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South Korean Won: BoK welcomes stronger Won – Commerzbank
Commerzbank analysts report that Bank of Korea Governor Shin Hyun-song sees inflation, exchange rate and financial stability pointing policy in the same direction, ahead of the 22 October meeting where rates may be left unchanged after two hikes.
Australia Unemployment Rate forecast to remain at 4.6% in September
The Australian Bureau of Statistics (ABS) will publish the September employment report on Thursday at 00:30 GMT.
Mexican Peso suffers sharp losses as US inflation boosts US Dollar
The Mexican Peso (MXN) depreciates versus the US Dollar (USD) on Wednesday, down 0.65% on the heels of hot US inflation data, fueling bets that the Federal Reserve (Fed) could raise rates at the October meeting. The USD/MXN pair trades at 18.51, after bouncing off daily lows of 18.35.
Fed’s Goolsbee warns hot CPI unacceptable as services inflation bites
Chicago Federal Reserve (Fed) President Austan Goolsbee said that “CPI data was discouraging,” adding that services inflation in the CPI “was a concern,” in an interview with Yahoo! Finance on Wednesday.
Singapore Dollar: MAS surprise hold signals extended pause – MUFG
MUFG’s Michael Wan reports that the Monetary Authority of Singapore surprised markets by holding its exchange rate policy unchanged in October, against expectations for slight tightening. MAS sees core inflation easing from mid-2027, subdued domestic costs and a narrowing output gap as the AI cycle cools. Forward guidance suggests the Singapore Dollar policy band will keep appreciating to counter imported inflation.
Fed’s Barkin says CPI ran too hot, keeps October decision open
Richmond Federal Reserve (Fed) President Thomas Barkin, a voter in 2027, said Wednesday that he doesn’t see AI job losses happening at scale, adding that investment is mostly focused on AI.
EUR/USD Price Forecast: Strong US CPI keeps bears in control despite oversold RSI
EUR/USD loses nearly 0.50% on Wednesday as stronger-than-expected US inflation data reinforce expectations of further Federal Reserve (Fed) rate hikes, lifting the US Dollar (USD) to fresh year-to-date highs above 102.50.
Chinese Yuan: Upside risk below 6.6900 against US Dollar – UOB
United Overseas Bank (UOB) strategists Quek Ser Leang and Lee Sue Ann describe USD/CNH as softening within a 6.6900–6.7000 range, with scope for a dip below 6.6900 while major support at 6.6800 should hold. On a 1–3 week view, a close below 6.6900 could trigger a move toward 6.6800. Over 1–3 months, they expect the pair to edge lower below the cloud.
New Zealand Dollar plunges to 18-month low as hot US inflation fuels US Dollar rally
NZD/USD extends its decline on Wednesday, losing 0.77% to trade around 0.5570 at the time of writing, its lowest level since April 2025. The pair broke below the 0.5580 support level, potentially ending the horizontal consolidation phase that has prevailed since the beginning of October.
Swiss Franc slides as hot US inflation reinforces hawkish Fed outlook
USD/CHF climbs to its highest level since May 2025 on Wednesday as hotter-than-expected US inflation data strengthen expectations of further Federal Reserve (Fed) interest rate hikes.
United States: Core CPI and PCE re-accelerate – TD Securities
TD Securities economists report that US CPI has surprised to the upside for a second month, with core CPI at 0.3% m/m and broad-based strength in goods and services. Supercore remains elevated, and the translation into core PCE is strong, lifting their estimate to 0.36% m/m.
South Korean Won: Equity rout drives downside hedging – MUFG
Michael Wan at MUFG notes that a sharp sell-off in South Korean equities has boosted demand for South Korean Won downside protection. The KOSPI fell heavily, led by semiconductor names amid concerns over Chinese competition and AI capex sustainability. KRW risk reversals show investors paying more for protection, consistent with sizeable foreign equity outflows and related Won selling.
Australian Dollar reverses gains as hot US inflation boosts US Dollar
AUD/USD reverses its earlier gains on Wednesday, falling 0.34% on the day to trade around 0.6960 at the time of writing.