News
Asia FX Talk - Oil shock reignites inflation risks
1+ hour, 23+ min ago (439+ words) Asia FX Talk - Oil shock reignites inflation risks'MUFG Research - Asia FX Talk - Oil shock reignites inflation risks The oil price shock adds to upside inflation risks and complicates the Fed's policy outlook. G3: US PCE inflation, durable goods orders, University of…...
Central banks grapple with the return of stagflation risks
1+ day, 15+ hour ago (539+ words) Assessing the justification for hawkish repricing in Europe Risk sentiment improves but European stagflation risks remain elevated Hopes for de-escalation in the Middle East were boosted by comments from Trump saying that he expects the conflict with Iran to be…...
Asia FX Talk - Are we there yet on the Iran conflict?
3+ day, 2+ hour ago (245+ words) This site uses a combination of essential and non-essential cookies (including analytical cookies). Subject to your consent, we also use Google Analytics to help us understand how our clients use the site. The data is collected in a way that…...
Philippines – Strait of Hormuz closure: Impact of higher oil prices and more
4+ day, 1+ hour ago (185+ words) This site uses a combination of essential and non-essential cookies (including analytical cookies). Subject to your consent, we also use Google Analytics to help us understand how our clients use the site. The data is collected in a way that…...
Asia FX Weekly - US-Isreal war with Iran remains the focus
6+ day, 14+ hour ago (201+ words) This site uses a combination of essential and non-essential cookies (including analytical cookies). Subject to your consent, we also use Google Analytics to help us understand how our clients use the site. The data is collected in a way that…...
Thailand: Energy shock risks, but different starting point from 2022
6+ day, 20+ hour ago (444+ words) Thailand is exposed given its large net energy trade deficit. But unlike during the Russia'Ukraine shock, Thailand enters this episode with a stronger external position. Near'term baht headwinds from geopolitics: The US'Iran conflict has triggered renewed energy price volatility, weighing…...
Asia FX Talk - Regional FX under pressure by higher oil prices and risk-off backdrop
1+ week, 2+ day ago (281+ words) This site uses a combination of essential and non-essential cookies (including analytical cookies). Subject to your consent, we also use Google Analytics to help us understand how our clients use the site. The data is collected in a way that…...
A test of the euro area economy’s resilience
1+ week, 3+ day ago (498+ words) The "good place" narrative is under some threat High uncertainty around the duration of the conflict" The euro economy had started the year with decent growth momentum. With some green shoots and signs of a cyclical recovery, our central scenario…...
Asia FX Talk - Iran conflict uncertainty continues
1+ week, 3+ day ago (180+ words) This site uses a combination of essential and non-essential cookies (including analytical cookies). Subject to your consent, we also use Google Analytics to help us understand how our clients use the site. The data is collected in a way that…...
Monthly Foreign Exchange Outlook
1+ week, 3+ day ago (535+ words) Please download PDF from above for the following currencies. DEREK HALPENNYHead of Research, Global Markets EMEA and International Securities LIN LIHead of Global Markets Research Asia SOOJIN KIMAnalyst, ESG and Emerging Markets Research " EMEA MUFG Bank, Ltd.A member of…...