan on the evolving nature of the demand and supply of gold HTML |
February 15, 2023 | Kopi Time E094: IMF’s Asia head Krishna Srinivasan on the 2023 regional outlook HTML |
February 9, 2023 | DBS Macro Insights Livestream February: Fading downsides HTML |
February 1, 2023 | Kopi Time E093: China outlook with Bert Hofman HTML |
January 19, 2023 | DBS Webinar: Top-10 trade ideas for 2023 HTML |
January 18, 2023 | Kopi Time E092: Balyasny’s Archana Parkeh on global market opportunities in 2023 HTML |
January 18, 2023 | China/HK webinar: The year of the rebound HTML |
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Macro Strategy Daily
Date | Report |
December 6, 2024 | JPY Rates: Buoyant as the market mulls a third hike (Eugene Leow) HTML |
December 6, 2024 | FX Daily: Not conclusive that the USD will reverse October-November gains (Philip Wee) HTML |
December 5, 2024 | SGD Rates: 5Y SORA looks low (Eugene Leow) HTML |
December 5, 2024 | FX Daily: The market’s conviction is hampered by medium-term uncertainties (Philip Wee) HTML |
December 4, 2024 | FX Daily: South Korea’s martial law kerfuffle and RMB softness (Chang Wei Liang) HTML |
December 4, 2024 | KRW Rates: Political uncertainties to anchor easing expectations (Eugene Leow) HTML |
December 4, 2024 | CNY/CNH rates: Widening onshore and offshore spreads (Eugene Leow) HTML |
December 4, 2024 | India rates: Dovish signals in the offing (Radhika Rao) HTML |
December 3, 2024 | Macro Insights Portal, GDP Nowcast: India’s GDP growth likely to improve in 4Q (Radhika Rao, Daisy Sharma) HTML |
December 3, 2024 | Indonesia: BI to look beyond decelerating inflation (Radhika Rao) HTML |
December 3, 2024 | EUR Rates: Dealing with tariffs & political uncertainties (Eugene Leow) HTML |
December 3, 2024 | FX Daily: Tariff threats underpin USD, Fed-BOJ-ECB divergences weigh on JPY crosses (Philip Wee) HTML |
November 29, 2024 | FX Daily: Our new FX forecasts – A “Tarrif-ic” start to 2025 (Philip Wee) HTML |
November 29, 2024 | KRW rates: Accelerated rate cuts (Ma Tieying) HTML |
November 28, 2024 | MYR rates: Profit taking to ease (Samuel Tse) HTML |
November 28, 2024 | FX Daily: Guarded against complacency (Philip Wee) HTML |
November 27, 2024 | USD Rates: Two takeaways from the Fed minutes (Eugene Leow) HTML |
November 27, 2024 | FX Daily: More volatility than direction from tariffs uncertainties (Philip Wee) HTML |
November 26, 2024 | Macro Insights Portal, Interest Rates Analytics, USD Rates Breakdown: Return of inflation expectation (Eugene Leow, Samuel Tse) HTML |
November 26, 2024 | USD Rates: UST relief rally over Trump’s Treasury Secretary pick (Eugene Leow) HTML |
November 26, 2024 | FX Daily: Volatility returns as Trump reignites tariff threats (Chang Wei Liang) HTML |
November 22, 2024 | KRW rates: KTB yields to drift higher (Samuel Tse) HTML |
November 22, 2024 | FX Daily: RMB stability endures while JPY rises on possible BOJ hike (Chang Wei Liang) HTML |
November 21, 2024 | Indonesia rates: BI pauses with an eye on financial market stability (Radhika Rao) HTML |
November 21, 2024 | FX Daily: Guarding against complacency in escalating Ukraine-Russia conflict (Philip Wee) HTML |
November 20, 2024 | DM Rates: Keeping an eye on the Ukraine-Russia conflict (20 Nov) HTML |
November 20, 2024 | FX Daily: Commodity-led currencies are recovering from critical levels (Philip Wee) HTML |
November 19, 2024 | Macro Insights Portal, Asset Risks: Rising FX risk score (Chua Han Teng, Daisy Sharma) HTML |
