• Daily Flows, January 7, 2025
• Daily Flows, January 6, 2025
• Daily Flows, January 3, 2025
• Daily Flows, January 2, 2025
• Daily Flows, December 31, 2024
• Daily Flows, December 30, 2024
• Daily Flows, December 27, 2024
• Daily Flows, December 26, 2024
• Daily Flows, December 24, 2024
• Daily Flows, December 23, 2024
• Daily Flows, December 20, 2024
• Daily Flows, December 19, 2024
• Daily Flows, December 18, 2024
• Daily Flows, December 17, 2024
• Daily Flows, December 16, 2024
• Daily Flows, December 13, 2024
• Daily Flows, December 12, 2024
• Daily Flows, December 11, 2024
• Daily Flows, December 10, 2024
• Daily Flows, December 9, 2024
• Daily Flows, December 6, 2024
• Daily Flows, December 5, 2024
• Daily Flows, December 4, 2024
• Daily Flows, December 3, 2024
• Daily Flows, December 2, 2024
• Daily Flows, November 29, 2024
• Daily Flows, November 28, 2024
• Daily Flows, November 27, 2024
• Daily Flows, November 26, 2024
• Daily Flows, November 25, 2024
• Daily Flows, November 22, 2024
• Daily Flows, November 21, 2024
• Daily Flows, November 20, 2024
• Daily Flows, November 19, 2024
• Daily Flows, November 18, 2024
• Daily Flows, November 15, 2024
• Daily Flows, November 14, 2024
• Daily Flows, November 13, 2024
• Daily Flows, November 12, 2024
• Daily Flows, November 11, 2024
• Daily Flows, November 8, 2024
• Daily Flows, November 7, 2024
• Daily Flows, November 6, 2024
• Daily Flows, November 5, 2024
• Daily Flows, November 4, 2024
• Daily Flows, November 1, 2024
• Daily Flows, October 31, 2024
• Daily Flows, October 30, 2024
• Daily Flows, October 29, 2024
• Daily Flows, October 28, 2024
• Daily Flows, October 25, 2024
• Daily Flows, October 24, 2024
• Daily Flows, October 23, 2024
• Daily Flows, October 22, 2024
• Daily Flows, October 21, 2024
• Daily Flows, October 18, 2024
• Daily Flows, October 17, 2024
• Daily Flows, October 16, 2024
• Daily Flows, October 15, 2024
• Daily Flows, October 14, 2024
• Daily Flows, October 11, 2024
• Daily Flows, October 10, 2024
• Daily Flows, October 9, 2024
• Daily Flows, October 8, 2024
• Daily Flows, October 7, 2024
• Daily Flows, October 4, 2024
• Daily Flows, October 3, 2024
• Daily Flows, October 2, 2024
• Daily Flows, October 1, 2024
• Daily Flows, September 30, 2024
• Daily Flows, September 27, 2024
• Daily Flows, September 26, 2024 
• Daily Flows, September 25, 2024
• Daily Flows, September 24, 2024
• Daily Flows, September 23, 2024
• Daily Flows, September 20, 2024
• Daily Flows, September 19, 2024
• Daily Flows, September 2, 2024
  
• Daily Flows, August 30, 2024
• Daily Flows, August 29, 2024
• Daily Flows, August 28, 2024
• Daily Flows, August 27, 2024
• Daily Flows, August 26, 2024
• Daily Flows, August 23, 2024
• Daily Flows, August 22, 2024
• Daily Flows, August 21, 2024
• Daily Flows, August 20, 2024
• Daily Flows, August 19, 2024
• Daily Flows, August 16, 2024
• Daily Flows, August 15, 2024
• Daily Flows, August 14, 2024
• Daily Flows, August 13, 2024
• Daily Flows, August 12, 2024
• Daily Flows, August 9, 2024
• Daily Flows, August 8, 2024
• Daily Flows, August 7, 2024
• Daily Flows, August 6, 2024
• Daily Flows, August 5, 2024
• Daily Flows, August 2, 2024
• Daily Flows, August 1, 2024
• Daily Flows, July 31, 2024
• Daily Flows, July 30, 2024
• Daily Flows, July 29, 2024
• Daily Flows, July 26, 2024
• Daily Flows, July 25, 2024

