Strengthens into US–China summit – Societe Generale

Strengthens into US–China summit – Societe Generale

Societe Generale analysts observe USD/CNY trading below 6.80, with the Chinese Yuan at its strongest level since February 2023 ahead of the US/China summit. They attribute Yuan outperformance to safe-haven demand and solid trade data, while expecting only incremental outcomes from Trump’s visit, focused on trade discipline and limited confidence-building steps. Safe-haven flows and trade […]

Broadening gains persist in 2026 – HSBC

Broadening gains persist in 2026 – HSBC

HSBC economists argue Emerging Markets (EM) remain well positioned in 2026 as the US Dollar (USD) weakens and global policy easing supports a broadening of returns beyond US mega-cap tech. They highlight EM exposure to the tech and AI theme via South Korea and Taiwan, plus valuation discounts and under-allocation that could benefit from a […]

Australian Dollar surges as traders await US CPI, Trump rejects Iran deal

Australian Dollar surges as traders await US CPI, Trump rejects Iran deal

AUD/USD surges toward the 0.7260 region on Monday, supported by improving demand for commodity-linked currencies despite renewed geopolitical tensions after United States (US) President Donald Trump rejected Iran’s latest peace proposal, calling it “totally unacceptable.” The rejection of the proposal revived concerns about a prolonged conflict in the Middle East and about extended disruptions to […]