• Daily Flows, July 25, 2024
• Daily Flows, July 24, 2024
• Daily Flows, July 23, 2024
• Daily Flows, July 22, 2024
• Daily Flows, July 19, 2024
• Daily Flows, July 18, 2024
• Daily Flows, July 17, 2024
• Daily Flows, July 16, 2024
• Daily Flows, July 15, 2024
• Daily Flows, July 12, 2024
• Daily Flows, July 11, 2024
• Daily Flows, July 10, 2024
• Daily Flows, July 9, 2024
• Daily Flows, July 8, 2024
• Daily Flows, July 5, 2024
• Daily Flows, July 4, 2024
• Daily Flows, July 3, 2024
• Daily Flows, July 2, 2024
• Daily Flows, July 1, 2024
• Daily Flows, June 28, 2024
• Daily Flows, June 27, 2024
• Daily Flows, June 26, 2024
• Daily Flows, June 25, 2024
• Daily Flows, June 24, 2024
• Daily Flows, June 21, 2024
• Daily Flows, June 20, 2024

• Weekly Flows and Holdings, July 24, 2024
• Weekly Flows and Holdings, July 17, 2024
• Weekly Flows and Holdings, July 10, 2024
• Weekly Flows and Holdings, July 3, 2024
• Weekly Flows and Holdings, June 26, 2024
• Weekly Flows and Holdings, June 19, 2024
• Weekly Flows and Holdings, June 12, 2024
• Weekly Flows and Holdings, June 5, 2024
• Weekly Flows and Holdings, May 29, 2024
  
• Weekly Flows and Holdings, May, 22, 2024
  
• Weekly Flows and Holdings, May 15, 2024
  
• Weekly Flows and Holdings, May 8, 2024
  
• Weekly Flows and Holdings, May 1, 2024
  
• Weekly Flows and Holdings, April 24, 2024
  
• Weekly Flows and Holdings, April 17, 2024
  
• Weekly Flows and Holdings, April 10, 2024
  
• Weekly Flows and Holdings, April 3, 2024
  
• Weekly Flows and Holdings, March 27, 2024
  
• Weekly Flows and Holdings, March 20, 2024

Week Ahead

Macro Review (monthly)

Markets Morning Call

• Losing Faith - Bob Savage – July 24, 2024
• Quick Crawls - Bob Savage – July 23, 2024
• Tomorrow? - Bob Savage – July 22, 2024
• Disruptions - Bob Savage – July 19, 2024
• Pauses – Bob Savage – July 18, 2024
• Rotations – Bob Savage – July 17, 2024
• Early Bloomer – Bob Savage – July 16, 2024
• Grazed – Bob Savage – July 15, 2024
• Sizes – Bob Savage – July 12, 2024
• Curbed – Bob Savage – July 11, 2024
• Dampness – Bob Savage – July 10, 2024
• Switch – Bob Savage – July 9, 2024
• Reversals – Bob Savage – July 8, 2024
• Control – Bob Savage – July 5, 2024
• Fireworks – Bob Savage – July 3, 2024
  
• Balancing – Bob Savage – July 2, 2024 
• Rush – Bob Savage – July 1, 2024 
• Debates – Bob Savage – June 27, 2024
• Tacking – Bob Savage – June 26, 2024
• Dependency – Bob Savage – June 25, 2024
• Deterioration – Bob Savage – June 24, 2024
• Fullness – Bob Savage – June 21, 2024
• Solstice – Bob Savage – June 20, 2024
• No Forecast – Bob Savage – June 18, 2024
• Relief? – Bob Savage – June 17, 2024
• Flag Day – Bob Savage – June 14, 2024
• Hangovers – Bob Savage – June 13, 2024
• Punches – Bob Savage – June 12, 2024
• Listless – Bob Savage – June 11, 2024
• Slow Uncertainty – Bob Savage – June 10, 2024
• Wait and See – Bob Savage – June 7, 2024
• Memory – Bob Savage – June 6, 2024
• Timing – Bob Savage – June 5, 2024
• Missing Expectations – Bob Savage – June 4, 2024
• Certainty – Bob Savage – June 3, 2024
• Finales – Bob Savage – May 31, 2024
• Fresh Squeezed – Bob Savage – May 30, 2024
• Trouble – Bob Savage – May 29, 2024
• Dazed – Bob Savage – May 28, 2024
• Ceasefire – Bob Savage – May 24, 2024
• Good Times – Bob Savage – May 23, 2024
• Stuck – Bob Savage – May 21, 2024
• Wit – Bob Savage – May 20, 2024
• Churn – Bob Savage – May 17, 2024
• Fragile – Bob Savage – May 16, 2024
• Jumping the Gun – Bob Savage – May 15, 2024
• On Hold – Bob Savage – May 14, 2024
• Prices – Bob Savage – May 13, 2024
• Recovery – Bob Savage – May 10, 2024
• Vigilance – Bob Savage – May 9, 2024
• Divergence – Bob Savage – May 8, 2024
• No Need – Bob Savage – May 7, 2024
• Too Quiet – Bob Savage – May 6, 2024
• No Hurry – Bob Savage – May 3, 2024
• Double Negation – Bob Savage – May 2, 2024
• Worries – Bob Savage – May 1, 2024
• Vintage – Bob Savage – April 30, 2024
• No Comment – Bob Savage – April 29, 2024
• Doubt – Bob Savage – April 25, 2024
• Inflections – Bob Savage – April 24, 2024
• Clarity – Bob Savage – April 23, 2024
• Rebounds – Bob Savage – April 22, 2024
• Conclusions – Bob Savage – April 19, 2024
• Consultations – Bob Savage – April 18, 2024
• Lessons – Bob Savage – April 17, 2024
• States of Matter – Bob Savage – April 16, 2024
• Taxes – Bob Savage – April 15, 2024
• Dodecaphobia – Bob Savage – April 12, 2024
• Early Anticipation – Bob Savage – April 10, 2024
• Everything Else – Bob Savage – April 9, 2024
• Totality – Bob Savage – April 8, 2024
• Tensions – Bob Savage – April 5, 2024
• Molding – Bob Savage – April 4, 2024
• Edginess – Bob Savage – April 3, 2024

