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Indonesian Rupiah: BI pause keeps tightening risk alive – Commerzbank

Commerzbank’s Moses Lim highlights that Bank Indonesia left the BI Rate at 5.75%, balancing inflation, growth and IDR stability after earlier hikes. BI has expanded hedging incentives and CNY clearing to support inflows and FX stability, while keeping SRBI yields from rising further.

출처  Fxstreet1787234426
Analysts agree: Indian Rupee should draw support from hawkish RBI, strong reserves

The Indian Rupee (INR) is balancing solid macroeconomic fundamentals and massive central bank reserves against renewed hawkish undertones from the Reserve Bank of India (RBI).

출처  Fxstreet1787231336
Fed's Daly: Rise in long term yields is a global issue

In an interview with Bloomberg TV on Thursday, Federal Reserve (Fed) Bank of San Francisco President Mary Daly argued that the rise in long term Treasury bond yields is a global issue and added that she doesn't see the Fed's credibility at risk.

출처  Fxstreet1787230851
US Initial Jobless Claims dropped to 206K last week

According to a report from the US Department of Labour (DOL) released on Thursday, the number of US citizens submitting new applications for unemployment insurance shrunk to 206K for the week ending August 15.

출처  Fxstreet1787229499
United States: Long-end yield risks contained – ING

ING’s Padhraic Garvey analyses how the US Treasury’s decision to double buybacks in 10-30 year maturities affects long-end US Treasuries. He stresses that while the programme is sizeable and could be expanded again, it mainly mutes, rather than reverses, upward pressure on long yields.

출처  Fxstreet1787228708
Riksbank: Early-2027 hike view – Nomura

Nomura’s European Economics team, led by Josie Anderson, George Buckley and Andrzej Szczepaniak, reviews the latest Riksbank decision to keep the policy rate at 1.75%.

출처  Fxstreet1787227303
Euro: Benefits from US Dollar weakness – DBS

Chang Wei Liang at DBS Group Research highlights that EUR/USD has rallied toward 1.17, with the Euro the main beneficiary of Dollar softness.

출처  Fxstreet1787226035
United States: Slow growth but data understate jobs – Commerzbank

Commerzbank economist Bernd Weidensteiner analyzes recent U.S. employment trends, noting that Nonfarm Payroll growth has slowed sharply, with average monthly gains of just 32,000 over the past year.

출처  Fxstreet1787220211
Indian Rupee: RBI minutes temper rate-cut hopes – DBS

Radhika Rao at DBS Group Research highlights that Reserve Bank of India (RBI) minutes from the early-August meeting were more cautious than Governor Sanjay Malhotra’s public messaging.

출처  Fxstreet1787218714
Federal Reserve: AI, inflation risks and limited FX impact – MUFG

MUFG’s research team uses AI-driven textual analysis to judge the July FOMC minutes as slightly more hawkish, with broader support for a rate hike and concern over inflation expectations.

출처  Fxstreet1787217937
Euro weakens against Canadian Dollar amid higher oil prices

EUR/CAD halts its three-day winning streak, trading around 1.6110 during the European hours on Thursday. The currency cross faces downward pressure as the commodity-linked Canadian Dollar (CAD) gains support from rising crude oil prices.

출처  Fxstreet1787217001
Indian Rupee: RBI seen comfortably on hold – Commerzbank

Commerzbank’s Dr. Henry Hao and Moses Lim note India’s economy remains supported by strong domestic demand and exports, with growth projected at 6.7% in fiscal 2026-2027 versus 8% previously. Inflation is forecast at 5%, within the RBI’s 2-6% band, allowing policy to stay on hold at 5.25%.

출처  Fxstreet1787215581
Federal Reserve: Divided hawks shape late-2026 hike risks – Societe Generale

Societe Generale’s Jan Groen highlights a divided Federal Reserve, with a larger ‘keep-on-hold’ camp waiting for core PCE inflation data in 2H 2026 before backing rate hikes.

출처  Fxstreet1787214828
US Treasury doubles long-dated bond buybacks: Why are yields rising again?

The US 10-year Treasury yield attempts to stabilize on Thursday, edging higher to 4.672% at the time of writing after hitting a low of 4.635% on Wednesday.

출처  Fxstreet1787214739
British Pound gains as US Dollar softens on Treasury bond buybacks

GBP/USD extends its gains for the second successive day, trading around 1.3630 during the European hours on Thursday. The pair appreciates as the US Dollar (USD) faces challenges, driven by the decision of the US Treasury Department to stabilize domestic bond markets.