November 19, 2024 | USD Rates: UST curve & tumbling recession odds (Eugene Leow) HTML |
November 19, 2024 | FX Daily: DXY and related trades take a breather (Philip Wee) HTML |
November 15, 2024 | Asia rates: Asia govvies hit by Trump trade (Eugene Leow, Samuel Tse) HTML |
November 15, 2024 | FX Daily: Diminished Fed cut expectations powers USD (Chang Wei Liang) HTML |
November 14, 2024 | Macro Insights Portal, DACS: Limited impact on credit from tariff threats (Chang Wei Liang) HTML |
November 14, 2024 | USD Rates: CPI relief but sticky inflation worries linger (Eugene Leow) HTML |
November 14, 2024 | FX Daily: Trump tariff risks and Asian winners and losers (Chang Wei Liang) HTML |
November 13, 2024 | India rates: October inflation rules out near-term cuts (Radhika Rao) HTML |
November 13, 2024 | USD Rates: Inflation risks skewed to the upside? (Eugene Leow) HTML |
November 13, 2024 | FX Daily: DXY fully retraced 3Q’s decline (Philip Wee) HTML |
November 12, 2024 | SGD Rates: Lack of SGS supply & lack of twin easing (Eugene Leow) HTML |
November 12, 2024 | FX Daily: Trump Trade 2.0 continued amid caution (Philip Wee) HTML |
November 8, 2024 | US: Fed meeting a non-event (Taimur Baig) HTML |
November 8, 2024 | USD Rates: Factoring in less dovishness (Eugene Leow) HTML |
November 8, 2024 | FX Daily: A December rate cut is more likely at the Fed than the BOE (Philip Wee) HTML |
November 7, 2024 | USD Rates: Pricing in the Trump-Republican sweep (Eugene Leow) HTML |
November 7, 2024 | FX Daily: Fed and BOE to cut 25 bps, Germany in political crisis after Trump’s victory (Philip Wee) HTML |
November 7, 2024 | Malaysia: BNM’s policy on status quo in the absence of major shocks (Chua Han Teng) HTML |
November 6, 2024 | USD Rates: A Fed cut regardless of the elections outcome (Eugene Leow) HTML |
November 6, 2024 | FX Daily: Brace for volatility as US election results roll in (Philip Wee) HTML |
November 5, 2024 | Macro Insights Portal, DEER: USD’s high valuation (Chang Wei Liang) HTML |
November 5, 2024 | USD Rates: Senate & House outcomes are also important for USTs (Eugene Leow) HTML |
November 5, 2024 | FX Daily: Pay more attention to RBA’s tone than inaction (Philip Wee) HTML |
Date | Report |
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 |
August 19, 2024 | Singapore: National Day Rally 2024 – policies for inclusive growth HTML |
August 19, 2024 | USD Rates: Fed’s QT end-game HTML |
August 15, 2024 | China: Broad-based slowdown HTML |
August 13, 2024 | Singapore: Labour productivity gains supporting growth HTML |
August 8, 2024 | India RBI monetary policy: Hawkish undertones HTML |
August 6, 2024 | FX: DEER recommendations (Aug 2024) HTML |
August 5, 2024 | Indonesia: Steady growth beat, pockets of vulnerability HTML |
August 1, 2024 | Hong Kong SAR: Strong growth despite subdued consumption HTML |
July 31, 2024 | Japan: Gentle QT and strategic rate hike HTML |
July 26, 2024 | Singapore: MAS’s dovish hold HTML |
July 23, 2024 | China : The 3rd Plenum - Deepening reform HTML |
July 22, 2024 | India Budget preview: Lean on expenditure multipliers HTML |
July 15, 2024 | China: 2Q GDP weakens & Third Plenum outlook HTML |
July 12, 2024 | Singapore: Lifting 2024 growth forecast on external upturn HTML |
July 8, 2024 | India: Exploring the degrees of capex uplift HTML |
June 14, 2024 | Taiwan: Credit controls and RRR hike HTML |
June 5, 2024 | India elections: Political continuity in a tight race HTML |
May 23, 2024 | Singapore: On track for 2%+ growth in 2024 HTML |