Morning Briefing

• India: Budget Review and RBI Outlook -Wee Khoon Chong – July 25, 2024
• Exporters to China Feel Demand Pinch - Geoffrey Yu – July 24, 2024
• Cautious with Summer Carry – Geoffrey Yu – July 22, 2024
• Rotation Trades and Politics - Bob Savage – July 19, 2024
• Flows and Valuation Supportive for KRW – Wee Khoon Chong – July 18, 2024
• ECB's Labor Market Nerves on Show – Geoffrey Yu – July 17, 2024
• Slowing Inflation - Good News for the Fed – John Velis PhD – July 15, 2024
• US Equities 2Q Earnings and 3Q Outlooks – Bob Savage – July 12, 2024
• RBNZ's Fiscal Lesson – Geoffrey Yu – July 11, 2024
• In Search of Eurozone Risk Premia – Geoffrey Yu – July 10, 2024
• Policy Reality Bites Post-Politics – Geoffrey Yu – July 8, 2024
• Risk in Europe for 3Q – Bob Savage – July 5, 2024
• Chips Sole Bright Spot in European Industry – Geoffrey Yu – July 4, 2024
• Britain's Yearning for Public Investment – Geoffrey Yu – July 3, 2024
• Summer Swallow? – John Velis PhD – July 1, 2024
• Gaming Tail Risks in H2 2024 – Bob Savage – June 28, 2024
• APAC H1 Macro Review & H2 Outlook – Wee Khoon Chong – June 27, 2024
• Riksbank Ponders Own Easing Template – Geoffrey Yu – June 26, 2024
• Market Rediscover Fiscal Scrutiny – Geoffrey Yu – June 24, 2024
• Foreign Exchange A Fulcrum For Risk Assets – Bob Savage – June 21, 2024
• China Growth Sentiment Weakening – Wee-Khoon Chong – June 20, 2024
• Hawkish Doves Fly in Europe – Geoffrey Yu – June 19, 2024
• Dollar Downside Limited By Lack Of Alternatives – John Velis PhD – June 17, 2024
• APAC Currencies-Equities Anomalies – Wee-Khoon Chong – June 14, 2024
• Japan, Its Central Bank And The Yen – Bob Savage – June 13, 2024
• Sussing Out The Fed's New SEP – John Velis – June 12, 2024
• The Facets of Chinese Gold Demand – Geoffrey Yu – June 12, 2024
• Interpreting The US Jobs Data – John Velis PhD – June 10, 2024
• Output Gaps, Currencies and Trade – Bob Savage – June 7, 2024
• APAC (ex-China) Recovery Takes Shape – Wee-Khoon Chong – June 6, 2024
• Policy Oxymorons Best Avoided – Geoffrey Yu – June 5, 2024
• Diverging Reaction To Europe Services Strength – Geoffrey Yu – June 3, 2024
• Latin America Politics And Summer Markets – Bob Savage – May 31, 2024
• Diversifying Into African Growth – Geoffrey Yu – May 30, 2024
• No Commodity Bulls In China's Shops – Geoffrey Yu – May 29, 2024
• Korea Assets Yet To Reflect Growth Rebound – Wee-Khoon Chong – May 27, 2024
• The US Elections & Risks Across Markets – Bob Savage – May 24, 2024
• Change In The UK On The 4th Of July – Geoffrey Yu – May 23, 2024
• Euro Funding Ample, But Investment Lacking – Geoffrey Yu – May 22, 2024
• Confronting The US Stagflation Meme – John Velis PhD – May 20, 2024
• Mexico Election Risks & The Peso – Bob Savage – May 17, 2024
• Sentiment Boost For China Real Estate Sector – Wee-Khoon Chong – May 16, 2024
• Liquidity Differentials More Assertive – Geoffrey Yu – May 15, 2024
• Household Restraint Selectively Emerging – Geoffrey Yu – May 13, 2024
