Asia FX Talk – Focus on China’s macro and real estate
The focus today will be on China’s macro data, together with development in China’s property market on whether…
Asia FX Talk – FOMC key focus later today
US yields increased and the Dollar strengthened modestly as US JOLTS jobs openings picked up and small business…
The Global Markets FX Week Ahead Podcast
Will USD/JPY continue to fall ahead of Fed & BoJ policy meetings? Lee Hardman, Senior Currency Analyst, and…
Asia FX Talk – Focus on the FOMC, USD/PHP broke 59
Ahead of Trump-Xi meeting, the Wall Street Journal put out an article saying that the US could roll…
Asia FX Talk – A dovish Powell
While the US government shutdown has disrupted the release of several key macro indicators, Fed Chair Jerome Powell…
FX Daily Snapshot – MUFG Research
Price action in FX markets yesterday certainly looked indicative of a further adjustment in positioning with short positioning…
Asia FX Weekly – BoT cut in sight, BSP to hold steady
Week Ahead FX outlook: Key FX views: The spotlight next week falls on the upcoming monetary policy decisions…
Asia FX Talk – Markets cautious ahead of LDP vote and US jobs data
BOJ Deputy Governor Uchida has signalled that the central bank stays committed to raising the policy rate, provided…
FX Daily Snapshot – MUFG Research
The US dollar has continued to trade at weaker levels undermined in part by the ongoing US government…
Asia FX Talk – Yen leads regional gains amid US government shutdown
US ADP employment fell by 32,000 in September, after a revised decline of 3,000 (previously reported as +54,000)…
Monthly Foreign Exchange Outlook – MUFG Research
OUTLOOK Recent macro data indicated slowing economic momentum in August and September. Retail sales growth softened further in…
Asia FX Talk – Slower US hiring
A range of US employment indicators for August suggests that job creation remained relatively steady, layoffs stayed low,…