Japanese Finance Minister (FM) Satsuki Katayama said on Friday that the officials will closely monitoring bond markets with heightened urgency. 

Reserve Bank of New Zealand (RBNZ) Monetary Policy Committee member Carl Hansen said on Thursday that future monetary policy moves hinge on trends across broad economic data sets. 

Japan Overall Household Spending (YoY) below forecasts (-1.6%) in July: Actual (-3.6%)

South Korea Current Account Balance declined to 42.08B in July from previous 49.73B

Geoff Yu at BNY highlights CNY as the main outlier in the U.S. trade-weighted basket, showing behavior opposite to other key currencies. CNY failed to react positively to July–August Fed and Treasury decisions, with weak domestic growth reinforcing easing expectations.

The Bank of Mexico (Banxico) Deputy Governor Jonathan Heath said that the central bank can wait to reduce interest rates, signaling that further easing is possible but in about a year or more, as he qualified the current monetary policy stance as “appropriate.”

UOB economist Jester Koh highlights that Singapore’s electronics PMI rose in August, with broad-based gains in new export orders, output and backlogs.

Geoff Yu notes that Bank Negara Malaysia kept its policy rate at 2.75%, judging the stance consistent with price stability and sustainable growth. The bank sees Malaysia’s economy on track for around 5% growth this year, with low inflation and limited external cost pass-through.

Commerzbank’s Singapore-based team highlights robust Singapore manufacturing and electronics PMIs, supported by an AI-driven semiconductor cycle, alongside upgraded MAS Survey GDP and export forecasts.

United Overseas Bank (UOB) analysts Quek Ser Leang and Lee Sue Ann see USD/CNH confined to tight ranges in different time frames. For the next 24 hours, they expect the Dollar to trade between 6.7130 and 6.7230.

HSBC’s Willem Sels highlights that accelerating AI adoption, resilient growth and broadening earnings are supporting global equities into Q4 2026. The bank has recently added exposure to global stocks, favouring the US and Asia, while keeping sector diversification.

United States 4-Week Bill Auction up to 3.7% from previous 3.65%

Bank of England (BoE) Chief Economist Huw Pill reiterated his support for raising the Bank Rate to 4.00%, arguing that policymakers cannot wait for uncertainty surrounding the Middle East conflict and energy prices to resolve before acting.

TradingKey — O diretor do Federal Reserve, Christopher Waller, afirmou que, embora a inflação nos EUA permaneça visivelmente acima da meta de 2% do Comitê Federal de Mercado Aberto (FOMC), os dados re

ING economists Bert Colijn and Carsten Brzeski argue that the Eurozone’s long-standing export-led growth model is being structurally eroded by higher energy costs, rising Chinese competition and a changing global trade environment.

While speaking at the Reuters NEXT Newsmaker event in Washington, Federal Reserve Governor Christopher Waller said on Thursday that if August Consumer Price Index data confirms inflation pressures are cooling off, he is inclined to support holding the policy rate steady at the September policy meeti

TD Securities’ macro team, including Pooja Kumra, expects the ECB to raise the deposit rate by 25bp to 2.50% in September. They see limited forward guidance, with the Governing Council reiterating its data-dependent, meeting-by-meeting approach.

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 rose to 206K for the week ending August 29.

ING’s James Knightley argues Kevin Warsh’s Jackson Hole speech has shifted the Federal Reserve’s reaction function toward a September rate hike, even though ING’s macro projections suggest the Fed could wait.

According to the latest Reuters poll, the 65 economists surveyed have favored that the European Central Bank (ECB) will raise the deposit rate by 25 basis points (bps) to 2.50%.

Societe Generale strategists note Swiss August Consumer Price Index (CPI) and second-quarter Gross Domestic Product (GDP) surprised to the upside, triggering profit-taking in EUR/CHF and USD/CHF but leaving Swiss National Bank (SNB) policy expectations unchanged.

Japan’s top currency diplomat Atsushi Mimura reiterates on Thursday that authorities remain ready to act in the foreign exchange market, as Tokyo continues to closely monitor currency moves.

Commerzbank’s Tatha Ghose notes that NBP Governor Adam Glapinski used G20 remarks to shift towards a more neutral, flexible stance, avoiding earlier dovish hints of imminent rate cuts. With August CPI surprising hawkishly and the Zloty underperforming CE3 peers, the bank is seen on the back foot.

On Thursday, we’ll get the latest read on the US service sector when the Institute for Supply Management (ISM) publishes its August gauge. Consensus points to a marginal improvement to 54.3 from July’s 54.1.

Chris Turner at ING notes that a near 1% drop in USD/JPY within minutes, followed by another slide, sparked talk of renewed Japanese intervention after the Bank of Japan’s earlier $96 billion sales.

Commerzbank analysts note that Brent extended its rally and closed above USD95, although gains moderated after President Trump suggested the renewed US bombing campaign against Iran could be short-lived.

GBP/USD gains after two days of losses, trading around 1.3500 during the European hours on Thursday. The currency pair experiences an upward push as a sharp rally in the Japanese Yen (JPY) weighed heavily on the US Dollar (USD).

According to a report from Bloomberg, the Bank of Japan (BoJ) is leaning toward raising its benchmark interest rate by a quarter point in the two-day meeting ending on September 18 in response to upward price risks.

ING strategists Francesco Pesole, Frantisek Taborsky and Chris Turner note that a sharp USD/JPY move briefly weighed on the Dollar, but only Australian Dollar and Canadian Dollar held gains.

Deutsche Bank's Jim Reid notes that US equities stabilised after three consecutive declines, with the S&P 500 gaining 0.46% as strength in the Magnificent Seven, particularly Nvidia and Meta, supported the market.