May 17, 2024 | China: Mixed data underscore need for more easing HTML |
May 16, 2024 | Japan: GDP weakness and yen debates HTML |
May 8, 2024 | Singapore: Implications of foreign capital inflows HTML |
May 7, 2024 | FX: DEER recommendations (May 2024) HTML |
May 3, 2024 | Hong Kong SAR: Export led 1Q GDP rebound HTML |
April 29, 2024 | Japan: Policy normalisation delayed HTML |
April 24, 2024 | Bank Indonesia’s proactive hike HTML |
April 16, 2024 | China: Revising up GDP growth forecast to 5% HTML |
April 16, 2024 | India’s poll manifestos weigh continuity vs. populism HTML |
April 12, 2024 | Singapore: A steady SGD policy for balanced risks HTML |
April 11, 2024 | Thailand: Door for rate cut remains open after April’s patience HTML |
April 9, 2024 | China: Ties with the US amid trade tensions HTML |
April 5, 2024 | India: RBI's comfortable hold HTML |
March 22, 2024 | RMB: Between geopolitical risks and policy stability HTML |
March 22, 2024 | Taiwan: Understanding the CBC rate hike HTML |
March 20, 2024 | Indonesia: Restrained doves HTML |
March 19, 2024 | Japan: The end of NIRP and YCC HTML |
March 18, 2024 | China: Emerging bottom-up recovery signs HTML |
March 12, 2024 | China: Recovery signs emerge despite lingering risks HTML |
March 5, 2024 | China: Growth target lifts easing expectations HTML |
March 1, 2024 | India: Strong growth print and implications HTML |
February 29 2024 | HK budget: Targeted supports, broader revitalization HTML |
February 20, 2024 | India: Favourable current account cues HTML |
February 15, 2024 | Indonesia elections: Exit polls produce a clear winner HTML |
February 15, 2024 | Singapore: Recovery ahead despite a softer 4Q23 upturn HTML |
February 1, 2024 | India Budget review: Pragmatism over populism HTML |
February 1, 2024 | Hong Kong: Beyond technical rebound HTML |
February 1, 2024 | Taiwan: 3% growth on track HTML |
January 29, 2024 | Singapore: MAS not letting its guard down HTML |
January 18, 2024 | Singapore: Unchanged MAS policy in January HTML |
January 17, 2024 | Indonesia: Lower bond supply risk for 2024, BI on hold HTML |
January 17, 2024 | China data review; liquidity injection in the pipeline HTML |
January 16, 2024 | India’s interim budget to retain a progressive outlook HTML |
January 15, 2024 | Taiwan: Economic outlook after elections HTML |
January 2, 2024 | Singapore: Emerging recovery HTML |
December 15, 2023 | China: Slow growth amid rising real funding costs HTML |
November 23, 2023 | RMB and JPY: Lifted by geopolitics and falling rates HTML |
November 22, 2023 | Singapore: Gradual recovery ahead HTML |
November 14, 2023 | Thailand: Digital wallet scheme a fiscal burden HTML |
November 6, 2023 | FX: DEER recommendations (November 2023) HTML |
October 30, 2023 | Forward Singapore: A roadmap towards resilience HTML |
October 19, 2023 | Bank Indonesia guns for rupiah stability with a surprise hike HTML |
October 3, 2023 | Vietnam: Cautious cyclical outlook HTML |
September 28, 2023 | Singapore chartbook: MAS to maintain status quo HTML |
September 25, 2023 | India’s bonds go global with index inclusion HTML |
September 11, 2023 | Indonesia: New money market tool SRBIs to garner interest HTML |
September 5, 2023 | India: Weather, inflation and growth HTML |
August 29, 2023 | Taiwan: A cautious tech recovery on the horizon HTML |
August 10, 2023 | India: RBI maintains a prudent hawkish pause HTML |
August 7, 2023 | Indonesia: Firm growth allows BI to focus on FX stability HTML |
August 3, 2023 | FX: DEER recommendations (August 2023) HTML |
