DBS Group strategists Taimur Baig and Nathan Chow forecast Vietnam’s goods exports to maintain strong double-digit growth at 27% year-on-year in August 2026, led by electronics and supported by external demand.

DBS Group Research economists Radhika Rao and Chua Han Teng note that Bangko Sentral ng Pilipinas (BSP) raised its policy rate by 25 bps to 5.0% to anchor inflation expectations and support the Peso.

ING’s Chris Turner reports that the Korean Won (KRW) continues to advance, driven by back-to-back Bank of Korea (BoK) rate hikes to 3.00% and a Dot Plot pointing to 3.25% in six months.

DBS Group strategists Taimur Baig and Nathan Chow expect Bank Negara Malaysia (BNM) to keep its Overnight Policy Rate unchanged at 2.75% on September 3, maintaining the stance adopted after its July 2025 insurance cut.

Commerzbank’s Volkmar Baur challenges recent internal analysis on CNY undervaluation and exports, arguing that China’s exchange-rate management and gold purchases point to deliberate weakening.

DBS Group strategists Taimur Baig and Nathan Chow expect South Korea’s August exports to stay strong near 60% year-on-year, underpinning the outlook for the KOSPI and Korean Won (KRW) even as growth moderates from June’s peak.

The Bank of England (BoE) Governor Andrew Bailey said that he doesn’t see significant second-round inflation effects in the UK, in an interview with Bloomberg TV at Jackson Hole.

Martin Kocher, the Governor of the Austrian National Bank and member of the European Central Bank (ECB), said in an interview with Bloomberg that Europe’s economy shows more momentum.

The Chicago Fed President Austan Goolsbee commented on a CNBC interview at the Jackson Hole Symposium that he agreed with Fed Chair Kevin Warsh about the details of the economy, adding that “inflation is the Fed’s main issue right now.”

TradingKey - O presidente do Fed, Kevin Warsh, proferiu um discurso no simpósio anual do Federal Reserve em Jackson Hole, Wyoming.Ele afirmou que o desempenho geral da economia dos EUA tem sido impres

ING’s Adam Antoniak expects Poland’s 2Q26 GDP flash estimate to be confirmed at 3.8% year-on-year, with fixed investment rebounding strongly thanks to EU and RRF-funded projects. Private consumption is seen slowing slightly as higher fuel prices and weaker wage growth weigh on purchasing power.

Societe Generale’s Reo Sakida and Jin Kenzaki note that August Tokyo CPI was broadly in line with expectations, with renewed energy subsidies weighing on inflation and likely to drag on CPI through October.

Commerzbank’s Dr. Ralph Solveen and colleagues say German GDP has surprised on the upside, expanding around 0.35% per quarter over the last three quarters, driven mainly by stronger exports to EU partners.

Royal Bank of Canada (RBC) strategists analyze escalating trade tensions between Canada and the United States (US) and their impact on both economies.

ING’s Peter Virovacz expects Hungary’s final 2Q26 GDP release to confirm a weaker-than-hoped quarter, with agriculture and construction dragging and services plus industry providing support. Investment is seen as a significant negative surprise on the demand side.

In an interview with Bloomberg on Friday, Cleveland Federal Reserve (Fed) President Beth Hammack said that it is time for the Fed to act with rate hikes, arguing that waiting will create pain.

TD Securities’ Prashant Newnaha and Howard Du expect the Reserve Bank of New Zealand (RBNZ) to raise the Official Cash Rate by 25 bps to 2.75% in September, in line with market pricing.

Nomura’s Euro area team expects the European Central Bank to raise rates by 25 basis points to 2.50% at the 10 September meeting, citing higher HICP inflation and resilient growth.

Canada’s Gross Domestic Product (GDP) expands by 0.8% QoQ in the second quarter, according to data released by Statistics Canada on Friday. The economy accelerated significantly from the 0.1% growth recorded in the first quarter, which was revised higher from an initial estimate of 0%.

BNY's Geoff Yu notes that month-end rebalancing flows leave the British Pound (GBP) vulnerable, with GBP seen as particularly exposed after strong performance and stretched GBP/USD levels.

Rabobank’s Senior Macro Strategist Bas van Geffen notes that central bankers and market participants are focused on Jackson Hole, where FOMC Chair Warsh will give the keynote. Report highlights his aversion to forward guidance and suggests he may avoid clear policy signals.

OCBC’s Christopher Wong keeps a firmer tactical bias on Platinum, favouring buy-on-dips despite a recent loss of momentum near 1860–1910. Mild bullish momentum remains intact, with key resistance at 1863–1943 and upside potential towards 2065 on a clean breakout.

Iran strongly condemned the latest economic measures imposed by the United States (US) on Friday, describing Washington's sanctions policy as “state terrorism”, according to a statement from the Iranian Foreign Ministry cited by Reuters.

The Japanese Yen (JPY) is holding within a narrow trading range against the US Dollar (USD) at around 159.35, but pressures are rising following an acceleration in Tokyo inflation data.

Nordea’s Helge J. Pedersen argues that the Japanese Yen appears significantly undervalued versus the Dollar on both OECD purchasing power parity estimates and The Economist’s Big Mac Index.

US investors will watch on Friday a labor market report that is far less familiar than the monthly jobs release but has gained considerable importance following the spectacular revisions of recent years.

OCBC’s Christopher Wong describes Silver as constructive with room for participation to build, as ETF holdings and managed-money positioning rise from light levels. Technical bias is mildly bullish, but momentum is fading near the 70.60–72 resistance band.

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.