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Economics and Macro Strategy
Group Research - Econs, Taimur Baig11 Sep 2026
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Macro Insights Multimedia

Macro Strategy Daily

Economics & Macro Strategy Flash

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Monthly


Macro Insights multimedia: Videos/Livestream/Podcast Series

DateReport
September 3, 2026Kopi Time E184: US trip notes HTML
August 24, 2026Kopi Time E183: Regional outlook with Ethan Wu  HTML
August 6, 2026Kopi Time E182: AI cyber risks with Gaurav Keerthi HTML
July 24, 2026Kopi Time E181: Singapore's economic path with Manu Bhaskaran  HTML
July 8, 2026Macro Insights Livestream, July: Summer respite, Wednesday, July 15th, 4pm SGT HTML
June 18, 2026Kopi Time E180: Tech wave with Bain's Ravi Vijayaraghavan HTML
June 17, 2026Macro Insights Livestream, June 2026:  Getting hotter HTML
May 28, 2026Kopi Time E179 Energy markets with Vandana Hari HTML
May 20, 2026Kopi Time E178: AI and national interest with Dr. Anthony Annett HTML
May 6, 2026Macro Insights Livestream, May 2026:  War and resiliency HTML
May 6, 2026Kopi Time E177 Deborah Elms on trade matters HTML
April 20, 2026Kopi Time E176 Notes from IMF meetings: Stark disconnect HTML
April 8, 2026Kopi Time E175: DBS CEO Tan Su Shan on wars, tariffs, AI, and fintech  HTML
March 25, 2026Kopi Time E174: Future of jobs and tasks with AI Singapore's Leslie Teo HTML
March 13, 2026Macro Insights Livestream, March 2026: Middle East conflict and global implications HTML
March 11, 2026Kopi Time E173: Dr. Khor Hoe Ee on Asia’s resilience and the road ahead HTML
February 25, 2026Kopi Time E172 ICRIER head Shekhar Aiyar on key aspects of India’s outlook HTML
February 11, 2026Kopi Tine E171: IIF's Tim Adams on the Fed, US fiscal, and financial stability HTML
January 28, 2026Kopi Time E170: Bernard Haykel on foreign policy in the Americas and the Middle-East HTML
January 14, 2026Macro Insights Livestream January 2026: Under the shadow of US hegemony HTML
January 16, 2026Kopi Time E169: Upside to the US, China, and Singapore HTML
December 18, 2025Kopi Time E168: 2026 stagflation risk with Komal Sri-Kumar HTML
December 8, 2025Macro Insights Livestream, December: Cautious and Constructive HTML
December 3, 2025Kopi Time E166: David Marsh on Europe’s Existential Challenges HTML
November 27, 2025Digital Assets Update 4Q25 webinar: Market Shifts and Quantum Risks  HTML
November 20, 2025Kopi 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, 2025Kopi Time E164: The “new China shock” with Arvind Subramanian HTML
October 22, 2025Kopi Time E163: Notes from IMF Meetings: Resilience among fragmentation HTML
October 15, 2025Macro Insights Livestream: Taking stock of China/HK economics rates FX HTML
October 8, 2025Kopi Time E162: AMRO’s Dr. Dong He on the regional outlook HTML
September 25, 2025Kopi Time E161: Jeff Johnson from AWS on cloud and AI HTML
September 10, 2025Macro Insights Livestream September: FX bifurcation HTML
September 3, 2025Kopi Time E160: Eswar Prasad on Stablecoins HTML
August 21, 2025Digital Assets Update 3Q25: Embracing tokenization and stablecoins  HTML
August 20, 2025Kopi Time E159: Mark Domitrak on consumer and corporate sentiment HTML
August 13, 2025Macro Insights Livestream August: Tariffs and stablecoins HTML
August 6, 2025Kopi Time E158: Lauri Myllyvirta on green energy and climate tech HTML
July 23, 2025Kopi Time E157: Apollo's Torsten Slok on the US economy HTML
June 25, 2025Kopi Time E156: 2H25 outlook and Ask Me Anything! HTML
June 12, 2025Kopi Time E155: Capital Wars with Dr. David Skilling  HTML
May 28, 2025Kopi Time E154: Chatib Basri on Indonesia’s present and future HTML
May 27, 2025FX Quarterly 2Q 25 Webinar : Cracks in the USD’s status HTML
May 22, 2025Webinar: Digital Assets Update 2Q25: US Crypto Expansion  HTML
May 21, 2025Kopi Time E153: Prof Danny Quah on the fracturing world order HTML
May 6, 2025Macro Insights Livestream May: Widening tail risks HTML
April 30, 2025Kopi Time E152: IMF’s Asia head Krishna Srinivasan on tariffs and the region HTML
April 23, 2025Webinar: China 2025-40 Outlook: Tech and policy foundation HTML
April 9, 2025Kopi Time E151: Private equity with Alicia Gregory, Blue Owl HTML
April 9, 2025Macro Insights Livestream: Asean amid geoeconomic fragmentation HTML
April 4, 2025Webinar: Trump Tariffs: Economic and market implications  HTML
March 26, 2025Kopi Time E150: Piyush Gupta on the present and future of banking HTML
March 13, 2025Macro Insights Livestream, March: Tariff storm HTML
March 12, 2025Kopi Time E149: Longevity with Brian Kennedy HTML
February 11, 2025Macro Insights Livestream February: Tariff action-reactions  HTML
February 26, 2025Kopi Time E148: Private credit with Fitch’s Meghan Neenan HTML
February 12, 2025Kopi Time E147: Kishore Mahbubani on a fragmenting world HTML
January 28, 2025Webinar: ASEAN-6 2025 Outlook – Crosswinds HTML
January 28, 2025Kopi Time E146: Trade war with Deborah Elms HTML
January 22, 2025Kopi Time E145: Markets and Trump 2.0  HTML
January 14, 2025Macro Insights Livestream January: Gearing up for Trump 2.0  HTML
December 20, 2024Kopi Time E144: 2025 outlook with Dr. Komal Sri-Kumar HTML
December 11, 2024Macro Insights Livestream December: Geopolitics and currencies HTML
December 5, 2024Kopi Time E143: Markets and policy path dependence with Mustafa Chowdhury HTML
November 27, 2024Kopi Time E142: Tech and security with Gaurav Keerthi HTML
November 20, 2024Webinar: Digital Assets Update 4Q24: Crypto frenzy HTML
November 20, 2024Kop Time E141: Ashish Gupta on India’s financial markets HTML
November 13, 2024Macro Insights Livestream November: Trump trades  HTML
November 11, 2024Kopi Time E140: US elections with Angela Mancini HTML
November 5, 2024Kopi Time E139: Fintech zeitgeist with Varun Mittal HTML
October 30, 2024Kopi Time E138: IMF notes; economic resiliency and financial risks HTML
October 23, 2024Kopi Time E137: US public debt and deficits with Shai Akabas HTML
October 15, 2024Macro Insights Livestream October: Risk divergence HTML
October 9, 2024Kopi Time E136: Drew Thompson on Taiwan from multiple perspectives HTML
October 2, 2024Kopi Time E135: Techno-nationalism with Alexander Capri HTML

