
Economics & Macro Strategy Flash
| Date | Report |
| May 28, 2026 | Kopi Time E179 Energy markets with Vandana Hari HTML |
| May 20, 2026 | Kopi Time E178: AI and national interest with Dr. Anthony Annett HTML |
| May 6, 2026 | Macro Insights Livestream, May 2026: War and resiliency HTML |
| May 6, 2026 | Kopi Time E177 Deborah Elms on trade matters HTML |
| April 20, 2026 | Kopi Time E176 Notes from IMF meetings: Stark disconnect HTML |
| April 8, 2026 | Kopi Time E175: DBS CEO Tan Su Shan on wars, tariffs, AI, and fintech HTML |
| March 25, 2026 | Kopi Time E174: Future of jobs and tasks with AI Singapore's Leslie Teo HTML |
| March 13, 2026 | Macro Insights Livestream, March 2026: Middle East conflict and global implications HTML |
| March 11, 2026 | Kopi Time E173: Dr. Khor Hoe Ee on Asia’s resilience and the road ahead HTML |
| February 25, 2026 | Kopi Time E172 ICRIER head Shekhar Aiyar on key aspects of India’s outlook HTML |
| February 11, 2026 | Kopi Tine E171: IIF's Tim Adams on the Fed, US fiscal, and financial stability HTML |
| January 28, 2026 | Kopi Time E170: Bernard Haykel on foreign policy in the Americas and the Middle-East HTML |
| January 14, 2026 | Macro Insights Livestream January 2026: Under the shadow of US hegemony HTML |
| January 16, 2026 | Kopi Time E169: Upside to the US, China, and Singapore HTML |
| December 18, 2025 | Kopi Time E168: 2026 stagflation risk with Komal Sri-Kumar HTML |
| December 8, 2025 | Macro Insights Livestream, December: Cautious and Constructive HTML |
| December 3, 2025 | Kopi Time E166: David Marsh on Europe’s Existential Challenges HTML |
| November 27, 2025 | Digital Assets Update 4Q25 webinar: Market Shifts and Quantum Risks HTML |
| November 20, 2025 | Kopi Time E165: Jawed Ashraf on India’s foreign policy HTML |
| November 18, 2025 | "Separate Paths: Economic Outlook and Market Strategy for 2026" Webinar HTML |
| November 14, 2025 | Kopi Time E164: The “new China shock” with Arvind Subramanian HTML |
| October 22, 2025 | Kopi Time E163: Notes from IMF Meetings: Resilience among fragmentation HTML |
| October 15, 2025 | Macro Insights Livestream: Taking stock of China/HK economics rates FX HTML |
| October 8, 2025 | Kopi Time E162: AMRO’s Dr. Dong He on the regional outlook HTML |
| September 25, 2025 | Kopi Time E161: Jeff Johnson from AWS on cloud and AI HTML |
| September 10, 2025 | Macro Insights Livestream September: FX bifurcation HTML |
| September 3, 2025 | Kopi Time E160: Eswar Prasad on Stablecoins HTML |
| August 21, 2025 | Digital Assets Update 3Q25: Embracing tokenization and stablecoins HTML |
| August 20, 2025 | Kopi Time E159: Mark Domitrak on consumer and corporate sentiment HTML |
| August 13, 2025 | Macro Insights Livestream August: Tariffs and stablecoins HTML |
| August 6, 2025 | Kopi Time E158: Lauri Myllyvirta on green energy and climate tech HTML |
| July 23, 2025 | Kopi Time E157: Apollo's Torsten Slok on the US economy HTML |
| June 25, 2025 | Kopi Time E156: 2H25 outlook and Ask Me Anything! HTML |
| June 12, 2025 | Kopi Time E155: Capital Wars with Dr. David Skilling HTML |
| May 28, 2025 | Kopi Time E154: Chatib Basri on Indonesia’s present and future HTML |
| May 27, 2025 | FX Quarterly 2Q 25 Webinar : Cracks in the USD’s status HTML |
| May 22, 2025 | Webinar: Digital Assets Update 2Q25: US Crypto Expansion HTML |
| May 21, 2025 | Kopi Time E153: Prof Danny Quah on the fracturing world order HTML |
| May 6, 2025 | Macro Insights Livestream May: Widening tail risks HTML |
| April 30, 2025 | Kopi Time E152: IMF’s Asia head Krishna Srinivasan on tariffs and the region HTML |
| April 23, 2025 | Webinar: China 2025-40 Outlook: Tech and policy foundation HTML |
| April 9, 2025 | Kopi Time E151: Private equity with Alicia Gregory, Blue Owl HTML |
