Author: finadmin

Inflation and trade trends shape VND – Commerzbank

Commerzbank’s Vietnam update highlights rising inflation and a narrowing trade deficit, with strong manufacturing-led imports and resilient exports. The bank notes elevated CPI and external deficits limit scope for aggressive easing, but robust activity persists. USD/VND has been stable in a tight range, with potential support from portfolio inflows as FTSE upgrades Vietnam to Secondary […]

Japanese GDP figures and China’s trade results in the limelight

The US Dollar (USD) has started the week on the back foot, rapidly leaving behind Friday’s uptick and refocusing on the downside. That said, the Greenback has also challenged three-day lows as investors appear to have already digested the firmer results from NFP while slowly shifting their attention to Friday’s crucial US inflation data. Here […]

September BoJ decision shapes path – HSBC

HSBC highlights that markets now expect the Bank of Japan (BoJ) to tighten policy more quickly, with overnight index swaps implying about 75bp of cumulative hikes by April 2027 and assigning odds to a move at the 18 September meeting. The bank’s base case is for USD/JPY to remain range-bound, but it also outlines a […]