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.

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