[{"sourceId":"lchbqv8a","keywords":["Federal Reserve","rate hike","inflation","recession","US","FOMC"],"description":"The Federal Reserve remains hawkish, even as they stepped down to hike rates by 50bps. We remain cautious on risk assets in the near-term, as we expect that inflation may not fall enough in 2023 for rate cuts later in the year.","title":"Macroeconomics: Hawkish Fed meeting minutes","thumbnail_image":"\/managed-resources\/images\/insight\/thumbnail-images\/mansoor050123thumb.jpg","json_action":"add","alt_text":"Hawkish Fed meeting minutes","categories":"Investment","banner_image":"\/managed-resources\/images\/insight\/banner-images\/mansoor050123banner.jpg","page":"\/html\/sg-en\/research\/macroeconomics-hawkish-fed-meeting-minutes.html","publish_date":"05\/01\/2023","rhs_thumbnail_image":"\/managed-resources\/images\/insight\/thumbnail-images\/mansoor050123thumb.jpg","sourcePath":"templatedata\/page\/article\/data\/sg-en\/macroeconomics-hawkish-fed-meeting-minutes"},{"sourceId":"lchbqv8t","keywords":["Economics","China","zero-Covid","recession","inflation"],"description":"
The abrupt end to the zero-Covid policy could see economic activity in China staying weak in the near-term, Chief Economist Mansoor Mohi-uddin says. However, the recovery phase could see a robust, V-shaped recovery in 2023.<\/p>","title":"Macroeconomics: China's second V-shaped recovery","thumbnail_image":"\/managed-resources\/images\/insight\/thumbnail-images\/mansoor030123thumb.jpg","json_action":"add","alt_text":"China's second V-shaped recovery","categories":"Investment","banner_image":"\/managed-resources\/images\/insight\/banner-images\/mansoor030123banner.jpg","page":"\/html\/sg-en\/research\/macroeconomics-chinas-second-v-shaped-recovery.html","publish_date":"03\/01\/2023","rhs_thumbnail_image":"\/managed-resources\/images\/insight\/thumbnail-images\/mansoor030123thumb.jpg","sourcePath":"templatedata\/page\/article\/data\/sg-en\/macroeconomics-chinas-second-v-shaped-recovery"},{"sourceId":"lchbr0r2","keywords":["CPI","inflation","USA","macroeconomics","Federal Reserve","interest rate hike","economy"],"description":"
The Federal Reserve may be stepping down to 25bps rate hikes. However, Chief Economist Mansoor Mohi-uddin expects inflation to be sticky and remain more hawkish on future rate hikes than the consensus.<\/p>","title":"Macroeconomics: Fed to slow to 25bps hikes","thumbnail_image":"\/managed-resources\/images\/insight\/thumbnail-images\/mansoor130123thumb.jpg","json_action":"add","alt_text":"Fed to slow to 25bps hikes","categories":"Investment","banner_image":"\/managed-resources\/images\/insight\/banner-images\/mansoor130123banner.jpg","page":"\/html\/sg-en\/research\/macroeconomics-fed-to-slow-to-25bps-hikes.html","publish_date":"13\/01\/2023","rhs_thumbnail_image":"\/managed-resources\/images\/insight\/thumbnail-images\/mansoor130123thumb.jpg","sourcePath":"templatedata\/page\/article\/data\/sg-en\/macroeconomics-fed-to-slow-to-25bps-hikes"},{"sourceId":"lchbr4ki","keywords":["Bonds","fixed income","rate hike","federal reserve","emerging markets","developed markets","investment grade","long duration","fed funds rate","markets","credit","fixed income","US treasuries"],"description":"We expect a less challenging year for Fixed Income markets as the Fed's less hawkish stance could turn 2022's headwinds into tailwinds later this year. Head of Fixed Income Research Todd Schubert points out the beneficiaries within the asset class.","title":"Fixed Income Research: Prefer duration over credit in 2023, overweight US Treasuries and Developed Market Investment Grade","thumbnail_image":"\/managed-resources\/images\/insight\/thumbnail-images\/todd170123thumb.jpg","json_action":"add","alt_text":"Prefer duration over credit in 2023, overweight US Treasuries and Developed Market Investment