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Forex
Gains 2% on US CPI, struggles below $80.00
Silver (XAG/USD) price advances on Friday, bouncing off daily lows around $74 and posting gains of over 2.50%, yet it is poised to end the week on a negative note. A…
Gradual reflation and policy easing guide CNY path – MUFG
MUFG’s Lin Li and Khang Sek Lee note that China’s January CPI slowdown was heavily distorted by Chinese New Year base effects, with food and services dragging headline inflation.…
Interim trade deal caps near-term INR gains – MUFG
MUFG’s Michael Wan views the detailed US–India interim trade deal, including tariff cuts and exemptions, as positive for India’s external position. He sees scope for USD/INR to…
Budget support and equity-market push – Commerzbank
Commerzbank’s FX analysts note that Singapore’s 2026 Budget emphasizes supply-side support, SME internationalisation and capital-market development, including fresh funding for the…
Solid growth outlook into 2026 – Standard Chartered
Standard Chartered’s Senior Economist Tommy Wu raises Hong Kong’s 2026 GDP growth forecast to 3.2% from 2.5%, citing robust Q4 momentum, stronger financial activity and improving…
Growth seen moderating in 2026 – UOB
UOB economists Julia Goh and Loke Siew Ting note Malaysia’s 4Q25 GDP grew 6.3% year-on-year, the fastest since 4Q22, lifting full-year 2025 growth to 5.2%. They project real GDP…
Growth surges with AI exports – Standard Chartered
Standard Chartered’s Senior Economist Tommy Wu raises Taiwan’s 2026 GDP growth forecast to 8.0% from 3.8%, citing strong Q4-2025 expansion and robust global semiconductor demand.…
Pro‑growth FY26 budget with AI focus – MUFG
MUFG’s Senior Currency Analyst Lloyd Chan notes that Singapore’s FY26 budget marks a strategic pro‑growth pivot, with higher development spending aimed at building national AI…
Softer CPI keeps RBI on hold – MUFG
MUFG’s Senior Currency Analyst Lloyd Chan notes that India’s CPI inflation under the rebased 2024 series rose to 2.8% year-on-year, driven mainly by food prices. He highlights that…
USD/JPY eases as softer US CPI caps Dollar gains, Yen demand stays firm
The Japanese Yen (JPY) rebounds against the US Dollar (USD)on Friday, as the Greenback trims earlier gains after softer-than-expected US inflation data. At the time of writing,…