Factors that could strengthen global activity

Oct 01, 2015 05:42 am UTC| Commentary

There are some factors which could lead to a renewed strengthening in global activity.The United States could post even stronger output growth, led by rising household expenditures in response to increasing job...

Considerable downside risks to global growth outlook

Oct 01, 2015 05:40 am UTC| Commentary

There are still considerable downside risks to the outlook which could undermine growth even further. Global growth could lose even more momentum, dragged further down by a potentially weaker performance in China which...

Chicago PMI suggests a contraction in Midwest activity

Oct 01, 2015 05:32 am UTC| Commentary

Chicago PMI fell sharply to 48.7 in September from 54.4 last month, well below both expectations. Production is at 43.6 after having recovered over the summer. New orders are at 49.5 which also contracted but remain above...

Korea's exports likely to improve due to strong external demand

Oct 01, 2015 05:25 am UTC| Commentary

Korean exports fell only 8.3% y/y in September, better than expected. On a seasonally adjusted m/m basis, exports rose 9.9% after plunging 11.4% in August (Jul: -0.1%), with the rebound driven in part by payback from...

Bank Of Thailand likely to remain on sidelines

Oct 01, 2015 05:22 am UTC| Commentary

Despite poor domestic and external growth outlooks, the Bank of Thailand is likely to remain on the sidelines. In its latest policy statement, the BoT affirmed its stance as sufficiently accommodative.A weaker THB...

Thailand's Inflation likely to remain low in Q4 15

Oct 01, 2015 05:18 am UTC| Commentary

Lower energy prices continue to keep Thailand inflation in negative territory. Today showed the ninth consecutive month of negative prints, as lower energy prices continue to dominate other components in the basket. Energy...

Revised US job counts likely to color appraisals of Friday’s payroll report

Oct 01, 2015 05:16 am UTC| Commentary

Prior-month revisions to US job counts are expected to have a material impact on market participants assessments of this weeks report. Since the beginning of the 21st Century, the BLS has generally underestimated the...