3+ hour, 3+ min ago   (247+ words) The Fed fund futures market priced in for more US rate cuts, and coming ahead of non-farm payrolls out today. G3: US Non-Farm Payrolls Asia: China CPI, China PPI US 10-year Treasury yields fell to around 4.15% while the Fed Fund futures…...

4+ day, 8+ hour ago   (96+ words) Long-term yield and yield curve scenarios for February 2026: Market implications of various election outcomes To read the full report, please download PDF. Long-term and super-long-term JGB yield scenario for February I understand that any materials on this website have been…...

1+ week, 2+ hour ago   (94+ words) We expect the CNY to remain a stabilizing anchor for most regional FX. G3:US ADP employment, ISM services index; eurozone PMI, CPI, and PPI Asia: China RatingDog services PMI, India service PMI I understand that any materials on this website…...

1+ week, 4+ day ago   (124+ words) Focus on the possible appointment of a new Fed Chair, US non-farm payrolls, central bank policy decisions from India and Australia, coupled with FY26/27 Budget from India Week Ahead FX outlook: We expect the Reserve Bank of India to remain on…...

2+ week, 2+ hour ago   (163+ words) The FX market had huge moves, capping off an extraordinary couple of days with the Dollar weakening sharply by 2.5% over the past few days Asia: South Korea retail sales, South Korea Department store sales, India industrial production Apart from KRW,…...

2+ week, 1+ day ago   (145+ words) The two key themes impacting markets are US tariff policy uncertainty coupled with the risk of coordinated FX intervention by US and Japanese authorities G3: US Conference Board Consumer Confidence Asia: China industrial profits The two key themes impacting markets are…...

3+ week, 2+ day ago   (344+ words) The Dollar and markets more broadly endured a rollercoaster session, with changing expectations of the new Fed Chair coupled with Trump's threats of tariffs. G3: Eurozone CPI, Canada CPI, Fed Communications blackout Asia: China macro numbers The Dollar and markets more…...

3+ week, 5+ day ago   (135+ words) G3: US NAHB Housing Market Index, Germany CPI The Dollar was overall stronger overnight, with EUR/USD moving towards the 1.16 levels, while the likes of CNH and to some extent JPY were relatively more resilient to some extent against the Dollar…...

4+ week, 2+ hour ago   (90+ words) The Dollar was stronger on the back of uncertainty around a possible Japan snap election and geopolitical concerns G3: US Retail Sales, US PPI Asia: China Exports and Trade I understand that any materials on this website have been produced only…...

4+ week, 18+ hour ago   (223+ words) IDR remains under downward pressure from fiscal slippage, prospects of further BI rate cuts, narrowing trade surplus, and weak foreign investor sentiment. The Indonesian rupiah remains under downward pressure stemming from fiscal slippage, prospects of further BI rate cuts, narrowing…...