August 1, 2023 | Hong Kong SAR: Moderating recovery HTML |
July 31, 2023 | Yen weakness restrained by flexible YCC HTML |
July 25, 2023 | Japan: YCC policy and Yen HTML |
July 20, 2023 | Asia Rates: Waiting for DM pivot HTML |
July 19, 2023 | India: Dial ‘W(eather)’ for inflation HTML |
July 14, 2023 | Singapore: Weak growth, but no recession HTML |
July 3, 2023 | Vietnam: Soft 2023 growth, but still an FDI darling HTML |
June 26, 2023 | Asia Rates: Flows, Positioning & Valuation (June 2023) HTML |
June 26, 2023 | ECB’s likely policy dilemma HTML |
June 21, 2023 | Thailand: Improving fundamentals HTML |
June 15, 2023 | China: Rate cuts to support growth HTML |
June 15, 2023 | USD Rates: The Fed looks to extending the hike cycle HTML |
June 8, 2023 | India RBI: A Goldilocks pause HTML |
June 8, 2023 | North Asia: Trade cycle bottoms; supply chain shift continues HTML |
June 1, 2023 | India growth: Strong start to the year, uneven terrain ahead HTML |
May 25, 2023 | Indonesia: Pause balances easing inflation and global uncertainty HTML |
May 16, 2023 | China: Mixed signals beneath the surface HTML |
May 3, 2023 | Hong Kong SAR: GDP rebounds HTML |
April 27, 2023 | Japan: Long JPY ahead of BOJ meeting HTML |
April 26, 2023 | Asia Rates: Flows, Positioning & Valuation (April 2023) HTML |
April 18, 2023 | Indonesia: Rate policy to pivot, fiscal off to a strong start HTML |
April 18, 2023 | China: Uneven recovery HTML |
April 14, 2023 | Singapore: MAS rebalancing growth and inflation risks HTML |
March 24, 2023 | Asian banks: Better insulated from contagion risks HTML |
March 16, 2023 | Indonesia: Rates on hold, with an eye on global uncertainties HTML |
March 8, 2023 | North Asia: 4 takeaways from the post-LNY trade data HTML |
March 2, 2023 | China's quest for balanced stimulus HTML |
February 27, 2023 | Asia Rates: Flows, Positioning & Valuation (February 2023) HTML |
February 23, 2023 | India: Counting on terms of trade relief HTML |
February 20, 2023 | Asia Rates: Fed Uncertainty and Higher US Rates HTML |
February 13, 2023 | Japan: New BOJ governor, challenges, and policy outlook HTML |
February 7, 2023 | Indonesia: Strong 2022 growth, policy rate peaks HTML |
February 2, 2023 | Hong Kong SAR: 2022 contraction; 2023 rebound HTML |
January 30, 2023 | Asia Rates: Flows, Positioning & Valuation (January 2023) HTML |
January 26, 2023 | South Korea & Taiwan: Slower growth, peak rates HTML |
January 19, 2023 | Indonesia: Approaching tail end of the hike cycle HTML |
January 13, 2023 | China: Subdued 2022, brighter 2023 HTML |
January 12, 2023 | Indonesia: Off to a good start in 2023 HTML |
January 3, 2023 | Japan: Increased flexibility of YCC HTML |
Date | Report |
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 |
August 26, 2024 | Currency storm still simmering HTML |
August 20, 2024 | Digital Assets Update 3Q24: Crypto and US politics HTML |
August 19, 2024 | Putting the inflation genie back in the 2% bottle HTML |
August 12, 2024 | Singapore at 59 HTML |
August 5, 2024 | Slowdown cometh? HTML |
July 29, 2024 | US elections and markets HTML |
July 22, 2024 | Global trade humming again HTML |
July 15, 2024 | ASEAN-6 - Go with the (portfolio) flow HTML |
July 1, 2024 | De-dollarisation update HTML |
June 21, 2024 | High rates and property prices HTML |
June 18, 2024 | Inversion of stagflation risks HTML |
June 10, 2024 | Pitfalls of an everything rally HTML |
June 3, 2024 | China trip notes: Isolating Property Sector Risks HTML |
May 27, 2024 | Resiliency of US residential housing market HTML |
