Asia FX Talk – De-escalation supports regional FX
Signs continue to point to limited appetite for further escalation in the Middle East. The US has reportedly presented Iran...
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Asia FX Weekly – A heavy policy & macro calendar ahead
Week Ahead FX outlook: Key FX views: Shifting Middle East geopolitics and central bank signals remained the key drivers of...
Asia FX Weekly – Tech tailwinds help, but geopolitical de-escalation key to gains
Week Ahead FX outlook: Key FX views: Markets will be watching closely for any signs that high‑level US–Iran talks could...
Asian currencies under pressure with higher oil prices and stagflation risks
Week Ahead FX outlook: Key FX views: Markets remain focused on developments in the Iran conflict and the spillover impact...
Asia FX Talk – What if oil prices spike further? implications of Iran conflict
If meaningful oil price increases are sustained, we think the likes of KRW, INR, and to some extent PHP are...
5 Investments to Consider Midway to Retirement
Being midway to retirement means you may still have years of earnings ahead. However, the margin for error is smaller...
Asia FX Talk – Firmer yen sets the tone for regional FX despite stronger US payrolls
The broad US dollar index (DXY) remains supported as US Treasury yields rose across the curve, with the 2-year yield...
Asia FX Talk – Silver lining amidst the market Warsh-out
More recently however, Kevin Warsh has been more supportive of interest rate cuts, due to his views that there has...
Asia FX Talk – Positive sentiment on Asia starting 2026
Our view for Asia FX to generally strengthen against the Dollar are not just driven by the US of course,...
Asia FX Talk -Regional currencies find support in CNY resilience and Fed easing hopes
Market expectations for a December Fed rate cut have swung sharply, with the latest pricing assigning roughly an 80% probability...
