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...
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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...
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...
Asia FX Talk – Fed’s decision in focus
The upcoming FOMC meeting is crucial to the outlook on the US dollar, Asian currencies, and broader risk assets. Markets...
Asia FX Talk – Risk-off sentiment weighs on regional currencies
Geopolitical developments in the Middle East region will continue to drive FX moves across Asia. The US dollar has strengthened...
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