Week Ahead in Global Macro: US Shutdown, Germany SPD, BOJ, ECB, Malaysia BNM, Brazil Lula in Court
Executive summary: Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas, we are tactically...
269 Views
Chart of the Day: Who's Got The 'Mo?
Which Asian economy has seen the greatest GDP growth acceleration over the last year? As today's chart shows, there is no contest. Singapore, a...
151 Views
Chart of the Day: Ringgit Off The Hook
Malaysia stands out as having one of, if not the most, undervalued real exchange rate amongst major emerging markets. The Bank of International...
139 Views
Malaysia Budget 2018: A Buffet of Handouts with a Keen Eye on GE14
The national budget dispensed numerous handouts and subsidies as the government moves to shore up political support before elections in 2018....
128 Views
Emerging Markets: REER View Mirror
The BIS's estimates of real effective exchange rates (REERs) have long been the gold standard for longer-run FX valuation. Our analysis of the...
230 Views