Banks
-

India rates: Spreads seen narrowing further – DBS
DBS Group Research strategist Sherilyn Chew contrasts India’s domestic backdrop with Indonesia, arguing India is deeper into a tightening phase.…
Read More » -

US Dollar: Cyclical support and energy resilience – HSBC
HSBC’s FX Viewpoint argues the broad US Dollar is likely to strengthen modestly in the near term as cyclical, political…
Read More » -

South Korean Won: Export strength supports KRW – Societe Generale
Societe Generale notes the Korean Won has been one of Asia’s standout performers, with USD/KRW slipping from around 1,390 to…
Read More » -

Chinese Yuan: Consolidation with downside risk toward 6.7330 – UOB
UOB’s Quek Ser Leang and Lee Sue Ann describe USD/CNH as consolidating after a move to 6.7200, with momentum slowing…
Read More » -

South Korean Won: Trade surplus seen widening – ING
ING’s Asia-Pacific research notes that South Korea’s upcoming data should show stronger industrial production and a widening trade surplus, even…
Read More » -

Chinese Yuan: PBoC keeps yuan broadly stable – Societe Generale
Societe Generale describes a limited impact from President Xi’s US visit, with no new tariff cuts or AI dialogue mechanism…
Read More » -

Singapore Dollar: Consolidation near lows against US Dollar – UOB
UOB’s Quek Ser Leang and Lee Sue Ann note USD/SGD held steady around 1.2800 after Wednesday’s surge, with the Singapore…
Read More » -

Asian FX: Higher yields and Oil weigh – OCBC
OCBC strategists Sim Moh Siong and Christopher Wong report that Asian FX traded broadly softer as higher Oil prices and…
Read More » -

Mexican Peso: Downward momentum returns after 200-DMA break – Societe Generale
Societe Generale analysts, including Kenneth Broux, note that USD/MXN has broken above a multi-month descending trend line and reclaimed its…
Read More » -

US Dollar: Rally starting to look stretched – ING
ING’s FX Strategist Francesco Pesole notes the Dollar has jumped, with DXY above 101.0, supported by strong US PMIs, higher…
Read More »






