| FX Flash |
Updated Date
|
|---|
| SGD: Policy Stance Still Appropriate |
14/10/2025
|
| BI Easing Cycle Continues, Supportive IDR |
21/8/2025
|
| NZD – A Deeper Easing Cycle, Priced |
20/8/2025
|
| HKD – Back on the Rise |
19/8/2025
|
| AUD – Grind Higher to Continue |
12/8/2025
|
| IDR: BI Resumes Rate Cuts as IDR Strengthens |
22/5/2025
|
| AUD - A More Confident RBA Pivots Dovish |
20/5/2025
|
| IDR: BI Holds, FX Stability Appears Priority |
23/4/2025
|
| SGD: Consecutive Slight Adjustments Amid Uncertainty |
14/4/2025
|
| IDR: BI Holds Rate with USDIDR Staying Ranged |
19/02/2025
|
| SGD: First Easing in 5 Years |
24/01/2025
|
| BOJ Hike, Balanced Ueda |
24/01/2025
|
| The Red Wave |
06/11/2024
|
| JPY and Election Concerns |
28/10/2024
|
| IDR, THB and PHP Impact From Triple Central Bank Decisions |
16/10/2024
|
| SGD: Sixth Time Standing Pat |
14/10/2024
|
| IDR Lifted By Positive BI Surprise Cut Signal |
19/09/2024
|
| Positive Signal From BI Surprise Cut, Focus on Fed |
18/09/2024
|
| THB Outperforms Regionally |
19/08/2024
|
| BSP Cut, PHP Steady |
15/08/2024
|
| Policy Shifts to Give JPY More Support |
01/08/2024
|
| SGD: No Move as Expected |
26/07/2024
|
| Yuan Rides on Carry-Trade Unwinding |
26/07/2024
|
| JPY Climb – Will it Continue? |
25/07/2024
|
| Understanding the Trump Trade |
22/07/2024
|
| Possible Intervention But USDJPY to Stay Elevated |
12/07/2024
|
| Taking Profit on NZDCAD and AUDNZD Trades |
10/07/2024
|
| JPY - BOJ Likely to be Gradual, USDJPY to Stay Elevated |
14/06/2024
|
| RMB's Fate to Depend on Fed or Domestic Price Pressure |
10/05/2024
|
| BI Surprise Hike, External Drivers Key to IDR Direction |
25/04/2024
|
| EUR: Weakness Likely to be Capped |
16/04/2024
|
| SGD: Stand Pat in Line with Medium-Term Policy Objectives |
12/04/2024
|
| USD Could Remain Supported on Dips |
21/03/2024
|
| A “Normal” BOJ as USDJPY Elevated Near Term |
19/03/2024
|
| AUD: Pullbacks are Opportunities To Accumulate |
19/03/2024
|
| SGD: Recalibrating our SGDNEER Model |
19/03/2024
|
| One Round Only, Bullish on IDR |
15/02/2024
|
| Downside Risks Still Beckon |
06/02/2024
|
| Consistent Into the New Year |
29/01/2024
|
| SGD: Holding Steady in Turbulent Times |
13/10/2023
|
| Shut Down Weigh Down on DXY Maybe Limited |
29/09/2023
|
| THB Weakness For Near Term |
21/09/2023
|
| Intervention Risks Rise for JPY |
11/08/2023
|
| JPY Support With YCC Change |
28/07/2023
|
| Fed's Signals and Current FX plays |
04/05/2023
|
| Five is Enough - MAS Pauses Tightening Cycle |
14/04/2023
|
| JPY Safe Haven Appeal Returns As Japanese Banking Sector Holds Up |
21/03/2023
|
| Allowing Market Forces to Drive VND a Tad More |
21/10/2022
|
| SGD: Fifth Tightening Shift Keeps SGD in Pole Position |
18/10/2022
|
| MYR: Sentiments Likely Cautious Near-term |
25/08/2022
|
| SGDMYR: Further Gains Likely Limited Near-term |
27/07/2022
|
| SGD & PHP: More Surprises from Central Banks |
14/07/2022
|
| SGD: Re-centring Band and Recalibrating Weights |
14/04/2022
|
| AUD Finally Gets a Boost from RBA |
05/04/2022
|
| EUR: Eyes on ECB and Versailles Summit |
10/03/2022
|
| Will AXJs Hold Up Against Russian Invasion? |
25/02/2022
|
| EUR: Nearing Oversold |
31/01/2022
|
| SGD: MAS Continues its Pre-emptive Calibration |
25/01/2022
|
| IDR: Reserve Ratio Hike Begins, Drags on IDR Still Manageable |
21/01/2022
|
| Clarity on Fed and Fading Evergrande Fears Support Risk-On Proxies |
24/09/2021
|
| KRW: Not Likely a One-and-Done Hike |
26/08/2021
|
| RBNZ Hawkish Hold |
18/08/2021
|
| Tactical FX Plays Post Fed's Hawkish Tilt |
17/06/2021
|
| MYR: To Take Cues from External Drivers |
13/01/2021
|
| THB: More Flexibility in Baht Liquidity, Risk Factors Weigh |
07/01/2021
|
| MYR: Short Term Negativity to Reverse |
07/12/2020
|
| RMB - More Room For Market Forces |
29/10/2020
|
| Some VND Weakness on Potential Threats |
07/10/2020
|
| SGD NEER: Resilient Alongside MAS Standing Pat |
06/10/2020
|
| GBP: Two-Way Swings as BoJo Plays Rogue |
