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Chinese Yuan: Underheld positions unwind with reflation risks – BNY
Geoff Yu at BNY highlights CNY as the main outlier in the U.S. trade-weighted basket, showing behavior opposite to other key currencies. CNY failed to react positively to July–August Fed and Treasury decisions, with weak domestic growth reinforcing easing expectations.
The Japanese Yen finally rallies on something Tokyo did not pay for
The Yen has produced in two sessions what the largest intervention on record could not, and it did so without a single reported purchase.
Banxico’s Heath says rate cuts can wait as core inflation persists
The Bank of Mexico (Banxico) Deputy Governor Jonathan Heath said that the central bank can wait to reduce interest rates, signaling that further easing is possible but in about a year or more, as he qualified the current monetary policy stance as “appropriate.”
Mexican Peso rescued by Waller’s dovish tilt, appreciates ahead of NFP
The Mexican Peso appreciates against the US Dollar on Thursday, with the latter weakening amid a dovish tilt by Fed Governor Waller and speculation about an FX market intervention to boost the Japanese Yen. The USD/MXN trades at 16.92, down 0.32%.
Singapore: PMI points to transitory weakness – UOB
UOB economist Jester Koh highlights that Singapore’s electronics PMI rose in August, with broad-based gains in new export orders, output and backlogs.
The British Pound bounces on a hike argument that lost 6-3 in July
Sterling (GBP) has spent Thursday recovering a little of what it lost this week, with GBP/USD trading near 1.3530, roughly a third of a percent higher, after the 50-day Exponential Moving Average (EMA) just under 1.3500 held for a second consecutive session.
Indonesian Rupiah: Depreciation trend persists as oil shock weighs – MUFG
MUFG’s Lloyd Chan argues that while the pace of Rupiah depreciation may slow, the broader weakening trend is set to continue. USD/IDR has pulled back as crowded long positions unwind and some foreign inflows return, but elevated US yields and high Oil prices remain headwinds.
Malaysian Ringgit: Stable policy underpins growth narrative – BNY
Geoff Yu notes that Bank Negara Malaysia kept its policy rate at 2.75%, judging the stance consistent with price stability and sustainable growth. The bank sees Malaysia’s economy on track for around 5% growth this year, with low inflation and limited external cost pass-through.
Singapore Dollar: Stronger Singapore growth with contained inflation – Commerzbank
Commerzbank’s Singapore-based team highlights robust Singapore manufacturing and electronics PMIs, supported by an AI-driven semiconductor cycle, alongside upgraded MAS Survey GDP and export forecasts.
Chinese Yuan: Range trade persists against US Dollar – UOB
United Overseas Bank (UOB) analysts Quek Ser Leang and Lee Sue Ann see USD/CNH confined to tight ranges in different time frames. For the next 24 hours, they expect the Dollar to trade between 6.7130 and 6.7230.
USD/CHF Price Forecast: Break of 50-day SMA exposes 0.8040
The USD/CHF pair tumbles nearly 0.80% on Thursday as the US Dollar (USD) weakens on rumors of a potential intervention in the FX markets to boost the Japanese Yen. Consequently, the pair fell from around daily highs of 0.8131, extending its losses to the current exchange rate near 0.8065.
Equities: AI-led upside and income focus – HSBC
HSBC’s Willem Sels highlights that accelerating AI adoption, resilient growth and broadening earnings are supporting global equities into Q4 2026. The bank has recently added exposure to global stocks, favouring the US and Asia, while keeping sector diversification.
Japanese Yen: Intervention ceiling guides BoJ path – BNY
BNY’s Geoff Yu highlights strong Japanese Yen flows and a declining USD/JPY as markets hesitate to challenge Japanese and U.S. authorities. He argues that heavy post-intervention selling has largely run its course and that around 160 in USD/JPY now acts as a practical intervention ceiling.