Swelling Philippine Trade Gap in May Despite A Competitive PHP
Executive Summary: Hefty trade gap in May did not severely undermine the BoP Competitive PHP boost unable to offset lackluster export...
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Persistent Weakness of the Bangko Sentral's FX Reserves
Shedding value. The countryâs BoP shortfall (US$2bn in Jan-May) lowered the gross international reserves (GIR) of the Bangko Sentral ng Pilipinas...
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Surging Annualized Inflation in June
Executive Summary:Â Higher than expected inflation in June can be traced to more of the same price catalysts with base effect in play. But it's the...
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BoP Shortfall: From Strong Net Imports to Hefty Net Financial Outflows
The 1Q18 balance of payments (BoP) deficit of 1.6% of 1Q GDP downplayed the current account shortfall (-0.3% of 1Q GDP) as the fundamental reason...
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Week Ahead in Global Macro: EU Summit, US-China Restrictions, USTs, RBNZ, BI/BCRA, Mex/Indo Election
Our guide to this weekâs global macro risk events and trading opportunities. This week in questions: Will the UST curve see a "mini-inversion" at...
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