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Daily analysis of the latest economic data points and policy developments in Asia and the major economies of the world.
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Markets are keen to leave the tumult of Brexit and US elections behind, and embrace the upside of vaccine rollout and fiscal stimulus in the US and EU.
Indonesia bond and FX markets have kickstarted the year on a firm footing. Rising COVID-19 caseload and growth impact will keep the door open for easing this year.
Japan is set to declare a one-month state of emergency for the Tokyo area.
China’s push for growth-at-any-cost is being replaced with the “New Normal”.It will fundamentally change how business and investing are done.
Read MoreMCO and MGS; HY China Credit watch; USD outlook less bearish.
USD is starting to look better than EUR on a relative basis.
January 11, 2021
January 07, 2021
January 06, 2021
January 04, 2021
December 14, 2020
December 11, 2020
December 07, 2020
November 30, 2020
November 30, 2020