Commodity Outlook: Standard Chartered
Mar 23, 2015 08:35 am UTC| Commentary
Oil faces further short-term downside risks, but we expect a rapid removal of the surplus and a pricerecovery from H2. Across base metals, constrained supply dynamics are further pressured by lower prices, and we expect...
Rates Outlook: Standard Chartered
Mar 23, 2015 08:34 am UTC| Commentary
Medium-term, we see limited upside for the Fed policy rate and UST yields from a historical perspective. We expect the 10Y UST yield to be capped at 2.60%. In Asia, central banks continue to battle disinflation. We have...
FX Outlook: Standard Chartered
Mar 23, 2015 08:33 am UTC| Commentary
Our call for a strong USD against G10 currencies, but a mixed performance against EM, continues to performwell. We expect dollar divergence into the first Fed hike. Thereafter, we expect USD consolidation, with AXJ...
Macro outlook: Standard Chartered
Mar 23, 2015 08:31 am UTC| Commentary
The US economy is strong, Europe is starting to pick up and China is still slowing. Monetary conditions have eased almost everywhere in recent months. Looking ahead, the benefits of the oil-price fall will take time to...
US tepid core inflation to support the Fed’s wait-and-see stance
Mar 23, 2015 07:40 am UTC| Commentary
February U.S. CPI inflation data will be released Tuesday (08:30 ET).Standard Chartered notes its views as follows.... In line with the consensus, we think headline prices were up 0.2% m/m, from -0.7% prior, driven...
UK CPI likely eased further in February
Mar 23, 2015 07:39 am UTC| Commentary
Standard Chartered notes its views on UK CPI as follows.... We expect the CPI inflation rate, due on 24 March, to have eased further, to 0.2% y/y in February from 0.3% prior, and core CPI to have eased to 1.3% from...
Vietnam Q1 GDP and March data likely to show steady growth
Mar 23, 2015 07:36 am UTC| Commentary
Vietnam will release Q1-2015 GDP data and key March data from 25-31 March, and March inflation data on 24 March.Standard Chartered notes its views on Vietnam GDP data as follows.... We expect steady GDP growth of 5.4%...
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