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Macro Strategy Daily

DateReport
September 11, 2026ASEAN-6 FX: Diverging BOP dynamics drive relative performance (Chua Han Teng, Radhika Rao) HTML
September 11, 2026CNY and HKD rates: Diverging performance (Samuel Tse) HTML
September 11, 2026FX Daily: USD treads cautiously ahead of CPI as Fed hike bets rise (Philip Wee) HTML
September 10, 2026 
September 10, 2026 
September 10, 2026 
September 10, 2026 
September 10, 2026 
September 10, 2026 
September 9, 2026Japan markets: A hawkish 25bps rate hike most likely (Ma Tieying) HTML
September 9, 2026USD Rates: Hinging on CPI (Eugene Leow) HTML
September 9, 2026CNY rates: Exports and liquidity supported CGBs (Samuel Tse) HTML
September 9, 2026FX Daily: JPY and KRW leading Asian currencies (Chang Wei Liang) HTML
September 8, 2026India rates: Tackling liquidity deluge, higher yields but pricing looks overdone (Radhika Rao, Sherilyn Chew) HTML
September 8, 2026JPY Rates: Carry & repatriation align  (Eugene Leow) HTML
September 8, 2026FX Daily: JPY is stronger for the year, not just against the USD (Philip Wee) HTML
September 4, 2026Malaysia Rates: BNM signalled policy flexibility with a hawkish pause (Chua Han Teng) HTML
September 4, 2026North Asia rates: Outperformers of bond sell-off  (Samuel Tse) HTML
September 4, 2026Eurozone rates: Rate hike looms after inflation jump (Radhika Rao) HTML
September 4, 2026FX Daily: Roaring JPY may pause into long weekend, EUR eyes German state elections (Philip Wee) HTML
September 3, 2026Macro Insights Portal, GDP Nowcast: India’s GDP growth likely to moderate in 3Q (Radhika Rao, Daisy Sharma) HTML
September 3, 2026Asia rates: Differentiation beneath the selloff (Sherilyn Chew) HTML
September 3, 2026SGD Rates: Frontend adjusts higher  (Eugene Leow) HTML
September 3, 2026India markets: FCNR bonanza necessitates deft management (Radhika Rao) HTML
September 3, 2026FX Daily: JPY and CAD strengthen on hawkish undertones (Chang Wei Liang) HTML
September 2, 2026Rates: The bond revolt (Eugene Leow) HTML
September 2, 2026FX Daily: USD remains in a tug-of-war (Philip Wee) HTML
September 1, 2026India markets: Strong start to perk annual growth to above 7%; markets on their own terms (Radhika Rao) HTML
September 1, 2026Commodities-Gold: Selloff a pause, not a reversal (Sherilyn Chew) HTML
September 1, 2026USD Rates: Duration worries as NFP looms  (Eugene Leow) HTML
September 1, 2026FX Daily: Bessent leaned against the USD (Philip Wee) HTML
August 28, 2026ASEAN-6 Markets: Diminishing need for currency-driven hikes (Radhika Rao, Chua Han Teng) HTML
August 28, 2026South Korea markets: One more rate hike, KRW consolidation, and KOSPI recovery (Ma Tieying, Samuel Tse) HTML
August 28, 2026HKD rates: HIBORs and debasement trade (Samuel Tse) HTML
August 28, 2026FX Daily: Many questions, few answers expected from Warsh at Jackson Hole (Philip Wee) HTML
August 27, 2026Thailand Rates: BOT’s steady policy reinforces stable short-end yields (Chua Han Teng) HTML
August 27, 2026Indonesia and Philippines markets: Governor-in-waiting signals continuity and coordination, BSP due (Radhika Rao) HTML
August 27, 2026INR rates: Finding value after the sell-off (Sherilyn Chew) HTML
August 27, 2026FX Daily: Renewed RBA hike bets keep AUD near the year’s high (Philip Wee) HTML
August 26, 2026Commodities-Metals: Rates headwinds to debasement tailwinds? (Sherilyn Chew) HTML
August 26, 2026USD Rates: Do not underestimate Bessent’s put (Eugene Leow) HTML
August 26, 2026FX Daily: Bracing for US PCE today, and Jackson Hole on Friday (Philip Wee) HTML
August 25, 2026Macro Insights Portal, DACS: Hong Kong credit outperforms in Asia (Chang Wei Liang) HTML
August 25, 2026India markets: Three themes dominate onshore price action (Radhika Rao) HTML
August 25, 2026SGD Rates: Re-centring Forecasts (Eugene Leow) HTML
August 25, 2026USD Rates: Will Warsh align with Bessent? (Eugene Leow) HTML
August 25, 2026FX Daily: USD rebound lacks conviction amid rising cross currents (Philip Wee) HTML
August 21, 2026USD and North Asia rates: K-shaped regional govvies (Samuel Tse) HTML
August 21, 2026FX Daily: USD consolidation post Treasury’s buyback announcement (Chang Wei Liang) HTML
August 20, 2026USD Rates: Operation Twist (Eugene Leow) HTML
August 20, 2026Commodities- Metals: Gold rally; copper backwardation softens (Sherilyn Chew) HTML
August 20, 2026FX Daily: USD sell-off on US Treasury’s market operations (Chang Wei Liang)  HTML
August 20, 2026India and Indonesia markets: RBI minutes, BI keep options open (Radhika Rao) HTML
August 19, 2026G3 Rates: Fed diverges from BOJ & ECB  (Eugene Leow) HTML
August 19, 2026Indonesia markets: Markets digest 2027 fiscal priorities, BI to extend pause (Radhika Rao) HTML
August 19, 2026FX Daily: Impact of Middle East risks and bond sell-off (Chang Wei Liang) HTML
August 18, 2026Macro Insights Portal, Asset Risks: Equities risk score grinds down to lowest since end-2025 (Chua Han Teng, Daisy Sharma) HTML
August 18, 2026India markets: FCNR window to close early, current account math not a bother for rupee (Radhika Rao) HTML
August 18, 2026INR rates: Wider 5Y spreads (Sherilyn Chew) HTML
August 18, 2026Japan markets: Adjusting GDP, inflation and interest rate forecasts (Ma Tieying, Eugene Leow, Philip Wee) HTML
August 18, 2026FX Daily:  Softer USD and commodity EM FX gains (Chang Wei Liang) HTML
August 14, 2026CNY rates: Are CGBs rich enough? (Samuel Tse) HTML
August 14, 2026FX Daily: Mid-quarter roundup: Three Northeast Asian currencies stood out (Philip Wee) HTML
August 13, 2026USD Rates: Rally short-lived despite muted CPI  (Eugene Leow) HTML
August 13, 2026India markets: Benign inflation reinforces RBI pause (Radhika Rao) HTML
August 13, 2026FX Daily: USD is losing its yield advantage (Philip Wee) HTML
August 12, 2026India and Indonesia markets: Inflation outcomes not a major policy concern, eyeing BI succession (Radhika Rao) HTML
August 12, 2026IDR rates: Front-end value remains (Sherilyn Chew) HTML
August 12, 2026Japan markets: Rising chances of a September rate hike (Ma Tieying) HTML
August 12, 2026FX Daily: USD is defensive ahead of US CPI (Philip Wee) HTML
August 7, 2026HKD rates: Slower growth curbs HKD rates (Samuel Tse) HTML
August 7, 2026FX Daily:  Awaiting Iran-Oman deal and US payrolls (Chang Wei Liang) HTML

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Economics & Macro Strategy Flash 


