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Institutional
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
Institutional, OCBC
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) and strengthened the central bank’s FX buffer. However, with the FCNR(B) window now closed, the exceptional near-term dollar supply is expected to fade, potentially leading to more two-way RBI management. Wong adds that USD/INR remains under bearish […]
by Currency Hedger
- 0 Comments
- 1 week ago
Institutional
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 see recent data as slightly weaker than the ECB’s June projections, partly due to soft food prices, but anticipate only modest downward revisions. Core inflation is projected to remain above 2% through 2028, supporting further […]
by Currency Hedger
- 0 Comments
- 1 week ago
Institutional
Week Ahead – Sep 7th
Signs of tanker traffic through the Persian Gulf will be monitored after the outbreak of strikes between Iran and the US, prolonging the shock to energy supply from the region. The US will publish consumer and producer inflation rates, the last major releases before the Federal Reserve’s September decision. Other key data includes Michigan consumer […]
by Currency Hedger
- 0 Comments
- 1 week ago
Institutional, Technical Analysis, USD
Trade of The Day – USD/ZAR
Facts Recommendation Figure 1: USDZAR (04.01.2025 – 04.09.2026) Source: xStation, 04.09.2026 (3:22 PM) Opinion Over the last month, the South African rand has strengthened against the US dollar by over 2.5%. The reasons for this movement can be found in two key factors: rising gold prices and an increase in bets for interest rate hikes […]
by Currency Hedger
- 0 Comments
- 1 week ago
Institutional
NFP with a massive upside; EURUSD dips
US Change in Nonfarm Payrolls Aug: 162K (est 55K; prev -23K, prevR 21K) – Unemployment Rate: 4.1% (est 4.1%; prev 4.1%) – Avg Hourly Earnings (M/M): 0.3% (est 0.3%; prev 0.1%) – Avg Hourly Earnings (Y/Y): 3.1% (est 3.1%; prev 3.2%) US stocks and bonds declined after a remarkably strong August jobs report fueled speculation […]
by Currency Hedger
- 0 Comments
- 1 week ago
Institutional, OCBC
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 UST yields and the Dollar. Wong remains constructive but notes near-term direction will hinge on Fed repricing, with upcoming payrolls, Consumer Price Index (CPI) and Producer Price Index (PPI) key. Geopolitical tensions are marginally supportive, […]
by Currency Hedger
- 0 Comments
- 1 week ago
EUR, Institutional, Technical Analysis, USD
Chart of The Day – EUR/USD Ahead of NFP. The Fed Caught Between Warsh and Waller
Friday’s EURUSD session is dominated by expectations ahead of the most important release of the week, the NFP report. Over the past few days, the outlook for US monetary policy has become significantly more complicated. Kevin Warsh sounded particularly hawkish during the Jackson Hole symposium, arguing that inflation remains too high and that the Fed […]
by Currency Hedger
- 0 Comments
- 1 week ago
Institutional
US Employment Expected to Bounce Back
The US economy is expected to have added 56K jobs in August 2026, marking a modest rebound after a surprising decline of 23K in July. The private sector is forecast to have accounted for 45K of those gains. Local government education employment is expected to recover and a rebound is also anticipated in the leisure […]
by Currency Hedger
- 0 Comments
- 1 week ago
Institutional, MUFG
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 India’s (RBI) FCNR(B) measures, which now exceed US$130bn. Wan still expects USD/INR to trend higher over time but argues that RBI’s FX measures have reduced left-tail depreciation risks. MUFG also sees scope for higher Indian rates given […]
by Currency Hedger
- 0 Comments
- 1 week ago