• Fiscal Dominance And iFlow – Bob Savage – May 10, 2024
• Indonesia Growth Profile Steady And Promising –Wee-Khoon Chong – May 9, 2024
• BoE Moving Towards 'Live', Slowly – Geoffrey Yu – May 8, 2024
• Stag' More Worrying Than '-flation' – Geoffrey Yu – May 6, 2024
• Seasonal Risk And iFlow – Bob Savage – May 2, 2024
• China PMIs, Asset Flows Show Sentiment Shift – Wee-Khoon Chong – May 2, 2024
• Special Edition: FOMC Not So Hawkish After All – John Velis PhD – May 1, 2024
• Intervention Risks Add To Focus On Treasuries – Geoffrey Yu – May 1, 2024
• Robust US Growth And Inflation – John Velis PhD – April 29, 2024
• Are Utilities The Hedge For IT And AI? – Bob Savage – April 26, 2024
• APAC On Alert To Safeguard FX Stability – Wee-Khoon Chong – April 25, 2024
• Services 'Strength' Cannot Sustain The Eurozone – Geoffrey Yu – April 24, 2024
• Fiscal Blockages Along Last Mile Of Inflation – Geoffrey Yu – April 22, 2024
• Global Elections And FX Volatility – Bob Savage – April 19, 2024
• On APAC FX Volatility & China Q1 GDP – Wee-Khoon Chong – April 18, 2024
• China's Role In Commodity Price Surge Limited – Geoffrey Yu – April 17, 2024
• Fed Call Change: First Rate Cut In September – John Velis PhD – April 15, 2024
• Special Briefing: Israel-Hamas-Iran & Markets – Bob Savage – April 14, 2024
• The Commodities Super Squeeze Of 2024 – Bob Savage – April 12, 2024
• Rebound In China PMIs May Have Legs – Wee-Khoon Chong – April 11, 2024
• ECB Preview: June Rate Cut To Be Reaffirmed – Geoffrey Yu – April 8, 2024
• Diversifying Exceptionalism – Geoffrey Yu – April 8, 2024
• Equities Outlook For Second Quarter Of 2024 – Bob Savage – April 5, 2024
• Currency Trees In China's Easing Wood – Geoffrey Yu – April 4, 2024
• Strong Household, Late ECB Constrain NBP – Geoffrey Yu – April 3, 2024
• US Inflation And Jobs -- Slowing – John Velis PhD – April 1, 2024
• Reassessing Disinflation Trends In APAC – Wee-Khoon Chong – March 28, 2024
• New Policy Regimes To Accentuate FDI Trends – Geoffrey Yu – March 27, 2024
• Seeking The Next Surprise – Geoffrey Yu – March 25, 2024
• China Equities Get Vote Of Confidence – Wee-Khoon Chong – March 21, 2024
• UK Households' Resilience To Challenge BoE – Geoffrey Yu – March 20, 2024
• Clarity Elusive Amid Central Bank Bonanza – Geoffrey Yu – March 18, 2024
• Asset Allocation And The Four Ds – Bob Savage – March 15, 2024
• Reflating Japan Can Lift Many Boats – Geoffrey Yu – March 14, 2024
• Jordan Prepares To Land Last SNB Flight – Geoffrey Yu – March 13, 2024
• US Job Market Coming Back Into Better Balance – John Velis PhD – March 11, 2024
• Equity Sectors And The Business Cycle – Bob Savage – March 8, 2024
• Takeaways From China’s Annual Two Sessions – Wee-Khoon Chong  – March 7, 2024
• Special Briefing: Egyptian Pound Devalues – Geoffrey Yu  – March 6, 2024
• ECB Needs To Set Bar For Easing – Geoffrey Yu  – March 6, 2024
• Revisiting Rate Optionality – Geoffrey Yu  – March 4, 2024
• US-China-Latin America: Trade & Commodities – Bob Savage  – March 1, 2024