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Group Research - Econs, Taimur Baig6 Dec 2024
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Macro Insights multimedia: Videos/Livestream/Podcast Series

DateReport
December 4, 2024Macro Insights Livestream December: Geopolitics and currencies, Wednesday, December 11th, 4pm SGT 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
September 18, 2024Kopi 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, 2024Kopi Time E133: Dr. Jennifer Sciubba on contextualising demography HTML
September 4, 2024Kopi Time E132: GIC’s Prakash Kannan on global macro and asset allocation HTML
August 21, 2024Kopi Time E131: SE Asia 2024-34 with Charles Ormiston HTML
August 19, 2024Macro Insights Livestream August : The great unwinding HTML
August 7, 2024Kopi Time E130: Shekhar Aiyar on the case for globalisation HTML
July 22, 2024Webinar: China’s onshore bond and FX markets - a primer  HTML
July 10, 2024Macro Insights Livestream: Calibrated Fed easing; China's uneven recovery HTML
July 24, 2024Kopi Time E129: James Crabtree on the geopolitics of elections  HTML
June 26, 2024Kopi Time E128: Payments trends with Mastercard's David Mann  HTML
June 7, 2024Kopi Time E126: Gen AI with Microsoft’s Zia Zaman HTML
June 5, 2024Macro Insights Livestream: Pitfalls of an everything rally HTML
May 31, 2024Kopi Time E125: China from a US business perspective with Mitchell Presnick HTML
May j27, 2024Kopi Time E124: Indonesia outlook with Reformasi’s Kevin O'Rourke HTML
May 16, 2024Digital Assets Update 2Q24: Base broadening  HTML
May 16, 2024Kopi Time E123: Control Risks’ Nicolas Reys on Cybersecurity HTML
May 10, 2024Macro Insights Livestream, May: Implications of higher-for-longer HTML
April 26, 2024Digital Assets 2Q24 Update: Crypto flows and drivers, Tuesday, May 14th,  4PM SGT HTML
April 30, 2024Kopi Time E122: Development multilateralism with Atlantic Council’s Martin Mühleisen HTML
April 22, 2024Kopi Time 121: IMF meetings takeaways with pwc’s Dr. Alexis Crow HTML
April 8, 2024Kopi Time E120: Henny Sender on China, Hong Kong, and India HTML
April 4, 2024Macro Inishgts Livestream: Time to shed complacency HTML
April 1, 2024Kopi Time E119: Angela Mancini on geopolitics and business risks HTML
March 4, 2024Macro Insights Livestream: Risk asset rebound, HK’s future, Singapore’s budget HTML
March 6, 2024Kopi Time E118: Bert Hofman on China’s NPC, deflation, trade/tech war, industrial policy HTML
February 21, 2024Kopi Time E117: Munib Madni on the Gigaton coalition to decarbonize HTML
February 8, 2024Macro Insights Livestream: Calm markets; geopolitical unrest HTML
February 1, 2024Digital Assets Update 1Q24: Crypto’s rebound HTML
January 18, 2024Kopi Time E116: Caesar Sengupta on the present and future of e-payments and investment HTML
January 18, 2024Kopi Time E115: Vandana Hari on energy market outlook and risks HTML
January 12, 2024Macro Insights Livestream, January: Assessing our forecasts HTML
December 14, 2023Kopi Time E114: US markets with Dr. Komal Sri-Kumar HTML
December 6, 20232024 Markets and Economic Outlook: Soft landing? HTML
November 30, 2023Macro Insights Webinar: US rates and credit outlook HTML
November 29, 2023Kopi Time E113: World Bank’s S Asia Chief Economist Franziska Ohnsorge on the region’s outlook HTML
November 15, 2023Kopi Time E112: Charles Ormiston on making the most of out of geopolitics HTML
November 8, 2023Macro Insights Livestream: Wars and currency wobble HTML
November 1, 2023Kopi Time E111: Dirk and Lelya Eichelberger on sustainable fishing and its offshoots HTML
October 27, 2023Webinar: Digital Assets Update 4Q23: High interest rates and digital assets HTML
October 18, 2023Kopi Time E110: Notes from Marrakech: Polycrisis and resilience HTML
