OCBC
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Brent Oil: Geopolitics delay supply recovery – OCBC
OCBC strategists Sim Moh Siong and Christopher Wong raise their end-2026 Brent forecast to USD 80/bbl from USD 75/bbl as…
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Japanese Yen: Market needs more than BoJ pricing – OCBC
OCBC FX Strategist Sim Moh Siong and Christopher Wong highlight that the Japanese Yen (JPY) has already benefited from aggressive…
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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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US Dollar: Core PCE and Warsh remarks in focus – OCBC
OCBC Bank strategists Sim Moh Siong and Christopher Wong highlight that lower energy prices have helped pull US and European…
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US Dollar: Debasement narrative caps upside – OCBC
OCBC’s Sim Moh Siong and Christopher Wong note that the US Treasury’s expanded long-end buyback programme has revived market fears…
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Malaysian Ringgit: Supported by strong fundamentals against US Dollar – OCBC
OCBC’s Sim Moh Siong and Christopher Wong stress that the Malaysian Ringgit (MYR) remains relatively well supported by a softer…
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Indian Rupee: Elevated Oil keeps INR lagging against US Dollar – OCBC
OCBC strategists Sim Moh Siong and Christopher Wong note Indian Rupee (INR) remains under pressure despite broader US Dollar (USD)…
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Japanese Yen: JGB spillover supports firmer JPY against US Dollar – OCBC
OCBC’s Sim Moh Siong and Christopher Wong highlight that rising long-end Japanese government bond yields are increasingly influencing global curves…
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US Dollar: Carry-supported but rangebound near term – OCBC
OCBC’s Sim Moh Siong and Christopher Wong highlight that still-attractive US Dollar (USD) carry and softer United States (US) data,…
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Japanese Yen: Intervention risks cap losses against US Dollar – OCBC
OCBC’s Sim Moh Siong and Christopher Wong highlight that September Bank of Japan (BoJ) hike odds have risen sharply, but…
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