DateReport
August 24, 2026Singapore: National Day Rally 2026 - Families, technology, land potential HTML
August 18, 2026China: Exports strengthen, domestic demand softens HTML
August 11, 2026Singapore: Strong growth momentum defies geopolitical challenges HTML
August 4, 2026FX: DEER recommendations (Aug 2026) HTML
July 15, 2026China: Growth moderates; fiscal support in the pipeline HTML
July 14, 2026Singapore: Firm growth despite geopolitical turbulence HTML
July 7, 2026Crypto Digest: Capital Management & Capital Deepening HTML
July 1, 2026Taiwan-Singapore: Asia’s new growth corridor  HTML
June 30, 2026India: Terms of trade pressure eases, constructive BOP dynamics HTML
June 30, 2026Singapore: GDP growth upgrade HTML
June 9, 2026Crypto Digest: Doubts over the Institutional Bid HTML
May 25, 2026Singapore: Growth resilience with AI tailwinds offsetting energy risks HTML
May 18, 2026China: Trade Relief Balances Weak Domestic Demand HTML
May 14, 2026Crypto Digest: US Senate advances the CLARITY Act HTML
May 7, 2026FX: DEER recommendations (May 2026)  HTML
May 6, 2026Hong Kong SAR: Strongest quarter in five years HTML
May 5, 2026Indonesia growth: Firm start, speed bump ahead HTML
April 17, 2026China: External strength, soft domestic demand HTML
April 15, 2026Commodity price shock and Singapore HTML
April 14, 2026Singapore: Steeper SGD policy band slope for inflation defence HTML
April 7, 2026Crypto Digest: War and cryptos HTML
April 1, 2026India: Tackling fallout of the energy crisis HTML
March 26, 2026Indonesia: Spillover risks from the Middle East crisis HTML
March 19, 2026Crypto Digest: Bitcoin recovery amidst conflict HTML
March 16, 2026China: Solid start to the year HTML
March 11, 2026India: Assessing the impact from the Middle East conflict HTML
March 10, 2026Singapore: Assessing the risks from Middle East escalation HTML
February 27, 2026HK Budget: Fiscal surplus fuels strategic investment HTML
February 10, 2026Singapore: Strong start to the year HTML
February 5, 2026Indonesia: Balancing policy, safeguarding growth  HTML
February 3, 2026FX: DEER recommendations (February 2026) HTML
February 3, 2026Hong Kong SAR: Broadening recovery HTML
February 3, 2026India & US reach trade deal HTML
January 28, 2026India’s evolving trade strategy; deal with the EU HTML
January 20, 2026China: Moderating growth amid cloudy outlook HTML
January 15, 2026Taiwan: Semiconductor tariffs come into effect HTML
January 7, 2026Crypto Digest: Emerging sovereign investment in cryptos HTML
November 21, 2025Singapore: Strong 3Q25 growth; Resilience to be tested in 2026 HTML
November 5, 2025Indonesia’s growth beat HTML
November 4, 2025FX: DEER recommendations (November 2025) HTML
November 3, 2025Hong Kong SAR: Steady expansion amid rate cut cycle HTML
October 24, 2025China’s Fourth Plenum: Tech, consumption in focus HTML
October 21, 2025China: Moderated 3Q growth calls for policy support HTML
October 14, 2025Singapore: MAS holds fire, maintaining flexibility HTML
October 3, 2025Indonesia’s evolving policy mix HTML
September 18, 2025Fed’s 3+1 vs market’s 3+3 tussle HTML
September 16, 2025China: Slipping momentum amid policy uncertainty HTML
September 1, 2025Indonesia: Protests, politics and policies HTML
August 26, 2025India: Inflation targeting – still FIT for purpose? HTML
August 19, 2025China: Capacity reduction campaign weighs on activity HTML