| April 9, 2025 | Macro Insights Livestream: Asean amid geoeconomic fragmentation HTML |
| April 4, 2025 | Webinar: Trump Tariffs: Economic and market implications HTML |
| March 26, 2025 | Kopi Time E150: Piyush Gupta on the present and future of banking HTML |
| March 13, 2025 | Macro Insights Livestream, March: Tariff storm HTML |
| March 12, 2025 | Kopi Time E149: Longevity with Brian Kennedy HTML |
| February 11, 2025 | Macro Insights Livestream February: Tariff action-reactions HTML |
| February 26, 2025 | Kopi Time E148: Private credit with Fitch’s Meghan Neenan HTML |
| February 12, 2025 | Kopi Time E147: Kishore Mahbubani on a fragmenting world HTML |
| January 28, 2025 | Webinar: ASEAN-6 2025 Outlook – Crosswinds HTML |
| January 28, 2025 | Kopi Time E146: Trade war with Deborah Elms HTML |
| January 22, 2025 | Kopi Time E145: Markets and Trump 2.0 HTML |
| January 14, 2025 | Macro Insights Livestream January: Gearing up for Trump 2.0 HTML |
| December 20, 2024 | Kopi Time E144: 2025 outlook with Dr. Komal Sri-Kumar HTML |
| December 11, 2024 | Macro Insights Livestream December: Geopolitics and currencies 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 |
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Macro Strategy Daily
| Date | Report |
| June 6, 2026 | Macro Insights Portal, DEER: Watching JPY and GBP risks (Chang Wei Liang) HTML |
| June 6, 2026 | India markets: Details on BOP-supportive measures, pressure to ease (Radhika Rao) HTML |
| June 6, 2026 | Commodities- Precious Metals: Hawkish repricing (Sherilyn Chew) HTML |
| June 6, 2026 | USD Rates: Inflation watch (Eugene Leow) HTML |
| June 6, 2026 | FX Daily: Fragile stability after three days of stress (Philip Wee) HTML |
| June 5, 2026 | Multi Asset: The AI bulldozer (Eugene Leow) HTML |
| June 5, 2026 | India markets: Monetary policy and GDP release watch (Radhika Rao) HTML |
| June 5, 2026 | Indonesia markets: BI’s expanded mandate, slippery asset markets (Radhika Rao) HTML |
| June 5, 2026 | CNY rates: Limited downside on CGB yields (Samuel Tse) HTML |
| June 5, 2026 | FX Daily: Tensions with rhetoric over JPY and semiconductor wobbles (Chang Wei Liang) HTML |
| June 4, 2026 | Japan markets: BOJ signals a June rate hike (Ma Tieying) HTML |
| June 4, 2026 | Asia Rates: A look at the outliers – IndoGBs & KTBs (Eugene Leow) HTML |
| June 4, 2026 | FX Daily – Rush into USD on “new” US tariff plan unsustainable (Philip Wee) HTML |
| June 3, 2026 | Macro Insights Portal, GDP Nowcast: India’s GDP growth likely to moderate in 1Q (Radhika Rao, Daisy Sharma) HTML |
| June 3, 2026 | Indonesia and Philippines markets: Rising inflation, policy adjustments (Radhika Rao) HTML |
| June 3, 2026 | Eurozone markets: A hike on the cards (Radhika Rao) HTML |
| June 3, 2026 | USD Rates: Labour market watch (Eugene Leow) HTML |
| June 3, 2026 | FX Daily: KRW and JPY at crossroads (Philip Wee) HTML |
| May 29, 2026 | South Korea markets: BOK turns hawkish (Ma Tieying) HTML |
| May 29, 2026 | HKD and CNH rates: Diverging impact from regulatory changes (Samuel Tse) HTML |
| May 29, 2026 | FX Daily: USD’s uncertainties to move from Iran to the Fed in June (Philip Wee) HTML |
| May 28, 2026 | Rates: Deal optimism, hawkish shifts & policy divergence (Eugene Leow) HTML |
| May 28, 2026 | FX Daily: USD remains silent on US-Iran peace hopes (Philip Wee) HTML |
| May 26, 2026 | Macro Insights Portal, Asset Risks: Equities risk score shrugs off Middle East uncertainty amid positive drivers (Chua Han Teng, Daisy Sharma) HTML |
| May 26, 2026 | India markets: Rupee gains ground, RBI dividend (Radhika Rao) HTML |
| May 26, 2026 | Rates: High hopes for a US-Iran deal (Eugene Leow) HTML |
| May 26, 2026 | FX Daily: RBNZ could boost NZD against USD and AUD (Philip Wee) HTML |
