DBS Group strategists Taimur Baig and Nathan Chow expect India’s 1QFY27 Gross Domestic Product (GDP) to confirm that the economy has weathered geopolitical disruptions better than initially feared.

MUFG’s Michael Wan reviews recent decisions by Bank of Korea (BoK), Bangko Sentral ng Pilipinas (BSP) and Bank of Japan (BoJ), stressing a shared risk-management approach under uncertainty. BoK and BSP both hiked 25 bps but signalled a slower pace ahead while keeping tightening options open.

USD/IDR loses ground for the second successive day, trading around 17,750 during the early European hours on Friday.

Deutsche Bank strategists note that Nvidia’s post-earnings surge drove a sharp rally in technology stocks, lifting the S&P 500 by 0.72% and the Nasdaq by 1.57%.

GBP/USD inches higher after two days of losses, trading around 1.3600 during the Asian hours on Friday. However, the British Pound (GBP) may encounter headwinds as recent declines in Brent crude oil prices ease immediate inflation concerns.

West Texas Intermediate (WTI) oil price declines after two days of gains, trading around $82.70 per barrel during the Asian hours on Friday. Crude oil prices may regain their footing as intensifying conflicts in Eastern Europe pull market attention away from the Middle East.

Iran’s Security Chief Mohsen Rezaei said on Friday that Tehran is preparing a list of its conditions to open the Strait of Hormuz in response to a request by mediators, adding that conditions include ending the war in the region, Reuters reported, citing an interview on Lebanese Hezbollah-affiliated

Japan Tokyo CPI ex Fresh Food (YoY) above forecasts (1.7%) in August: Actual (1.8%)

Japan Tokyo CPI ex Food, Energy (YoY): 2% (August)

The headline Tokyo Consumer Price Index (CPI) for August rose 1.9% YoY as compared to 1.8% in the previous month, the Statistics Bureau of Japan showed on Friday.

Japan Tokyo Consumer Price Index (YoY): 1.9% (August) vs previous 2%

Japan Unemployment Rate came in at 2.4%, below expectations (2.5%) in July

Japan Jobs / Applicants Ratio came in at 1.18, below expectations (1.19) in July

Ireland Consumer Confidence: 63.2 (August) vs 61.6

Geoff Yu at BNY reports that China is opposing potential new U.S. Section 301 tariffs while keeping communication channels open. Beijing has threatened “necessary measures” in response to additional duties but continues high-level engagement ahead of a possible Trump–Xi summit.

BNY’s Geoff Yu highlights that the Bank of Korea’s 25bp hike to 3.00% and upgraded growth and inflation forecasts underline ongoing tightening risks. Robust exports and investment are supporting the economy, though stronger demand could fuel inflation and household debt.

OCBC Bank strategists Sim Moh Siong and Christopher Wong note that USD/SGD traded slightly firmer as resilient US data halted US Dollar downside pressure, though the pair remains subdued and rangebound ahead of Chair Warsh’s Jackson Hole speech.

Brown Brothers Harriman’s (BBH) Elias Haddad sees the Philippine Peso underperforming its Asian peers after the Bangko Sentral ng Pilipinas (BSP) delivered a third consecutive 25 bps rate hike to 5.00%.

DBS Group Research economist Radhika Rao notes that Indonesia’s parliament has held fit-and-proper hearings for BI Governor nominee Destry Damayanti, who signalled continuity, robust policy tools and stronger coordination with fiscal authorities.

Commerzbank FX Analyst Charlie Lay reports USD/THB has eased from around 33.90 in late July to about 32.70, helped by a softer Dollar.

OCBC Bank strategists Sim Moh Siong and Christopher Wong highlight that USD/CNH has edged higher alongside a broader US Dollar (USD) rebound and firmer US Treasury yields, while the People's Bank of China (PBoC) continues to prefer a gradual appreciation path.

The Boston Fed President, Suan Collins, crossed the wires on Thursday as the Jackson Hole Symposium began. She said that the recent PCE report does not change the view that policy is restrictive and will lead to gradual disinflation.

US President Donald Trump held a press conference at the White House, in which he insisted that Canada has been ripping off the US on trade and that it wants to be “treated like a state.”

The Cleveland Fed President Beth Hammack crossed the wires once more in Fox Business, stating that the job market is broadly in balance, while adding that “we need restrictiveness in policy.”

United States 7-Year Note Auction increased to 4.512% from previous 4.473%

United States 4-Week Bill Auction climbed from previous 3.64% to 3.65%

DBS Group Research economist Chua Han Teng expects the Bank of Thailand (BoT) to keep its policy rate at 1.00% through 2026, following the unanimous decision on August 26 to stay on hold.

Commerzbank’s Michael Pfister examines whether the weaker CNY explains China’s rising export market share. Using bilateral real exchange rates across major partners, he finds no systematic link between CNY moves and market share gains, including in advanced sectors like electric cars.

Cleveland Federal Reserve (Fed) President Beth Hammack crossed the wires on CNBC on Thursday as the Jackson Hole Symposium begins.

United States EIA Natural Gas Storage Change registered at 15B, below expectations (19B) in August 21