Banks
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Natural Gas: Hormuz risks and Qatari LNG disruption – BNY
Geoff Yu at BNY highlights that Middle East tensions and constrained traffic through the Strait of Hormuz are keeping key…
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South Korean Won: Higher rates and chip boom support gains – ING
ING’s Chris Turner reports that the Korean Won (KRW) continues to advance, driven by back-to-back Bank of Korea (BoK) rate…
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Philippine Peso: BSP tightening bias on inflation risks – DBS
DBS Group Research economists Radhika Rao and Chua Han Teng note that Bangko Sentral ng Pilipinas (BSP) raised its policy…
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Malaysian Ringgit: BNM seen on steady policy path – DBS
DBS Group strategists Taimur Baig and Nathan Chow expect Bank Negara Malaysia (BNM) to keep its Overnight Policy Rate unchanged…
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Chinese Yuan: Undervaluation and export gains questioned – Commerzbank
Commerzbank’s Volkmar Baur challenges recent internal analysis on CNY undervaluation and exports, arguing that China’s exchange-rate management and gold purchases point to…
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South Korean Won: Strong exports support KRW and KOSPI – DBS
DBS Group strategists Taimur Baig and Nathan Chow expect South Korea’s August exports to stay strong near 60% year-on-year, underpinning…
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European Central Bank: September hike seen with energy risks – Nomura
Nomura’s Euro area team expects the European Central Bank to raise rates by 25 basis points to 2.50% at the 10 September…
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Japanese Yen: Weak currency and cheap burgers – Nordea
Nordea’s Helge J. Pedersen argues that the Japanese Yen appears significantly undervalued versus the Dollar on both OECD purchasing power…
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Indian Rupee: GDP data to show resilience – DBS
DBS Group strategists Taimur Baig and Nathan Chow expect India’s 1QFY27 Gross Domestic Product (GDP) to confirm that the economy…
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Silver: Consolidation near resistance as positioning builds – OCBC
OCBC’s Christopher Wong describes Silver as constructive with room for participation to build, as ETF holdings and managed-money positioning rise from light…
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