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DBS
DBS, Institutional
Taiwan Dollar: CBC seen on hold before December hike – DBS
DBS Group Research expects Taiwan’s central bank to keep its policy rate unchanged on September 17, before raising it to 2.125% in December. Analysts Taimur Baig and Chang Wei Liang highlight subdued August CPI, but anticipate a somewhat hawkish tone as the CBC remains vigilant on supply‑side inflation risks, higher wages and recovering domestic consumption. […]
by Currency Hedger
- 0 Comments
- 1 day ago
DBS, Institutional
Euro: Support at 180 eyed against Yen on BoJ risk – DBS
DBS strategist Philip Wee argues that downside risk in EUR/JPY is less straightforward than in CHF/JPY. He notes that Euro (EUR) strength versus the Swiss Franc (CHF) and British Pound (GBP), and an anti-USD trade, support the Euro as markets price in rate hikes from both the European Central Bank (ECB) and Bank of Japan (BoJ). However, he warns […]
by Currency Hedger
- 0 Comments
- 6 days ago
DBS, Institutional
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% while dropping language that the current level is appropriate. DBS expects rates to remain unchanged through 2026 but sees risks tilted towards a one-off policy normalisation. BNM holds but signals flexibility “Bank Negara Malaysia (BNM) maintained its […]
by Currency Hedger
- 0 Comments
- 1 week ago
DBS, Institutional
US Dollar: Warsh speech supports greenback – DBS
DBS Group Research economist Philip Wee notes that the US Dollar (USD) recovered after Fed Chairman Kevin Warsh’s Jackson Hole speech, as futures pricing restored a meaningful probability of a September FOMC rate hike. Wee stresses that Warsh reaffirmed his inflation-first stance and avoided detailed forward guidance, leaving structural long-bond and de-dollarisation risks for the […]
by Currency Hedger
- 0 Comments
- 2 weeks ago
DBS, Institutional
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 rate by 25 bps to 5.0% to anchor inflation expectations and support the Peso. Philippine Peso (PHP) is the only ASEAN-6 currency weaker in 3Q26 versus the Dollar, and DBS flags above-target inflation as leaving […]
by Currency Hedger
- 0 Comments
- 2 weeks ago
DBS, Institutional
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 at 2.75% on September 3, maintaining the stance adopted after its July 2025 insurance cut. They highlight contained Malaysian inflation and robust 2026 growth near 5%, arguing there is little urgency for rate hikes despite […]
by Currency Hedger
- 0 Comments
- 2 weeks ago
DBS, Institutional
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 the outlook for the KOSPI and Korean Won (KRW) even as growth moderates from June’s peak. They also see headline and core CPI around 3%, reinforcing its view that further Bank of Korea (BoK) rate hikes are […]
by Currency Hedger
- 0 Comments
- 2 weeks ago
DBS, Institutional
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 has weathered geopolitical disruptions better than initially feared. They note stronger consumption gauges, improving production, and ongoing support from services and exports, even as muted wealth effects, soft fuel demand and higher energy costs weigh […]
by Currency Hedger
- 0 Comments
- 2 weeks ago
DBS, Institutional
Australian Dollar: RBA hike repricing supports gains – DBS
BS Group Research’s Philip Wee notes AUD/USD has risen 2.2% in August after a 1.5% gain in July, leaving the Australian Dollar near year-to-date highs and the best-performing G10 currency in 2026. The move is driven by swift repricing of a Reserve Bank of Australia (RBA) rate hike in November following hawkish minutes and upside […]
by Currency Hedger
- 0 Comments
- 2 weeks ago
DBS, Institutional
Federal Reserve: Warsh faces a communication test – DBS
DBS Bank strategist Philip Wee argues that Fed Chairman Kevin Warsh’s rejection of forward guidance is amplifying market volatility and complicating the policy mix with the Treasury. He warns that without a clear framework, reduced guidance could be seen less as a return to market price discovery and more as a source of uncertainty for […]
by Currency Hedger
- 0 Comments
- 3 weeks ago