Asia FX Weekly – A US-driven week for Asia FX ahead
Week Ahead FX outlook:Key FX views:Asia’s macro and FX this week has been dominated by the interaction of rising US...
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Asia FX Talk – EM Asia currencies remain under pressure
The dominant macro theme is a sharp, broad-based global bond selloff driven by war-related inflation pressures stemming from the effective...
Asia FX Talk – Sharp rise in global bond yields weigh on EM Asia currencies
Global government yields rose sharply heading into the start of this week, as three forces collided: surging oil prices, fading...
Asia FX: Near and Medium-Term Scenario Asia FX Outlook
Iran war has exerted significant pressure on Asia’s net energy‑importing currencies, with PHP, INR, THB and IDR depreciating most against...
Nikkei 225 Hits Record With Tech Gains Amid Global Rally
A global surge in risk appetite swept into Japan after long public holidays, driving stocks to record highs on Thursday....
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...
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...
