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Strategy

Global / FX • 24 Sep 2021

FX Daily: Maneuvering between US bond yields and equities

Tighter monetary bias in a slowing growth environment

Global / Rates • 24 Sep 2021

Rates: 10Y US fair value still pegged at 1.60%

Asia

Indonesia / Interest Rate • 18 Nov 2021

Bank Indonesia on hold, with an eye on US policy shifts

Bank Indonesia held the benchmark rate at a record low at 3.5%, extending the prolonged pause in ...

Europe / GDP • 16 Nov 2021

Eurozone & Japan: Better times ahead

Thailand / GDP • 16 Nov 2021

Thailand: A gradual recovery, at last

China / GDP • 15 Nov 2021

China: Power disruptions ease, headwinds remain

India / GDP,Inflation • 15 Nov 2021

India: Festive boost buoys output, inflation a drag

Global

Global / Rates,FX • 27 Oct 2021

Macro Strategy: Indian vs Indonesian bonds; CAD vs DXY

Divergent bond yield outlook in Indonesia/India; Overly strong CAD

Global / FX • 30 Sep 2021

FX Daily: USD finally broke higher

Global / Rates • 30 Sep 2021

Asia Rates: Beta moves to US

Global / FX • 29 Sep 2021

FX Daily: Hammered by risk aversion and higher yields

Global / Rates • 29 Sep 2021

Rates: A whiff of tantrum