Grade","categories":"Investment","banner_image":"\/managed-resources\/images\/insight\/banner-images\/todd170123banner.jpg","page":"\/html\/sg-en\/research\/fixed-income-research-prefer-duration-over-credit-in-2023-overweight-us-treasuries-and-developed-market-investment-grade.html","publish_date":"11\/01\/2023","rhs_thumbnail_image":"\/managed-resources\/images\/insight\/thumbnail-images\/todd170123thumb.jpg","sourcePath":"templatedata\/page\/article\/data\/sg-en\/fixed-income-research-prefer-duration-over-credit-in-2023-overweight-us-treasuries-and-developed-market-investment-grade"},{"sourceId":"lchbr51w","keywords":["Economics","China","zero-Covid","recession","inflation","growth","GDP"],"description":"China's economy fared better than expected in 2022, with consumers continuing to spend despite surging infections. We expect China to be the world’s only major economy to experience stronger GDP growth this year, compared to the last.","title":"Macroeconomics: China: Upgrading 2023 GDP growth","thumbnail_image":"\/managed-resources\/images\/insight\/thumbnail-images\/mansoor170123thumb.jpg","json_action":"add","alt_text":"Upgrading 2023 China GDP growth","categories":"Investment","banner_image":"\/managed-resources\/images\/insight\/banner-images\/mansoor170123banner.jpg","page":"\/html\/sg-en\/research\/macroeconomics-china-upgrading-2023-gdp-growth.html","publish_date":"17\/01\/2023","rhs_thumbnail_image":"\/managed-resources\/images\/insight\/thumbnail-images\/mansoor170123thumb.jpg","sourcePath":"templatedata\/page\/article\/data\/sg-en\/macroeconomics-china-upgrading-2023-gdp-growth"},{"sourceId":"ld0gsq2f","keywords":["Climate change","United Nations","biodiversity","ESG","strategy","cross-asset","crop","food","water","clean energy"],"description":"As awareness of the risks and opportunities associated with climate change continues to rise, Research Analyst Low Pei Han explains why it is important that investors engage in protecting biodiversity.","title":"Equity Research: Biodiversity and COP15","thumbnail_image":"\/managed-resources\/images\/insight\/thumbnail-images\/peihan260123thumb.jpg","json_action":"add","alt_text":"Biodiversity and COP15","categories":"Investment","banner_image":"\/managed-resources\/images\/insight\/banner-images\/peihan260123banner.jpg","page":"\/html\/sg-en\/research\/equity-research-biodiversity-and-cop15.html","publish_date":"10\/01\/2023","rhs_thumbnail_image":"\/managed-resources\/images\/insight\/thumbnail-images\/peihan260123thumb.jpg","sourcePath":"templatedata\/page\/article\/data\/sg-en\/equity-research-biodiversity-and-cop15"},{"sourceId":"ld0gsqck","keywords":["Recession","inflation","rate hikes","central banks","economics","USA","EU","UK","Federal Reserve","European Central Bank","Bank of England","Bank of Japan"],"description":"Despite the strong start to the year, inflation continues to be a concern for central banks across the world. In light of this, Chief Economist Mansoor Mohi-uddin describes our expectations of central bank action for the year.","title":"Macroeconomics: Beware hawkish central banks","thumbnail_image":"\/managed-resources\/images\/insight\/thumbnail-images\/mansoor200123thumb.jpg","json_action":"add","alt_text":"Beware Hawkish Central Banks","categories":"Investment","banner_image":"\/managed-resources\/images\/insight\/banner-images\/mansoor200123banner.jpg","page":"\/html\/sg-en\/research\/macroeconomics-beware-hawkish-central-banks.html","publish_date":"20\/01\/2023","rhs_thumbnail_image":"\/managed-resources\/images\/insight\/thumbnail-images\/mansoor200123thumb.jpg","sourcePath":"templatedata\/page\/article\/data\/sg-en\/macroeconomics-beware-hawkish-central-banks"},{"sourceId":"ld0gsqvo","keywords":["USD","Federal Reserve","CNY","recession","inflation","currency","FX","China","Europe"],"description":"The trends that supported USD strength are likely to be its weakness this year. Meanwhile, FX strategist Sim Moh Siong anticipates that Asian currencies will benefit more than the Chinese Yuan from the country's reopening.","title":"FX Focus: USD bear has further to run","thumbnail_image":"\/managed-resources\/images\/insight\/thumbnail-images\/simmoh170123thumb.jpg","json_action":"add","alt_text":"USD bear has further to