Inflation seen higher on base effects – DBS
DBS Group Research expects Indonesia’s February inflation to rise to 4.1% year-on-year, driven by a low base and fading one-off stimulus in administered prices. While most components should stay subdued, elevated precious metal prices are seen lifting personal care costs. The trade surplus is forecast above $3 billion, with a recent US court ruling potentially […]
Policy mix guides 2026 growth path – UOB
UOB’s Ho Woei Chen expects China’s National People’s Congress to set a 2026 real GDP growth target of 4.5–5.0%, with actual growth forecast at 4.7%. The report highlights a likely 2% CPI target, a fiscal deficit near 4% of GDP, more special local government and ultra-long-term treasury bonds, and modest monetary easing via a 10-bps […]
AUD/USD holds firm as US Dollar retreats despite firm PPI
The Australian Dollar (AUD) trades flat against the US Dollar (USD) on Friday as the Greenback reverses earlier gains despite stronger-than-expected US Producer Price Index (PPI) data. At the time of writing, AUD/USD is trading around 0.7112 and is on track for an eighth consecutive week of gains. The headline PPI rose 0.5% MoM, beating […]
GBP/USD slips as US PPI lifts US Dollar, Middle East risks rise
The Pound Sterling (GBP) drops some 0.10% on Friday as the Greenback is underpinned by a hot inflation report in the US, which prompted investors to price in a less dovish Federal Reserve (Fed). Also heightened risks in the Middle East weighed on the GBP/USD pair, which trades at 1.3469 at the time of writing. […]
Weak growth impulse and fiscal risks – Societe Generale
Societe Generale’s Kunal Kundu reviews India’s FY27 Union Budget, highlighting policy continuity and fiscal consolidation in a context of geopolitical strains and currency weakness. The note flags modest allocations to employment schemes, questions execution of six focus areas, and warns that without stronger revenues, capital expenditure may again be cut to meet the 4.3% of […]
DXY slips as hot PPI stokes stagflation fears
DXY fell about 0.2% on Friday, grinding back into 97.60 after a hotter-than-expected Producer Price Index (PPI) report amplified concerns that inflation is proving stickier than the Federal Reserve (Fed) would like, weighing on growth expectations and dragging the Greenback lower. Source link
Data to confirm strong upswing – DBS
DBS Group Research expects Taiwan’s upcoming January export orders and industrial production to show strong double-digit growth, helped by last year’s low base and robust global AI-driven demand, alongside semiconductor and ICT inventory restocking. February CPI is forecast above 1.5% on holiday-related food and services prices. The statistics agency’s upgraded 2026 GDP and CPI forecasts […]
