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Markets
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.…
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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,…
GBP/USD steady as soft US CPI revives June Fed cut bets
GBP/USD steady as soft US CPI revives June Fed cut betsThe GBP/USD holds firm at around 1.3620 as the latest inflation report in the United States, prompted traders to re-price in…
Fiscal path and tariffs shape outlook – NBC
National Bank Of Canada’s Ethan Currie and Taylor Schleich stress that the U.S. fiscal trajectory remains unsustainable despite additional tariff revenues. The Congressional Budget…
Multispeed integration debate intensifies – Rabobank
Rabobank’s Bas van Geffen discusses how EU leaders are increasingly considering a multispeed European Union to address structural reforms and competitiveness. The informal summit…
Volatile slide then consolidation expected – Commerzbank
Commerzbank’s Commodity Research team highlights a sharp setback in Gold and Silver, with Gold briefly dropping to USD 4,900 per ounce before stabilizing near USD 5,000. Analysts…
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