When the Bank of Japan's Policy Board wraps its two-day meeting on July 31, markets will almost certainly get the rate hold they have priced in. What they are watching for is something else entirely: the specific langua…
MUFG’s Teppei Ino notes that USD/JPY has fallen below the bank’s 155 forecast floor, briefly trading under 154.50 and testing key Fibonacci retracement levels. The report highlights a confluence of Japan-specific factor…
Michael Pfister at Commerzbank highlights that the Mexican Peso has strengthened, with USD/MXN back below 17, helped by a weaker Dollar and Mexico’s strong performance among major currencies. He cites better-than-expect…
Surging oil prices, a CPI spike not seen in three years, and Treasury yields at levels last touched in 2007 are forcing a September rate decision that could reshape which stocks lead the market through the rest of 2026.
EUR/USD: September Fed hike delays dollar drop • It is a close call, but after Kevin Warsh’s hawkish speech at Jackson Hole, we now see a 25bp Fed hike to 4.00% on 16 September. The baseline view then assumes unchanged …
The Australian Dollar (AUD) is down 0.13% to near 0.7210 against the US Dollar (USD) during the European trading session on Tuesday. The Aussie pair comes under pressure as the US Dollar turns positive after a weak star…
ING strategist Francesco Pesole reports that Sterling gained modestly, helped by Chancellor John Healey’s first major speech stressing fiscal discipline and keeping long-end gilt moves aligned with global bond selling. …
The immediate catalyst for the latest sharp decline remains difficult to identify with precision, but the broader story behind the yen has changed noticeably since the middle of last week, and several forces are now pul…
Gold (XAU/USD) posts marginal gains for the third straight day on Tuesday amid risk-off sentiment as tensions in the Middle East escalate and Oil prices rally, strengthening the case for higher interest rates in the wor…
Rabobank’s Florence Schmit highlights that TTF Natural Gas remains supported by low European storage and disrupted Gulf LNG flows. The absence of meaningful U.S.-Iran progress keeps a structural risk premium in prices, …
Various industry analysts estimate that the acquisitions made by the Asian giant are far greater than those officially declared
The Indian Rupee (INR) retreats from its two-month high against the US Dollar (USD) on Tuesday. The USD/INR pair recovers to near 94.90 from its two-month low of 94.29 posted last week as the impact of higher oil prices…
China's Trade Balance for August, in US Dollar (USD) terms, arrives at $119.09 billion, almost in line with $119.1 billion estimates, but higher than the July reading of $112.5 billion.
Secretary of Iran's Supreme National Security Council, Mohsen Rezaei, warned on Tuesday that Tehran would respond to what it calls US "economic warfare" by imposing a maritime exclusion zone across the Persian Gulf.
West Texas Intermediate (WTI) oil price edges lower and is trading around $90.40 per barrel during Asian hours on Tuesday. However, crude oil prices may regain ground as Iran vowed to strike energy infrastructure across…
The GBP/USD pair gains ground to near 1.3545 during the Asian trading hours on Tuesday. The British Pound (GBP) edges higher against the US Dollar (USD) after UK Chancellor John Healey unveiled a series of measures desi…
AUD/USD halts its four-day winning streak, trading around 0.7210 during Asian hours on Tuesday. The pair holds ground following the release Trade Balance data from China, Australia’s close trading partner.
USD/CAD extends its losses for the second successive day, trading around 1.3800 during the Asian hours on Tuesday. Analysts at HSBC caution that, despite the recent improvement in sentiment around the Fed’s anti-inflati…
Commerzbank’s Vietnam update highlights rising inflation and a narrowing trade deficit, with strong manufacturing-led imports and resilient exports. The bank notes elevated CPI and external deficits limit scope for aggr…
The USD/JPY pair declines for the second straight day – also marking the fourth day of a fall in the previous five – and sinks to its lowest level since February 18, around mid-153.00s during the Asian session on Tuesda…
MUFG’s Lloyd Chan warns that upcoming US inflation data could test the recent Rupiah recovery, as firmer US inflation may reinforce elevated US yields and challenge USD/IDR’s break below 17,700. He notes limits to domes…
HSBC’s Willem Sels highlights that accelerating AI adoption, resilient growth and broadening earnings are supporting global equities into Q4 2026. The bank has recently added exposure to global stocks, favouring the US …
BNY’s Geoff Yu highlights that a stronger US Dollar (USD), higher Oil prices and rising global yields are pressuring Asian currencies and assets. Chinese Yuan (CNY) remains relatively resilient but is drawing official s…
Gold (XAU/USD) price dives over 0.40% on Monday following last Friday’s US jobs report, which ignited speculation that the Federal Reserve (Fed) might resume its tightening cycle if inflation reaccelerates late this wee…