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Banks

Singapore Dollar: Gains momentum against US Dollar – OCBC
OCBC’s FX strategists Sim Moh Siong and Christopher Wong highlight that USD/SGD has eased as US Dollar (USD) momentum softened…
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Banks

Thailand: AI-linked momentum but 2027 slowdown – HSBC
HSBC notes that Thailand’s 1Q26 growth beat expectations on the back of strong electronics exports and robust private investment and…
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Banks

South Korea: Exports and inflation support rate hike path – DBS
DBS Group Research’s Ma Tieying expects South Korea’s June exports to remain very strong, with year-on-year growth around 50–60% and…
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Banks

Chinese Yuan: Weakness against US Dollar seen as corrective – OCBC
OCBC’s FX strategists Sim Moh Siong and Christopher Wong note USD/CNH’s recent run-up has stalled, with the pair around 6.8020…
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Indices

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Energies

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Metals

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Metals

Cashing Out – How Basel III and High Rates Triggered the Great Sell-off in Gold Prices
Looking at the stock market charts, investors are probably wondering why gold has been plummeting so hard recently. With the world turbulent,…
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Metals

The Physics of Scarcity – Copper’s Path to a Structural Deficit
If you look at the copper market chart over the past 10 years, it might seem like a perfectly balanced system. Market…
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