• Weekly Flows and Holdings, December 18, 2024
• Weekly Flows and Holdings, December 11, 2024
• Weekly Flows and Holdings, December 4, 2024
• Weekly Flows and Holdings, November 27, 2024
• Weekly Flows and Holdings, November 20, 2024
• Weekly Flows and Holdings, November 13, 2024
• Weekly Flows and Holdings, November 6, 2024
• Weekly Flows and Holdings, October 30, 2024
• Weekly Flows and Holdings, October 23, 2024
• Weekly Flows and Holdings, October 16, 2024
• Weekly Flows and Holdings, October 9, 2024
• Weekly Flows and Holdings, October 2, 2024
• Weekly Flows and Holdings, September 25, 2024
• Weekly Flows and Holdings, September 18, 2024
• Weekly Flows and Holdings, September 11, 2024
• Weekly Flows and Holdings, September 4, 2024
• Weekly Flows and Holdings, August 28, 2024
• Weekly Flows and Holdings, August 21, 2024
• Weekly Flows and Holdings, August 14, 2024
• Weekly Flows and Holdings, August 7, 2024
• Weekly Flows and Holdings, July 31, 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)

Market Movers

• Sharp Edges, January 7, 2025
• See-Saws, January 6, 2025
• Breaks, December 20, 2024
• Floors, December 19, 2024
• Destinations, December 18, 2024
• Grist, December 17, 2024
• Tea Parties, December 16, 2024
• Lackluster, December 13, 2024
• Up and Down, December 12, 2024
• Almost Perfect, December 11, 2024
• Thinking Carefully, December 10, 2024
• Calm Changes, December 9, 2024
• Jobs, December 6, 2024
• Caution, December 5, 2024
• Turmoil, December 4, 2024
• Biding Time, December 3, 2024
• Catching Up, December 2, 2024
• Last Minute, November 27, 2024
• Talk, November 26, 2024
• Arrows, November 25, 2024
• Snow, November 22, 2024
• Grind, November 21, 2024
• Gamed, November 20, 2024
• Maelstrom, November 19, 2024
• Cooling, November 18, 2024
• No Hurry, November 15, 2024
• Frost, November 14, 2024
• Pauses, November 13, 2024
• Statis, November 12, 2024
• Brass, November 11, 2024
• Dependence, November 8, 2024
• Animal Spirits, November 7, 2024
• Volatility, November 6, 2024
• Finishes, November 5, 2024
• Falling Behind, November 4, 2024
• Saints, November 1, 2024
• Capacity, October 31, 2024
• Growing, October 30, 2024
• Kitchen Sinks, October 29, 2024
• Reality, October 28, 2024
• Meetings, October 23, 2024
• Unnerved, October 22, 2024
• Heart, October 21, 2024
• Ducks, October 18, 2024
• Whelmed, October 17, 2024
• Dikes, October 16, 2024
• Listening, October 15, 2024
• Indigenous, October 14, 2024
• Skip and Jump, October 11, 2024
• Double Tens, October 10, 2024
• Subdued, October 9, 2024
• Convergence, October 8, 2024
• Waiting, October 7, 2024
• Rubicons, October 4, 2024
• Making Hay, September 19, 2024
• Calls, September 18, 2024
• Eclipses, September 17, 2024
• Heavy Weather, September 16, 2024
• Guidance September 13, 2024
• Recalibration September 12, 2024
• Commemoration September 11, 2024
• Launched September 10, 2024
• Rebounds September 9, 2024
• Certainty? September 6, 2024
• Numbed September 5, 2024
• Unwinding September 4, 2024
• Subdued September 3, 2024
• Labor Day September 2, 2024
• Better Endings August 30, 2024
• Trees August 29, 2024
• Bells August 28, 2024
• No Worries, August 27, 2024
• Commitment August 26, 2024
• Peaks August 23, 2024
• Crowns August 22, 2024
• Incongruity August 21, 2024
• Glitter August 20, 2024
• Not Soft? August 19, 2024
• One Way, August 16, 2024
• Testing, August 15, 2024
  