May 20, 2024 | Credit rally amidst monetary tightening HTML |
May 14, 2024 | Digital Assets Update 2Q24 : Base Broadening HTML |
May 13, 2024 | FX storm brewing HTML |
May 6, 2024 | A year without rate cuts? HTML |
April 29, 2024 | Global growth looks good for 2Q24 HTML |
April 22, 2024 | Notes from IMF meetings: Shocks and resilience HTML |
April 15, 2024 | What if 2% inflation remains elusive? HTML |
April 8, 2024 | Implications of the strong US labour market HTML |
April 1, 2024 | What to make of the commodity cycle? HTML |
March 25, 2024 | Time to shed complacency HTML |
March 18, 2024 | Economic implication of shifting yield curves HTML |
March 11, 2024 | China after the NPC HTML |
March 4, 2024 | A health-check on Hong Kong SAR HTML |
February 26, 2024 | A health-check on India HTML |
February 19, 2024 | A health-check on China HTML |
February 13, 2024 | Implications of a “no-landing” scenario HTML |
February 7, 2024 | Digital Assets Update 1Q24: Crypto’s rebound HTML |
February 5, 2024 | Singapore’s brightening semiconductor outlook HTML |
January 29, 2024 | Complacent markets HTML |
January 22, 2024 | Mild recovery in Asian exports HTML |
January 15, 2024 | Assessing disinflation HTML |
January 8, 2024 | Rate cuts? Not so fast HTML |
December 11, 2023 | Three scenarios for 2024 HTML |
November 27, 2023 | A welcome dollar correction HTML |
November 20, 2023 | Fed and ECB’s balance sheet headaches HTML |
November 14, 2023 | US treasury supply and demand HTML |
November 6, 2023 | Fed pause and the Asia upside HTML |
October 30, 2023 | USD strength and Asian FX: Manageable risks HTML |
October 23, 2023 | Wars, high rates, asset prices HTML |
October 16, 2023 | Notes from Marrakech: Polycrisis and resilience HTML |
October 9, 2023 | Rising yields the last hurrah of this cycle HTML |
October 2, 2023 | What to make of the US treasury selloff HTML |
September 25, 2023 | Asia’s demographic dynamic HTML |
September 18, 2023 | China’s macro impact on Asia HTML |
September 11, 2023 | When will Asia’s export engine hum? HTML |
September 4, 2023 | Can US outperformance prop up the global economy? HTML |
August 28, 2023 | Odd case of US disinflation and surging growth HTML |
August 21, 2023 | Inflation momentum in Asia HTML |
August 14, 2023 | What will mark China’s trough? HTML |
August 7, 2023 | Stocks versus bonds HTML |
July 31, 2023 | Rising real rates HTML |
July 24, 2023 | Fed, ECB, and BoJ’s divergence HTML |
July 17, 2023 | From inflation respite to slowing growth HTML |
July 10, 2023 | Central banks and recession risks HTML |
July 3, 2023 | Twists and turns in 2H again HTML |
June 26, 2023 | Soft signal from commodity markets HTML |
June 19, 2023 | Fading rate cut expectations’ impact on currencies HTML |
June 12, 2023 | US rates versus Asian rates HTML |
June 5, 2023 | Goods versus services HTML |
May 29, 2023 | As base effects fade HTML |
May 22, 2023 | From slowing growth to bullish fixed income HTML |
May 15, 2023 | Taking stock of inflation HTML |
May 8, 2023 | Managing financial market tremors HTML |
May 2, 2023 | As the global economy slows HTML |
April 24, 2023 | China’s growth momentum HTML |
April 17, 2023 | Notes from Washington DC: Managing slowdown HTML |
April 10, 2023 | QT and Asia HTML |
April 3, 2023 | Breathing room? HTML |
March 27, 2023 | Market turmoil and Asia’s shock absorption capacity HTML |
March 20, 2023 | Can rate hikes and liquidity support work together? HTML |
March 13, 2023 | Emerging risks from a tightening cycle HTML |
