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CEE FX: Normalising rates leave room for gains – ING

ING’s Frantisek Taborsky notes Central and Eastern European (CEE) rate curves have repriced sharply, with more tightening now expected in Czech Republic and Poland and further easing in Hungary.

India Manufacturing Output up to 7.8% in June from previous 5.5%

Japanese Yen stays range-bound as Fed, BoJ seen on hold but hawkish

USD/JPY trades around 163.90 on Tuesday at the time of writing, up 0.11% on the day, as investors remain cautious ahead of the Federal Reserve’s (Fed) monetary policy decision on Wednesday and the Ban ...

Bank of Japan preview: The slow path to higher rates

The Bank of Japan is expected to keep rates unchanged on 31 July after last month’s 25bp hike to 1.00%. While some see scope for a faster tightening cycle and an October hike, we doubt any modest hawk ...

AI trade loses momentum, as LVMH fails to impress

As we move through the week, an interesting dynamic is taking place. On the surface, stocks look good. Indices are performing well, and European stocks are higher today.

Indonesian Rupiah: Leadership change at BI sustains rupiah pressure – Commerzbank

Commerzbank’s Moses Lim argues that Bank Indonesia Governor Perry Warjiyo’s surprise resignation, following earlier high-profile departures, heightens concerns over policy continuity and institutional ...

Kospi circuit breaker and China DUV that looks to threaten ASML moat

EU mid-market update: Kospi circuit breaker and China DUV that looks to threaten ASML moat; SK Hynix reports tomorrow; Earnings overall in focus ahead of Fed decision tomorrow.

US Dollar: Fed hike odds and asymmetric risks – DBS

DBS Group Research’s Philip Wee notes that the Dollar is trading on diverging themes versus Developed Market and Asia-ex Japan currencies, with Fed expectations central. Futures are pricing a 38% chan ...

USD/CHF eyes key 0.8400 resistance

USD/CHF continues to grind higher, with the technical picture pointing to 0.8400 as the next major resistance level.

Singapore Dollar: MAS surprise tightening supports SGD – HSBC

HSBC’s Abhilash Narayan notes that the Monetary Authority of Singapore (MAS) unexpectedly tightened policy on 27 July 2026 by raising the Singapore Dollar (SGD) Nominal Effective Exchange Rate (NEER) ...

Market attention starts to shift towards the Fed

The greenback, despite a bad start yesterday, managed to rebound in the American session. Market expectations for the Fed to remain hawkish in its meeting tomorrow were supportive for the US dollar.

Swiss Franc: SNB on hold view boosts funding role – ING

ING’s Chris Turner highlights a Bloomberg source story suggesting the Swiss National Bank (SNB) may keep its policy rate at 0.00% until end-2027, aligning with ING’s own forecast.