No currency effect in Malaysia's industrial output

Dec 10, 2015 02:23 am UTC| Commentary

Malaysias October industrial output is on tap today. Consensus is looking for a 4.8% YoY expansion, pretty much in line with the 5.1% rise in the previous month. However, chance is that there could be disappointment in...

Bank Indonesia likely to remain cautious in setting its policy stance

Dec 10, 2015 02:10 am UTC| Commentary

Next weeks BI policy meeting is eagerly awaited by the markets. BI officials themselves will be eagerly monitoring the markets in the aftermath of the US Fed rate decision, prior to the BI meeting. Not less important is...

Bank of Korea policy decoupling

Dec 10, 2015 02:02 am UTC| Commentary Central Banks

The Bank of Korea is widely expected to stand pat at todays policy meeting. Domestic demand has started to recover and GDP growth has bounced back, reducing the pressure for the BOK to cut rates. Markets no longer look for...

Currency War Series

More ECB policy stimulus is likely, if inflation disappoints

Dec 10, 2015 00:52 am UTC| Commentary Central Banks

CPI inflation fell below 2% in early 2013 and has since been on a downward trajectory. It is believed that it has bottomed, but the concern is that the expected recovery in inflation over the next couple of years will be...

Another year of solid US GDP growth

Dec 10, 2015 00:38 am UTC| Commentary

2015 has seen a second successive year of above-trend economic growth. Nevertheless, growth has been less than initially forecast, partly because of cutbacks in oil investment and production, and partly because of the...

New Zealand electronic card spending continues to climb in November

Dec 10, 2015 00:13 am UTC| Commentary

Household spending remains firm. Overall retail spending was up 0.3% over November, while core spending (which excludes the volatile motor vehicle and fuel categories) was up 0.4%. Novembers increase come on top of solid...

New Zealand electronic card spending continues to climb in November

Dec 10, 2015 00:13 am UTC| Commentary

Household spending remains firm. Overall retail spending was up 0.3% over November, while core spending (which excludes the volatile motor vehicle and fuel categories) was up 0.4%. Novembers increase come on top of solid...