October 4, 2023Macro Insights Livestream: China outlook and electronics cycle HTML
October 4, 2023 Kopi Time E109: Dr. Tony Annett on economics and Catholicism HTML
September 27, 2023Webinar: Tech Sector Recovery Insights  HTML
September 20, 2023Kopi Time E108: Chris Miller on Chip war HTML
September 6, 2023Kopi Time 107: Kishore Mahbubani on the Asian century versus the American century  HTML
September 5, 2023Macro Insights Livestream: Impact of US goldilocks  HTML
August 16, 2023Kopi Time E106: Prof Aurobindo Ghosh on inflation expectations and cost of living in Singapore HTML
August 2, 2023Kopi Time E105: Eswar Prasad on the future of money HTML
July 19, 2023Kopi Time E104: Wellington’s Santiago Millán, on China’s complexities HTML
July 5, 2023Macro Insights Livestream: Outlook for 2H23 HTML
June 21, 2023Kopi Time E103: Helge Muenkel on climate finance HTML
June 21, 2023Webinar: Digital Assets Update, 2Q23: Crypto, AI, CBDCs HTML
June 5, 2023Kopi Time E102: Mustafa Chowdhury on why rates will remain higher for longer HTML
June 5, 2023Macro Insights Livestream: Fading base effects HTML
May 31, 2023Kopi Time E101: Reviewing our top-10 episodes HTML
May 31, 2023Webinar - Asian banks: Liquidity, funding, and credit outlook HTML
May 16, 2023Webinar: Indonesia’s economic outlook and election cycle HTML
May 3, 2023Macro Insights Livestream: Financial market stress and the China offset HTML
May 3, 2023Kopi Time E100: Raghuram Rajan on fault lines in global finance and economy HTML
April 19, 2023Kopi Time E099: Professor Bernard Haykel on the Middle East, China, US HTML
April 10, 2023Singapore webinar: MAS policy coming to a pause HTML
April 5, 2023Kopi Time E098: Prem Bhatia on shifting sands in the tech start-up scene HTML
March 30, 2023Webinar: Digital Assets Update, 1Q23: Risk asset vs safe asset  HTML
March 22, 2023Kopi Time E097: Chatib Basri on Indonesia HTML
March 15, 2023Kopi Time E096: TIGER 21’s Greg Wells on a network for the ultra-wealthy HTML
March 13, 2023DBS Macro Insights Livestream March: Growth resilience and sticky inflation HTML
March 1, 2023Kopi Time E095: World Gold Council’s Shaokai Fan on the evolving nature of the demand and supply of gold HTML
February 15, 2023Kopi Time E094: IMF’s Asia head Krishna Srinivasan on the 2023 regional outlook HTML
February 9, 2023DBS Macro Insights Livestream February: Fading downsides HTML
February 1, 2023Kopi Time E093: China outlook with Bert Hofman HTML
January 19, 2023DBS Webinar: Top-10 trade ideas for 2023 HTML
January 18, 2023Kopi Time E092: Balyasny’s Archana Parkeh on global market opportunities in 2023 HTML
January 18, 2023China/HK webinar: The year of the rebound HTML

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Macro Strategy Daily

DateReport
December 6, 2024JPY Rates: Buoyant as the market mulls a third hike (Eugene Leow) HTML
December 6, 2024FX Daily: Not conclusive that the USD will reverse October-November gains (Philip Wee) HTML
December 5, 2024SGD Rates: 5Y SORA looks low  (Eugene Leow) HTML
December 5, 2024FX Daily: The market’s conviction is hampered by medium-term uncertainties (Philip Wee) HTML
December 4, 2024FX Daily: South Korea’s martial law kerfuffle and RMB softness (Chang Wei Liang) HTML
December 4, 2024KRW Rates: Political uncertainties to anchor easing expectations   (Eugene Leow) HTML
December 4, 2024CNY/CNH rates: Widening onshore and offshore spreads (Eugene Leow) HTML
December 4, 2024India rates: Dovish signals in the offing (Radhika Rao) HTML
December 3, 2024Macro Insights Portal, GDP Nowcast: India’s GDP growth likely to improve in 4Q (Radhika Rao, Daisy Sharma) HTML
December 3, 2024Indonesia: BI to look beyond decelerating inflation (Radhika Rao) HTML
