Asia FX Talk – Rupiah weakness could persist
On the US macro front, the 4-week moving average of initial jobless claims declined to 218.8k in the week ending...
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Asia FX Talk – Renewed Middle East geopolitical risks
External pressures on Asia FX remain in the near term, although domestic fundamentals and central bank responses are likely to...
Asia FX Outlook 2H2026: Divergence in a Weaker Dollar World
Please download PDF using the link above for the full reportWe expect the Asian currencies in aggregate to appreciate modestly...
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,...
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...
