Please fill out the form below and we will get back to you as soon as possible.
European natural gas prices rose near โฌ69/MWh, the highest level since January 2023, as renewed fighting in the Middle East raised concerns over further delays to LNG exports from the Persian Gulf. Iran said on Sunday that it had launched an attack on US air bases in Jordan, hours after US forces struck two Iranian […]
The dollar index traded around 99.6 on Monday after rising sharply in the previous session, as hawkish remarks from Federal Reserve Chair Kevin Warsh led traders to increase bets on an imminent interest rate hike. In his Jackson Hole address on Friday, Warsh warned that inflation is not slowing meaningfully and reaffirmed that policymakers remain […]
The Japanese yen appreciated past 160 per dollar on Monday but remained near one-month lows as the dollar strengthened following hawkish remarks from Federal Reserve Chair Kevin Warsh that boosted expectations for a US rate hike in September. Markets are now pricing in around a 57% chance that the Fed will raise rates by 25 […]
The Australian dollar held below $0.72 but remained near its highest level since early June and on track for its second consecutive monthly gain amid growing odds of an imminent interest rate hike. Markets now priced in a 52% probability that the fourth rate hike this year could come as soon as next month, up […]
Last week was dominated by uncertainty surrounding the situation in the Middle East, tensions involving Russia and, of course, Nvidiaโs outstanding earnings and expectations ahead of Kevin Warshโs 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 […]
Dollar and Treasury yields rise on the hawkish tone of Fed Chair Kevin Warshโs Jackson Hole remarks EURUSD is falling following the release of Fed Chair Kevin Warshโs speech and during his remarks, as markets interpreted his message as clearly hawkish. The key point was not that Warsh explicitly signaled a rate hike, but rather […]
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. Qatarโs 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 […]
INGโs 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 […]
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 […]
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 […]
