Policy

31 August 2026
Japan July industrial output growth cools, bolstering dovish Bank of Japan view and weighing on yen

Japan’s July industrial output growth slowed to 4.1%, boosting dovish BoJ bets and pressuring yen.

31 August 2026
South Korea’s July Services Output Drop Raises Pressure on Bank of Korea as Won Faces Headwinds

South Korea’s services output fell 1.3% in July, pressuring Bank of Korea easing, weakening won and yields.

31 August 2026
Warsh’s Jackson Hole Warning Weighs on Equities as Markets Track Rates, Commodities and Crypto

Warsh’s Jackson Hole remarks sparked equity selling; global stocks mostly rose as commodities, crypto steadied amid geocosmic signals.

29 August 2026
Vietnam Exports Seen Rising 27% in August as Retail Demand Holds and Inflation Stays at 4.4%

Vietnam exports seen up 27% in August 2026; retail steady, inflation 4.4%, supporting dong.

29 August 2026
BSP Lifts Policy Rate to 5.0% as Peso Lags ASEAN Peers and Tightening Bias Persists

BSP hiked rates to 5.0% as peso lags ASEAN peers; traders eye options, forwards, swaps.

29 August 2026
DBS Sees Bank Negara Malaysia Holding Overnight Policy Rate at 2.75%, Inflation Keeps Policy Neutral

DBS expects BNM to hold OPR at 2.75%, citing benign inflation; recommend neutral-rate trades, receiving swaps.

29 August 2026
DBS Sees South Korea Exports Holding Firm, Inflation Rebound Fuelling BoK Hike Bets, KRW Support

DBS sees Korea exports near 60% YoY, surplus $30bn; inflation ~3% keeps BoK hawkish, supporting KRW/KOSPI.

29 August 2026
Kocher Says Eurozone Momentum and Inflation Risks Challenge Markets’ Rate-Cut Expectations

Kocher says Europe’s economy shows surprising momentum; inflation risks persist, limiting rate-cut hopes and boosting euro.

29 August 2026
Goolsbee echoes Warsh, flags persistent demand-led inflation as Fed stays cautious on rate cuts

Goolsbee warns demand-driven inflation persists, supports holding rates steady, signaling higher-for-longer policy, stronger dollar, hedging strategies.

29 August 2026
Markets Focus on US August Jobs Report as Payrolls Seen Rebounding, Unemployment Ticks Higher

Markets await August US jobs data: payrolls seen at 80K, unemployment 4.2%, wages steady overall.

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