| May 22, 2026 | ASEAN-6 markets: Asymmetric inflation impact, pipeline pressures build (Radhika Rao, Chua Han Teng) HTML |
| May 22, 2026 | India markets: Consecutive rupee lows prompt market intervention (Radhika Rao) HTML |
| May 22, 2026 | INR Rates: Tightening risks resurface (Sherilyn Chew) HTML |
| May 22, 2026 | HKD Rates: Steepening continues alongside higher global term premium (Samuel Tse) HTML |
| May 22, 2026 | FX Daily: Policy battles amid a global market on edge over oil prices and bond yields (Philip Wee) HTML |
| May 21, 2026 | Asia Rates: Buffers Against Higher-for-Longer Risks (Samuel Tse) HTML |
| May 21, 2026 | Indonesia markets: BI delivers a bigger hike, export agency (Radhika Rao) HTML |
| May 21, 2026 | IDR Rates: BI’s aggressive hike reinforced flattening bias (Sherilyn Chew) HTML |
| May 21, 2026 | FX Daily: USD slips as Trump signals advancement of talks with Iran (Chang Wei Liang) HTML |
| May 20, 2026 | Indonesia markets: BI to prioritize rupiah stability, fresh pressure points (Radhika Rao) HTML |
| May 20, 2026 | Commodities-Metals: Metals retreat on tighter financial conditions (Sherilyn Chew) HTML |
| May 20, 2026 | Rates: The upward yield drift continues unabated (Eugene Leow) HTML |
| May 20, 2026 | FX Daily: The disconnect between the DXY and US bond yields (Philip Wee) HTML |
| May 19, 2026 | Macro Insights Portal, Interest Rates Analytics, USD rates: Higher inflation and policy expectations (Eugene Leow, Samuel Tse) HTML |
| May 19, 2026 | Japan markets: Supplementary budget prospect and return of “Takaichi trades” (Ma Tieying) HTML |
| May 19, 2026 | IDR and INR Rates: Pressured by higher UST yields and high oil (Sherilyn Chew) HTML |
| May 19, 2026 | USD Rates: Divergence between Taylor rule implied and actual FFR (Eugene Leow) HTML |
| May 19, 2026 | FX Daily: The hurdles to a GBP sell-off (Philip Wee) HTML |
| May 15, 2026 | India markets: Fuel price hike, policy measures to deal with macro volatility (Radhika Rao) HTML |
| May 15, 2026 | CNY rates: US-China Talks Support Growth Outlook (Samuel Tse) HTML |
| May 15, 2026 | SGD Rates: Prepping for higher for longer global regime (Eugene Leow) HTML |
| May 15, 2026 | FX Daily: Trump-Xi Summit hint of economic stabilization instead of geopolitical escalation in 2H 2026 (Philip Wee) HTML |
| May 14, 2026 | USD Rates: Confronting overheating risks (Eugene Leow) HTML |
| May 14, 2026 | FX Daily: Examining FX volatility through the GBP’s lenses (Philip Wee) HTML |
| May 13, 2026 | USD and Asia rates: Rising inflation poses renewed headwinds to Asia govvies (Samuel Tse) HTML |
| May 13, 2026 | India markets: Rupee and fuel hikes will matter more (Radhika Rao) HTML |
| May 13, 2026 | Indonesia markets: MSCI rebalances index, slippery rupiah (Radhika Rao) HTML |
| May 13, 2026 | Commodities- Industrial Metals: Compounding supply scarcity (Sherilyn Chew) HTML |
| May 13, 2026 | FX Daily: Asian FX attention shifts to Trump’s visit to China (Chang Wei Liang) HTML |
| May 12, 2026 | Macro Insights Portal, DACS: Asian credit risks amid US-Iran conflict (Chang Wei Liang) HTML |
| May 12, 2026 | CNY rates: Inflation and trade talk watch (Samuel Tse) HTML |
| May 12, 2026 | USD Rates: CPI Watch (Eugene Leow) HTML |
| May 12, 2026 | FX Daily: Stalemate worries vs. breakthrough hopes (Philip Wee) HTML |
| Date | Report |
| June 9, 2026 | Crypto Digest: Doubts over the Institutional Bid HTML |
| May 25, 2026 | Singapore: Growth resilience with AI tailwinds offsetting energy risks HTML |
| May 18, 2026 | China: Trade Relief Balances Weak Domestic Demand HTML |
| May 14, 2026 | Crypto Digest: US Senate advances the CLARITY Act HTML |
| May 7, 2026 | FX: DEER recommendations (May 2026) HTML |