March 6, 2023 | Assessing China’s recovery momentum HTML |
February 20, 2023 | Fed cycle to get longer HTML |
February 13, 2023 | Short USD and long gold? HTML |
February 6, 2023 | The year of rising (real) rates HTML |
February 1, 2023 | India FY24 Budget: Growth support; fiscal consolidation \ |
January 30, 2023 | Assessing the soft patch in Asia’s exports HTML |
January 16, 2023 | China’s rebound HTML |
January 9, 2023 | The year of rising (real) rates HTML |
Date | Report |
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 |
August 8, 2024 | ASEAN-6: Counting on trade, eye on risks HTML |
August 1, 2024 | Navigating High Winds: Southeast Asia Outlook 2024 – 34 HTML |
July 23, 2024 | India Budget: Consolidation without expenditure compromise HTML |
July 22, 2024 | China’s onshore bond and FX markets – a primer HTML |
July 10, 2024 | Taiwan has demonstrated a strong exports-driven recovery in 1H, aligning with our earlier forecast for a global tech sector rebound HTML |
July 4, 2024 | DEER: What drives the USD/JPY misalignment? HTML |
June 25, 2024 | Taiwan’s outbound investment: latest developments and outlook HTML |
June 19, 2024 | 27-country macro risk analysis: Annual update HTML |
June 4, 2024 | Understanding China: Greater Bay Area: China’s economic powerhouse HTML |
May 24, 2024 | India’s elections and evolving data HTML |
May 8, 2024 | Singapore: Implications of foreign capital inflows HTML |
April 17, 2024 | ASEAN-6: Are the tourists back? HTML |
April 8, 2024 | Taiwan: Rebounding 2Q demand amid earthquake risks HTML |
March 26, 2024 | India: Onshore bond and FX markets Primer (Update) HTML |
March 19, 2024 | Singapore: Assessing core inflation HTML |
February 26, 2024 | Hong Kong SAR: Game over? Hardly HTML |
February 19, 2024 | Singapore Budget 2024: Support for the long haul HTML |
February 2, 2024 | FX: DEER recommendations (February 2024) HTML |
January 31, 2024 | Singapore Budget 2024: Growth supportive stance HTML |
January 12, 2024 | FX: Assessing the DEER strategy HTML |
January 8, 2024 | ASEAN-6 2024 Outlook: Cautious optimism HTML |
December 13, 2023 | Indonesia 2024 Outlook: Higher gear HTML |
December 13, 2023 | Taiwan 2024 Outlook: Opportunities amid uncertainty HTML |
December 11, 2023 | 2024 Outlook: Advantage India HTML |
December 7, 2023 | Hong Kong SAR Macroeconomic Outlook: Upholding recovery HTML |
December 5, 2023 | 2024 Markets and Economic Outlook: Soft landing? HTML |
December 4, 2023 | Singapore Outlook 2024: A year of renewal HTML |
December 1, 2023 | China 2024 Macroeconomic outlook: A New Model HTML |
November 10, 2023 | Taiwan: Economic trends around elections HTML |
November 9, 2023 | How to assess the fair value for SGD HTML |
October 31, 2023 | India’s economy and markets around elections HTML |
October 27, 2023 | Japan: BOJ policy preview and JPY implications HTML |
October 20, 2023 | JPY and RMB: Rising risks of policy smoothing HTML |
October 12, 2023 | The rise of Chinese capital in ASEAN HTML |
October 11, 2023 | India: Macro impact of high oil and fresh geopolitical risks HTML |
October 10, 2023 | ASEAN-6: Tailwinds from supply chain reconfiguration HTML |
October 10, 2023 | Taiwan 4Q outlook: A U-shaped recovery HTML |
August 8, 2023 | ASEAN-6: Watching weather risks HTML |
July 12, 2023 | Convertible bonds’ value as a financing option HTML |
July 11, 2023 | China and Hong Kong SAR: 2H23 and 2024 Outlook HTML |
July 6, 2023 | North Asia: Risks and implications of El Niño HTML |
June 28, 2023 | India: Supply chain tailwind, reforms, and resilience HTML |
