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Research Library

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Economics and Macro Strategy

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Asia

Thailand: Imminent policy rate normalisation likely

The BOT has pivoted hawkish during its June meeting amid rising inflation concerns. We are pullin...

Market selloff and tightening conditions

India’s RBI policy committee retains hawkish bent

High subsidy budget leaves Bank Indonesia with more headroom

Indonesia: Resilient growth provides room to prioritise inflation

Global

Singapore: Slower growth ahead

Growth will continue to slow and a sequential decline in 2Q22 should not be discounted.

Macro Strategy: Indian vs Indonesian bonds; CAD vs DXY

FX Daily: Fed lifts the USD

Rates: Taper clarity

FX Daily: Caught between China and the US

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