• Dulled, August 14, 2024
• Conditional, August 13, 2024
• Quiet Starts, August 12, 2024
• Mixes, August 9, 2024
• No Relief, August 8, 2024
• Sirens, August 7, 2024
• Faltering, August 6, 2024
• Healthy, August 5, 2024
• Citius, July 26, 2024
• Safety, July 25, 2024
• Losing Faith, July 24, 2024
• Quick Crawls, July 23, 2024
• Tomorrow? July 22, 2024
• Disruptions, July 19, 2024
• Pauses, July 18, 2024
• Rotations, July 17, 2024
• Early Bloomer, July 16, 2024
• Grazed, July 15, 2024
• Sizes, July 12, 2024
• Curbed, July 11, 2024
• Dampness, July 10, 2024
• Switch, July 9, 2024
• Reversals, July 8, 2024
• Control, July 5, 2024
• Fireworks, July 3, 2024
  
• Balancing, July 2, 2024 
• Rush, July 1, 2024 
• Debates, June 27, 2024
• Tacking, June 26, 2024
• Dependency, June 25, 2024
• Deterioration, June 24, 2024
• Fullness, June 21, 2024
• Solstice, June 20, 2024
• No Forecast, June 18, 2024
• Relief? June 17, 2024
• Flag Day, June 14, 2024
• Hangovers, June 13, 2024
• Punches, June 12, 2024
• Listless, June 11, 2024
• Slow Uncertainty, June 10, 2024
• Wait and See, June 7, 2024
• Memory, June 6, 2024
• Timing, June 5, 2024
• Missing Expectations, June 4, 2024
• Certainty, June 3, 2024
• Finales May 31, 2024
• Fresh Squeezed, May 30, 2024
• Trouble, May 29, 2024
• Dazed, May 28, 2024
• Ceasefire, May 24, 2024
• Good Times, May 23, 2024
• Stuck, May 21, 2024
• Wit May 20, 2024
• Churn May 17, 2024
• Fragile May 16, 2024
• Jumping the Gun May 15, 2024
• On Hold May 14, 2024
• Prices May 13, 2024
• Recovery May 10, 2024
• Vigilance May 9, 2024
• Divergence May 8, 2024
• No Need May 7, 2024
• Too Quiet May 6, 2024
• No Hurry May 3, 2024
• Double Negation May 2, 2024
• Worries May 1, 2024
• Vintage April 30, 2024
• No Comment April 29, 2024
• Doubt April 25, 2024
• Inflections April 24, 2024
• Clarity April 23, 2024
• Rebounds April 22, 2024
• Conclusions April 19, 2024
• Consultations, April 18, 2024
• Lessons, April 17, 202424, 3
• States of Matter, April 16, 2024
• Taxes, April 15, 2024
• Dodecaphobia, April 12, 2024
• Early Anticipation, April 10, 2024
• Everything Else, April 9, 2024
• Totality, April 8, 2024
• Tensions, April 5, 2024
• Molding, April 4, 2024
• Edginess, April 3, 2024

Macro Morning Briefing

• APAC PMIs and South Korea Update - Wee Khoon Chong- February 07, 2025
  
• External Risk Back in Scope for BoE - Geoff Yu - February 05, 2025
• Tactical vs. Strategic Trade Premia - Geoff Yu - February 03, 2025
  
• February Inflection Points - Geoff Yu - January 31, 2025
  
• ECB’s Turn for Contingency Planning - Geoff Yu - January 30, 2025
  
• Sustaining Profitability Exceptionalism - Geoff Yu - January 29, 2025
  
• Europe Believing in Green Shoots - Geoff Yu - January 27, 2025
  
• US Equity Allocation and Trump 2.0 - Bob Savage - January 24, 2025
  
• Looking Ahead to Indian Monetary and FX Policy - Geoff Yu - January 23, 2025
• Weakening Demand Requires Norges Response - Geoff Yu - January 22, 2025
  