15/09/2020
|
| AUD - Still A Buy on Dips |
22/07/2020
|
| IDR: Rocky Path to Recovery |
16/07/2020
|
| XAU: Near Term Consolidation; Prefer to Buy Dips |
16/06/2020
|
| SGD NEER Steady Even as Rates Soften |
04/06/2020
|
| MYR: Taking Note of Oil Volatility |
21/04/2020
|
| NZD: Stimulus Measures Lay the Ground for Sharper Recovery |
24/03/2020
|
| AUD - RBA Utilizes Cash Target, Moves to Yield Target |
19/03/2020
|
| EUR: ECB's Extraordinary Measures in Extraordinary Times |
19/03/2020
|
| SGD NEER - MAS Easing Partly Priced In |
16/03/2020
|
| INR - Playing "Catch Down" |
06/03/2020
|
| IDR - Firing on All Cylinders |
05/03/2020
|
| MYR - Political Uncertainty Still In the Price |
03/03/2020
|
| THB - Battered For Now |
24/02/2020
|
| AUD - Upmoves Can be Crimped |
07/02/2020
|
| SGD NEER - More Room to Fall? |
04/02/2020
|
| RMB - Further Gains May be Elusive |
20/11/2019
|
| NZD: RBNZ on Hold, As We Expected |
13/11/2019
|
| THB - New BoT Measures Unlikely to Curb THB Rise |
07/11/2019
|
| RMB - PBoC is OK with sub-7 |
06/11/2019
|
| MYR - Assessing Potential Palm Oil Risks |
29/10/2019
|
| RMB - Facilitating FX Settlement |
24/10/2019
|
| SGD NEER - Too Elevated After Policy Easing |
14/10/2019
|
| Positive Mood Needs Good Data to Reinforce AXJ Gains |
14/10/2019
|
| RMB - Currency Accord? |
10/10/2019
|
| THB - Still Glittering in Gold |
25/09/2019
|
| RMB - The Fix Beckons The Spot |
30/08/2019
|
| RMB - PBoC Makes A Cautious Start with Rate Reform |
20/08/2019
|
| RBI Delivers Unconventional 35bps Cut |
07/08/2019
|
| SGD NEER, Nearer to Home |
25/07/2019
|
| Capitalizing on the Upside of the USD |
23/07/2019
|
| THB - Powell and BoT’s Tug-ofWar |
12/07/2019
|
| SGD - Impact from Weak Growth to Slowly Play Out |
12/07/2019
|
| AUD - Downside Risks in the Near-term |
10/06/2019
|
| VND - Tracking The RMB Weakness |
22/05/2019
|
| IDR - Headwinds From Trade Concerns |
17/05/2019
|
| MYR - Development Initiatives to Support |
16/05/2019
|
| Taking Profit on Our Opportunistic Trades |
14/05/2019
|
| RMB - China Counters |
14/05/2019
|
| PHP - A Boost From S&P Credit Rating Upgrade |
30/04/2019
|
| PHP - Weakness Could Persist |
12/03/2019
|
| INR: Geopolitical Flares Weigh |
27/02/2019
|
| THB - Gains Could Stall |
21/02/2019
|
| AUD: Outlook Sours on China Dalian Coal Ban |
21/02/2019
|
| (Resend) THB - The Political Maneuvering Has Begun |
12/02/2019
|
| IDR - Curbing Foreign Liabilities |
07/02/2019
|
| INR: RBI Starts the Year With A Cut |
07/02/2019
|
| The Pull-Back To Buy Into? |
01/02/2019
|
| |
|
| FX Tech Flash | |
|---|
| MYR: Objective Met; New Range Likely |
05/08/2020
|
| MYR: Holding Steady |
08/07/2020
|
| NZD: Slow Recovery Likely |
12/02/2020
|
| Fade the Fear, Selectively |
04/02/2020
|
| GBP: Still constructice outlook but full of challenges ahead |
24/01/2020
|
| GBP: Entering a Rare Period of Relative Calm? |
11/09/2019
|
| GBP: BoJo's Art of Negotiation? |
29/08/2019
|
| DXY: Can USD's Pole Position be Challenged? |
21/08/2019
|
| NZD: RBNZ FOMO on Global Synchronous Easing |
07/08/2019
|
| USD Bears Pause for Thought |
26/06/2019
|
| Will Fed Deliver the Dovish Tilt? |
18/06/2019
|
| Cautious of USD Bears Getting Ahead of Itself |
10/06/2019
|
| USDSGD: Fade the Upticks |
12/04/2019
|
| EUR: Eyeing That Trend Line |
20/03/2019
|
| GBP: Third Time Lucky? |
18/03/2019
|
| INR: Turn to Shine |
12/03/2019
|
| GBP: 2-Way Trade Ahead of Second Meaningful Vote |
01/03/2019
|
| GBP: Near Term Upside Risk |
19/02/2019
|
| |
|
| FX Thoughts | |
|---|
| End In Sight for Monetary Stimulus? |
07/07/2017
|
| Prices, Policies, Politics & Multi-Dimensional Asia |
18/05/2017
|
| ASEAN Resilience Amid Shifting Winds |
21/03/2017
|
| | |
|---|
| FX Note | |
|---|
| IDR: BI Surprise Cut and Outlook |
16/01/2025
|
| USDJPY Upward Pressure as BOJ Holds |
19/12/2024
|
| How High Will USDJPY Go? |
14/10/2024
|
| PHP View Intact |
08/07/2024
|
| USDIDR Upward Move Can be Limited Near Term |
25/06/2024
|
