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Wednesday, 12 August 2026

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Japanese Yen: Managed JPY signals new order – Rabobank

Rabobank’s Senior Market Strategist Benjamin Picton highlights coordinated action between the US Treasury and Japan’s Ministry of Finance (MoF) to defend the Japanese Yen (JPY), framing it as a potential “financial Fort…

Indian Rupee: RBI pause and Special swap inflows – DBS

DBS economist Radhika Rao expects the RBI MPC to keep the benchmark rate at 5.25% with a neutral stance and cautious guidance. The report highlights focus on core inflation, monitoring of West Asia risks and US Fed poli…

US Dollar: NFP and inflation mix complicate Fed path – BNY

BNY strategists John Velis and David Tam highlight the July Nonfarm Payrolls (NFP) report and upcoming Consumer Price Index (CPI) releases as key inputs for the Fed. They see consensus around 80,000 jobs, with a breakev…

US Dollar Index: Downside bias within defined range – UOB

United Overseas Bank’s (UOB) Quek Ser Leang notes that the USD Index bias has shifted to the downside after failing to break above the weekly Ichimoku cloud and instead plunging below the 55-week EMA. However, flat EMAs…

CLARITY Act Update: White House Silence Clouds Senate Vote

The CLARITY Act has entered another crucial phase after the White House reportedly failed to respond to a bipartisan ethics proposal submitted by Senators Thom Tillis and Ruben Gallego. With the Senate expected to begin…