August 18, 2025Singapore: National Day Rally 2025 – Focus on tariffs, tech, and jobs HTML
August 13, 2025US CPI print provides room for modest rate cuts HTML
August 12, 2025Singapore: Challenging 2H outlook amid tariff headwinds HTML
August 5, 2025Indonesia: Growth speed-bump ahead HTML
August 5, 2025FX: DEER recommendations (August 2025) HTML
August 1, 2025Hong Kong SAR: 2Q growth fuelled by supportive policy HTML
July 31, 2025South Korea: A “comprehensive” trade deal HTML
July 25, 2025India: Disinflationary phase and path ahead HTML
July 14, 2025Singapore: 2H25 slowdown after skirting technical recession HTML
July 3, 2025Crypto Digest: Crypto heading to Wall Street HTML
July 2, 2025India: Domestic anchor amidst external crosswinds HTML
June 16, 2025China: Policy focuses on liquidity support  HTML
June 6, 2025India: RBI provides a double-barrelled boost HTML
June 4, 2025Crypto Digest: US stablecoin bill is coming soon HTML
May 29, 2025Eurozone: Trade tensions simmer HTML
May 21, 2025China: PBOC ramps up easing to spur growth HTML
May 15, 2025India: Trade thaw, agreements and tailwinds HTML
May 13, 2025Taiwan: Appreciation impacts HTML
May 8, 2025Indonesia: Tracking the growth pulse HTML
May 7, 2025FX: DEER recommendations (May 2025) HTML
May 7, 2025China: Stimulus ahead of US/China trade talks HTML
April 16, 2025Indonesia’s macro and tariff overhang HTML
March 17, 2025China: Recovery in the making  HTML
March 5, 2025Crypto Digest: Rising interest in sovereign Bitcoin reserves HTML
March 5, 2025China NPC: Around 5% GDP growth target set for 2025 HTML
March 3, 2025Eurozone & Japan: Navigating tariff headwinds HTML
February 27, 2025HK Budget: Supporting growth, reducing deficit HTML
February 25, 2025India: Growth uptick likely, tariff turbulence ahead HTML
February 14, 2025Singapore: Resilient 1H25 outlook amidst uncertain times HTML
February 13, 2025Taiwan: Tariff risk assessment  HTML
February 3, 2025Hong Kong SAR: Export-led growth in ‘24; tariffs cloud the outlook HTML
February 3, 2025FX: DEER recommendations (Feb 2025) HTML
February 1, 2025India’s budget delivers, implementation is key HTML
January 24, 2025Singapore: A dovish tilt on rising uncertainties HTML
January 17, 2025FX: DEER strategy evaluation and risks HTML
January 17, 2025China achieved 5% growth in ‘24; could ’25 be the same? HTML
January 2, 2025Singapore: Bright growth prospects despite geopolitical risks HTML
December 4, 2024Crypto Digest: Pro-Crypto Shifts in Trump's Era  HTML
November 22, 2024Singapore: Solid growth but some uncertainties HTML
November 15, 2024China: Signs of stabilisation on decisive stimulus HTML
November 8, 2024China: NPC unveils new stimulus; keeps some powder dry HTML
November 6, 2024Trump win and the global macro narrative HTML
November 6, 2024India: On-track fiscal consolidation, capex catch-up HTML
November 5, 2024Indonesia: Growth speed-bump, cabinet affirms continuity HTML
November 1, 2024Hong Kong SAR: Faltering growth momentum HTML
October 18, 2024China: Sub-5% 3Q growth calls for more stimulus HTML
October 16, 2024Indonesia: Rate pause, new government HTML
October 16, 2024HK policy address: More growth boosting measures HTML
October 14, 2024Singapore: Better growth, lower inflation, steady policy HTML
October 10, 2024Crypto Digest: US politics’ influence on sentiment HTML
October 9, 2024India: Rate pause amidst strong foreign reserves, eye on oil  HTML