run","categories":"Investment","banner_image":"\/managed-resources\/images\/insight\/banner-images\/simmoh170123banner.jpg","page":"\/html\/sg-en\/research\/fx-focus-usd-bear-has-further-to-run.html","publish_date":"17\/01\/2023","rhs_thumbnail_image":"\/managed-resources\/images\/insight\/thumbnail-images\/simmoh170123thumb.jpg","sourcePath":"templatedata\/page\/article\/data\/sg-en\/fx-focus-usd-bear-has-further-to-run"},{"sourceId":"ld0gsrmi","keywords":["Recession","inflation","rate hikes","central banks","economics","USA","EU","UK","Federal Reserve","European Central Bank","Bank of England","Bank of Japan"],"description":"Major central banks will hold key meetings this week as officials aim to curb decades-high inflation levels. Chief Economist Mansoor Mohi-uddin believes interest rates may hike well into 2023, to the detriment of risk assets.<\/span>","title":"Macroeconomics: Pivotal Fed, ECB & BoE meetings","thumbnail_image":"\/managed-resources\/images\/insight\/thumbnail-images\/Mansoor30012023thumb.jpg","json_action":"add","alt_text":"Pivotal Fed, ECB & BoE meetings","categories":"Investment","banner_image":"\/managed-resources\/images\/insight\/banner-images\/Mansoor30012023banner.jpg","page":"\/html\/sg-en\/research\/macroeconomics-pivotal-fed-ecb-and-boe-meetings.html","publish_date":"30\/01\/2023","rhs_thumbnail_image":"\/managed-resources\/images\/insight\/thumbnail-images\/Mansoor30012023thumb.jpg","sourcePath":"templatedata\/page\/article\/data\/sg-en\/macroeconomics-pivotal-fed-ecb-and-boe-meetings"},{"sourceId":"ld0gsy9g","keywords":["ISM","inflation","USA","macroeconomics","Federal Reserve","interest rate hike","economy"],"description":"Markets may have rallied at the possibility of an end to Fed hikes, but Chief Economist Mansoor Mohi-uddin remains concerned that this optimism is overblown and investors may need to reassess if the US economy continues overheating.","title":"Macroeconomics: Too early to forget Fed hikes","thumbnail_image":"\/managed-resources\/images\/insight\/thumbnail-images\/mansoor020223thumb.jpg","json_action":"add","alt_text":"Too early to forget Fed hikes","categories":"Investment","banner_image":"\/managed-resources\/images\/insight\/banner-images\/mansoor020223banner.jpg","page":"\/html\/sg-en\/research\/macroeconomics-too-early-to-forget-fed-hikes.html","publish_date":"02\/02\/2023","rhs_thumbnail_image":"\/managed-resources\/images\/insight\/thumbnail-images\/mansoor020223thumb.jpg","sourcePath":"templatedata\/page\/article\/data\/sg-en\/macroeconomics-too-early-to-forget-fed-hikes"},{"sourceId":"ld0gsz6t","keywords":["Recession","inflation","rate hikes","central banks","economics","EU","UK","European Central Bank","Bank of England"],"description":"Inflation may have peaked, but the European Central Bank seems determined to keep raising interest rates while the prospect of a prolonged UK recession is likely to dissuade the Bank of England from further rate hikes.","title":"Macroeconomics: Steady ECB, dovish BoE","thumbnail_image":"\/managed-resources\/images\/insight\/thumbnail-images\/mansoor030223thumb.jpg","json_action":"add","alt_text":"Steady ECB, Dovish BoE","categories":"Investment","banner_image":"\/managed-resources\/images\/insight\/banner-images\/mansoor030223banner.jpg","page":"\/html\/sg-en\/research\/macroeconomics-steady-ecb-dovish-boe.html","publish_date":"03\/02\/2023","rhs_thumbnail_image":"\/managed-resources\/images\/insight\/thumbnail-images\/mansoor030223thumb.jpg","sourcePath":"templatedata\/page\/article\/data\/sg-en\/macroeconomics-steady-ecb-dovish-boe"},{"sourceId":"ld0gt0bh","keywords":["Payroll","employment","inflation","USA","macroeconomics","Federal Reserve","interest rate hike","economy"],"description":"January's strong US payroll report was a timely reminder to overly optimistic markets not to discount the potential of further interest rate hikes, endorsing Chief Economist Mansoor Mohi-uddin's caution on central banks.","title":"Macroeconomics: US payrolls boost Fed hiking