Asia

Indonesia: Resilient growth provides room to prioritise inflation

Growth was up on firm consumption, Apr inflation quickens.

Bank Indonesia stays on hold; we see inflation risks

South Korea: A post-election update

Singapore: Balancing growth and inflation

India: Inflation becomes a priority at the RBI

Global

Macro Strategy: Indian vs Indonesian bonds; CAD vs DXY

Divergent bond yield outlook in Indonesia/India; Overly strong CAD

FX Daily: Fed lifts the USD

Rates: Taper clarity

FX Daily: Caught between China and the US

Rates: Contagion fears reflect in lower DM yields