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Markets
Activity rebound supports steady BoJ policy – ING
ING economist Min Joo Kang expects a strong rebound in Japanese activity data next week despite a weaker-than-expected fourth-quarter GDP recovery. Industrial production and retail…
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XAG/USD bulls regain control as short-term momentum strengthens
Silver (XAG/USD) builds on its recent recovery on Friday, with prices climbing for a third consecutive day as lingering geopolitical risks fuel safe-haven flows. At the time of…
Upside risks from outflows and AI concerns – MUFG
MUFG’s Lin Li, Michael Wan, Lloyd Chan and Khang Sek Lee note that India’s fourth‑quarter GDP is expected to slow on weaker exports, though domestic demand remains resilient. From…
BoK to hold steady as inflation stays contained – ING
ING’s Min Joo Kang expects the Bank of Korea to keep its policy rate at 2.5% next week as inflation remains close to target and financial instability concerns persist. The report…
We’re going to tariff even harder
Following the US Supreme Court's decision to declare US President Donald Trump's "national security" tariffs unlawful, President Trump gave a press conference to deliver his…
I am allowed to cut off all trade with a country
United States (US) President Donald Trump said on Friday he is deeply disappointed of certain members of the Supreme Court after it ruled that his sweeping tariffs are illegal. In…
BOT seen delivering final 25 bps cut – UOB
UOB Global Economics & Markets Research highlights that Thailand’s economy remains a low‑growth, low‑inflation outlier, even as authorities project modest improvement in 2026…
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Growth and inflation outlook shapes BI path – MUFG
MUFG’s Senior Currency Analyst Lloyd Chan notes that Bank Indonesia kept its 2026 growth forecast at 4.9%–5.7% and still expects inflation to stay within its 1.5%–3.5% target.…