| May 6, 2026 | Hong Kong SAR: Strongest quarter in five years HTML |
| May 5, 2026 | Indonesia growth: Firm start, speed bump ahead HTML |
| April 17, 2026 | China: External strength, soft domestic demand HTML |
| April 15, 2026 | Commodity price shock and Singapore HTML |
| April 14, 2026 | Singapore: Steeper SGD policy band slope for inflation defence HTML |
| April 7, 2026 | Crypto Digest: War and cryptos HTML |
| April 1, 2026 | India: Tackling fallout of the energy crisis HTML |
| March 26, 2026 | Indonesia: Spillover risks from the Middle East crisis HTML |
| March 19, 2026 | Crypto Digest: Bitcoin recovery amidst conflict HTML |
| March 16, 2026 | China: Solid start to the year HTML |
| March 11, 2026 | India: Assessing the impact from the Middle East conflict HTML |
| March 10, 2026 | Singapore: Assessing the risks from Middle East escalation HTML |
| February 27, 2026 | HK Budget: Fiscal surplus fuels strategic investment HTML |
| February 10, 2026 | Singapore: Strong start to the year HTML |
| February 5, 2026 | Indonesia: Balancing policy, safeguarding growth HTML |
| February 3, 2026 | FX: DEER recommendations (February 2026) HTML |
| February 3, 2026 | Hong Kong SAR: Broadening recovery HTML |
| February 3, 2026 | India & US reach trade deal HTML |
| January 28, 2026 | India’s evolving trade strategy; deal with the EU HTML |
| January 20, 2026 | China: Moderating growth amid cloudy outlook HTML |
| January 15, 2026 | Taiwan: Semiconductor tariffs come into effect HTML |
| January 7, 2026 | Crypto Digest: Emerging sovereign investment in cryptos HTML |
| November 21, 2025 | Singapore: Strong 3Q25 growth; Resilience to be tested in 2026 HTML |
| November 5, 2025 | Indonesia’s growth beat HTML |
| November 4, 2025 | FX: DEER recommendations (November 2025) HTML |
| November 3, 2025 | Hong Kong SAR: Steady expansion amid rate cut cycle HTML |
| October 24, 2025 | China’s Fourth Plenum: Tech, consumption in focus HTML |
| October 21, 2025 | China: Moderated 3Q growth calls for policy support HTML |
| October 14, 2025 | Singapore: MAS holds fire, maintaining flexibility HTML |
| October 3, 2025 | Indonesia’s evolving policy mix HTML |
| September 18, 2025 | Fed’s 3+1 vs market’s 3+3 tussle HTML |
| September 16, 2025 | China: Slipping momentum amid policy uncertainty HTML |
| September 1, 2025 | Indonesia: Protests, politics and policies HTML |
| August 26, 2025 | India: Inflation targeting – still FIT for purpose? HTML |
| August 19, 2025 | China: Capacity reduction campaign weighs on activity HTML |
| August 18, 2025 | Singapore: National Day Rally 2025 – Focus on tariffs, tech, and jobs HTML |
| August 13, 2025 | US CPI print provides room for modest rate cuts HTML |
| August 12, 2025 | Singapore: Challenging 2H outlook amid tariff headwinds HTML |
| August 5, 2025 | Indonesia: Growth speed-bump ahead HTML |
| August 5, 2025 | FX: DEER recommendations (August 2025) HTML |
| August 1, 2025 | Hong Kong SAR: 2Q growth fuelled by supportive policy HTML |
| July 31, 2025 | South Korea: A “comprehensive” trade deal HTML |
| July 25, 2025 | India: Disinflationary phase and path ahead HTML |
| July 14, 2025 | Singapore: 2H25 slowdown after skirting technical recession HTML |
| July 3, 2025 | Crypto Digest: Crypto heading to Wall Street HTML |
| July 2, 2025 | India: Domestic anchor amidst external crosswinds HTML |
| June 16, 2025 | China: Policy focuses on liquidity support HTML |
| June 6, 2025 | India: RBI provides a double-barrelled boost HTML |
| June 4, 2025 | Crypto Digest: US stablecoin bill is coming soon HTML |
| May 29, 2025 | Eurozone: Trade tensions simmer HTML |
| May 21, 2025 | China: PBOC ramps up easing to spur growth HTML |
| May 15, 2025 | India: Trade thaw, agreements and tailwinds HTML |
