LatAm: Hedging demand rises with Banxico in focus – BNY

BNY’s Geoff Yu argues Latin American FX and equities now represent a single crowded ‘total return’ trade, with all regional curren...

Dow Jones Industrial Average rallies over 1% on Iran de...

US equities pushed higher on Wednesday as risk appetite returned on signs that the US-Iran conflict could be heading toward a broa...

WTI Oil slumps on US-Iran diplomatic progress, EIA inve...

West Texas Intermediate (WTI) US Oil tumbles on Wednesday, trading around $92.30 at the time of writing, down 7.62% on the day as ...

China: Managed trade truce prospects – Standard Charter...

Standard Chartered economists Carol Liao and Shuang Ding argue that both the US and China are incentivised to keep their bilateral...

Fed’s Goolsbee: Productivity's impact on inflation and ...

Austan Goolsbee, President of the Federal Reserve (Fed) Bank of Chicago, spoke at the 2026 Milken Institute Global Conference in C...

South Korea: Gradual CPI rise keeps BoK cautious – ING

ING’s Senior Economist Min Joo Kang notes that South Korean inflation accelerated in April on higher energy prices, but government...

USD/JPY falls on suspected intervention, US-Iran deal h...

USD/JPY stages a modest rebound on Wednesday after coming under pressure earlier in the day amid another suspected intervention by...

Carry trade: Profit-taking risk builds into H2 – BNY

BNY’s Geoff Yu notes that the iFlow Carry index briefly turned negatively significant as investors sold nine of fifteen high-yield...

Gold surges as Iran deal hopes crush the US Dollar, yie...

Gold (XAU/USD) price rallies nearly 3% on Wednesday amid growing speculation of an end to the Iran war, weighing on the Greenback ...

USD/PHP: Inflation shock drives underperformance risk –...

MUFG’s Michael Wan highlights that the Philippines faces heightened vulnerability to Middle East supply disruptions, with April Co...

Forex Today: DXY falls after Middle East tensions ease,...

The US Dollar Index (DXY) slides near the 98.00 area, with limited losses supported by resilient United States (US) data but capp...

Indonesia: Fiscal slippage keeps bearish bias – Societe...

Societe Generale analysts Kunal Kundu and Galvin Chia say Indonesia’s early‑2026 fiscal deterioration is driven by front‑loaded ex...