December 3, 2024EUR Rates: Dealing with tariffs & political uncertainties (Eugene Leow) HTML
December 3, 2024FX Daily: Tariff threats underpin USD, Fed-BOJ-ECB divergences weigh on JPY crosses (Philip Wee)  HTML
November 29, 2024FX Daily: Our new FX forecasts – A “Tarrif-ic” start to 2025 (Philip Wee) HTML
November 29, 2024KRW rates: Accelerated rate cuts (Ma Tieying) HTML
November 28, 2024MYR rates: Profit taking to ease (Samuel Tse) HTML
November 28, 2024FX Daily: Guarded against complacency (Philip Wee) HTML
November 27, 2024USD Rates: Two takeaways from the Fed minutes (Eugene Leow) HTML
November 27, 2024FX Daily: More volatility than direction from tariffs uncertainties (Philip Wee) HTML
November 26, 2024Macro Insights Portal, Interest Rates Analytics, USD Rates Breakdown: Return of inflation expectation   (Eugene Leow, Samuel Tse) HTML
November 26, 2024USD Rates: UST relief rally over Trump’s Treasury Secretary pick (Eugene Leow) HTML
November 26, 2024FX Daily: Volatility returns as Trump reignites tariff threats (Chang Wei Liang) HTML
November 22, 2024KRW rates: KTB yields to drift higher (Samuel Tse) HTML
November 22, 2024FX Daily: RMB stability endures while JPY rises on possible BOJ hike (Chang Wei Liang) HTML
November 21, 2024Indonesia rates: BI pauses with an eye on financial market stability (Radhika Rao) HTML
November 21, 2024FX Daily: Guarding against complacency in escalating Ukraine-Russia conflict (Philip Wee) HTML
November 20, 2024DM Rates: Keeping an eye on the Ukraine-Russia conflict (20 Nov) HTML
November 20, 2024FX 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, 2024FX Daily: DXY and related trades take a breather (Philip Wee) HTML
November 15, 2024Asia rates: Asia govvies hit by Trump trade (Eugene Leow, Samuel Tse) HTML
November 15, 2024FX Daily: Diminished Fed cut expectations powers USD (Chang Wei Liang) HTML
November 14, 2024Macro Insights Portal, DACS: Limited impact on credit from tariff threats (Chang Wei Liang) HTML
November 14, 2024USD Rates: CPI relief but sticky inflation worries linger (Eugene Leow) HTML
November 14, 2024FX Daily: Trump tariff risks and Asian winners and losers (Chang Wei Liang) HTML
November 13, 2024India rates: October inflation rules out near-term cuts (Radhika Rao) HTML
November 13, 2024USD Rates: Inflation risks skewed to the upside? (Eugene Leow) HTML
November 13, 2024FX Daily: DXY fully retraced 3Q’s decline (Philip Wee) HTML
November 12, 2024SGD Rates: Lack of SGS supply & lack of twin easing   (Eugene Leow) HTML
November 12, 2024FX Daily: Trump Trade 2.0 continued amid caution (Philip Wee) HTML
November 8, 2024US: Fed meeting a non-event (Taimur Baig) HTML
November 8, 2024USD Rates: Factoring in less dovishness (Eugene Leow) HTML
November 8, 2024FX Daily: A December rate cut is more likely at the Fed than the BOE (Philip Wee) HTML
November 7, 2024USD Rates: Pricing in the Trump-Republican sweep  (Eugene Leow) HTML
November 7, 2024FX Daily: Fed and BOE to cut 25 bps, Germany in political crisis after Trump’s victory  (Philip Wee) HTML
November 7, 2024Malaysia: 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, 2024Macro Insights Portal, DEER: USD’s high valuation (Chang Wei Liang) HTML
November 5, 2024USD Rates: Senate & House outcomes are also important for USTs  (Eugene Leow) HTML
November 5, 2024FX Daily: Pay more attention to RBA’s tone than inaction (Philip Wee) HTML

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Economics & Macro Strategy Flash 


DateReport
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
September 24, 2024China: New round of stimulus HTML
September 23, 2024Japan & Eurozone: On their own beat HTML
September 20, 2024Taiwan: More credit controls and RRR hike HTML
September 18, 2024Indonesia: Accommodative turn in monetary and fiscal policy HTML
