December 10, 2015

Essential Asia: Interest in Interest

With U.S. interest rates on the rise, the focus for Asia is likely to shift to the relative ability to cope. Key highlights: With the U.S. Federal Reserve embarking on a path to rate normalization, the focus in Asia is likely to shift to which economies are best placed to cope. Asia is likely to […]

With U.S. interest rates on the rise, the focus for Asia is likely to shift to the relative ability to cope.

Key highlights:

  • With the U.S. Federal Reserve embarking on a path to rate normalization, the focus in Asia is likely to shift to which economies are best placed to cope.
  • Asia is likely to see slowing but decent 6% growth; its healthy current account balances and strong FX reserves positions though should enable the impact of outflows to be contained.
  • The relative growth and inflation outlooks put India ahead of the pack on both fronts, in addition to the INR’s very healthy positive carry over the USD.
  • We updated our 2016 Asian FX forecasts and also added a focus piece on Taiwan elections.

For full analysis, download report: Essential Asia: Interest in Interest (PDF, 527 KB)

The AUD in November 2023

The AUD in November 2023

1 December 2023

The AUD in November AUD/USD returned to ‘normal’ levels of monthly volatility in November.

The AUD in November 2023
Markets Today – The Cool Out

Markets Today – The Cool Out

1 December 2023

After what has been a solid month for equities and bond investors, month end flows have probably play their part in the price action overnight, US equities have lost momentum, UST have led a rise in core global bond yields and the USD is stronger. US and European inflation releases favoured the notion the Fed and ECB are done with their respective tightening cycles.

Markets Today – The Cool Out