Banks
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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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US Dollar: Fed outlook stays data-dependent after Waller – Danske Bank
Danske Research Team highlights that Fed Governor Waller is inclined to keep rates unchanged in September if August inflation shows further progress,…
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Oil: Elevated prices face fragile support – ING
ING analysts Warren Patterson and Ewa Manthey note that Oil prices, including ICE Brent above US$95/bbl, remain supported by heightened…
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Japanese Yen: Policy signals support JPY against US Dollar – Commerzbank
Commerzbank’s Thu Lan Nguyen argues that recent interventions by Japanese authorities and the US Treasury have largely lost impact, with…
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Euro: ECB succession and data support resilience – BNY
BNY’s Geoff Yu notes that Eurozone assets remain supported by steady composite PMI readings and improving signs in German demand,…
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Japanese Yen: BoJ meeting to decide JPY path – Commerzbank
Commerzbank’s Michael Pfister highlights renewed weakness in the Japanese Yen as USD/JPY repeatedly breaks above 160 despite record FX interventions.…
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