September 16, 2024China: Sluggish domestic demand HTML
September 4, 2024Crypto Digest: Outflows stabilizing across Ether ETFs  HTML
August 19, 2024Singapore: National Day Rally 2024 – policies for inclusive growth HTML
August 19, 2024USD Rates: Fed’s QT end-game HTML
August 15, 2024China: Broad-based slowdown  HTML
August 13, 2024Singapore: Labour productivity gains supporting growth HTML
August 8, 2024India RBI monetary policy: Hawkish undertones HTML
August 6, 2024FX: DEER recommendations (Aug 2024) HTML
August 5, 2024Indonesia: Steady growth beat, pockets of vulnerability HTML
August 1, 2024Hong Kong SAR: Strong growth despite subdued consumption HTML
July 31, 2024Japan: Gentle QT and strategic rate hike HTML
July 26, 2024Singapore: MAS’s dovish hold HTML
July 23, 2024China : The 3rd Plenum - Deepening reform  HTML
July 22, 2024India Budget preview: Lean on expenditure multipliers HTML 
July 15, 2024China: 2Q GDP weakens & Third Plenum outlook HTML
July 12, 2024Singapore: Lifting 2024 growth forecast on external upturn HTML
July 8, 2024India: Exploring the degrees of capex uplift HTML
June 14, 2024Taiwan: Credit controls and RRR hike HTML
June 5, 2024India elections: Political continuity in a tight race  HTML
May 23, 2024Singapore: On track for 2%+ growth in 2024 HTML
May 17, 2024China: Mixed data underscore need for more easing HTML 
May 16, 2024Japan: GDP weakness and yen debates HTML 
May 8, 2024Singapore: Implications of foreign capital inflows HTML 
May 7, 2024FX: DEER recommendations (May 2024)  HTML 
May 3, 2024Hong Kong SAR: Export led 1Q GDP rebound  HTML 
April 29, 2024Japan: Policy normalisation delayed  HTML 
April 24, 2024Bank Indonesia’s proactive hike  HTML 
April 16, 2024China: Revising up GDP growth forecast to 5% HTML 
April 16, 2024India’s poll manifestos weigh continuity vs. populism HTML 
April 12, 2024Singapore: A steady SGD policy for balanced risks HTML
April 11, 2024Thailand: Door for rate cut remains open after April’s patience HTML
April 9, 2024China: Ties with the US amid trade tensions HTML
April 5, 2024India: RBI's comfortable hold HTML
March 22, 2024RMB: Between geopolitical risks and policy stability HTML
March 22, 2024Taiwan: Understanding the CBC rate hike HTML
March 20, 2024Indonesia: Restrained doves HTML
March 19, 2024Japan: The end of NIRP and YCC HTML
March 18, 2024China: Emerging bottom-up recovery signs HTML
March 12, 2024China: Recovery signs emerge despite lingering risks HTML
March 5, 2024China: Growth target lifts easing expectations HTML
March 1, 2024India: Strong growth print and implications HTML
February 29 2024HK budget: Targeted supports, broader revitalization HTML
February 20, 2024India: Favourable current account cues HTML
February 15, 2024Indonesia elections: Exit polls produce a clear winner HTML
February 15, 2024Singapore: Recovery ahead despite a softer 4Q23 upturn HTML
February 1, 2024India Budget review: Pragmatism over populism HTML
February 1, 2024Hong Kong: Beyond technical rebound HTML
February 1, 2024Taiwan: 3% growth on track HTML
January 29, 2024Singapore: MAS not letting its guard down HTML
January 18, 2024Singapore: Unchanged MAS policy in January HTML
January 17, 2024Indonesia: Lower bond supply risk for 2024, BI on hold HTML
January 17, 2024China data review; liquidity injection in the pipeline HTML
January 16, 2024India’s interim budget to retain a progressive outlook HTML
January 15, 2024Taiwan: Economic outlook after elections HTML
January 2, 2024Singapore: Emerging recovery HTML
December 15, 2023China: Slow growth amid rising real funding costs  HTML
November 23, 2023RMB and JPY: Lifted by geopolitics and falling rates HTML
November 22, 2023Singapore: Gradual recovery ahead HTML
