Banks
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Oil: Tanker risks support prices – ING
ING analysts Warren Patterson and Ewa Manthey note that Oil remains supported as tensions between the US and Iran escalate…
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Euro: Range holds before key data against US Dollar – Danske Bank
Danske Research Team reports EUR/USD trading in a narrow 1.1610–1.1620 range after quickly reversing losses from a stronger US jobs…
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Malaysian Ringgit: BNM hawkish tilt supports MYR – Commerzbank
Commerzbank highlights that Bank Negara Malaysia kept the OPR at 2.75% but shifted to a more hawkish bias, removing language…
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Indonesian Rupiah: Two-way risks around support levels – OCBC
OCBC’s Christopher Wong notes that USD/IDR has pulled back as a softer Dollar and lower UST yields support the Indonesian…
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Chinese Yuan: Services PMI rebound keeps PBoC cautious – Commerzbank
Commerzbank says China’s August Services PMI rebound highlights some resilience in private-sector activity, but weak retail sales, soft inflation and…
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Malaysia: Hawkish pause keeps options open – DBS
DBS Group Research economist Chua Han Teng notes that Bank Negara Malaysia (BNM) held the Overnight Policy Rate at 2.75%…
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Indian Rupee: Dollar inflows support INR but impulse may fade – OCBC
OCBC’s Christopher Wong notes that strong foreign-currency inflows linked to the RBI’s special measures have bolstered the Indian Rupee (INR)…
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Eurozone: Inflation above target into 2027 – Nordea
Nordea expects Eurozone inflation dynamics to stay persistent, with headline inflation projected above the ECB’s target at least until spring 2027. They…
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Gold: Rebound on softer Fed expectations – OCBC
OCBC’s Christopher Wong reports Gold rebounded over 2% towards 4510 as Waller’s comments led markets to pare September Fed hike expectations, lowering…
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Indian Rupee: RBI inflows and reduced tail risks – MUFG
MUFG’s Michael Wan notes strong Indian Rupee (INR) outperformance driven by larger-than-expected US Dollar (USD) inflows from Reserve Bank of…
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