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Macro Insights Weekly/Week Ahead


DateReport
September 7, 2026Macro Insights Weekly: Trade resilience HTML
September 4, 2026The Week Ahead: Forecasts, data preview, central bank watch HTML
August 31, 2026Macro Insights Weekly: Notes from US: Fiscal-monetary tussle HTML
August 28, 2026The Week Ahead: Forecasts, data preview, central bank watch HTML
August 24, 2026Macro Insights Weekly: China’s economic bifurcation HTML
August 21, 2026The Week Ahead: Forecasts, data preview, central bank watch HTML
August 17, 2026Macro insights weekly: Debt and rates HTML
August 14, 2026The Week Ahead: Forecasts, data preview, central bank watch HTML
August 11, 2026Macro insights weekly: Yen matters HTML
August 7, 2026The Week Ahead: Forecasts, data preview, central bank watch HTML
August 3, 2026Macro Insights Weekly: Inflation trends in the region HTML
July 31, 2026The Week Ahead: Forecasts, data preview, central bank watch HTML
July 27, 2026Macro Insights Weekly: Fed's options HTML
July 24, 2026The Week Ahead: Forecasts, data preview, central bank watch HTML
July 20, 2026Macro Insights Weekly: Inflation versus interest rates HTML
July 17, 2026The Week Ahead: Forecasts, data preview, central bank watch HTML
July 13, 2026Macro Insights Weekly: Asia under El Niño HTML
July 10, 2026The Week Ahead: Forecasts, data preview, central bank watch HTML
July 6, 2026Macro Insights Weekly: New battlefields and currency conflicts HTML
July 3, 2026The Week Ahead: Forecasts, data preview, central bank watch HTML
June 29, 2026Macro Insights Weekly: RMB internationalization since the US-Iran war HTML
June 26, 2026The Week Ahead: Forecasts, data preview, central bank watch HTML
June 22, 2026Macro Insights Weekly: EM macro heatmap HTML
June 19, 2026The Week Ahead: Forecasts, data preview, central bank watch HTML
June 15, 2026Macro Insights Weekly: Rising rates and US housing market HTML
June 12, 2026The Week Ahead: Forecasts, data preview, central bank watch HTML
June 8, 2026Macro Insights Weekly: Asian stock markets’ valuation divergence HTML
June 5, 2026The Week Ahead: Forecasts, data preview, central bank watch HTML
June 2, 2026Macro Insights Weekly: External shocks and FX adjustments HTML
May 29, 2026The Week Ahead: Forecasts, data preview, central bank watch HTML
May 26, 2026Macro Insights Weekly: Cost of the Iran war HTML
May 22, 2026The Week Ahead: Forecasts, data preview, central bank watch HTML
May 18, 2026Macro Insights Weekly: Hong Kong’s rebound HTML
May 15, 2026The Week Ahead: Forecasts, data preview, central bank watch HTML
May 11, 2026Macro Insights Weekly: Asia’s exports buoyancy HTML
May 8, 2026The Week Ahead: Forecasts, data preview, central bank watch HTML
May 4, 2026Macro Insights Weekly: Could the next Fed move be a hike? HTML
April 30, 2026The Week Ahead: Forecasts, data preview, central bank watch HTML
April 27, 2026Macro Insights Weekly: Asia’s trade with China and the US HTML
April 24, 2026The Week Ahead: Forecasts, data preview, central bank watch HTML
April 20, 2026Macro Insights Weekly: Notes from IMF meetings: Stark disconnect HTML
April 17, 2026The Week Ahead: Forecasts, data preview, central bank watch HTML
April 13, 2026Macro Insights Weekly: Currency dynamics beyond a commodity shock HTML
April 10, 2026The Week Ahead: Forecasts, data preview, central bank watch HTML
April 6, 2026 Macro Insights Weekly: Varieties of pipeline inflation HTML
April 2, 2026The Week Ahead: Forecasts, data preview, central bank watch HTML
March 30, 2026Macro Insights Weekly: War and bonds HTML
March 27, 2026The Week Ahead: Forecasts, data preview, central bank watch HTML
March 23, 2026Macro Insights Weekly: Shadow of stagflation HTML
March 20, 2026The Week Ahead: Forecasts, data preview, central bank watch HTML
March 16, 2026Macro Insights Weekly: Implication of three simultaneous shocks HTML
March 13, 2026The Week Ahead: Forecasts, data preview, central bank watch HTML
March 9, 2026Macro Insights Weekly: Asia’s vulnerability to the Iran crisis HTML
March 6, 2026The Week Ahead: Forecasts, data preview, central bank watch HTML
March 2, 2026Macro Insights Weekly: Risks of a fragmented Iran  HTML
February 27, 2026The Week Ahead: Forecasts, data preview, central bank watch HTML
February 23, 2026Macro Insights Weekly: Singapore’s rising growth potential HTML
February 20, 2026The Week Ahead: Forecasts, data preview, central bank watch HTML
February 16, 2026Macro Insights Weekly: Signs of slowing US consumption HTML
February 13, 2026The Week Ahead: Forecasts, data preview, central bank watch HTML
February 9, 2026Macro Insights Weekly: Healthy market correction HTML
February 6, 2026The Week Ahead: Forecasts, data preview, central bank watch HTML
February 2, 2026Macro Insights Weekly: Iran and oil HTML
January 30, 2026The Week Ahead: Forecasts, data preview, central bank watch HTML
January 26, 2026Macro Insights Weekly: JGB selloff and global market implications HTML
January 23, 2026The Week Ahead: Forecasts, data preview, central bank watch HTML
January 19, 2026Macro Insights Weekly: Global inflation trends HTML