November 14, 2023Thailand: Digital wallet scheme a fiscal burden HTML
November 6, 2023FX: DEER recommendations (November 2023) HTML
October 30, 2023Forward Singapore: A roadmap towards resilience HTML
October 19, 2023Bank Indonesia guns for rupiah stability with a surprise hike HTML
October 3, 2023Vietnam: Cautious cyclical outlook HTML
September 28, 2023Singapore chartbook: MAS to maintain status quo HTML
September 25, 2023India’s bonds go global with index inclusion HTML
September 11, 2023Indonesia: New money market tool SRBIs to garner interest HTML
September 5, 2023India: Weather, inflation and growth HTML
August 29, 2023Taiwan: A cautious tech recovery on the horizon HTML
August 10, 2023India: RBI maintains a prudent hawkish pause HTML
August 7, 2023Indonesia: Firm growth allows BI to focus on FX stability HTML
August 3, 2023FX: DEER recommendations (August 2023) HTML
August 1, 2023Hong Kong SAR: Moderating recovery HTML
July 31, 2023Yen weakness restrained by flexible YCC HTML
July 25, 2023Japan: YCC policy and Yen HTML
July 20, 2023Asia Rates: Waiting for DM pivot HTML
July 19, 2023India: Dial ‘W(eather)’ for inflation HTML
July 14, 2023Singapore: Weak growth, but no recession HTML
July 3, 2023Vietnam: Soft 2023 growth, but still an FDI darling HTML
June 26, 2023Asia Rates: Flows, Positioning & Valuation (June 2023) HTML
June 26, 2023ECB’s likely policy dilemma HTML
June 21, 2023Thailand: Improving fundamentals HTML
June 15, 2023China: Rate cuts to support growth HTML
June 15, 2023USD Rates: The Fed looks to extending the hike cycle HTML
June 8, 2023India RBI: A Goldilocks pause HTML
June 8, 2023North Asia: Trade cycle bottoms; supply chain shift continues HTML
June 1, 2023India growth: Strong start to the year, uneven terrain ahead HTML
May 25, 2023Indonesia: Pause balances easing inflation and global uncertainty HTML
May 16, 2023China: Mixed signals beneath the surface HTML
May 3, 2023Hong Kong SAR: GDP rebounds HTML
April 27, 2023Japan: Long JPY ahead of BOJ meeting HTML
April 26, 2023Asia Rates: Flows, Positioning & Valuation (April 2023) HTML
April 18, 2023Indonesia: Rate policy to pivot, fiscal off to a strong start HTML
April 18, 2023China: Uneven recovery HTML
April 14, 2023Singapore: MAS rebalancing growth and inflation risks HTML
March 24, 2023Asian banks: Better insulated from contagion risks HTML
March 16, 2023Indonesia: Rates on hold, with an eye on global uncertainties HTML
March 8, 2023North Asia: 4 takeaways from the post-LNY trade data HTML
March 2, 2023China's quest for balanced stimulus HTML
February 27, 2023Asia Rates: Flows, Positioning & Valuation (February 2023) HTML
February 23, 2023India: Counting on terms of trade relief HTML
February 20, 2023Asia Rates: Fed Uncertainty and Higher US Rates HTML
February 13, 2023Japan: New BOJ governor, challenges, and policy outlook HTML
February 7, 2023Indonesia: Strong 2022 growth, policy rate peaks HTML
February 2, 2023Hong Kong SAR: 2022 contraction; 2023 rebound HTML
January 30, 2023Asia Rates: Flows, Positioning & Valuation (January 2023) HTML
January 26, 2023South Korea & Taiwan: Slower growth, peak rates HTML
January 19, 2023Indonesia: Approaching tail end of the hike cycle HTML
January 13, 2023China: Subdued 2022, brighter 2023 HTML
January 12, 2023Indonesia: Off to a good start in 2023 HTML
January 3, 2023Japan: Increased flexibility of YCC HTML

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Macro Insights Weekly


DateReport
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
September 30, 2024China stimulus to the fore HTML
September 23, 2024End of inflation scare? HTML
September 16, 2024Downshifting yield curves HTML
September 9, 2024Assessing global growth momentum HTML
September 2, 2024Complacent mood for the final stretch of 2024 HTML
