Bank of Korea: Policy patience case – Standard Chartered
Institutional, Standard Chartered
Bank of Korea: Policy patience case – Standard Chartered
Standard Chartered’s Chong Hoon Park expects the Bank of Korea to keep its base rate at 3.00% through October and November, despite a less favourable inflation-growth mix. The report highlights sticky underlying inflation, strong AI- and semiconductor-led growth, and tighter financial conditions after a sharp KOSPI correction. The authors still project two 25bps hikes in […]
by Currency Hedger
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- 3 weeks ago
Institutional, RBC
Bank of Canada: Inflation-growth tradeoff keeps policy on hold – RBC
Royal Bank of Canada economists Claire Fan and Abbey Xu assess upcoming Canadian inflation data and the Bank of Canada’s Q3 Business Outlook Survey ahead of the Oct. 28 policy decision. They highlight persistent energy-driven inflation versus a still-soft economy, and expect this contentious balance of risks to keep the Bank of Canada on hold […]
by Currency Hedger
- 0 Comments
- 3 weeks ago
Institutional
Fed: Higher yields keep tightening path intact – Nordea
Nordea’s research team keeps its Federal Reserve outlook unchanged, expecting one more rate hike this year and another in 2027 as US inflation remains above the 2% target and growth stays strong. The bank argues that elevated long-term Treasury yields mainly reflect robust nominal GDP growth and heavy capital demand, and do not yet look […]
by Currency Hedger
- 0 Comments
- 3 weeks ago
Hedging, Institutional, Market Analysis, Technical Analysis, Uncategorized
Global Markets Outlook: Week Ahead — October 19, 2026, as Inflation, Geopolitics and Big Tech Earnings Drive Volatility
Global markets enter the week of October 19 facing a combination of geopolitical uncertainty, tighter oil supply, rising inflation pressures and a busy economic calendar. Developments in Ukraine and the Middle East remain key risks for energy prices and investor sentiment, while corporate earnings from major technology and industrial companies will provide fresh evidence about […]
by Currency Hedger
- 0 Comments
- 3 weeks ago
Commodities, Market Analysis, Metals, Technical Analysis
Baltic Dry Index Hits Lowest Since June as Weak Chinese Steel Demand Pressures Shipping Rates
The Baltic Dry Index has fallen to its lowest level since June 30, extending its decline to ten consecutive sessions as weak iron ore demand, subdued Chinese steel market sentiment and ample vessel availability weigh on dry bulk shipping rates. The benchmark closed at 2,515 points on Friday, down approximately 1.3% on the day and […]
by Currency Hedger
- 0 Comments
- 3 weeks ago
Global Bond Market Outlook: Brazil’s 10-Year Yield Rises 6.50 Basis Points as Government Bond Markets Diverge
Government bond markets are showing mixed momentum, with yields rising across several major economies as investors reassess inflation risks, central bank policy expectations and the outlook for economic growth. Brazil leads the latest moves, while New Zealand and Greece also record notable increases. US Treasury yields are edging higher, keeping attention on the direction of […]
by Currency Hedger
- 0 Comments
- 3 weeks ago
Market Analysis, MXN, Technical Analysis
Mexican Peso Nears an 11-Month Low as US Rate Expectations Strengthen the Dollar
The Mexican peso is under renewed pressure heading into Monday, trading around 18.47 per US dollar and approaching an 11-month low. The narrowing interest-rate differential between Mexico and the United States is reducing the peso’s yield advantage, while expectations of further Federal Reserve tightening are supporting demand for the dollar. However, Mexico’s export outlook offers […]
by Currency Hedger
- 0 Comments
- 3 weeks ago
Market Analysis, Technical Analysis
US Attracts $199.8 Billion in Foreign Capital in August as Investors Increase Long-Term Securities Holdings
The United States recorded a net Treasury International Capital (TIC) inflow of $199.8 billion in August 2026, highlighting continued foreign investment in US financial markets. Foreign investors purchased $300.7 billion in long-term US securities, more than offsetting reductions in Treasury bill holdings, other short-term securities and certain banking liabilities. The figures point to sustained international […]
by Currency Hedger
- 0 Comments
- 3 weeks ago
EUR, Fx Pairs, GBP, Market Analysis, Technical Analysis, USD
FX Market Outlook for Monday: Dollar Index Falls 0.75% as Sterling, Euro and Commodity Currencies Advance
Foreign exchange markets head into Monday with the US dollar under pressure, as the dollar index falls 0.75% while the Brazilian real, New Zealand dollar, Norwegian krone, British pound and euro record gains. The Indian rupee and Mexican peso weaken, while the Japanese yen remains broadly unchanged. The dollar’s decline is the key development for […]
by Currency Hedger
- 0 Comments
- 3 weeks ago
Commodities, Market Analysis, Technical Analysis
Energy Markets Outlook for Monday: Asian LNG Surges 12.79% as Crude Oil and Brent Rally
Energy markets head into Monday with a sharp divide between international fuel prices and US natural gas. Liquefied natural gas (Japan-Korea) leads the reported gains with a 12.79% surge, while crude oil rises 3.95% and Brent advances 3.56%. US natural gas moves in the opposite direction, falling 3.68% as domestic weather and supply conditions continue […]
by Currency Hedger
- 0 Comments
- 3 weeks ago