MUFG analysts Lin Li and Khang Sek Lee note that July data point to weaker Chinese growth and a widening divergence between the "new" and "traditional" economy.

Commerzbank’s Singapore-focused FX research highlights robust non-oil domestic exports driven by electronics and AI-related demand, with NODX growth already above the government’s upgraded full-year forecast.

The Bank of England (BoE) will keep interest rates unchanged for the rest of the year, according to a Reuters poll conducted between August 13 and 18.

UOB economist Enrico Tanuwidjaja reviews Indonesia’s 2027 State Budget, highlighting a calibrated balance between growth and fiscal discipline that matters for the Rupiah and local bonds.

New Zealand GDT Price Index: 2.3% vs 0.1%

EUR/GBP slips toward 0.8550 at the time of writing on Tuesday, with the Euro (EUR) unable to hold onto earlier gains against the Pound Sterling (GBP).

Colombia Gross Domestic Product (YoY) up to 3.5% in 2Q from previous 2.2%

Brown Brothers Harriman’s (BBH) Elias Haddad describes United Kingdom (UK) June labor data as soft, with unemployment stuck at 4.9% and private sector regular pay growth slowing to 2.8% year-on-year.

United States Pending Home Sales (YoY) fell from previous -0.3% to -2.2% in July

United States Pending Home Sales (MoM) came in at -2.3%, below expectations (0.3%) in July

United States Capacity Utilization meets forecasts (76.3%) in July

Private-sector hiring in the United States (US) shows tentative signs of improvement in early August. According to the NER Pulse, the weekly companion to the ADP National Employment Report, private employers added an average of 9.5K jobs per week in the four weeks ending August 1.

Brown Brothers Harriman’s (BBH) Elias Haddad notes Brent crude has rallied above $91 as the US–Iran Strait of Hormuz standoff persists. Haddad argues crude Oil is driving the war narrative and expects price swings to steer escalation risks.

Commerzbank’s Norman Liebke argues that European gas storage will depend on higher LNG imports over winter, as current inflows of 8 bcm per month would see storages trend toward 0% by March.

Qatar’s Foreign Ministry spokesperson, Majed Al-Ansari, said the mediators are waiting for Oman and Iran to reach a bilateral agreement on the Strait of Hormuz, a critical chokepoint to almost 20% of global energy supply, before returning to broader United States (US)-Iran talks.

Chris Turner at ING highlights low volatility weighing on the Swiss Franc (CHF) and Japanese Yen (JPY), with investors increasingly favouring franc funding to avoid potential Yen intervention. Short CHF/JPY is seen as a carry-positive way to express a Yen view.

DBS Group Research economist Chua Han Teng reviews Thailand’s latest macro data, noting Real Gross Domestic Product (GDP) growth slowed to 1.9% year-on-year in 2Q26 from 2.8% in 1Q26, bringing 1H26 growth to 2.4%.

Standard Chartered’s Carol Liao and Moriarty Lam analyze slowing loan growth in China despite stable real Gross Domestic Product (GDP) and recent reflation.

TD Securities’ Macro Research team, led by Oscar Munoz and Molly Brooks, projects a stronger US August CPI profile. Headline CPI is seen rising 0.39% month-on-month, with gasoline and food inflation rebounding.

German ZEW Survey - Economic Sentiment arrives at 34.2 in August, beating the estimates of 30.0 and the July reading of 26.3.

US Treasury yields keep rising across the curve this week, with the yield for the 30-year Treasury bond reaching its highest level since 2007, during the global financial crisis, at 5.33% so far on Monday.

Deutsche Bank’s Chief UK Economist Sanjay Raja notes that while the United Kingdom (UK) economy has exceeded expectations, the labour market remains stagnant, with the jobless rate stuck at 4.9% and payrolled employees falling.

NZD/USD depreciates after two days of losses, trading around 0.5880 during the European hours on Tuesday. The pair depreciates as the US Dollar (USD) holds ground on safe-haven flows amid escalating geopolitical tensions between the US and Iran.

Deutsche Bank strategists note that rising oil prices are reinforcing stagflation concerns and weighing on equities globally.

Commerzbank analysts describe how the Reserve Bank of India’s (RBI) early closure of the FCNR(B) swap window follows strong FX inflows and rising liquidity costs.

The United Kingdom’s (UK) ILO Unemployment Rate stayed at 4.9% in the three months to June after reporting 4.9% in the previous reading, data published by the Office for National Statistics (ONS) showed on Tuesday. The data came in above the market consensus of 4.8%.

USD/IDR remains in the positive territory after experiencing volatility, trading around 17,900 during the Asian hours on Tuesday. The pair continues to draw support from a weakening Indonesian Rupiah (IDR), driven by cautious domestic sentiment ahead of Bank Indonesia’s (BI) two-day policy meeting.

Gold prices fell in India on Tuesday, according to data compiled by FXStreet.

The US Dollar Index (DXY), which measures the value of the US Dollar (USD) against six major currencies, is inching higher after three days of losses and trading around 99.60 during the Asian hours on Tuesday.

US President Donald Trump said that he is not interested in renewing the expiring agreement with Iran, Bloomberg reported on Monday.