• Positioned for Safety, Seeking Balance - Geoff Yu - January 20, 2025
  
• APAC FX Vulnerable on Equities Outflows - Wee Khoon Chong - January 17, 2025
  
• Avoid 2022 Comparisons, Let Alone 1976 - Geoff Yu - January 15, 2025
  
• Strong December Jobs Report and What’s Driving Bond Yields - John Velis - January 13, 2025
  
• Canadian Dollar Update - John Velis - January 10, 2025
  
• BoK Seeks Greater Growth through Further Easing - Wee Khoon Chong - January 09, 2025
• Tariffs Secondary to Industrial Divergence - Geoff Yu - January 08, 2025
  
• The Case for a Euro Base - Geoff Yu - January 06, 2025
• Signs of a Recovery in Chinese Real Estate - Wee Khoon Chong - December 19, 2024
  
• BoE Struggles for Pivot Opening - Geoff Yu - December 18, 2024
• European Minors’ Activist Monetary Policy - Geoff Yu - December 16, 2024
  
• Rare Earths, Energy and Trade Policy - Bob Savage - December 13, 2024
• Korean Assets Demonstrate Resilience - Wee Khoon Chong - December 12, 2024
  
• ECB Needs to Keep Pace with SNB - Geoff Yu - December 11, 2024
  
• Labor Data Confirm Rate Cuts in US, Canada - John Velis - December 9, 2024
• USD and Uncertainty - Bob Savage - December 6, 2024
• PMI Review / APAC Shifts Focus to Growth - Wee Khoon Chong - December 5, 2024
• Unwelcome Convergence - Geoff Yu - December 4, 2024
• Trade Risks Moving Up Policy Agenda - Geoff Yu - December 2, 2024
• Response of APAC Central Banks to FX Depreciation Pressure - Wee Khoon Chong - November 29, 2024
  
• Thanksgiving and USD - Bob Savage - November 28, 2024
• Strengthening Monetary and Fiscal Interplay - Geoff Yu - November 27, 2024
• Three Themes for the Week - John Velis - November 25, 2024
• Satellites and Growth - Bob Savage - November 22, 2024
• Asset Allocation into 2025 - Bob Savage - November 21, 2024
• Market Questioning CEE Policy Resilience - Geoff Yu - November 20, 2024
• Differentiation Amid the Dollar Surge - Geoff Yu - November 18, 2024
• Turning Off the Traffic Light - Geoff Yu - November 15, 2024
• USD Exceptionalism - Bob Savage - November 14, 2024
• Opportunities in Every Outcome - Geoff Yu - November 13, 2024
• Giving Pass-Through a Pass - Geoff Yu - November 11, 2024
• Trump Trades - Bob Savage - November 8, 2024
• BoE May Struggle for Easing Case - Geoff Yu - November 7, 2024
• No Bite in Dollar Diversification Bark - Geoff Yu - November 6, 2024
• After Storm Damaged Payrolls, Fed to Cut 25bp - John Velis - November 4, 2024
• US Election Risk Premiums - Bob Savage - November 1, 2024
• Excessive ATM Volatility in APAC FX - Wee Khoon Chong - October 31, 2024
• Don’t Mention Austerity - Geoff Yu - October 30, 2024
• US Macro Data Holds Up; CAD Still Vulnerable - John Velis - October 28, 2024
• LatAm and Paradise Lost - Bob Savage - October 25, 2024
• South Korea's Inclusion in the WGBI and Its Impact on the Won - Wee Khoon Chong - October 24, 2024
• Japan, the Elections and the BOJ - Bob Savage - October 23, 2024
• Landing in D.C. to No Landing Fears - Geoffrey Yu - October 21, 2024
• Credit, Growth and iFlow Short - Bob Savage - October 18, 2024
• ASEAN Inflows Easing-Proof - Geoffrey Yu - October 17, 2024
• ECB Needs to Recalibrate - Geoffrey Yu - October 16, 2024
• Data Not Playing the Policy Ball - Geoffrey Yu - October 14, 2024
• Defining US Election Risks with iFlow - Bob Savage - October 11, 2024
• PBoC's SOMA Vibes - Geoffrey Yu - October 10, 2024
• Household Saving and Leveraging for Growth - Geoffrey Yu - October 9, 2024
• Hot Jobs, Cooler Fed - John Velis PhD – October 7, 2024
• Monitoring the China Rally - Geoffrey Yu - October 4, 2024
• Slowing PMI Calls for More Easing in APAC - Wee Khoon Chong, October 3, 2024
• Favorable Rates Required to Sustain CEE - Geoffrey Yu - October 2, 2024
• Picking the Right China Trade - Geoffrey Yu - September 30, 2024
• Messages from the Eurozone Supply Chain - Geoffrey Yu - September 27, 2024
• China: Shock and Awe Easing Measures - Wee Khoon Chong - September 26, 2024
• SNB to Continue Forceful Easing - Geoffrey Yu - September 25, 2024
• Recalibration – John Velis PhD – September 23, 2024
• Stormy Weather and Climate Risks - Bob Savage - September 20, 2024
• China Macro Leverage Ratio on the Rise - Wee Khoon Chong - September 19, 2024
• Special Report: September FOMC Review - “A Commitment Not to Get Behind” - John Velis PhD – September 19, 2024
• BoE Staying Hand for Now - Geoffrey Yu - September 18, 2024
• Fed Leads Way, in Most Cases - Geoffrey Yu - September 16, 2024
• Neutral Rates and JPY - Bob Savage – September 13, 2024
  
