Downside risk to the 7% growth target of Chinese government
Mar 11, 2015 11:23 am UTC| Commentary
Chinese data for January and February released this morning was markedly weaker than the expected across the board.Data for industrial production, fixed asset investment and retail sales for January and February are...
Mar 11, 2015 11:12 am UTC| Commentary
SEK is outperforming on better than expected CPI data. There are signs that inflation is beginning to emerge from its trough as headline Feb CPI surprises to the upside at 0.7% m/m (cons: 0.6%) with core CPI jumping to...
BNM maintains its growth outlook, policy remains accommodative
Mar 11, 2015 11:05 am UTC| Commentary
In line with the policy statement, BNM clearly signaled in its annual report that the monetary policy stance remains sufficiently accommodative for Malaysias economy. On growth, BNM expects private investment to remain...
German wage growth finally taking off
Mar 11, 2015 10:56 am UTC| Commentary
The latest data on German wage growth suggest that pay is finally beginning to respond to the long labour market recovery.With deflation offering a further boost to real wage growth, we expect the German consumer recovery...
Sweden’s inflation rate turn positive in February
Mar 11, 2015 10:47 am UTC| Commentary
Swedens headline inflation rate turned positive in February for the first time in eight months. But deflationary pressures have not disappeared altogether and we continue to think that the Riksbank will need to take...
Best is ahead for India's BoP in Q4 FY15
Mar 11, 2015 10:35 am UTC| Commentary
India has reported strong balance-of-payments (BoP) data for Q3-FY15 (quarter ended December 2014).The trade deficit was much narrower than expected, and the banking sector saw larger-than-expected inflows versus our...
Turning tactically bearish on the KRW
Mar 11, 2015 10:26 am UTC| Commentary
While the KRW has been one of our top picks in Asia, it is recognised that the strong USD will alsocause some damage in Asia FX, at least in the near term.Societe Generale notes in a report on Wednesday: Jason Daw, our...
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