Philippines: Amid Easing Broad Money, BSP's Anti-Inflation Bias Intensifies
Summary: Broad money deceleration in June was due to less liquidity spillover from Treasury’s deficit-funding (withdrawal of its cash deposits...
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The Philippines: Analysis of the State of the Nation Address 2018 - No Surprises by Duterte
President Duterte delivered his third and shortest-ever SONA early this week, with little by way of surprises. He reiterated support and momentum...
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Bangko Sentral's Rate Hike to Persist While Bank Reserve Cuts Stall
In a departure from BSP's (Bangko Sentral ng Pilipinas) plan to recalibrate its operational liquidity tools, BSP Gov. Nestor Espenilla Jr....
397 Views
Week Ahead in Global Macro: Sintra, OPEC+, BOE/SNB/NB, BOT/BSP/BCB/Banxico, MSCI, Turkey Elections
Our guide to this week’s global macro risk events and trading opportunities. This week in questions: Will ECB speakers/Sintra presenters...
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The US/China Relationship: Investors Complacent Despite Irreconcilable Differences
By confronting Beijing over the US deficit in bilateral trade, President Trump has opened a Pandora’s Box of grievances concerning the broader...
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