출처  Fxstreet1787213910
Japanese Yen: Bullish bias within broad range against US Dollar – UOB

United Overseas Bank’s Quek Ser Leang and Lee Sue Ann highlight that USD/JPY dropped sharply to around 158.00, eroding the previous upside bias.

출처  Fxstreet1787213487
South African Rand: inflation risks from El Niño – Commerzbank

Commerzbank’s Volkmar Baur notes South African inflation surprised on the downside in August, with headline Consumer Price Index (CPI) at 4.3% and core at 4.2%.

출처  Fxstreet1787212410
Indian Rupee: Hawkish RBI pause shifts rate outlook – Societe Generale

Societe Generale’s Kunal Kundu says the Reserve Bank of India's (RBI) August 2026 Monetary Policy Committee (MPC) minutes reveal a more hawkish inflation assessment than the policy statement suggested.

출처  Fxstreet1787210890
Swedish Krona: Hawkish Riksbank stance holds – Commerzbank

Commerzbank’s Antje Praefcke expects the Sweden’s central bank, the Riksbank, to leave its policy rate at 1.75% and maintain a hawkish tone similar to June’s statement.

출처  Fxstreet1787208765
Equities: Yield relief and healthcare gains lift markets – Deutsche Bank

Deutsche Bank strategists note that equities rebounded as a sharp decline in long-end US Treasury yields helped the S&P 500 end a three-day losing streak.

출처  Fxstreet1787207152
Iran's Araghchi says economic D-Day is a diversion from the US crisis

Iran's Foreign Minister Abbas Araghchi dismissed US President Donald Trump’s threatened “economic D-Day” against Tehran as an attempt to divert attention from US debt and rising interest costs, Reuters reported on Thursday. Araghchi added that US policies will bring defeat and enmity. 

출처  Fxstreet1787207058
Indonesian Rupiah strengthens as BI to focus on currency stability

USD/IDR extends its losses for the second successive day, trading around 17,810 during the Asian hours on Thursday. The pair depreciates as the Indonesian Rupiah (IDR) finds solid backing from Bank Indonesia's (BI) renewed commitment to currency stability.

출처  Fxstreet1787203869
Asian equities rally; KOSPI leads gains as US Treasury support counters Fed/Iran risks

Asian equities advanced on Thursday, with South Korea's KOSPI surging nearly 6% intraday amid a more than 5% jump in SK Hynix shares following the buyback announcement.

출처  Fxstreet1787198269
Japanese Yen struggles amid widening Trade Deficit, escalating import costs

USD/JPY appreciates after registering modest losses in the previous day, trading around 158.50 during the Asian hours on Thursday.

출처  Fxstreet1787194434
China's Commerce Ministry sets anti-dumping tax rates on polyoxymethylene from US, EU, Taiwan and Japan

China's Commerce Ministry on Thursday announced a decision on corporate tax rate for enterprises related to anti-dumping measures on imported polyoxymethylene from the United States (US), the European Union (EU), Taiwan and Japan, Reuters reported.

출처  Fxstreet1787192736

Australia Part-Time Employment dipped from previous 47K to -32.2K in July

출처  Fxstreet1787189613
PBOC leaves Loan Prime Rates unchanged in August

The People’s Bank of China (PBOC), China's central bank, announced to leave its Loan Prime Rates (LPRs) unchanged on Wednesday. The one-year and five-year LPRs were at 3.00% and 3.50%, respectively.

출처  Fxstreet1787188049
US Treasury Department to buy back more longer-term bonds

The US Treasury Department said on Wednesday that it will buy back more of its longer-term bonds, in an effort to curb a sharp increase in borrowing costs, the Wall Street Journal reported.

출처  Fxstreet1787183669
US President Donald Trump announces "crushing economic operation" on Iran

US President Trump announced the most severe economic action ever taken against Iran, CBS News reported on Wednesday. Trump said this will be economic conflict and isolation on an unprecedented scale and the countries allowing financial aid to Iran will face severe economic consequences. 

출처  Fxstreet1787182871
연준 7월 의사록: 인플레이션 하락하지 않으면 금리 인상 필요할 수도

TradingKey - 연방준비제도(Fed·연준)가 미 동부시간 8월 19일 7월 회의 의사록을 공개했다. 7월 28~29일 열린 회의에서 연방공개시장위원회(FOMC)는 연방기금금리 목표 범위를 3.50%~3.75%로 동결하기로 결정했다.의사록에 따르면 일부 연준 당국자들은 인플레이션이 하락하지 않을 경우 통화정책을 강화해야 할 수도 있다고 판단했다. 일부

출처  Tradingkey1787164051
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