risks","thumbnail_image":"\/managed-resources\/images\/insight\/thumbnail-images\/mansoor060223thumb.jpg","json_action":"add","alt_text":"US Payrolls Boost Fed Hiking Risks","categories":"Investment","banner_image":"\/managed-resources\/images\/insight\/banner-images\/mansoor060223banner.jpg","page":"\/html\/sg-en\/research\/macroeconomics-us-payrolls-boost-fed-hiking-risks.html","publish_date":"06\/02\/2023","rhs_thumbnail_image":"\/managed-resources\/images\/insight\/thumbnail-images\/mansoor060223thumb.jpg","sourcePath":"templatedata\/page\/article\/data\/sg-en\/macroeconomics-us-payrolls-boost-fed-hiking-risks"},{"sourceId":"ld0gt58a","keywords":["Emerging market","fixed income","sovereign","bonds","investment grade","high yield","USD","Asia","GCC","Africa","South America","Eastern Europe","Frontier Market","Egypt","China","South Africa","Colombia"],"description":"Despite the doom and gloom facing Developed Markets, Research Analyst David Makoni expects Emerging Market growth to hold up much better, aiding a revival for emerging market bonds in 2023.","title":"Fixed Income Research: Emerging market sovereigns 2023 outlook: A more favourable year for EM Bonds","thumbnail_image":"\/managed-resources\/images\/insight\/thumbnail-images\/david020223thumb.jpg","json_action":"add","alt_text":"A More Favourable Year for EM Bonds ","categories":"Investment","banner_image":"\/managed-resources\/images\/insight\/banner-images\/david020223banner.jpg","page":"\/html\/sg-en\/research\/fixed-income-research-emerging-market-sovereigns-2023-outlook-a-more-favourable-year-for-em-bonds.html","publish_date":"16\/01\/2023","rhs_thumbnail_image":"\/managed-resources\/images\/insight\/thumbnail-images\/david020223thumb.jpg","sourcePath":"templatedata\/page\/article\/data\/sg-en\/fixed-income-research-emerging-market-sovereigns-2023-outlook-a-more-favourable-year-for-em-bonds"},{"sourceId":"ld0gt55m","keywords":["Singapore","recession","inflation","SGD","China","reopening","Covid","tourism"],"description":"Research Analyst Carmen Lee highlights the importance of Singapore's role as a diversifier in a global portfolio with a playful analysis of market returns based on the Chinese Zodiac.","title":"Equity Strategy Report: Singapore Strategy - Hopping into the year of the rabbit","thumbnail_image":"\/managed-resources\/images\/insight\/thumbnail-images\/carmen180123thumb.jpg","json_action":"add","alt_text":"Hopping into the year of the rabbit","categories":"Investment","banner_image":"\/managed-resources\/images\/insight\/banner-images\/carmen180123banner.jpg","page":"\/html\/sg-en\/research\/equity-strategy-report-singapore-strategy-hopping-into-the-year-of-the-rabbit.html","publish_date":"18\/01\/2023","rhs_thumbnail_image":"\/managed-resources\/images\/insight\/thumbnail-images\/carmen180123thumb.jpg","sourcePath":"templatedata\/page\/article\/data\/sg-en\/equity-strategy-report-singapore-strategy-hopping-into-the-year-of-the-rabbit"},{"sourceId":"ld0gt89w","keywords":["Strategy","inflation","risk","global growth","recession","USA","PMI","CPI","central banks","rate hike","unemployment","investment"],"description":"Although recent US data signals a trend of decelerating inflation and weakening growth, Head of Investment Strategy Eli Lee sees potential for more market weakness ahead, and opportunities to snap up quality investments.","title":"Investment Strategy: Rally fuelled by inflation optimism not fully discounting growth risks","thumbnail_image":"\/managed-resources\/images\/insight\/thumbnail-images\/Eli170123thumb.jpg","json_action":"add","alt_text":"Rally fuelled by inflation optimism not fully discounting growth risks","categories":"Investment","banner_image":"\/managed-resources\/images\/insight\/banner-images\/Eli170123banner.jpg","page":"\/html\/sg-en\/research\/investment-strategy-rally-fuelled-by-inflation-optimism-not-fully-discounting-growth-risks.html","publish_date":"17\/01\/2023","rhs_thumbnail_image":"\/managed-resources\/images\/insight\/thumbnail-images\/Eli170123thumb.jpg","sourcePath":"templatedata\/page\/article\/data\/sg-en\/investment-strategy-rally-fuelled-by-inflation-optimism-not-fully-discounting-growth-risks"},{"sourceId":"ld0gsyx9","keywords":["Fixed