Persistent Weakness of the Bangko Sentral's FX Reserves
Shedding value. The country’s 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: 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...
609 Views
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...
234 Views
Tactical Short Targets in Asia
This webcast runs through our short positioning in Asia and where we are adding short exposure.Asian bear pressure has notched higher amid the call...
271 Views
The MB Hikes Its Policy Rate Again Amid Slumping PHP
The MB’s second, consecutive 25bp hike. In its policy meeting yesterday (June 20), the Monetary Board (MB) of the Bangko Sentral ng Pilipinas (BSP)...
307 Views