January 16, 2026The Week Ahead: Forecasts, data preview, central bank watch HTML
January 12, 2026Macro Insights Weekly: A constructive case for Singapore in 2026 HTML
January 9, 2026The Week Ahead: Forecasts, data preview, central bank watch HTML
January 5, 2026Macro Insights Weekly: Upward momentum to start the year HTML
December 8, 2025Macro Insights Weekly: Three risks for 2026 HTML
December 5, 2025The Week Ahead: Forecasts, data preview, central bank watch HTML
December 1, 2025Macro Insights Weekly: Risks lurking underneath the US economy HTML
November 28, 2025The Week Ahead: Forecasts, data preview, central bank watch HTML
November 24, 2025Macro Insights Weekly: Key themes from our Annual Outlook HTML/Insights Direct
November 21, 2025The Week Ahead: Forecasts, data preview, central bank watch HTML
November 14, 2025The Week Ahead: Forecasts, data preview, central bank watch HTML
November 10, 2025Macro Insights Weekly: US housing market’s potential tailwind HTML
November 7, 2025The Week Ahead: Forecasts, data preview, central bank watch HTML
November 3, 2025Macro Insights Weekly: Return of QE? HTML
October 31, 2025The Week Ahead: Forecasts, data preview, central bank watch HTML
October 27, 2025Macro Insights Weekly: Liquidity watch HTML
October 24, 2025The Week Ahead: Forecasts, data preview, central bank watch HTML
October 13, 2025Macro Insights Weekly: Gauging exports to China HTML
October 10, 2025The Week Ahead: Forecasts, data preview, central bank watch HTML
October 6, 2025Macro Insights Weekly: US economy’s mixed signals HTML
October 3, 2025The Week Ahead: Forecasts, data preview, central bank watch HTML
September 29, 2025Macro Insights Weekly: Value in Asian equities HTML
September 26, 2025The Week Ahead: Forecasts, data preview, central bank watch HTML
September 22, 2025Macro Insights Weekly: Signal from commodity markets HTML
September 19, 2025The Week Ahead: Forecasts, data preview, central bank watch HTML
September 15, 2025Macro Insights Weekly: The no-recession scenario HTML
September 12, 2025The Week Ahead: Forecasts, data preview, central bank watch HTML
September 8, 2025Macro Insights Weekly: India’s revised playbook HTML
September 5, 2025The Week Ahead: Forecasts, data preview, central bank watch HTML
September 1, 2025Macro Insights Weekly: The post Fed-capitulation phase HTML
August 29, 2025The Week Ahead: Bank Negara; August CPI/trade; US payrolls HTML
August 25, 2025Macro Insights Weekly: Age of stablecoins HTML
August 22, 2025The Week Ahead: Jackson Hole, central bank meetings, data watch HTML
August 18, 2025Macro Insights Weekly: Shifting fault lines in the global debt market HTML
August 15, 2025The Week Ahead: Forecasts, data preview, central bank watch HTML
August 11, 2025Macro Insights Weekly: Upside risks to US inflation HTML
August 8, 2025The Week Ahead: Forecasts, data preview, central bank watch HTML
August 4, 2025Macro Insights Weekly: Persistence of tariff turbulence HTML
August 1, 2025The Week Ahead: RBI meeting; China trade; Indonesia GDP HTML
July 28, 2025Asia’s waning growth momentum in 3Q HTML
July 21, 2025Rising portfolio allocation to Asia  HTML
July 14, 2025Second tariff deadline: reciprocity or retaliation?  HTML
July 7, 2025Liberation Day 2.0: Weighing options HTML
June 30, 2025What does weaker Dollar mean for China and HK? HTML
June 23, 2025Slowdown delayed, not denied HTML
June 16, 2025Middle East tensions and global implications HTML
June 9, 2025Trade distortion/diversion HTML
June 2, 2025Debt reckoning HTML
May 26, 2025Gold and geoeconomics HTML
May 19, 2025Inflation watch (only in the US) HTML
May 13, 2025A summer respite HTML
May 5, 2025Wither green transition? HTML
April 28, 2025Notes from IMF: Widening tail risks HTML
April 21, 2025Six dimensions of US trade negotiations HTML
April 14, 2025Spillover from Trump’s policy “flexibility HTML
April 7, 2025Asia’s playbook for Trump’s tariff storm HTML
April 1, 2025Growth momentum in Asia HTML
March 24, 2025The case for Europe  HTML
March 17, 2025The uncertainty trade HTML
March 10, 2025Recession watch?  HTML
March 3, 2025Hong Kong’s way forward HTML
February 24, 2025China’s offset to property market distress HTML
February 17, 2025100 days of President Prabowo HTML
February 10, 2025India’s macro strategy HTML
February 3, 2025Coming US economic noise and Fed  HTML
January 27, 2025Impact of Trump’s first week in office HTML
January 20, 2025The coming trade shock and Asia HTML
January 13, 2025Soaring bond yields and the global economy HTML
January 6, 2025Economic scorecard for 2024 HTML
December 9, 2024Notes from UK/Europe HTML
December 2, 2024Resilient Singapore HTML
November 25, 2024“Melt-up risks” HTML
November 18, 2024Trade War and USD HTML
November 11, 2024Trump’s world and Asia’s playbook HTML
November 4, 2024US elections and the 2025 macro narrative HTML
October 28, 2024IMF Notes: Economic resiliency and financial risks HTML
October 21, 2024How would Indonesia go past 5% growth? HTML
October 14, 2024Support for US consumers HTML
October 7, 2024Middle East tensions and Asia HTML

