Euro: Rate uncertainty and energy costs weigh – HSBC
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
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- 2 weeks 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
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- 2 weeks 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
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- 2 weeks 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
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- 2 weeks ago
Bahrain Inflation Remains at Over 3-Year High
Bahrain’s annual inflation rate stood at 3.0% in August 2026, unchanged from the previous month and remaining at its highest level since December 2022. Prices of food and non-alcoholic beverages rose faster (8.1% vs 7.1% in July), as did recreation and culture (10.1% vs 8.6%) and miscellaneous goods and services (3.2% vs 2.4%). Additionally, deflation […]
by Currency Hedger
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- 2 weeks ago
Thailand Car Sales Soar 25.59% in August
Thailand’s domestic vehicle sales surged 25.59% year-on-year to 59,808 units in August 2026, accelerating from a 20.07% increase in July, according to data from the Federation of Thai Industries (FTI). The strong performance marked the sixth consecutive month of growth, highlighting the continued recovery in domestic demand. Vehicle production rose 10.93% from a year earlier […]
by Currency Hedger
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- 2 weeks ago
CNH, Market Analysis, Technical Analysis, USD
Offshore Yuan Rebounds as Trade Truce Extension Supports China Currency Outlook
The offshore yuan is trading around 6.71 per US dollar, recovering recent ground as markets assess the latest developments in US-China trade relations and the implications of the recently concluded Trump-Xi summit. The United States and China have agreed to reduce tariffs on roughly $30 billion of imports from each country and extend their trade […]
by Currency Hedger
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- 2 weeks ago
China 10Y Yield Stays at 2025 Low
China’s 10-year government bond yield held steady at 1.67% on Monday, remaining near its lowest level since July 2025 as investors digested the outcome of the recently concluded Trump-Xi summit. The US and China unveiled a plan to reduce tariffs on roughly $30 billion worth of imports from each country while agreeing to extend their […]
by Currency Hedger
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- 2 weeks ago
KRW, Market Analysis, Technical Analysis, USD
South Korean Won Holds Firm as Chip Export Strength Offsets Higher US Yields
The South Korean won is holding around 1,358 per US dollar, maintaining recent gains as strong earnings expectations for Korean semiconductor companies continue to support the currency. Robust global demand for chips is keeping expectations for stronger export revenues and foreign-currency inflows elevated, providing an important fundamental support for the won. At the same time, […]
by Currency Hedger
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- 2 weeks ago
Finnish Consumer Morale Weakens in September
Finland’s consumer confidence indicator declined to -4.9 in September 2026 from -3.0 in August, which was the highest since February 2022. The latest reading remained below the long-term average of -2.9. The decrease came as consumers expected the country’s economy to weaken sharply over the next 12 months (-4.7 vs -2.4 in August), while their […]
by Currency Hedger
- 0 Comments
- 2 weeks ago