| May 13, 2025 | Taiwan: Appreciation impacts HTML |
| May 8, 2025 | Indonesia: Tracking the growth pulse HTML |
| May 7, 2025 | FX: DEER recommendations (May 2025) HTML |
| May 7, 2025 | China: Stimulus ahead of US/China trade talks HTML |
| April 16, 2025 | Indonesia’s macro and tariff overhang HTML |
| March 17, 2025 | China: Recovery in the making HTML |
| March 5, 2025 | Crypto Digest: Rising interest in sovereign Bitcoin reserves HTML |
| March 5, 2025 | China NPC: Around 5% GDP growth target set for 2025 HTML |
| March 3, 2025 | Eurozone & Japan: Navigating tariff headwinds HTML |
| February 27, 2025 | HK Budget: Supporting growth, reducing deficit HTML |
| February 25, 2025 | India: Growth uptick likely, tariff turbulence ahead HTML |
| February 14, 2025 | Singapore: Resilient 1H25 outlook amidst uncertain times HTML |
| February 13, 2025 | Taiwan: Tariff risk assessment HTML |
| February 3, 2025 | Hong Kong SAR: Export-led growth in ‘24; tariffs cloud the outlook HTML |
| February 3, 2025 | FX: DEER recommendations (Feb 2025) HTML |
| February 1, 2025 | India’s budget delivers, implementation is key HTML |
| January 24, 2025 | Singapore: A dovish tilt on rising uncertainties HTML |
| January 17, 2025 | FX: DEER strategy evaluation and risks HTML |
| January 17, 2025 | China achieved 5% growth in ‘24; could ’25 be the same? HTML |
| January 2, 2025 | Singapore: Bright growth prospects despite geopolitical risks HTML |
| 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 |
| Date | Report |
| June 8, 2026 | Macro Insights Weekly: Asian stock markets’ valuation divergence HTML |
| June 5, 2026 | The Week Ahead: Forecasts, data preview, central bank watch HTML |
| June 2, 2026 | Macro Insights Weekly: External shocks and FX adjustments HTML |
| May 29, 2026 | The Week Ahead: Forecasts, data preview, central bank watch HTML |
| May 26, 2026 | Macro Insights Weekly: Cost of the Iran war HTML |
| May 22, 2026 | The Week Ahead: Forecasts, data preview, central bank watch HTML |
| May 18, 2026 | Macro Insights Weekly: Hong Kong’s rebound HTML |
| May 15, 2026 | The Week Ahead: Forecasts, data preview, central bank watch HTML |
| May 11, 2026 | Macro Insights Weekly: Asia’s exports buoyancy HTML |
| May 8, 2026 | The Week Ahead: Forecasts, data preview, central bank watch HTML |
| May 4, 2026 | Macro Insights Weekly: Could the next Fed move be a hike? HTML |
| April 30, 2026 | The Week Ahead: Forecasts, data preview, central bank watch HTML |
| April 27, 2026 | Macro Insights Weekly: Asia’s trade with China and the US HTML |
| April 24, 2026 | The Week Ahead: Forecasts, data preview, central bank watch HTML |
| April 20, 2026 | Macro Insights Weekly: Notes from IMF meetings: Stark disconnect HTML |
| April 17, 2026 | The Week Ahead: Forecasts, data preview, central bank watch HTML |
| April 13, 2026 | Macro Insights Weekly: Currency dynamics beyond a commodity shock HTML |
| April 10, 2026 | The Week Ahead: Forecasts, data preview, central bank watch HTML |
| April 6, 2026 | Macro Insights Weekly: Varieties of pipeline inflation HTML |
| April 2, 2026 | The Week Ahead: Forecasts, data preview, central bank watch HTML |
| March 30, 2026 | Macro Insights Weekly: War and bonds HTML |
| March 27, 2026 | The Week Ahead: Forecasts, data preview, central bank watch HTML |
| March 23, 2026 | Macro Insights Weekly: Shadow of stagflation HTML |
| March 20, 2026 | The Week Ahead: Forecasts, data preview, central bank watch HTML |
| March 16, 2026 | Macro Insights Weekly: Implication of three simultaneous shocks HTML |
| March 13, 2026 | The Week Ahead: Forecasts, data preview, central bank watch HTML |
| March 9, 2026 | Macro Insights Weekly: Asia’s vulnerability to the Iran crisis HTML |