August 26, 2024Currency storm still simmering HTML
August 20, 2024Digital Assets Update 3Q24: Crypto and US politics  HTML
August 19, 2024Putting the inflation genie back in the 2% bottle HTML
August 12, 2024Singapore at 59 HTML
August 5, 2024Slowdown cometh? HTML
July 29, 2024US elections and markets HTML
July 22, 2024Global trade humming again HTML
July 15, 2024ASEAN-6 - Go with the (portfolio) flow HTML
July 1, 2024De-dollarisation update HTML
June 21, 2024High rates and property prices HTML
June 18, 2024Inversion of stagflation risks HTML
June 10, 2024Pitfalls of an everything rally HTML
June 3, 2024China trip notes: Isolating Property Sector Risks HTML
May 27, 2024Resiliency of US residential housing market HTML
May 20, 2024Credit rally amidst monetary tightening HTML
May 14, 2024Digital Assets Update 2Q24 : Base Broadening  HTML
May 13, 2024FX storm brewing HTML
May 6, 2024A year without rate cuts? HTML
April 29, 2024Global growth looks good for 2Q24 HTML
April 22, 2024Notes from IMF meetings: Shocks and resilience HTML
April 15, 2024What if 2% inflation remains elusive? HTML
April 8, 2024Implications of the strong US labour market  HTML
April 1, 2024What to make of the commodity cycle? HTML
March 25, 2024Time to shed complacency HTML
March 18, 2024Economic implication of shifting yield curves HTML
March 11, 2024China after the NPC HTML
March 4, 2024A health-check on Hong Kong SAR HTML
February 26, 2024A health-check on India HTML
February 19, 2024A health-check on China HTML
February 13, 2024Implications of a “no-landing” scenario HTML
February 7, 2024Digital Assets Update 1Q24: Crypto’s rebound HTML
February 5, 2024Singapore’s brightening semiconductor outlook HTML
January 29, 2024Complacent markets HTML
January 22, 2024Mild recovery in Asian exports HTML
January 15, 2024Assessing disinflation HTML
January 8, 2024Rate cuts? Not so fast HTML
December 11, 2023Three scenarios for 2024 HTML
November 27, 2023A welcome dollar correction HTML
November 20, 2023Fed and ECB’s balance sheet headaches HTML
November 14, 2023US treasury supply and demand HTML
November 6, 2023Fed pause and the Asia upside HTML
October 30, 2023USD strength and Asian FX: Manageable risks HTML
October 23, 2023Wars, high rates, asset prices HTML
October 16, 2023Notes from Marrakech: Polycrisis and resilience HTML
October 9, 2023Rising yields the last hurrah of this cycle HTML
October 2, 2023What to make of the US treasury selloff HTML
September 25, 2023Asia’s demographic dynamic HTML
September 18, 2023China’s macro impact on Asia HTML
September 11, 2023When will Asia’s export engine hum? HTML
September 4, 2023Can US outperformance prop up the global economy? HTML
August 28, 2023Odd case of US disinflation and surging growth HTML
August 21, 2023Inflation momentum in Asia HTML
August 14, 2023What will mark China’s trough? HTML
August 7, 2023Stocks versus bonds HTML
July 31, 2023Rising real rates HTML
July 24, 2023Fed, ECB, and BoJ’s divergence HTML
July 17, 2023From inflation respite to slowing growth HTML
July 10, 2023Central banks and recession risks HTML
July 3, 2023Twists and turns in 2H again HTML
June 26, 2023Soft signal from commodity markets HTML
June 19, 2023Fading rate cut expectations’ impact on currencies HTML
June 12, 2023US rates versus Asian rates HTML
June 5, 2023Goods versus services HTML
May 29, 2023As base effects fade HTML
May 22, 2023From slowing growth to bullish fixed income HTML
May 15, 2023Taking stock of inflation HTML
May 8, 2023Managing financial market tremors HTML
May 2, 2023As the global economy slows HTML
April 24, 2023China’s growth momentum HTML
April 17, 2023Notes from Washington DC: Managing slowdown HTML
April 10, 2023QT and Asia HTML
April 3, 2023Breathing room? HTML
