Please fill out the form below and we will get back to you as soon as possible.
Institutional
Institutional, OCBC
Japanese Yen: Market needs more than BoJ pricing – OCBC
OCBC FX Strategist Sim Moh Siong and Christopher Wong highlight that the Japanese Yen (JPY) has already benefited from aggressive market pricing for Bank of Japan (BoJ) tightening, with an 85% chance of a September hike implied. They argue further JPY gains may require additional policy tools beyond rate increases, such as measures to encourage […]
by Currency Hedger
- 0 Comments
- 2 weeks ago
ING, Institutional
Brent: Hormuz tensions keep prices supported above $90 – ING
ING analysts Warren Patterson and Ewa Manthey note that oil prices, including ICE Brent, started the week stronger after US strikes on Iran raised concerns over Persian Gulf supply. They highlight Strait of Hormuz flows and Russia’s extended diesel export ban as key factors supporting the oil complex. Brent underpinned by Gulf tensions “Oil prices […]
by Currency Hedger
- 0 Comments
- 2 weeks ago
UOB
British Pound: Downside risks with 1.3480 in sight against US Dollar – UOB
United Overseas Bank’s (UOB) Quek Ser Leang and Lee Sue Ann report that GBP/USD fell sharply to 1.3527 and closed at 1.3540, contradicting expectations for range trading. Intraday, they see limited further losses within 1.3520–1.3570 due to oversold conditions. Over the coming weeks, risk stays skewed lower toward 1.3480 while the pair remains capped below 1.3600. Pound […]
by Currency Hedger
- 0 Comments
- 2 weeks ago
Dankse Bank
Euro: Warsh speech weighs on EUR against US Dollar – Danske Bank
Danske Research Team notes that Federal Reserve (Fed) Chair Kevin Warsh’s hawkish Jackson Hole speech pushed EUR/USD lower, with markets now pricing September as nearly a coin-flip for a rate hike. The team highlights that the Dollar strengthened versus both the Euro and Japanese Yen, while EUR/USD is broadly unchanged in early Asian trading despite […]
by Currency Hedger
- 0 Comments
- 2 weeks ago
Institutional
United States: Labour market watch – NBC Economics and Strategy
NBC Economics and Strategy report that U.S. nominal personal income rose 0.4% in July, double expectations, while spending increased 0.2% and real disposable income climbed 0.4% with flat real spending. They expect August nonfarm payrolls to rise by about 80K, keeping unemployment at 4.1% as participation edges up, and note PCE inflation holding at 3.7% […]
by Currency Hedger
- 0 Comments
- 2 weeks ago
Institutional, TDS
United States Dollar: Rebound needs stronger payrolls data – TD Cowen
TD Cowen’s Washington Strategy team, led by Chris Krueger, notes that a durable rebound in the Dollar hinges on stronger US policy follow-through and renewed upside surprises in US data. The analysts remain broadly bearish on the Dollar for now, highlighting limited upside versus the Canadian Dollar and Chinese Yuan as markets await key US […]
by Currency Hedger
- 0 Comments
- 2 weeks ago
Currency Talk, Institutional
Three markets to watch next week
Last week was dominated by uncertainty surrounding the situation in the Middle East, tensions involving Russia and, of course, Nvidia’s outstanding earnings and expectations ahead of Kevin Warsh’s speech at Jackson Hole. That is now in the past, however, and the coming days are likely to bring another dose of volatility given several key macroeconomic […]
by Currency Hedger
- 0 Comments
- 2 weeks ago
BNY, Institutional
Natural Gas: Hormuz risks and Qatari LNG disruption – BNY
Geoff Yu at BNY highlights that Middle East tensions and constrained traffic through the Strait of Hormuz are keeping key energy supply routes at risk. Qatar’s extended force majeure on LNG exports threatens European winter gas balances and could re-ignite inflation pressures, while Brent, WTI and Dutch TTF prices reflect a fragile equilibrium in Oil […]
by Currency Hedger
- 0 Comments
- 2 weeks ago
ING, Institutional
South Korean Won: Higher rates and chip boom support gains – ING
ING’s Chris Turner reports that the Korean Won (KRW) continues to advance, driven by back-to-back Bank of Korea (BoK) rate hikes to 3.00% and a Dot Plot pointing to 3.25% in six months. Upgraded Gross Domestic Product (GDP) forecasts linked to a chip export boom underpin the currency, though authorities may worry about KRW/JPY highs […]
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