| March 6, 2026 | The Week Ahead: Forecasts, data preview, central bank watch HTML |
| March 2, 2026 | Macro Insights Weekly: Risks of a fragmented Iran HTML |
| February 27, 2026 | The Week Ahead: Forecasts, data preview, central bank watch HTML |
| February 23, 2026 | Macro Insights Weekly: Singapore’s rising growth potential HTML |
| February 20, 2026 | The Week Ahead: Forecasts, data preview, central bank watch HTML |
| February 16, 2026 | Macro Insights Weekly: Signs of slowing US consumption HTML |
| February 13, 2026 | The Week Ahead: Forecasts, data preview, central bank watch HTML |
| February 9, 2026 | Macro Insights Weekly: Healthy market correction HTML |
| February 6, 2026 | The Week Ahead: Forecasts, data preview, central bank watch HTML |
| February 2, 2026 | Macro Insights Weekly: Iran and oil HTML |
| January 30, 2026 | The Week Ahead: Forecasts, data preview, central bank watch HTML |
| January 26, 2026 | Macro Insights Weekly: JGB selloff and global market implications HTML |
| January 23, 2026 | The Week Ahead: Forecasts, data preview, central bank watch HTML |
| January 19, 2026 | Macro Insights Weekly: Global inflation trends HTML |
| January 16, 2026 | The Week Ahead: Forecasts, data preview, central bank watch HTML |
| January 12, 2026 | Macro Insights Weekly: A constructive case for Singapore in 2026 HTML |
| January 9, 2026 | The Week Ahead: Forecasts, data preview, central bank watch HTML |
| January 5, 2026 | Macro Insights Weekly: Upward momentum to start the year HTML |
| December 8, 2025 | Macro Insights Weekly: Three risks for 2026 HTML |
| December 5, 2025 | The Week Ahead: Forecasts, data preview, central bank watch HTML |
| December 1, 2025 | Macro Insights Weekly: Risks lurking underneath the US economy HTML |
| November 28, 2025 | The Week Ahead: Forecasts, data preview, central bank watch HTML |
| November 24, 2025 | Macro Insights Weekly: Key themes from our Annual Outlook HTML/Insights Direct |
| November 21, 2025 | The Week Ahead: Forecasts, data preview, central bank watch HTML |
| November 14, 2025 | The Week Ahead: Forecasts, data preview, central bank watch HTML |
| November 10, 2025 | Macro Insights Weekly: US housing market’s potential tailwind HTML |
| November 7, 2025 | The Week Ahead: Forecasts, data preview, central bank watch HTML |
| November 3, 2025 | Macro Insights Weekly: Return of QE? HTML |
| October 31, 2025 | The Week Ahead: Forecasts, data preview, central bank watch HTML |
| October 27, 2025 | Macro Insights Weekly: Liquidity watch HTML |
| October 24, 2025 | The Week Ahead: Forecasts, data preview, central bank watch HTML |
| October 13, 2025 | Macro Insights Weekly: Gauging exports to China HTML |
| October 10, 2025 | The Week Ahead: Forecasts, data preview, central bank watch HTML |
| October 6, 2025 | Macro Insights Weekly: US economy’s mixed signals HTML |
| October 3, 2025 | The Week Ahead: Forecasts, data preview, central bank watch HTML |
| September 29, 2025 | Macro Insights Weekly: Value in Asian equities HTML |
| September 26, 2025 | The Week Ahead: Forecasts, data preview, central bank watch HTML |
| September 22, 2025 | Macro Insights Weekly: Signal from commodity markets HTML |
| September 19, 2025 | The Week Ahead: Forecasts, data preview, central bank watch HTML |
| September 15, 2025 | Macro Insights Weekly: The no-recession scenario HTML |
| September 12, 2025 | The Week Ahead: Forecasts, data preview, central bank watch HTML |
| September 8, 2025 | Macro Insights Weekly: India’s revised playbook HTML |
| September 5, 2025 | The Week Ahead: Forecasts, data preview, central bank watch HTML |
| September 1, 2025 | Macro Insights Weekly: The post Fed-capitulation phase HTML |
| August 29, 2025 | The Week Ahead: Bank Negara; August CPI/trade; US payrolls HTML |