March 27, 2023Market turmoil and Asia’s shock absorption capacity HTML
March 20, 2023Can rate hikes and liquidity support work together? HTML
March 13, 2023Emerging risks from a tightening cycle HTML
March 6, 2023Assessing China’s recovery momentum HTML
February 20, 2023Fed cycle to get longer HTML
February 13, 2023Short USD and long gold? HTML
February 6, 2023The year of rising (real) rates HTML
February 1, 2023India FY24 Budget: Growth support; fiscal consolidation \
January 30, 2023Assessing the soft patch in Asia’s exports HTML
January 16, 2023China’s rebound HTML
January 9, 2023The year of rising (real) rates HTML

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Focus & Thematic


DateReport
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
September 30, 2024Digital currencies: Perspectives and potential HTML
September 13, 2024Understanding China: Greater Bay Area: China’s economic powerhouse #2  HTML
September 9, 2024India: Slower inflation profile and liquidity nuance HTML
September 3, 2024Singapore: Evolving current account dynamics HTML
August 8, 2024ASEAN-6: Counting on trade, eye on risks  HTML
August 1, 2024Navigating High Winds: Southeast Asia Outlook 2024 – 34  HTML
July 23, 2024India Budget: Consolidation without expenditure compromise HTML
July 22, 2024China’s onshore bond and FX markets – a primer HTML
July 10, 2024Taiwan has demonstrated a strong exports-driven recovery in 1H, aligning with our earlier forecast for a global tech sector rebound HTML
July 4, 2024DEER: What drives the USD/JPY misalignment?  HTML
June 25, 2024Taiwan’s outbound investment: latest developments and outlook HTML
June 19, 202427-country macro risk analysis: Annual update HTML
June 4, 2024Understanding China: Greater Bay Area: China’s economic powerhouse HTML
May 24, 2024India’s elections and evolving data  HTML
May 8, 2024Singapore: Implications of foreign capital inflows  HTML
April 17, 2024ASEAN-6: Are the tourists back?  HTML
April 8, 2024Taiwan: Rebounding 2Q demand amid earthquake risks HTML
March 26, 2024India: Onshore bond and FX markets Primer (Update) HTML
March 19, 2024Singapore: Assessing core inflation HTML
February 26, 2024Hong Kong SAR: Game over? Hardly  HTML
February 19, 2024Singapore Budget 2024: Support for the long haul HTML
February 2, 2024FX: DEER recommendations (February 2024) HTML
January 31, 2024Singapore Budget 2024: Growth supportive stance HTML
January 12, 2024FX: Assessing the DEER strategy HTML
January 8, 2024ASEAN-6 2024 Outlook: Cautious optimism HTML
December 13, 2023Indonesia 2024 Outlook: Higher gear HTML
December 13, 2023Taiwan 2024 Outlook: Opportunities amid uncertainty HTML
December 11, 20232024 Outlook: Advantage India HTML
December 7, 2023Hong Kong SAR Macroeconomic Outlook: Upholding recovery HTML
December 5, 20232024 Markets and Economic Outlook: Soft landing? HTML
December 4, 2023Singapore Outlook 2024: A year of renewal HTML
December 1, 2023China 2024 Macroeconomic outlook: A New Model HTML
November 10, 2023Taiwan: Economic trends around elections HTML
November 9, 2023How to assess the fair value for SGD HTML
October 31, 2023India’s economy and markets around elections HTML
October 27, 2023Japan: BOJ policy preview and JPY implications HTML
October 20, 2023JPY and RMB: Rising risks of policy smoothing HTML
October 12, 2023The rise of Chinese capital in ASEAN HTML
October 11, 2023India: Macro impact of high oil and fresh geopolitical risks HTML
October 10, 2023ASEAN-6: Tailwinds from supply chain reconfiguration HTML
October 10, 2023Taiwan 4Q outlook: A U-shaped recovery HTML
August 8, 2023ASEAN-6: Watching weather risks HTML
July 12, 2023Convertible bonds’ value as a financing option HTML
July 11, 2023China and Hong Kong SAR: 2H23 and 2024 Outlook HTML
