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...
archiveMUSI
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...
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 -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...
