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Forex
Amazon stock twists 8% lower following startling $200 billion capex guidance
Amazon (AMZN) stock is holding onto an 8% loss late into Friday's morning session, the first regular session since CEO Andy Jassy released the company's fourth-quarter results.…
RBI signals steady rates – BBH
Brown Brothers Harriman (BBH) analysts note the Reserve Bank of India kept its policy rate at 5.25% after earlier cuts and signaled an end to easing while retaining a neutral…
Fed’s Jefferson: Expects economy to grow
Federal Reserve (Fed) Board of Governors Phillip Jefferson said that future Fed moves will be driven by data and views on the economic outlook. He also added on Friday that the job…
Fed must watch both sides of mandate
Federal Reserve (Fed) Bank of San Francisco President Mary Daly said on a LinkedIn post on Friday that a low-hiring, low-firing environment may persist, or it may change to a…
BOT’s pivot to broader measures – UOB
UOB's report by Enrico Tanuwidjaja and Sathit Talaengsatya discusses the Bank of Thailand's (BOT) shift from solely using interest rates to a broader policy framework. The BOT aims…
Moody’s cuts outlook, affirms rating – DBS
DBS Group Research report, authored by Radhika Rao, reports that Moody’s has changed Indonesia’s rating outlook to ‘negative’ from ‘stable’ while affirming the Baa2 rating. The…
US Dollar holds firm as shutdown ends, NFP, CPI ahead
The US Dollar (USD) saw little movement this week after markets assessed the United States (US) President Donald Trump's nomination of Kevin Warsh, a former member of the Federal…
Temporary weakness expected – OCBC
The Thai Baht (THB) is facing temporary weakness due to election-related uncertainties, softer gold prices, and a firmer USD. OCBC Group Research analysts Sim Moh Siong and…
EUR/USD rebounds as risk-on mood weakens Dollar, eyes weekly range
The Euro found some respite on Friday versus its counterpart the Greenback, which enjoyed a short-live rally of just two days, but erased Thursday’s gains on Friday as depicted by…
Volatility to stay high on flows – MUFG
MUFG notes robust Korean export growth, especially in semiconductors, but says KRW has underperformed on heavy foreign equity outflows and AI-valuation concerns. With the Bank of…