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Forex
Trade normalization and growth risks – TD Securities
TD Securities expects China’s March exports to normalize after a strong Jan–Feb report, while imports could surprise on the upside as authorities stockpile key goods and…
Inflation pressures build with energy – ING
ING’s Chief Economist for Greater China, Lynn Song, notes that China’s CPI inflation eased to 1.0% year-on-year after Lunar New Year, while PPI turned positive for the first time…
Solid GDP and contained inflation – DBS
DBS Group Research expects Malaysia’s 1Q26 advance Gross Domestic Product (GDP) to grow 5.5% year-on-year, slightly below 6.3% in 4Q25 but still robust. Growth is seen supported by…
War risk keeps 1,450–1,550 range in focus – ING
ING’s Min Joo Kang notes that KRW is trading below 1,500, with near-term moves heavily dependent on Middle East developments. The team keeps its 1,450–1,550 trading range,…
If inflation stays elevated, we would hold steady
Mary Daly, President of the Federal Reserve (Fed) Bank of San Francisco, told Reuters in an interview on Friday that if Iran conflict is resolved quickly and Oil prices come back…
S&P 500 fights for eighth straight gain on Friday afternoon
The S&P 500 is struggling to hold onto what would mark its eighth consecutive day of gains on Friday. The index rose 0.2% by lunchtime, aided by a slightly lower core Consumer…
GBP/USD climbs as Pakistan talks boost risk mood
GBP/USD climbs as Pakistan talks boost risk moodThe GBP/USD climbed on Friday as risk appetite improved amid the start of US-Iran talks in Pakistan. Meanwhile, US inflation rose as…
Dow Jones gives back recent gains as ceasefire doubts resurface
The Dow Jones Industrial Average (DJIA) slumps around 300 points on Friday, or roughly 0.6%, retreating from the 48,000 handle after two sessions of ceasefire-fueled gains. The…
USD/CAD trims losses as geopolitics overshadow US CPI and Canadian jobs data
USD/CAD reverses earlier losses on Friday, as uncertainty surrounding upcoming US-Iran negotiations keeps markets cautious and overshadows US inflation and Canadian employment…
Iran demands a ceasefire in Lebanon before peace talks
Iran's parliament speaker, Mohammad Baqer Qalibaf, said in a post on X on Friday that two previously agreed measures, a ceasefire in Lebanon and the release of Iran's blocked…