Institutional
Institutional
Australian Dollar: RBA hike reinforces hawkish stance – Deutsche Bank
Deutsche Bank’s macro strategy team notes that the Reserve Bank of Australia raised its cash rate by 25 basis points to 4.60%, in line with expectations. The RBA signalled that inflation remains too high and left the door open to further tightening if needed. Australia’s 10-year government bond yield is now at a post-2011 high […]
by Currency Hedger
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- 5 days ago
CommerzBank, Institutional
Australian Dollar: RBA’s hawkish hike caps upside – Commerzbank
Commerzbank’s Volkmar Baur reports that the Reserve Bank of Australia raised its cash rate by 25 bps to 4.6%, the highest level in about 15 years, and struck a notably hawkish tone. Despite signaling that rates could rise further as inflation broadens beyond energy, the Australian Dollar’s initial gains faded, with markets already pricing nearly […]
by Currency Hedger
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- 5 days ago
Institutional, MUFG
Indonesian Rupiah: Rate support erodes as outflows resume – MUFG
MUFG’s Lloyd Chan warns that the Indonesian Rupiah remains exposed as US yield increases erode Indonesia’s rate support. Bank Indonesia has shifted focus from further rate hikes to non-rate stabilisation tools, such as cheaper FX hedging, but renewed foreign portfolio outflows and prospects of weaker trade balances suggest underlying Rupiah pressure persists in the near […]
by Currency Hedger
- 0 Comments
- 6 days ago
HSBC, Institutional
Euro: Rate uncertainty and energy costs weigh – HSBC
HSBC sees the Euro facing mounting headwinds from both monetary policy and energy markets. The bank notes vulnerability stemming from uncertainty over the European Central Bank’s willingness to raise rates versus a more hawkish Federal Reserve, while Europe’s greater exposure to elevated energy costs and disappointing September data pose challenges for EUR/USD performance and regional […]
by Currency Hedger
- 0 Comments
- 6 days ago
MUFG
USD/JPY: Weekly review highlights Dollar strength – MUFG
MUFG’s Teppei Ino reviews USD/JPY price action over Japan’s extended holiday week. The pair opened near 157 and traded in a broad 156–159 range as Dollar strength persisted and expectations of a possible earlier Federal Reserve rate hike supported gains. However, caution over potential Japanese intervention and comments from Finance Minister Satsuki Katayama saw USD/JPY […]
by Currency Hedger
- 0 Comments
- 6 days ago
DBS, Institutional
India rates: Spreads seen narrowing further – DBS
DBS Group Research strategist Sherilyn Chew contrasts India’s domestic backdrop with Indonesia, arguing India is deeper into a tightening phase. Markets are pricing a possible Reserve Bank of India (RBI) hike in October, with liquidity surplus falling after RBI draining measures. She notes wider 5-year IGB-OIS spreads post-FCNR(B) closure and compressed 2s10s, seeing scope for […]
by Currency Hedger
- 0 Comments
- 6 days ago
Institutional
US Dollar: Cyclical support and energy resilience – HSBC
HSBC’s FX Viewpoint argues the broad US Dollar is likely to strengthen modestly in the near term as cyclical, political and structural forces turn more supportive. The bank highlights firm US rate expectations relative to other economies, resilience in energy prices and a reassessment of US fiscal risks as factors favouring the Dollar versus major […]
by Currency Hedger
- 0 Comments
- 6 days ago
Institutional, Market Analysis
TNOTE falls to its lowest level since 2007
U.S. 10-year Treasury futures plunge as US yields surge T he selloff in the U.S. Treasury market has deepened significantly, pushing yields to their highest levels in nearly two decades and driving a sharp decline in U.S. 10-year Treasury futures (TNOTE ). The pressure began with rising oil prices, which revived concerns about persistent inflation […]
by Currency Hedger
- 0 Comments
- 1 week ago
Institutional, Societe Generale
South Korean Won: Export strength supports KRW – Societe Generale
Societe Generale notes the Korean Won has been one of Asia’s standout performers, with USD/KRW slipping from around 1,390 to 1,360 as local exporters sold Dollars ahead of the Chuseok holiday. The bank highlights a supportive backdrop, citing South Korea’s strong export engine and a sharp early-September surge in exports, driven by AI-related shipments alongside […]
by Currency Hedger
- 0 Comments
- 1 week ago
Institutional, UOB
Chinese Yuan: Consolidation with downside risk toward 6.7330 – UOB
UOB’s Quek Ser Leang and Lee Sue Ann describe USD/CNH as consolidating after a move to 6.7200, with momentum slowing in the very near term. For the coming days and weeks, they see the pair likely trading between 6.7120 and 6.7220, while a rapid build-up in momentum suggests potential gains toward 6.7250 and major resistance […]
by Currency Hedger
- 0 Comments
- 1 week ago