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Focus & Thematic


DateReport
August 31, 2026ASEAN 6 – North Asia: Connectivity dividend HTML
August 25, 2026Digital Assets Update 2H26: Tokenization, AI & Capital Markets HTML
August 21, 2026India – North Asia: Emerging corridor HTML
July 13, 2026Taiwan: AI cycle and 2H outlook HTML
June 30, 2026FX Quarterly 2Q 26: Less De-Dollarisation, More Polarisation  HTML
June 18, 202627-Country Macro Risk Analysis Update HTML
April 30, 2026ASEAN-6: Exposure and response to the Gulf shock HTML
April 9, 2026Taiwan 2Q outlook: Goldilocks at a crossroads HTML
February 13, 2026Singapore Budget 2026: Future-focused strategies HTML
February 2, 2026Thailand’s economy and markets around elections HTML
February 1, 2026India’s Budget plays the long game HTML
January 30, 2026Singapore: MAS’s balanced stance with an upward tilt HTML
January 27, 2026ASEAN-6 Outlook: Managing disruption HTML
January 7, 2026Rates: Divergence between financial and real HTML
December 16, 2025Indonesia 2026 Outlook: Time to deliver HTML
December 15, 2025FX Quarterly 4Q 25: A Lame Duck USD HTML
November 20, 2025China 2026 Macro outlook: Quality driven growth HTML
November 18, 2025Separate Paths: Economic Outlook and Market Strategy for 2026 HTML
October 30, 2025India 2025-40 outlook: Pivotal juncture HTML
October 23, 2025Singapore 2040: The next 15 years of quality and inclusive growth HTML
August 21, 2025Digital Assets Update 3Q25: Embracing tokenization and stablecoins HTML
August 6, 2025India: Neutral pause, watching liquidity and tariffs  HTML
July 29, 2025ASEAN-6 2025-40: The next leap HTML
July 4, 2025Taiwan: Appreciation impacts – a historical perspective HTML
June 17, 202527-country macro risk analysis: Annual update HTML
June 13, 2025G3 Rates: Shifting gears HTML
May 28, 2025Hong Kong: What does HIBOR’s plunge mean?  HTML
May 20, 2025FX Quarterly 2Q 25: Cracks in the USD’s status HTML
May 5, 2025Singapore: Implications of a strong PAP election victory HTML
April 23, 2025Singapore’s economy and markets around elections HTML
April 9, 2025China 2025-40 Outlook–Tech and policy foundation HTML
February 21, 2025Digital Assets Update 1Q25: Post euphoria HTML
February 17, 2025USD Rates: Options to lower long-term yields HTML
February 14, 2025Indonesia: 100 days of Prabowo marked by high ratings HTML
February 13, 2025FX Quarterly 1Q 25: USD volatility amid tariff noise HTML
January 21, 2025India Budget preview: Striking a balance HTML
January 20, 2025ASEAN-6 2025 Outlook: Crosswinds HTML
January 7, 2025Rates: Neutral in Trump 2.0  HTML
November 29, 2024Singapore’s Dynamic Outlook in 2025 HTML
November 19, 2024Digital Assets Update 4Q24: Crypto frenzy  HTML
November 7, 2024Defying the trend: Economic Outlook and Market Strategy for 2025 HTML
October 11, 2024India & ASEAN-6: Scope to strengthen economic synergyl HTML
October 4, 2024Taiwan 4Q outlook: Cooling but stablel HTML