Income","China","Property bonds","state-owned enterprises","restructuring","sales","recovery"],"description":"Chinese property bonds have rallied since government support was announced mid-November last year. Research Analysts Chan Wai Mei and Boh Hui Ling explain what they are watching out for this year in the sector.","title":"Fixed Income Research: What lies ahead for Chinese property bonds","thumbnail_image":"\/managed-resources\/images\/insight\/thumbnail-images\/HuiLing260123thumb.jpg","json_action":"add","alt_text":"What lies ahead for Chinese property bonds","categories":"Investment","banner_image":"\/managed-resources\/images\/insight\/banner-images\/HuiLing260123banner.jpg","page":"\/html\/sg-en\/research\/fixed-income-research-what-lies-ahead-for-chinese-property-bonds.html","publish_date":"26\/01\/2023","rhs_thumbnail_image":"\/managed-resources\/images\/insight\/thumbnail-images\/HuiLing260123thumb.jpg","sourcePath":"templatedata\/page\/article\/data\/sg-en\/fixed-income-research-what-lies-ahead-for-chinese-property-bonds"},{"sourceId":"ld0gsyww","keywords":["Asia","Fixed Income","Investment Grade","High Yield","Emerging Market","spreads","Korea","India","Indonesia","China","Covid reopening"],"description":"After two years of underperformance, Research Analyst Boh Hui Ling explains Asia Credit's strong performance to date and the pockets of opportunity available this year.","title":"Fixed Income Research: Asia credit \u2013 A better 2023","thumbnail_image":"\/managed-resources\/images\/insight\/thumbnail-images\/HuiLing180123thumb.jpg","json_action":"add","alt_text":"Fixed Income Research: Asia credit \u2013 A better 2023","categories":"Investment","banner_image":"\/managed-resources\/images\/insight\/banner-images\/HuiLing180123banner.jpg","page":"\/html\/sg-en\/research\/fixed-income-research-asia-credit-a-better-2023.html","publish_date":"18\/01\/2023","rhs_thumbnail_image":"\/managed-resources\/images\/insight\/thumbnail-images\/HuiLing180123thumb.jpg","sourcePath":"templatedata\/page\/article\/data\/sg-en\/fixed-income-research-asia-credit-a-better-2023"},{"sourceId":"le8m1mbz","keywords":["Macroeconomics","Federal Reserve","payroll","employment","inflation","USA","interest rate hike","economy"],"description":"Strong US data is likely to keep the Federal Reserve hawkish, challenging financial markets' strong start to 2023. Chief Economist Mansoor Mohi-uddin revises his view on the rate hike trajectory.","title":"Macroeconomics: Fed To Hike In March, May & June","thumbnail_image":"\/managed-resources\/images\/insight\/thumbnail-images\/mansoor200223thumb.jpg","json_action":"add","alt_text":"Fed To Hike In March, May & June","categories":"Investment","banner_image":"\/managed-resources\/images\/insight\/banner-images\/mansoor200223banner.jpg","page":"\/html\/sg-en\/research\/macroeconomics-fed-to-hike-in-march-may-and-june.html","publish_date":"17\/02\/2023","rhs_thumbnail_image":"\/managed-resources\/images\/insight\/thumbnail-images\/mansoor200223thumb.jpg","sourcePath":"templatedata\/page\/article\/data\/sg-en\/macroeconomics-fed-to-hike-in-march-may-and-june"},{"sourceId":"le8m1qc4","keywords":["Singapore","Budget 2023","property","REITs","Buyer\u2019s Stamp Duty"],"description":"Research Analyst Carmen Lee reviews the various measures announced in Singapore Budget 2023 and in particular, highlights the impact on the property sector.","title":"Equity Strategy Report: Singapore Budget 2023 - A season of love","thumbnail_image":"\/managed-resources\/images\/insight\/thumbnail-images\/carmen150223thumb.jpg","json_action":"add","alt_text":"It is the season of