Banks
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China: PMI expectations and Lunar New Year caution – ABN AMRO
ABN AMRO’s report outlines expectations for January PMIs in China, with a consensus forecast indicating broad stabilization. Both manufacturing PMIs…
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JPY: Weakness concerns amid intervention – BNY
The Japanese Yen remains under pressure, with concerns raised by local business leaders about its excessive weakness impacting profitability and…
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USD/KRW: Supplementary budget signals upside risk – MUFG
Korea’s industrial production growth rebounded in December, indicating robust export growth. President Lee has signaled a potential supplementary budget to…
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INR: RBI expected to pause rate cuts – DBS Bank
DBS Bank’s Group Research discusses the upcoming Reserve Bank of India (RBI) monetary policy committee meeting scheduled for February 6,…
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USD/CNY: Potential recapitalization in financial sector – MUFG
Unconfirmed reports suggest that China may inject RMB 200 billion into large insurers to bolster their capital buffers, alongside an…
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GBPUSD: Soft performance amid political risks – Scotiabank
The GBP is soft against the USD, underperforming most G10 currencies in quiet trading. Political risks remain a concern, particularly…
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Stocks: Mixed performance amid tech weakness – HSBC
US stocks mostly fell on Thursday, driven by losses in tech shares as investor concerns over AI capital expenditures resurfaced.…
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Euro Area: Disinflation narrative expected to dominate – Societe Generale
Societe Generale analysts expect the disinflation narrative to dominate in 2026, driven by moderating wage growth and supportive commodity dynamics.…
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USD: Consolidation amid soft undertone – Scotiabank
The USD is experiencing mixed trading, regaining some ground against core majors after earlier losses. The undertone remains bearish, with…
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EUR/USD: Potential for further strength – UOB Group
UOB Group analysts Quek Ser Leang and Lee Sue Ann suggest that EUR/USD could see further strength, potentially reaching 1.2150. The report…
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