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Chart Book


DateReport
August 18, 2026Thailand chartbook: Middle East shock tests economy HTML
July 7, 2026Indonesia Chartbook: Seeking stability in 2H26 HTML
May 20, 2026India chartbook: Rupee and multi-pronged response HTML
May 19, 2026Thailand chartbook: Higher 1Q26 growth, Middle East-driven headwinds HTML
May 12, 2026Taiwan Chartbook: The AI trillion-dollar leap HTML
April 6, 2026Singapore chartbook: MAS policy tightening ahead HTML
February 19, 2026Thailand chartbook: Firmer 4Q25 growth, Cautious outlook HTML
November 19, 2025Thailand chartbook: Economic fragilities in 2026 HTML
October 2, 2025Singapore chartbook: Case for an MAS insurance easing HTML
September 4, 2025Chartbook: Johor-Singapore Special Economic Zone spurring investments HTML
August 18, 2025Thailand chartbook: Slower 2H25 growth on multiple headwinds HTML
August 8, 2025Philippines Chartbook: Gaining balance HTML
July 8, 2025Singapore chartbook: MAS to “wait and see” in July HTML
May 21, 2025Chartbook: Tracking US tariff impacts on Asia HTML
May 20, 2025Thailand chartbook: Growth threatened by tariff uncertainty HTML
April 7, 2025Singapore chartbook: Trade war and scope for MAS easing HTML
March 27, 2025Chartbook: Asia’s exposure to US tariffs  HTML
January 20, 2025Singapore chartbook: No urgency to adjust SGD NEER policy HTML
November 19, 2024Thailand chartbook: Recovery in a challenging landscape HTML
October 3, 2024Singapore chartbook: Keeping SGD strength; balancing disinflation and growth HTML

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Monthly

March 27, 2026FX Quarterly 1Q 26: The USD’s war-driven haven trap  HTML
March 19, 2026Crypto Digest: Bitcoin recovery amidst conflict HTML
January 1, 2026Crypto Digest: Emerging sovereign investment in cryptos  HTML
December 5, 2025Crypto Digest: Chinese regulations and DATCO valuations HTML
October 3, 2025Crypto Digest: Bitcoin resilience amid institutional interest HTML
September 4, 2025Crypto Digest: Ether catches up amid rotation HTML
July, 3, 2025Crypto Digest: Crypto heading to Wall Street HTML
June, 4, 2025Crypto Digest: US stablecoin bill is coming soon HTML
April 3, 2025Crypto Digest: Corporate participation in Bitcoin markets  HTML
March 5, 2025Crypto Digest: Elevated crypto volatility amid risks  HTML
January 8, 2025Crypto Digest: Rising interest in sovereign Bitcoin reserves HTML
December 4, 2024Crypto Digest: Pro-Crypto Shifts in Trump's Era HTML
November 19, 2024Digital Assets Update 4Q24: Crypto frenzy HTML
October 9, 2024Crypto Digest: US politics’ influence on sentiment HTML

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The information herein is published by DBS Bank Ltd and/or DBS Bank (Hong Kong) Limited (each and/or collectively, the “Company”). It is based on information obtained from sources believed to be reliable, but the Company does not make any representation or warranty, express or implied, as to its accuracy, completeness, timeliness or correctness for any particular purpose. Opinions expressed are subject to change without notice. This research is prepared for general circulation.  Any recommendation contained herein does not have regard to the specific investment objectives, financial situation and the particular needs of any specific addressee. The information herein is published for the information of addressees only and is not to be taken in substitution for the exercise of judgement by addressees, who should obtain separate legal or financial advice. The Company, or any of its related companies or any individuals connected with the group accepts no liability for any direct, special, indirect, consequential, incidental damages or any other loss or damages of any kind arising from any use of the information herein (including any error, omission or misstatement herein, negligent or otherwise) or further communication thereof, even if the Company or any other person has been advised of the possibility thereof. The information herein is not to be construed as an offer or a solicitation of an offer to buy or sell any securities, futures, options or other financial instruments or to provide any investment advice or services. The Company and its associates, their directors, officers and/or employees may have positions or other interests in, and may effect transactions in securities mentioned herein and may also perform or seek to perform broking, investment banking and other banking or financial services for these companies.  The information herein is not directed to, or intended for distribution to or use by, any person or entity that is a citizen or resident of or located in any locality, state, country, or other jurisdiction (including but not limited to citizens or residents of the United States of America) where such distribution, publication, availability or use would be contrary to law or regulation.  The information is not an offer to sell or the solicitation of an offer to buy any security in any jurisdiction (including but not limited to the United States of America) where such an offer or solicitation would be contrary to law or regulation.

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