KRW and MYR lead firmer profile vs USD – OCBC
OCBC strategists Sim Moh Siong and Christopher Wong have recalibrated Asian FX forecasts slightly firmer against the US Dollar (USD), with more notable upgrades for KRW and MYR. They note stronger Korean domestic fundamentals, improved exporter flows and reduced capital outflow concerns, while Malaysia benefits from resilient growth, supportive external balances, fading political noise and […]
BofA cuts PG&E to Neutral as California wildfire reforms fall short
BofA cuts PG&E to Neutral as California wildfire reforms fall short Source link
Gold Price Forecast: Global Bond Yields Surge — Can XAU/USD Hold Above $4,400? – Mitrade
Gold Price Forecast: Global Bond Yields Surge — Can XAU/USD Hold Above $4,400? Mitrade Source link
United States Treasury yields read Iran strikes as inflation
The 10-year Treasury yield trades near 4.79%, roughly four basis points higher and at its highest level since January 2025, in a fifth consecutive session of selling. The two-year moved further still, adding closer to five basis points to trade near 4.39%, and it did so as American forces began striking Islamic Revolutionary Guard Corps […]
European shares drop to multi-week lows on global bond rout and Middle East threat
European shares drop to multi-week lows on global bond rout and Middle East threat Source link
Gold Price Forecast: XAU/USD Slips Below $4,400 as Fed Hawkish Repricing Boosts Dollar – CryptoRank
Gold Price Forecast: XAU/USD Slips Below $4,400 as Fed Hawkish Repricing Boosts Dollar CryptoRank Source link
Fed risks and election scenarios – TD Securities
TD Securities’ macro team, led by Jayati Bharadwaj, Howard Du and Linda Cheng, maintains a bearish view on the Dollar despite a hawkish market reaction to Chair Warsh’s Jackson Hole speech. They argue incoming US data still point to a September Fed hold, with the broader USD trend seen weaker into year-end as US midterm […]
US to urge hands-off AI regulation at G20, official says
US to urge hands-off AI regulation at G20, official says Source link
Gold Price Forecast: XAU/USD extends reversal below $4.400 amid Fed hawkish repricing – FXStreet
Gold Price Forecast: XAU/USD extends reversal below $4.400 amid Fed hawkish repricing FXStreet Source link
Strong GDP underpins higher INR yields – MUFG
MUFG’s Michael Wan highlights India’s strong GDP data, with Q1 FY2026-27 growth at 7.8% year-on-year versus 7.1% consensus. Resilient domestic demand, robust credit growth and supportive fiscal policy underpin his view that Indian rates are likely to grind higher. The team maintains a trade idea to pay INR 5-year NDOIS as El Nino risks and […]
