Friday’s upcoming MSCI decision on whether to exclude companies like Strategy from its global indices is the nearest catalyst, since an exclusion could trigger passive selling of the shares even if Saylor…
ANZ’s view tempers any dovish reading of Wednesday’s surprise hold. If markets come to see it as a pause within a tightening cycle, any Singapore dollar weakness against its trading partners could…
How Singapore’s monetary policy works: the S$NEER band explained in three levers Most central banks fight inflation by raising or cutting interest rates. Singapore does it differently. The Monetary Authority of Singapore…
Still to come from China: Economic and event calendar in Asia Wednesday, October 14, 2026 – China inflation data — The People’s Bank of China is due to set the daily USD/CNY…
The decision is a dovish surprise against a unanimous call for tightening, which leaves the Singapore dollar vulnerable to some softening against its trading partners as positions built for a hawkish move…
The positioning data is the standout for traders. With hedge fund net exposure near the bottom of its multi-year range, a benign CPI print (preview) or a breakthrough in the Iran conflict could…
UBS’s call gives investors a reason to look past this week’s chip-led selling. With semiconductors expected to deliver around half of index earnings growth, results from chipmakers and hyperscalers are the main…
The headline jump is largely priced in, so the market reaction will hinge on core. A print at the top of the forecast range, around 0.24% or higher, would back the Fed…
How to read an on-chain whale alert before you react: an Ethereum case study Early this week, an on-chain tracker reported that two wallets “linked to the Ethereum Foundation” had deposited 4,393…
With October largely priced out, Tuesday’s trio keeps December in focus for the next move. Williams’ comments on 2027 cap how far markets can push expectations for the peak rate. That should…
Europe’s gas market is now tied directly to the same Gulf disruption that is driving crude, so escalation in the Middle East lifts both energy risk premia together. If Europe has to…
Tomorrow’s U.S. CPI report is the next big test for the markets. Will inflation remain concentrated in energy, or will the data show price pressures spreading more broadly? That question took on…
