14+ hour, 17+ min ago   (230+ words) US August CPI inflation came in higher than expected, lifting Fed fund rate hike expectations as markets look ahead to FOMC and BoJ policy meetings this week. G3: ECB's Lagarde speaks Asia: India CPI and WPI What was quite interesting, and…...

4+ day, 8+ hour ago   (154+ words) This site uses a combination of essential and non-essential cookies (including analytical cookies). Subject to your consent, we also use Google Analytics to help us understand how our clients use the site. The data is collected in a way that…...

4+ day, 14+ hour ago   (506+ words) MUFG Research - Asia FX Talk - Growing inflation risks as Brent crosses $100/bbl US Treasury yields continued to push higher despite Treasury Secretary Scott Bessent's announcement of plans to repurchase up to US$6bn of longer-dated debt. G3: US initial jobless claims, PPI;…...

5+ day, 14+ hour ago   (591+ words) mufgresearch.com - Asia FX Talk - A keen eye on Japanese Yen strength The focus in our part of the world is still on the ongoing strength in the Japanese Yen, while also keeping an eye out on other global factors....

6+ day, 8+ hour ago   (61+ words) JPY rebound extends further alongside stronger Japanese data JPY: Upward momentum extends further lowering USD/JPY back below 153.00 JPY SHORT SQUEEZE REINFORCING UPWARD MOMENTUM NOMINAL GDP GROWTH AT MULTI-DECADE HIGHS KEY RELEASES AND EVENTS NFIB Small Business Optimism NY Fed…...

6+ day, 14+ hour ago   (105+ words) JPY strengthened below 154 against the Dollar, its strongest since 23 February, amid Labour Day, positioning adjustments as markets priced faster BOJ monetary tightening. G3: US NFIB Small Business Index Asia: Taiwan CPI, China Exports and Trade Balance We continued to see divergence…...

1+ week, 1+ hour ago   (44+ words) Outlook for 10-year JGB yield's test of 3% level To read the full report, please download PDF. 10-year JGB yield: 2.860%–3.010% 30-year JGB yield: 3.950%–4.150% © Copyright 2026 MUFG Bank, Ltd. and MUFG Securities EMEA plc, members of MUFG, a global financial group....

1+ week, 14+ hour ago   (132+ words) The US dollar ended last week on a firmer footing after a much stronger-than expected August nonfarm payrolls report. G3: Japan leading index Asia: Thailand CPI, Singapore retail sales, Malaysia foreign reserves, China foreign reserves Nonetheless, the risk of Fed tightening…...

1+ week, 5+ day ago   (117+ words) Markets repriced the US rates outlook after Fed Chair Warsh’s Jackson Hole speech, embracing a "high-for-longer" view amid persistent inflation and renewed supply shocks. G3: US ADP employment, factory orders, durable goods orders Inflation data continue to validate these concerns. South…...

1+ week, 6+ day ago   (226+ words) We have shifted our USD/PHP profile slightly higher, and now forecast USD/PHP trading around the 62.00 levels in 2H2026 before moving lower towards 61.00 in 1H2027. Part of our forecast change reflects USD/PHP recently breaking above 62.00 levels, and also driven by…...