love","categories":"Investment","banner_image":"\/managed-resources\/images\/insight\/banner-images\/carmen150223banner.jpg","page":"\/html\/sg-en\/research\/equity-strategy-report-singapore-budget-2023-it-is-the-season-of-love.html","publish_date":"15\/02\/2023","rhs_thumbnail_image":"\/managed-resources\/images\/insight\/thumbnail-images\/carmen150223thumb.jpg","sourcePath":"templatedata\/page\/article\/data\/sg-en\/equity-strategy-report-singapore-budget-2023-it-is-the-season-of-love"},{"sourceId":"lf4o03zu","keywords":["China","inflation","Asia","commodities","covid-19","fixed income","equity","cross asset","strategy","macroeconomics","travel","tourism","services","Chinese government two sessions","Hong Kong","global","USD","currencies","Latin America","Europe","USA"],"description":"China's reopening is a major positive development for the world in 2023. In this cross-asset report, Bank of Singapore examines both the local impact of Covid-19 restrictions removals and the global consequences that may arise.","title":"Investment Strategy: China awakens \u2013 Local impact global ripples","thumbnail_image":"\/managed-resources\/images\/insight\/thumbnail-images\/Eli160223thumb.jpg","json_action":"add","alt_text":"China awakens \u2013 Local impact global ripples","categories":"Investment","banner_image":"\/managed-resources\/images\/insight\/banner-images\/Eli160223banner.jpg","page":"\/html\/sg-en\/research\/investment-strategy-china-awakens-local-impact-global-ripples.html","publish_date":"16\/02\/2023","rhs_thumbnail_image":"\/managed-resources\/images\/insight\/thumbnail-images\/Eli160223thumb.jpg","sourcePath":"templatedata\/page\/article\/data\/sg-en\/investment-strategy-china-awakens-local-impact-global-ripples"},{"sourceId":"lfbei2hr","keywords":["Singapore","dividends","large-cap","small-cap","investment","SGX","earnings","growth","recession","inflation","income"],"description":"With the end of the reporting season for the financial year 2022 ending in December, Research Analyst Carmen Lee explains why Singapore companies are likely to fare well even as global growth softens.","title":"Equity Strategy Report: Is it time to look at dividends?","thumbnail_image":"\/managed-resources\/images\/insight\/thumbnail-images\/Carmen130323thumb.jpg","json_action":"add","alt_text":"Is it time to look at dividends","categories":"Investment","banner_image":"\/managed-resources\/images\/insight\/banner-images\/Carmen130323banner.jpg","page":"\/html\/sg-en\/research\/equity-strategy-report-is-it-time-to-look-at-dividends.html","publish_date":"13\/03\/2023","rhs_thumbnail_image":"\/managed-resources\/images\/insight\/thumbnail-images\/Carmen130323thumb.jpg","sourcePath":"templatedata\/page\/article\/data\/sg-en\/equity-strategy-report-is-it-time-to-look-at-dividends"},{"sourceId":"lf4o043j","keywords":["Inflation","macroeconomics","Federal Reserve","rate hikes","employment data","Jerome Powell","US Treasury"],"description":"The Federal Reserve warned that the continued strength of US economic indicators could prompt a higher rate hike in the March meeting. Chief Economist Mansoor Mohi-uddin remains cautious of volatility in risk assets and US yields.","title":"Macroeconomics: Powell flags return to larger hikes","thumbnail_image":"\/managed-resources\/images\/insight\/thumbnail-images\/Mansoor080323thumb.jpg","json_action":"add","alt_text":"Powell Flags Return To Larger Hikes","categories":"Macroeconomics","banner_image":"\/managed-resources\/images\/insight\/banner-images\/Mansoor080323banner.jpg","page":"\/html\/sg-en\/research\/macroeconomics-powell-flags-return-to-larger-hikes.html","publish_date":"08\/03\/2023","rhs_thumbnail_image":"\/managed-resources\/images\/insight\/thumbnail-images\/Mansoor080323thumb.jpg","sourcePath":"templatedata\/page\/article\/data\/sg-en\/macroeconomics-powell-flags-return-to-larger-hikes"},{"sourceId":"lf4o0416","keywords":["Currency","recession","inflation","USD","Bank of Japan","FX reserves","JGB","equities","yen","JPY"],"description":"Bank of Japan's changing leadership is unlikely to adjust Japan's very low interest rates immediately. However, Chief Economist Mansoor Mohi-uddin cautions that the risk of a policy review may lead to volatility in Japan's financial markets.","title":"Macroeconomics: Japan - New governor, new