Thailand: Positioning for a BOT rate cut

Going into September’s BOT meeting, we favour rates receivers and positioning in MYR and IDR vs t...

India: Fiscal positives and rangebound rupee

Macro Insights Weekly: Credit risk in China; taper scenario in the US

FX Daily: A busy week for G4 central banks

FX Daily: Maneuvering between US bond yields and equities

Credit: Likely policy co-ordination on Evergrande

Clock started on Evergrande’s 30-day grace period
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