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Philippine Peso: BSP tightening path supports PHP – UOB

UOB economists Julia Goh and Loke Siew Ting note that Philippine inflation unexpectedly eased in May but remains above the Bangko Sentral ng Pilipinas (BSP) target, keeping risks tilted to the upside.

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South Korean Won: Semiconductor pullback weighs on KRW – DBS

DBS Group Research’s Chang Wei Liang highlights that USD/KRW has pushed above 1530 as weakness in semiconductor stocks adds pressure on the Korean Won.

출처  Fxstreet1780692060
Philippines: BSP seen staying hawkish on inflation – Standard Chartered

Standard Chartered economists Jonathan Koh and Edward Lee revise their Bangko Sentral ng Pilipinas (BSP) policy rate path, dropping expectations for a 50bps off-cycle hike before the 18 June meeting.

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Japan CFTC JPY NC Net Positions: ¥-129.6K vs previous ¥-114.7K

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United Kingdom CFTC GBP NC Net Positions rose from previous £-61.4K to £-52.2K

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United States CFTC Oil NC Net Positions declined to 155.9K from previous 161K

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Australia CFTC AUD NC Net Positions declined to $41.8K from previous $60.2K

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United States CFTC S&P 500 NC Net Positions down to $-220.8K from previous $-165.8K

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Eurozone CFTC EUR NC Net Positions climbed from previous €29.4K to €48.9K

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United States CFTC Gold NC Net Positions: $176K vs $154.3K

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Indonesia: Policy focus on stability as BI mandate widens – DBS

DBS Group Research economist Radhika Rao highlights that Indonesia’s onshore markets are under pressure, with the Rupiah at record lows and equities near six‑year lows.

출처  Fxstreet1780687440
Breaking: Bitcoin slips below $60,000 for the first time since 2024

Bitcoin (BTC) has breached below $60,000 at press time on Friday, recording a 20% crash so far this week. Institutional selling and weak derivatives weigh on Bitcoin’s pullback, deepening downside risks as buyers lose the critical $60,000 support band.

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Thai Baht: BoT seen holding rates as inflation stays supply-led – UOB

UOB’s Global Economics & Markets Research, led by Enrico Tanuwidjaja and Sathit Talaengsatya, argues that Thailand’s latest Consumer Price Index (CPI) data confirm a cost-push rather than demand-led inflation backdrop.

출처  Fxstreet1780684980
US yields rocket as stellar NFP sparks Fed hike bets

US Treasury yields skyrocket across the whole curve on Friday, with the 2-year Treasury note yield rising over twelve basis points, while the benchmark note, the 10-year, surges six basis points following an outstanding Nonfarm Payrolls report.

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Singapore Dollar: Firm NEER with mild upside against US Dollar – OCBC

OCBC’s FX Strategist Sim Moh Siong expects the Singapore Dollar (SGD) Nominal Effective Exchange Rate (NEER) to trade 1.5–2% above midpoint, supported by de-dollarisation and safe-haven flows, even as reduced carry tempers its appeal.

출처  Fxstreet1780682880
Chinese Yuan: Gradual appreciation expected versus Dollar – Nordea

Nordea’s Kristian Nummelin highlights that the Chinese yuan has been the best-performing Asian currency this year, appreciating against both the Dollar and the Euro despite widening US–China yield spreads.

출처  Fxstreet1780680960
Asia FX: KRW and IDR face technical strain – OCBC

OCBC’s FX Strategist Sim Moh Siong says softer Oil prices offer only limited relief to Asia FX, with the Korean Won and Indonesian Rupiah still pressured by equity outflows and policy concerns.

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Thailand: Cost-push pressures but no overheating – UOB

UOB economists say Thailand’s May Consumer Price Index (CPI) eased slightly but stayed near the top of the Bank of Thailand's (BoT) target, with core inflation still subdued. They stress that price gains are driven by fuel, transport and prepared food rather than broad demand.

출처  Fxstreet1780676820
Japan: Wage gains bolster BoJ hike case – Deutsche Bank

Deutsche Bank analysts underscore that stronger Japanese wage data and resilient household spending are reinforcing expectations for Bank of Japan (BoJ) tightening. Real and nominal wages are rising at the fastest pace since 2024, with futures pricing a high probability of a June hike.

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Indian Rupee: RBI pause supports INR outlook – Societe Generale

Societe Generale analysts Kunal Kundu and Galvin Chia note that the Reserve Bank of India (RBI) Monetary Policy Committee (MPC) kept the repo rate at 5.25% with a neutral stance, while cutting FY27 Gross Domestic Product (GDP) growth to 6.6% and raising FY27 Consumer Price Index (CPI) inflation to

출처  Fxstreet1780672377
Fed's Hammack says holding interest rates steady remains reasonable

Federal Reserve Bank of Cleveland President Beth Hammack said on Friday that it remains reasonable to keep interest rates steady for now, but she warned that if recent economic trends continue, policymakers may soon need to take action to address persistently high inflation.

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United Kingdom: Gradual EU reset shapes growth outlook – Rabobank

Rabobank argues that closer EU–UK ties under Prime Minister Starmer will proceed through targeted, technical agreements that only marginally improve the United Kingdom’s growth outlook.

출처  Fxstreet1780670992
Euro area: Growth forecasts face modest downgrades – Nomura

Nomura analysts expects the European Central Bank's (ECB) June macroeconomic projections to incorporate higher market rate assumptions and exclude May Harmonised Indices of Consumer Prices (HICP) data.

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Turkey Treasury Cash Balance climbed from previous -251.242B to -128.35B in May

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Euro: ECB hiking cycle seen extending to 3% – Nordea

Kristian Nummelin at Nordea expects the European Central Bank to hike rates next week as elevated inflation and strong core momentum keep price pressures in focus. Markets are pricing a similar outcome.

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Canada Ivey Purchasing Managers Index s.a came in at 58.2, above expectations (55) in May

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European Central Bank: Credibility costs 25bps – TD Securities

TD Securities’ Global Strategy Team expects the ECB to raise the deposit rate to 2.25% in response to persistently high energy prices.

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Aluminium: US supply strain risks demand destruction – Commerzbank

Commerzbank’s Thu Lan Nguyen reports that US Aluminium supply remains tight more than a year after tariffs, with a planned Oklahoma smelter blocked on environmental and ownership grounds. Domestic production has actually fallen, while high prices and import premiums damp demand.

출처  Fxstreet1780664960
Indian Rupee: RBI holds but defends INR – BNY

Bob Savage at BNY notes that the Reserve Bank of India kept the repo rate at 5.25% and a neutral stance, while unveiling measures to support the Rupee and attract foreign capital.

출처  Fxstreet1780663532

United States U6 Underemployment Rate up to 8.1% in May from previous -8%

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