China's activity growth likely to improve

Sep 08, 2015 07:17 am UTC| Commentary

Chinas housing investment should start to see a slightly more pronounced recovery after four months of sales rebounds. Nominal retail sales might have improved as well given a higher inflation rate. Chinas activity...

Beyond high short-term volatility, Australian labour market is quite firm

Sep 08, 2015 07:15 am UTC| Commentary

Australias July labour market report surprised in just about every aspect, with large moves in all key measures. The August report is expected to reverse a substantial part of these changes, as sample rotation had a great...

EMFX leading way to sudden stop?

Sep 08, 2015 07:11 am UTC| Commentary

Aggressive currency depreciations amongst the traditional higher beta EM currencies are the clearest indication yet that market participants are giving serious consideration to the potential of a sudden stop in current...

BoK to maintain a neutral stance to ensure financial stability

Sep 08, 2015 07:11 am UTC| Commentary

A dovish member from the Bank of Korea (BOK) said that the monetary authorities should prepare for all the available policy tools. The hawkish member emphasised the BoKs official forecast that headline inflation will rise...

Exchange rate unlikely to influence China-South Korea trade

Sep 08, 2015 07:02 am UTC| Commentary

The relationship between CNY/KRW exchange rates and Koreas trade balance with China has not been clear-cut in recent years. The rise in trade surplus from 18% of overall trade flows in mid-2011 to 30% in mid-2013 is...

AUD stronger despite import decline in China

Sep 08, 2015 07:01 am UTC| Commentary

It is a complete mystery why AUD was able to appreciate following the publication of the Chinese trade balance data. Of course the Chinese trade surplus was more pronounced than had been expected. However, that is...

Japan needs further Yen weakness

Sep 08, 2015 06:59 am UTC| Commentary

Q2 GDP in Japan was not as bad as expected. The revision of the GDP data resulted in a fall of only 0.3% qoq . And the current account balance for July recorded a decent plus, as had been the case in previous months....