June 22, 2023 | Expecting a restrained Korean won HTML |
June 6, 2023 | Coal phase-out: Challenges and an emerging roadmap HTML |
May 24, 2023 | Asian banks: Liquidity, funding, and credit outlook HTML |
May 11, 2023 | ASEAN-6: Inflation retreat to make room for policy shift HTML |
May 9, 2023 | FX: DEER recommendations (May 2023) HTML |
May 4, 2023 | Indonesia’s economy and markets around elections HTML |
April 25, 2023 | RCEP, China, and RMB’s “third-party” use HTML |
April 24, 2023 | Vietnam: Key beneficiary of supply chain shifts HTML |
April 17, 2023 | India’s service trade is on a strong wicket HTML |
April 4, 2023 | Taiwan: Reassessing growth, inflation, and financial stability HTML |
April 4, 2023 | Understanding China: Impact of Sino-US rivalry on Trade, FDI, and UST holdings HTML |
April 3, 2023 | Thailand’s economy and markets around elections HTML |
March 14, 2023 | Singapore: CPI print and underlying inflation pressure HTML |
March 8, 2023 | Indonesia: Bright spot in a vibrant ASEAN-6 region HTML |
March 6, 2023 | USD/HKD peg remains a compelling policy choice HTML |
February 15, 2023 | Indonesia’s medium-term catalysts HTML |
February 15, 2023 | Singapore Budget 2023: Balancing near and long-term priorities HTML |
February 9, 2023 | Smaller impetus for further RMB appreciation HTML |
February 3, 2023 | FX: DEER recommendations (February 2023) HTML |
January 20, 2023 | 1Q GDP Nowcasting: China, India, Indonesia, Singapore HTML |
January 18, 2023 | Top-10 macro trade ideas for 2023 HTML |
January 10, 2023 | India Budget preview: Macro stability and growth HTML |
Date | Report |
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 |
August 20, 2024 | Thailand chartbook: On track for growth rebound HTML |
July 3, 2024 | Vietnam chartbook: Growth upturn with lingering inflation risks HTML |
July 1, 2024 | Singapore chartbook: Scope for easier SGD policy in 2H24 HTML |
June 27, 2024 | HKSAR chartbook: Resilience beyond cyclical headwinds HTML |
June 12, 2024 | Indonesia Chartbook: Political transition HTML |
May 31, 2024 | Taiwan Chartbook: Strong resilience and sustained recovery HTML |
May 21, 2024 | Thailand chartbook: Cyclical bounce ahead; some lingering risks HTML |
April 30, 2024 | India chartbook: Higher gear HTML |
April 25, 2024 | China chartbook: 2Q24 GDP growth tracking 5% HTML |
April 2, 2024 | Singapore chartbook: Steady MAS policy in April’s review HTML |
February 27, 2024 | Japan Chartbook: A fundamental check HTML |
February 20, 2024 | Thailand chartbook: Stuck in low gear HTML |
August 22, 2023 | Thailand chartbook: Tourism recovery faced with uncertainties HTML |
June 23, 2023 | Taiwan Chartbook: Assessing short-term risks and the potential turning point HTML |
June 14, 2023 | Japan chartbook: Reopening, reshoring, and reflation HTML |
June 12, 2023 | Singapore chartbook: Trim growth expectations amid soft global demand HTML |
May 23, 2023 | India: Labour markets hold up; stronger reserves defence HTML |
May 16, 2023 | Thailand chartbook: Elections, recovery vs stability risks HTML |
April 5, 2023 | Singapore chartbook: MAS policy coming to a pause HTML |
February 20, 2023 | Thailand chartbook: Tourism support; exports challenge HTML |
January 10, 2023 | Vietnam chartbook: Normalisation amid cyclical headwinds HTML |
September 4, 2024 | Crypto Digest: Outflows stabilizing across Ether ETFs HTML |
June 5, 2024 | Crypto Digest: Ethereum ETFs are coming HTML |
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