Market Movers

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  • Daily Digest
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Developed Markets / Equities

US Stocks Creep Higher

March 30, 2017
US Stocks Creep Higher

Low trading volume caps gains in US equities; European and UK shares rally despite Brexit

Asia / Equities

Asian Equities End Mixed

March 30, 2017
Asian Equities End Mixed

Investors weigh Brexit plans amid positive US economy data

Global / Currencies

Sterling Pares Losses

March 30, 2017
Sterling Pares Losses

The pound hit a one-week low as Brexit kicks off

Global / Insights

Trump Health Care Bill Fails to Launch

March 27, 2017
Trump Health Care Bill Fails to Launch

Major doubts are cast on the administration's ability to push through other initiatives

Global / Insights

Risk Assets Push Higher amid “Dovish” Fed

March 20, 2017
Risk Assets Push Higher amid “Dovish” Fed

But looser financial conditions may force the Federal Reserve to normalise monetary policy quicker

Global / Insights

The Era of Rising Rates has Arrived

March 13, 2017
The Era of Rising Rates has Arrived

Investors' focus has shifted from "will the Fed hike rates" to "how fast will the rate hiking cycle be"

Global / FX Chartist's Diary

USD/JPY: Health Care Vote Failure Posts Challenges

March 27, 2017
USD/JPY: Health Care Vote Failure Posts Challenges

The dollar-yen pair must hold the key level to reopen the upside.

Global / FX Chartist's Diary

Quick Look at USD/CAD

November 11, 2016
Quick Look at USD/CAD

Canada's dollar is a NAFTA currency, but it has been far less volatile than the Mexican Peso

Global / Clear Call

A Nervous New World (Part 2)

November 09, 2016
A Nervous New World (Part 2)

The Republican Party could win both the House and the Senate, giving Trump the power to act Obama didn't have

Insights and Analysis

  • Economics
  • Industry
  • Economics
  • Industry
India / Rates

Monetary Policy on Cruise Control

March 27, 2017
Monetary Policy on Cruise Control

After shifting to a neutral stance for monetary policy, India’s central bank may be pulling the brakes on the easing cycle that started in early 2015.

Thailand / GDP

Narrower Current Account Surplus a Plus

March 21, 2017
Narrower Current Account Surplus a Plus

We expect Thailand’s current account surplus to narrow to 7.2% and 6.5% of GDP in 2017 and 2018 from 11.4% in 2016. A narrowing of the surplus should be seen as a positive sign.

Global / GDP

Q2: Lemmings, the Euro and the Sea

March 09, 2017
Q2: Lemmings, the Euro and the Sea

Everyone is betting on a stronger US dollar this year, largely on expectations of rate hikes by the Federal Reserve. But the Europe and the euro could have a bigger impact on global markets than anyt...

China / Real Estate

Inventory Starting to Build in Key Cities

March 30, 2017
Inventory Starting to Build in Key Cities

A weekly snapshot of the Chinese property market – from sales volume to inventory levels – in the Tier-I to -III cities; as well as an overview of the share performance of sector players.

China / Real Estate

Sales Cool On Tightening Measures

March 14, 2017
Sales Cool On Tightening Measures

A weekly snapshot of the Chinese property market – from sales volume to inventory levels – in the Tier-I to -III cities; as well as an overview of the share performance of sector players.

China / Real Estate

Sales Pick Up Amid Softening Prices

February 28, 2017
Sales Pick Up Amid Softening Prices

A weekly snapshot of the Chinese property market – from sales volume to inventory levels – in the Tier-I to -III cities; as well as an overview of the share performance of sector players.

Economics Daily

  • Asia
  • Global
  • Asia
  • Global
Indonesia / GDP

Room to Improve

March 29, 2017
Room to Improve

As long as Indonesia’s government remains committed to supporting GDP growth momentum, there is still plenty of room to improve on fiscal policy execution.

South Korea / GDP

Exports to be Key Driver of Growth

March 29, 2017
Exports to be Key Driver of Growth

A recovery in Korea’s key markets of China, the US, the Eurozone, and Japan will help lift the country’s exports.

Japan / GDP

Expecting a Mixed Bag of Data

March 28, 2017
Expecting a Mixed Bag of Data

Japan’s February industrial production may surprise on the upside, but consumption and inflation will likely remain weak. What does this mean for the Bank of Japan?

US / Rates

More Than Complacent

March 30, 2017
More Than Complacent

Market expectations of three US Federal Reserve hikes in the next 21 months are beyond complacent. We expect three more hikes this year, and four next year.

Global / Currencies

Euro Down, Dollar Up on Banks’ Stance

March 30, 2017
Euro Down, Dollar Up on Banks’ Stance

The market may have underestimated the Fed’s resolve to normalise monetary policy, just as it underestimated the ECB’s will to keep its policy loose this year.

Europe / Rates

Attention Split Between ECB and Brexit

March 30, 2017
Attention Split Between ECB and Brexit

Focus overnight was split between rumoured European Central Bank comments and the UK officially triggering Article 50. Read on for our analysis on both events.

Featured Publications

Global / GDP

Q2: Lemmings, the Euro and the Sea

March 09, 2017
Q2: Lemmings, the Euro and the Sea

Everyone is betting on a stronger US dollar this year, largely on expectations of rate hikes by the Federal Reserve. But the Europe and the euro could have a bigger impact on global markets than anyt...

Global / Telecommunications

The Push for 5G: Shaking Up the Landscape

January 27, 2017
The Push for 5G: Shaking Up the Landscape

Rapidly growing data consumption is driving the push for 5G. The high costs associated with building the network could bring about a paradigm shift in telcos’ business models and financial returns.

China / Consumer Services

Eldercare in China: A Sunrise Industry

December 16, 2016
Eldercare in China: A Sunrise Industry

To cope with a burgeoning and quickly ageing population, China is putting together a pension – and healthcare – system that will mean significant investment opportunities. We take a close...