USD/IDR: Upside risks widen on fiscal concerns – MUFG
Lloyd Chan at MUFG highlights that USD/IDR has broken to fresh highs, overshooting earlier expectations for near-term stabilization. The move is attributed more to domestic confidence and fiscal uncertainty than…
Markets Weekly Outlook – Can Earnings Outweigh Geopolitical Headwinds & Central Bank Decisions?
The S&P 500 and Nasdaq climbed to new intraday records, propelled by diplomatic hopes for de-escalation in the Middle East & tech performance. The week ahead features meetings from the…
USD/CHF Price Forecast: Rejected at 100-day SMA, eyes on 0.7800
USD/CHF dropped on Friday but finished the week with gains of over 0.35%, trading at 0.7841 as market participants grew confident that US-Iran talks could resume over the weekend to…
PBoC: Steepening bias as industrial activity holds – DBS
DBS Group Research economist Samuel Tse analyses recent steepening in Chinese Yuan (CNY) rates, linking it to a ceasefire between the United States (US) and Iran and stronger-than-expected Q1 growth…
Goldman Sachs: Gulf crude production may mostly rebound quickly after Hormuz opens
Goldman Sachs estimates 57% of Gulf crude output was offline in April. A Hormuz reopening could restore most supply within months, but tanker shortages and well damage may slow recovery.…
Crude Oil Trades Above $95 Ahead of Weekend Risk – WTI Technical Analysis
WTI Oil hangs around $95 right ahead of a high risk weekend Contentious geopolitics are still influencing Oil prices with Strait of Hormuz blockades still having their effect Exploring an…
PHP: BSP starts new hiking cycle – Commerzbank
Commerzbank highlights that BSP raised its policy rate by 25bp to 4.50%, signalling the start of a new tightening cycle to anchor inflation expectations. Despite a hawkish tone and higher…
The Weekly Bottom Line: Well Behaved Core Inflation Strengthens BoC Hold Case
Canadian Highlights March CPI came in a touch softer than expected, with headline inflation jumping to 2.4% on higher gasoline prices but shorter-term core measures are still, on average, running…
USD/SGD: Upside risks as Hormuz crisis persists – OCBC
OCBC strategists Sim Moh Siong and Christopher Wong flag slight upside risks for USD/SGD as the Hormuz standoff weighs on risk appetite and imported cost pressures. While Singapore Dollar (SGD)…
Israel UN envoy warns Lebanon ceasefire extension “not 100%” despite White House deal
Israel's UN Ambassador Danon tells CNN the Lebanon ceasefire extension is "not 100%," warning Hezbollah is firing rockets to sabotage the truce and the Lebanese government cannot control the group.…
