OCBC remains cautiously negative on the Indonesian Rupiah (IDR) after MSCI proposed reclassifying Indonesia from emerging market to standalone status, triggering sharp equity outflows and USD/IDR gains. The bank expects…
United Overseas Bank (UOB) strategists Quek Ser Leang and Lee Sue Ann note that USD/SGD slipped on Friday but downside momentum remains only tentative. In the very near term, the pair is expected to stay confined betwee…
NZD/USD trades with a mild positive bias on Monday as the New Zealand Dollar (NZD) benefits from improved risk sentiment. However, a rebound in US Treasury yields following last week’s pullback supports the US Dollar (U…
Commerzbank’s Volkmar Baur notes China’s reported 4.5% year-on-year Q3 growth, despite weak investment and flat real retail sales. He argues Beijing appears broadly satisfied and unlikely to deliver major new stimulus. …
Anthropic has started letting outside researchers inside its own walls. The company confirmed this week that it has given six employees from METR (Model Evaluation and Threat Research) “employee-like access” to its inte…
Brown Brothers Harriman's Ellias Haddad expects Japan’s September Consumer Price Index (CPI) to edge higher but remain below the Bank of Japan’s (BoJ) 2026 projection, limiting pressure for rapid tightening. With market…
USD/CAD pauses its decline on Monday after the Canadian Dollar (CAD) briefly strengthened to its highest level in a month at the weekly open. Softer-than-expected Canadian inflation data limit further gains in the Looni…
Scotiabank strategists Shaun Osborne and Eric Theoret report the Euro (EUR) is underperforming as French protests weigh on local assets and widen spreads versus Germany. However, EUR/USD technicals are described as neut…
The Euro (EUR) trades on the back foot on Monday as political concerns in France weigh on the currency, helping the US Dollar (USD) pause last week’s correction. At the time of writing, EUR/USD trades around 1.1215, dow…
Standard Chartered’s Christopher Graham discusses how Prime Minister Burnham is reopening debate on the UK’s long-term relationship with the EU ahead of next month’s UK-EU summit. Options range from closer cooperation w…
TD Securities strategists see limited scope for a sustained Canadian Dollar (CAD) rally after softer-than-expected September inflation data, despite hawkish signals from the Bank of Canada (BoC). They expect the next Bo…
Gold (XAU/USD) reverses its earlier gains on Monday after opening the week on a positive note. The US Dollar (USD) and US Treasury yields find some footing following last week’s pullback as traders assess the Federal Re…
For most of this year, the AI boom had been pouring fuel into the dollar engine. US capex was stronger, equity performance was better, the inflation impulse ran hotter and rate differentials kept leaning in Washington’s…
The British Pound (GBP) trades marginally lower at around 1.3314 against the US Dollar (USD) during the European trading session on Monday, but is wobbling inside Friday’s trading range. The GBP/USD pair is expected to …
Danske Bank’s Danske Research Team highlights that US equities saw a sharp AI-related selloff on Friday, with energy outperforming technology by more than 4 percentage points. The SOX index logged an eighth straight dec…
The trading action in financial markets remain subdued at the beginning of the new week, with major currency pairs staying close to the previous week's closing levels. In the second half of the day, September Consumer P…
Commerzbank’s Tatha Ghose highlights that while CE3 currencies have stabilized with the Euro, the Polish Zloty continues to underperform peers. He links this to institutional frictions between Poland’s government, presi…
After big moves in front-end USD rates, the dollar has shown it could be a laggard in further stock market instability if led by AI concerns. Still, we don’t think we are on the brink of a major USD decline. EUR/USD may…
The EUR/USD pair struggles to capitalize on a modest intraday bounce from the 1.1185 area and retains a mildly negative bias through the early European session on Monday. Spot prices, however, hold above the May 2025 lo…
Crude Oil trades moderately lower on Monday as market hopes that US President Donald Trump’s waiver on Russia’s sanctions will increase global crude supply have eased concerns about the stalled Middle East conflict. The…
Gold (XAU/USD) struggles to capitalize on modest intraday gains and remains below the $4,200 mark through the first half of Monday’s European session, well within a three-week-old trading range. US Federal Reserve (Fed)…
EUR/JPY appreciates after opening at a bearish gap, remaining in negative territory and trading around 177.50 during Asian hours on Monday. Technical analysis of the daily chart shows the currency cross remains within a…
The US Dollar (USD) turns almost flat after giving back its opening gains, driven by rallying bond yields in France. Social unrest in France on the back of rising cost of living had resulted in some improvement in the s…
AUD/USD extends its gains for the second successive day, trading around 0.6970 during Asian hours on Monday. The pair remains stronger as the Australian Dollar (AUD) holds ground following the release of key economic da…