Rabobank strategist Stefan Koopman expects the Bank of England’s (BoE) Monetary Policy Committee (MPC) to raise Bank Rate to 4.00% in November 2026 in a 7-2 split, followed by another 25bp hike to 4.25% in February 2027…
The US macro backdrop is still too firm to make a clean additional 250 -300 pips + bearish dollar call. Third-quarter growth came in at 3.4%, core PCE remains sticky and the Fed has done nothing to suggest that December…
The US Dollar Index (DXY) loses ground for a third straight day on Friday as a sell-off in technology stocks drives investors toward government bonds, pushing Treasury yields lower and weighing on the Greenback. Next we…
Brown Brothers Harriman’s Elias Haddad reports EUR/USD has rebounded above 1.1200 after the ECB paused while pushing back against aggressive market tightening expectations.
United Overseas Bank strategists Quek Ser Leang and Lee Sue highlight a strong EUR/USD rebound after an early New York selloff, shifting their stance from negative to cautiously constructive. The Euro (EUR) is now expec…
The Indian Rupee (INR) remains under pressure against the US Dollar (USD), as oil prices continue to boil due to Middle East risks. In the opening trade on Friday, the USD/INR pair is slightly higher to near 95.25, clos…
With a divided Congress potentially blocking Trump's US$1.5 trillion defence agenda, the implications for drone makers, chip manufacturers, cybersecurity, and satellite companies could be profound. Read and learn why th…
The semiconductor industry is navigating a high-stakes paradox in 2026. While soaring artificial intelligence-driven demand is pushing revenues to unprecedented levels, this boom has its risks. The industry seems to hav…
West Texas Intermediate (WTI) – the benchmark US Crude Oil price – retreats after touching a fresh high since May 19, around the $104.00 mark during the Asian session on Friday, though the downside seems limited.
The GBP/USD pair trades in positive territory around 1.3380 during the early European trading hours on Friday. The British Pound (GBP) strengthens against the US Dollar (USD), while markets digest the UK Autumn Budget a…
Gold (XAU/USD) remains under heavy selling pressure for the second straight day, trading below the $4,000 psychological mark heading into Friday’s European session amid hawkish US Federal Reserve (Fed) expectations. US …
The USD/CAD pair attracts sellers for the third straight day, sliding to a fresh low since September 16 during the Asian session on Friday amid a broadly weaker US Dollar (USD).
The EUR/USD pair trades in positive territory around 1.1190 during the early European trading hours on Friday. A hawkish pause from the European Central Bank (ECB) provides some support to the Euro (EUR) against the US …
The Mexican Peso is poised to depreciate over 1.20% against the US Dollar on Thursday, with the USD/MXN trading at 18.86. Expectations that the Federal Reserve would raise rates once more in 2026, along with US data sup…
OCBC’s Sim Moh Siong and Christopher Wong note that the Philippine Peso (PHP) has recovered modestly as authorities, including President Marcos and Bangko Sentral ng Pilipinas (BSP) officials, step up rhetoric against f…
OCBC’s Sim Moh Siong and Christopher Wong note a sharp divergence between Korean equities and the Korean Won (KRW), with KOSPI’s strong semiconductor-led rally not translating into KRW gains. Heavy foreign USD futures b…
OCBC’s Sim Moh Siong and Christopher Wong report that the Bank of Thailand (BoT) kept rates at 1% while upgrading growth forecasts and flagging inflation risks from Oil and El Niño. They expect policy to stay on hold ne…
There may be no more important question for the West’s competitive position in advanced industries than whether China is becoming a rival innovator. While the evidence suggests it hasn’t yet taken the overall lead, it h…
The Pound Sterling appreciates against the US Dollar on Thursday, even though US economic data was solid: GDP figures exceeded estimates, inflation rose, and the job market is robust. The GBP/USD trades at 1.3340, up 0.…
The European Central Bank (ECB) unanimously left its three key interest rates unchanged, keeping the deposit rate at 2.50% as policymakers assessed the impact of renewed energy-price increases. President Christine Lagar…
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