Asia FX Talk – USD strength anchored by real yields
Since the 18 June FOMC meeting, the global market narrative has shifted in favour of a “high-for-longer” US rates environment,...
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Asia FX Weekly – Pivot towards US labour and Asia activity data
Week Ahead FX outlook:Key FX views:FX weakened against the US dollar this week, with THB, KRW and PHP among the...
Asia FX Talk – Asian currencies modestly weaker
Talks between the US and Iran seem to have progressed quite well, with US Vice president JD Vance describing the...
Asia FX Talk – Tug of war for Asia currencies
The US and Iran began talks in Switzerland on a peace deal to settle Iran’s nuclear program, even as continued...
Asia FX Talk – It is finished? US and Iran reach deal
The US and Iran reached an interim agreement to reopen the Strait of Hormuz, with both sides meeting in Switzerland...
Asia FX Talk – USD stays firm, BI tightens to support rupiah
A key focus today is the upcoming US CPI print, where inflation could rise above 4.0%yoy in May vs. 3.8%yoy...
Asia FX Talk – Asian central banks are pushing back
The continued uncertainty around the Iran conflict continued, but with Iran and Israel agreeing to ease strikes against each other...
India: Shoring up the Indian Rupee – RBI June 2026 Measures
In particular, we see the measures to fully subsidise FX hedging costs for FCNR(B) deposits, and importantly the removal of...
Why rupee is among the most vulnerable Asian currencies
The Indian rupee faces significant vulnerability among Asian currencies, with leading financial institutions Barclays and MUFG forecasting a potential depreciation...
Rupee among Asia’s most vulnerable currencies amid crude oil risks | Economy & Policy News
The Indian rupee is among the most vulnerable Asian currencies due to a combination of factors, including a widening current...
