
Commerzbanks Charlie Lay reports that the Bank of Korea (BoK) delivered a second consecutive 25 bp hike to 3.0% and kept a tightening bias, supporting KRW after its sharp appreciation since June.

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

Commerzbanks Charlie Lay reports the Bank of Korea has delivered back-to-back 25bp hikes to 3.0%, front-loading tightening as growth and core inflation forecasts rise. The bank signals one more hike over six months but may pause to assess effects.

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.

The Mexican Peso depreciates against the US Dollar on Friday, down by over 0.42% on hawkish remarks by Fed Chair Kevin Warsh at the Jackson Hole Symposium. This prompted investors to price in a potential rate hike in 2026, a tailwind for the Greenback.

Silver (XAG/USD) price made a U-turn after reaching a two-month high of $71.12 on Friday, then dove below the $69.00 figure as Federal Reserve (Fed) Chair Kevin Warsh leaned hawkish in his Jackson Hole speech, pushing US Treasury yields higher.

AUD/USD retreats 0.30% on Friday to trade around 0.7170 at the time of writing, correcting after reaching its highest level since mid-May at 0.7206 earlier in the day.

The Federal Reserve (Fed) chair used the largest speaking slot on the calendar to commit to nothing and the futures market repriced September anyway.

EUR/USD falls sharply toward 1.1595 on Friday at the time of writing, losing 0.48% on the day, as the US Dollar (USD) rallies following Federal Reserve (Fed) Chair Kevin Warshs speech at the Jackson Hole Symposium.

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.

Bitcoin, USD/CAD, copper and US 10-year yields face a key Jackson Hole catalyst, with BTC eyeing $84K or $72K as markets await Fed signals.

OCBCs 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.

~ WEEKLY - We can see price was on a downtrend, and at the low it was ranging showing us bearish momentum slowing down. Price has now broken previous structures, indicating potential change of direction. ~ DAILY - We wait for price to pull back to the AOI which is a strong fib level and multiple rejections making it a valid zone to react from. Overall, I have a bullish bias based on the Weekly and Daily timeframes. As price moves down to my AOI, I will wait for my confirmations across …

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.

According to the preliminary estimate of the Current Employment Statistics (CES) national benchmark revision, Nonfarm employment for March 2026 was -79,000 (-0.1%), the US Bureau of Labor Statistics (BLS) reported on Friday.

United Overseas Banks (UOB) Quek Ser Leang and Lee Sue Ann report EUR/USD held near 1.1650 after a brief dip, with intraday action lacking strong downside momentum.

The Japanese Yen (JPY) edges lower for the fifth consecutive day against the US Dollar (USD) on Friday, despite hot Tokyo inflation numbers and an unexpected decline in the Unemployment Rate earlier in the day.

GBPUSD | Bearish Breakdown & Downside Continuation Fundamental View GBPUSD is showing signs of short-term weakness as the pair struggles to sustain momentum above the resistance/supply zone. A stronger U.S. dollar or reduced expectations for aggressive BoE easing could add further pressure to GBPUSD. Market sentiment and upcoming U.S./UK economic data remain important catalysts for the next directional move. Technical View GBPUSD is consolidating inside a contracting triangle, with price …

EUR/GBP is currently trading around 0.8578, and I believe the pair is approaching an interesting decision point. After reaching the 0.8460–0.8480 area in July, EUR/GBP produced a strong reaction and has since recovered into the current consolidation. Technical Structure Price is currently consolidating roughly between 0.8531 and 0.8585. What catches my attention is the inability of sellers to generate another meaningful bearish expansion after the July low. Instead, price has started building …

Silver price (XAG/USD) depreciates after registering modest gains in the previous day, trading around $68.80 per troy ounce during the Asian hours on Friday.