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...
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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...
