Monthly Archives: April 2026
Commerzbank says BSP lifted the policy rate 25bp to 4.50%, beginning tightening to anchor inflation expectations

Written on April 25, 2026 at 1:20 pm, by
BSP hiked reverse repo 25bp to 4.50% to anchor inflation, signalling new tightening cycle amid rising CPI.
OCBC strategists say USD/TWD’s rebound may fade, as dollar strength and risk aversion persist amid US-Iran stalemate
Written on April 25, 2026 at 12:51 pm, by
OCBC sees USD/TWD rebounding on dollar strength and risk aversion, but prefers selling rallies amid Taiwan inflows.
DBS economist Samuel Tse ties CNY curve steepening to US-Iran ceasefire and resilient Chinese Q1 growth
Written on April 25, 2026 at 12:51 pm, by
CNY rates steepened as ceasefire and strong Q1 growth lifted sentiment; bond inflows robust, PBoC cautious.
USD/CHF, after rejection at the 100-day SMA, rose weekly 0.35% to 0.7841, targeting 0.7800
Written on April 25, 2026 at 12:21 pm, by
USD/CHF slipped Friday but rose weekly; consolidating 0.7800-0.7900, bearish RSI; key support 0.7800, resistance 0.7900.
MUFGLloyd Chan notes USD/IDR hit new highs, driven by domestic confidence and fiscal uncertainty, beyond dollar strength

Written on April 25, 2026 at 12:20 pm, by
USD/IDR hits record 17,300 on domestic confidence, fiscal concerns; rupiah undervalued, overbought; Bank Indonesia may stabilise.
Silver rises modestly after rebounding from $73.95, as renewed Washington–Tehran talks lift equities and metals
Written on April 25, 2026 at 11:51 am, by
Silver gains 0.5% to $75.83, consolidating near key SMAs; RSI bearish, with $75 support and upside resistance.
OCBC strategists say BSP’s 25bp hike to 4.5% backs the peso, though inflation risks persist

Written on April 25, 2026 at 11:50 am, by
BSP hiked rates 25bp to 4.5%, warns more if inflation rises, peso supported; oil risks persist.
TD Securities expects Canada’s central bank to hold the 2.25% overnight rate until late 2026, cautiously balancing risks
Written on April 25, 2026 at 11:21 am, by
TD Securities sees BoC holding 2.25% through April and 2026, citing inflation, energy, growth risks.
US CFTC data shows oil non-commercial net positions declined from 206.5K previously to 192.3K
Written on April 25, 2026 at 11:20 am, by
CFTC data shows non-commercial oil net positions fell to 192.3K from 206.5K in previous report.
Eurozone EUR non-commercial net positions rise to 41.3K, up from 26K in CFTC reporting
Written on April 25, 2026 at 10:51 am, by
CFTC data show eurozone EUR non-commercial net positions rose to 41.3K from 26K previously.