July 6, 2023North Asia: Risks and implications of El Niño HTML
June 28, 2023India: Supply chain tailwind, reforms, and resilience HTML
June 22, 2023Expecting a restrained Korean won HTML
June 6, 2023Coal phase-out: Challenges and an emerging roadmap HTML
May 24, 2023Asian banks: Liquidity, funding, and credit outlook  HTML
May 11, 2023ASEAN-6: Inflation retreat to make room for policy shift HTML
May 9, 2023FX: DEER recommendations (May 2023) HTML
May 4, 2023Indonesia’s economy and markets around elections HTML
April 25, 2023RCEP, China, and RMB’s “third-party” use HTML
April 24, 2023Vietnam: Key beneficiary of supply chain shifts HTML
April 17, 2023India’s service trade is on a strong wicket HTML
April 4, 2023Taiwan: Reassessing growth, inflation, and financial stability HTML
April 4, 2023Understanding China: Impact of Sino-US rivalry on Trade, FDI, and UST holdings HTML
April 3, 2023Thailand’s economy and markets around elections HTML
March 14, 2023Singapore: CPI print and underlying inflation pressure HTML
March 8, 2023Indonesia: Bright spot in a vibrant ASEAN-6 region HTML
March 6, 2023USD/HKD peg remains a compelling policy choice HTML
February 15, 2023Indonesia’s medium-term catalysts HTML
February 15, 2023Singapore Budget 2023: Balancing near and long-term priorities HTML
February 9, 2023Smaller impetus for further RMB appreciation HTML
February 3, 2023FX: DEER recommendations (February 2023) HTML
January 20, 20231Q GDP Nowcasting: China, India, Indonesia, Singapore HTML
January 18, 2023Top-10 macro trade ideas for 2023 HTML
January 10, 2023India Budget preview: Macro stability and growth HTML

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Chart Book


DateReport
November 19, 2024Thailand chartbook: Recovery in a challenging landscape HTML
October 3, 2024Singapore chartbook: Keeping SGD strength; balancing disinflation and growth HTML
September 19, 2024Johor-Singapore Special Economic Zone (JS-SEZ)’s potential HTML
August 20, 2024Thailand chartbook: On track for growth rebound HTML
July 3, 2024Vietnam chartbook: Growth upturn with lingering inflation risks HTML
July 1, 2024Singapore chartbook: Scope for easier SGD policy in 2H24 HTML
June 27, 2024HKSAR chartbook: Resilience beyond cyclical headwinds  HTML
June 12, 2024Indonesia Chartbook: Political transition  HTML
May 31, 2024Taiwan Chartbook: Strong resilience and sustained recovery HTML
May 21, 2024Thailand chartbook: Cyclical bounce ahead; some lingering risks  HTML
April 30, 2024India chartbook: Higher gear HTML
April 25, 2024China chartbook: 2Q24 GDP growth tracking 5% HTML
April 2, 2024Singapore chartbook: Steady MAS policy in April’s review HTML
February 27, 2024Japan Chartbook: A fundamental check HTML
February 20, 2024Thailand chartbook: Stuck in low gear HTML
August 22, 2023Thailand chartbook: Tourism recovery faced with uncertainties HTML
June 23, 2023Taiwan Chartbook: Assessing short-term risks and the potential turning point HTML
June 14, 2023Japan chartbook: Reopening, reshoring, and reflation HTML
June 12, 2023Singapore chartbook: Trim growth expectations amid soft global demand HTML
May 23, 2023India: Labour markets hold up; stronger reserves defence HTML
May 16, 2023Thailand chartbook: Elections, recovery vs stability risks  HTML
April 5, 2023Singapore chartbook: MAS policy coming to a pause HTML
February 20, 2023Thailand chartbook: Tourism support; exports challenge HTML
January 10, 2023Vietnam chartbook: Normalisation amid cyclical headwinds HTML

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Monthly

September 4, 2024Crypto Digest: Outflows stabilizing across Ether ETFs HTML
June 5, 2024Crypto Digest: Ethereum ETFs are coming HTML

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