| August 25, 2025 | Macro Insights Weekly: Age of stablecoins HTML |
| August 22, 2025 | The Week Ahead: Jackson Hole, central bank meetings, data watch HTML |
| August 18, 2025 | Macro Insights Weekly: Shifting fault lines in the global debt market HTML |
| August 15, 2025 | The Week Ahead: Forecasts, data preview, central bank watch HTML |
| August 11, 2025 | Macro Insights Weekly: Upside risks to US inflation HTML |
| August 8, 2025 | The Week Ahead: Forecasts, data preview, central bank watch HTML |
| August 4, 2025 | Macro Insights Weekly: Persistence of tariff turbulence HTML |
| August 1, 2025 | The Week Ahead: RBI meeting; China trade; Indonesia GDP HTML |
| July 28, 2025 | Asia’s waning growth momentum in 3Q HTML |
| July 21, 2025 | Rising portfolio allocation to Asia HTML |
| July 14, 2025 | Second tariff deadline: reciprocity or retaliation? HTML |
| July 7, 2025 | Liberation Day 2.0: Weighing options HTML |
| June 30, 2025 | What does weaker Dollar mean for China and HK? HTML |
| June 23, 2025 | Slowdown delayed, not denied HTML |
| June 16, 2025 | Middle East tensions and global implications HTML |
| June 9, 2025 | Trade distortion/diversion HTML |
| June 2, 2025 | Debt reckoning HTML |
| May 26, 2025 | Gold and geoeconomics HTML |
| May 19, 2025 | Inflation watch (only in the US) HTML |
| May 13, 2025 | A summer respite HTML |
| May 5, 2025 | Wither green transition? HTML |
| April 28, 2025 | Notes from IMF: Widening tail risks HTML |
| April 21, 2025 | Six dimensions of US trade negotiations HTML |
| April 14, 2025 | Spillover from Trump’s policy “flexibility HTML |
| April 7, 2025 | Asia’s playbook for Trump’s tariff storm HTML |
| April 1, 2025 | Growth momentum in Asia HTML |
| March 24, 2025 | The case for Europe HTML |
| March 17, 2025 | The uncertainty trade HTML |
| March 10, 2025 | Recession watch? HTML |
| March 3, 2025 | Hong Kong’s way forward HTML |
| February 24, 2025 | China’s offset to property market distress HTML |
| February 17, 2025 | 100 days of President Prabowo HTML |
| February 10, 2025 | India’s macro strategy HTML |
| February 3, 2025 | Coming US economic noise and Fed HTML |
| January 27, 2025 | Impact of Trump’s first week in office HTML |
| January 20, 2025 | The coming trade shock and Asia HTML |
| January 13, 2025 | Soaring bond yields and the global economy HTML |
| January 6, 2025 | Economic scorecard for 2024 HTML |
| December 9, 2024 | Notes from UK/Europe HTML |
| December 2, 2024 | Resilient Singapore HTML |
| 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 |
| Date | Report |
| April 30, 2026 | ASEAN-6: Exposure and response to the Gulf shock HTML |
| April 9, 2026 | Taiwan 2Q outlook: Goldilocks at a crossroads HTML |
| February 13, 2026 | Singapore Budget 2026: Future-focused strategies HTML |
| February 2, 2026 | Thailand’s economy and markets around elections HTML |
| February 1, 2026 | India’s Budget plays the long game HTML |
| January 30, 2026 | Singapore: MAS’s balanced stance with an upward tilt HTML |
| January 27, 2026 | ASEAN-6 Outlook: Managing disruption HTML |
| January 7, 2026 | Rates: Divergence between financial and real HTML |
| December 16, 2025 | Indonesia 2026 Outlook: Time to deliver HTML |
| December 15, 2025 | FX Quarterly 4Q 25: A Lame Duck USD HTML |
| November 20, 2025 | China 2026 Macro outlook: Quality driven growth HTML |
| November 18, 2025 | Separate Paths: Economic Outlook and Market Strategy for 2026 HTML |
| October 30, 2025 | India 2025-40 outlook: Pivotal juncture HTML |
| October 23, 2025 | Singapore 2040: The next 15 years of quality and inclusive growth HTML |
| August 21, 2025 | Digital Assets Update 3Q25: Embracing tokenization and stablecoins HTML |
| August 6, 2025 | India: Neutral pause, watching liquidity and tariffs HTML |