• APAC FX’s Crude Opportunity - Geoffrey Yu - September 12, 2024
• ECB to Continue Easing, Reluctantly - Geoffrey Yu - September 11, 2024
• Jobs Data Do Not Make Case for 50bp Cut – John Velis PhD – September 9, 2024
• Clinging to US Exceptionalism - Bob Savage – September 6, 2024
• APAC PMI and Housing Market Update - Wee Khoon Chong - September 5, 2024
• Limited External Gains If China Recovers - Geoffrey Yu – September 4, 2024
• Exporters Feeling FX Pinch - Geoffrey Yu – September 2, 2024
• Soft-Landings and MXN/JPY - Bob Savage – August 30, 2024 
• Korea Budget: Sub 3% Deficit in 2025 - Wee Khoon Chong - August 29, 2024
• Producing Productive Public Services - Geoffrey Yu – August 28, 2024
• Jackson Hole: “The Time Has Come” – John Velis PhD – August 26, 2024
• MSCI August Index Review, T+1 and iFlow - Bob Savage – August 23, 2024 
• APAC FX Strength and Policy Implications - Wee Khoon Chong - August 22, 2024
• FX Valuations Supporting FDI Drive - Geoffrey Yu – August 21, 2024
• Normalization in Prices, Not Structures - Geoffrey Yu – August 19, 2024
• Understanding August Volatility - Bob Savage – August 16, 2024 
• China: Faltering Credit Growth & Demand - Wee Khoon Chong - August 15, 2024
• NOK Requires Norges to Hold On - Geoffrey Yu – August 14, 2024
• Still Only 25bp in September – John Velis PhD – August 12, 2024
• The Yen and the Long Carry Unwind - Bob Savage – August 9, 2024
• China: The CNH-CNY Basis and Counter Cyclical Factor Normalize - Wee Khoon Chong - August 8, 2024
• Tracking the Unwinding - Geoffrey Yu – August 7, 2024
• Special Report: Untangling Volatility with iFlow - Bob Savage – August 5, 2024
  
• No Longer a Mere “Gradual Normalization” of the Labor Market? – John Velis PhD – August 5, 2024
• Diverging China vs APAC PMI & RBA Preview - Wee Khoon Chong – August 2, 2024
• Singapore Macro Update & MAS Outlook - Wee Khoon Chong – August 1, 2024
• Household Pressure Supports BoE Doves - Geoffrey Yu – July 31, 2024
• Labor Stress Elusive Despite Growth Strain - Geoffrey Yu – July 29, 2024
• BoJ and the Real Rate Problem - Bob Savage – July 26, 2024
• 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
• ECBs 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