U.S. real GDP growth likely marginally faster during the fall quarter
Mar 27, 2015 06:38 am UTC| Commentary
The Bureau of Economic Analysis is expected to report that real GDP expanded at an annualized clip of 2.5% during the final three months of 2014, three ticks faster than their second estimate but half as fast as the heady...
S.korea's CPI inflation to have remained low in March
Mar 27, 2015 06:23 am UTC| Commentary
South Korea will release March CPI data on 1 April. The data on 2014 per-capita GDP, released on 25 March, indicated a 7.6% y/y increase in income to USD 28,180. However, private consumptioncontinues to slow versus 2014,...
Japan industrial production likely dropped m/m in February
Mar 27, 2015 06:20 am UTC| Commentary
Japan will release February industrial production (IP) data on 30 March. According to Standard Chartered IP to have dropped 0.8% m/m on a seasonally adjusted basis; this translates into a minor y/y contraction of 0.1%. IP...
China manufacturing sector likely remained sluggish in March
Mar 27, 2015 06:17 am UTC| Commentary
China will release official manufacturing PMI data for March on 1 April. According to Standard Chartered the index is likely to have inched up marginally to 50.0 from 49.9 in February as factories reopened and businesses...
strong improvements expected in Japan's export volumes and fiscal deficit
Mar 27, 2015 06:09 am UTC| Commentary
Japans weak export volume growth has often been attributed to corporates losing their international competitiveness, making them unable to increase their export volumes despite the depreciation of the yen. However, recent...

Korea's growth and inflation worrisome, BOK to maintain accommodative policy
Mar 27, 2015 05:59 am UTC| Commentary
Koreas headline CPI has undershot the BoKs forecast range since 2012. More recently, BoK shifted its target from 2.5% over the past two years to 1.9% for 2015. However, CPI inflationcontinues to surprise to the downside of...

Short GBP on political risks: RBC Capital Markets
Mar 27, 2015 05:48 am UTC| Commentary
Having been caught in the crossfire of EUR and USD for most of 2015, GBP is finally weakening independently.The disappointing economic data also reflects a rising political risk premium as the outcome ofthe election - now...