| July 29, 2025 | ASEAN-6 2025-40: The next leap HTML |
| July 4, 2025 | Taiwan: Appreciation impacts – a historical perspective HTML |
| June 17, 2025 | 27-country macro risk analysis: Annual update HTML |
| June 13, 2025 | G3 Rates: Shifting gears HTML |
| May 28, 2025 | Hong Kong: What does HIBOR’s plunge mean? HTML |
| May 20, 2025 | FX Quarterly 2Q 25: Cracks in the USD’s status HTML |
| May 5, 2025 | Singapore: Implications of a strong PAP election victory HTML |
| April 23, 2025 | Singapore’s economy and markets around elections HTML |
| April 9, 2025 | China 2025-40 Outlook–Tech and policy foundation HTML |
| February 21, 2025 | Digital Assets Update 1Q25: Post euphoria HTML |
| February 17, 2025 | USD Rates: Options to lower long-term yields HTML |
| February 14, 2025 | Indonesia: 100 days of Prabowo marked by high ratings HTML |
| February 13, 2025 | FX Quarterly 1Q 25: USD volatility amid tariff noise HTML |
| January 21, 2025 | India Budget preview: Striking a balance HTML |
| January 20, 2025 | ASEAN-6 2025 Outlook: Crosswinds HTML |
| January 7, 2025 | Rates: Neutral in Trump 2.0 HTML |
| 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 |
| Date | Report |
| May 20, 2026 | India chartbook: Rupee and multi-pronged response HTML |
| May 19, 2026 | Thailand chartbook: Higher 1Q26 growth, Middle East-driven headwinds HTML |
| May 12, 2026 | Taiwan Chartbook: The AI trillion-dollar leap HTML |
| April 6, 2026 | Singapore chartbook: MAS policy tightening ahead HTML |
| February 19, 2026 | Thailand chartbook: Firmer 4Q25 growth, Cautious outlook HTML |
| November 19, 2025 | Thailand chartbook: Economic fragilities in 2026 HTML |
| October 2, 2025 | Singapore chartbook: Case for an MAS insurance easing HTML |
| September 4, 2025 | Chartbook: Johor-Singapore Special Economic Zone spurring investments HTML |
| August 18, 2025 | Thailand chartbook: Slower 2H25 growth on multiple headwinds HTML |
| August 8, 2025 | Philippines Chartbook: Gaining balance HTML |
| July 8, 2025 | Singapore chartbook: MAS to “wait and see” in July HTML |
| May 21, 2025 | Chartbook: Tracking US tariff impacts on Asia HTML |
| May 20, 2025 | Thailand chartbook: Growth threatened by tariff uncertainty HTML |
| April 7, 2025 | Singapore chartbook: Trade war and scope for MAS easing HTML |
| March 27, 2025 | Chartbook: Asia’s exposure to US tariffs HTML |
| January 20, 2025 | Singapore chartbook: No urgency to adjust SGD NEER policy HTML |
| 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 |
| March 27, 2026 | FX Quarterly 1Q 26: The USD’s war-driven haven trap HTML |
| March 19, 2026 | Crypto Digest: Bitcoin recovery amidst conflict HTML |
| January 1, 2026 | Crypto Digest: Emerging sovereign investment in cryptos HTML |
| December 5, 2025 | Crypto Digest: Chinese regulations and DATCO valuations HTML |
| October 3, 2025 | Crypto Digest: Bitcoin resilience amid institutional interest HTML |
| September 4, 2025 | Crypto Digest: Ether catches up amid rotation HTML |
| July, 3, 2025 | Crypto Digest: Crypto heading to Wall Street HTML |
| June, 4, 2025 | Crypto Digest: US stablecoin bill is coming soon HTML |
| April 3, 2025 | Crypto Digest: Corporate participation in Bitcoin markets HTML |
| March 5, 2025 | Crypto Digest: Elevated crypto volatility amid risks HTML |
| January 8, 2025 | Crypto Digest: Rising interest in sovereign Bitcoin reserves HTML |
| December 4, 2024 | Crypto Digest: Pro-Crypto Shifts in Trump's Era HTML |
| November 19, 2024 | Digital Assets Update 4Q24: Crypto frenzy HTML |
| October 9, 2024 | Crypto Digest: US politics’ influence on sentiment HTML |
| September 4, 2024 | Crypto Digest: Outflows stabilizing across Ether ETFs HTML |
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