risks","thumbnail_image":"\/managed-resources\/images\/insight\/thumbnail-images\/Mansoor010323thumb.jpg","json_action":"add","alt_text":"Japan - New Governor, New Risks","categories":"Macroeconomics","banner_image":"\/managed-resources\/images\/insight\/banner-images\/Mansoor010323banner.jpg","page":"\/html\/sg-en\/research\/macroeconomics-japan---new-governor-new-risks.html","publish_date":"01\/03\/2023","rhs_thumbnail_image":"\/managed-resources\/images\/insight\/thumbnail-images\/Mansoor010323thumb.jpg","sourcePath":"templatedata\/page\/article\/data\/sg-en\/macroeconomics-japan---new-governor-new-risks"},{"sourceId":"lf4o042q","keywords":["China","inflation","policy","politics","Chinese government two sessions","macroeconomics","central bank","PBOC"],"description":"Manufacturing sentiment data in February reflected China's strong reopening activity, supporting Chief Economist Mansoor Mohi-uddin's view that it will likely be the only major economy to experience faster growth this year than last.","title":"Macroeconomics: China reopens, activity rebounds","thumbnail_image":"\/managed-resources\/images\/insight\/thumbnail-images\/Mansoor020323thumb.jpg","json_action":"add","alt_text":"China Reopens, Activity Rebounds","categories":"Macroeconomics","banner_image":"\/managed-resources\/images\/insight\/banner-images\/Mansoor020323banner.jpg","page":"\/html\/sg-en\/research\/macroeconomics-china-reopens-activity-rebounds.html","publish_date":"02\/03\/2023","rhs_thumbnail_image":"\/managed-resources\/images\/insight\/thumbnail-images\/Mansoor020323thumb.jpg","sourcePath":"templatedata\/page\/article\/data\/sg-en\/macroeconomics-china-reopens-activity-rebounds"},{"sourceId":"lfoldejp","keywords":["Gold","USD","US","recession","hedge","real yields"],"description":"While the gold rally appears to have outpaced the decline in US real yields or USD weakness, Currency Strategist Sim Moh Siong maintains his preference for gold, especially on any pullback, as a hedge against US recession risk.","title":"FX Focus: Not all safe havens are equal","thumbnail_image":"\/managed-resources\/images\/insight\/thumbnail-images\/simmoh210323thumb.jpg","json_action":"add","alt_text":"Not all safe havens are equal","categories":"Investment","banner_image":"\/managed-resources\/images\/insight\/banner-images\/simmoh210323banner.jpg","page":"\/html\/sg-en\/research\/fx-focus-not-all-safe-havens-are-equal.html","publish_date":"21\/03\/2023","rhs_thumbnail_image":"\/managed-resources\/images\/insight\/thumbnail-images\/simmoh210323thumb.jpg","sourcePath":"templatedata\/page\/article\/data\/sg-en\/fx-focus-not-all-safe-havens-are-equal"},{"sourceId":"lfoldelp","keywords":["Federal Reserve","USD","US","rate hike","recession","inflation","macroeconomics","Credit Suisse","SVB","US Treasuries"],"description":"While the banking sector woes could tighten lending conditions and hurt growth, core inflation is likely to remain above the Federal Reserve's 2% target until 2024, Chief Economist Mansoor Mohi-uddin says.","title":"Macroeconomics: Dovish Fed, cautious outlook","thumbnail_image":"\/managed-resources\/images\/insight\/thumbnail-images\/Mansoor230323thumb.jpg","json_action":"add","alt_text":"Dovish Fed, cautious outlook ","categories":"Macroeconomics","banner_image":"\/managed-resources\/images\/insight\/banner-images\/Mansoor230323banner.jpg","page":"\/html\/sg-en\/research\/macroeconomics-dovish-fed-cautious-outlook.html","publish_date":"23\/03\/2023","rhs_thumbnail_image":"\/managed-resources\/images\/insight\/thumbnail-images\/Mansoor230323thumb.jpg","sourcePath":"templatedata\/page\/article\/data\/sg-en\/macroeconomics-dovish-fed-cautious-outlook"},{"sourceId":"lfolderf","keywords":["Federal Reserve","USD","US","rate hike","recession","inflation","macroeconomics","Credit Suisse","SVB","US Treasuries"],"description":" March saw the failure of several small US banks, contributing to the plethora of data pointing towards a potential recession in the second half of 2023. 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