Geoff Yu at BNY notes that Taiwan’s strong equity performance in 2026 has coincided with net institutional outflows, mainly from U.S. pensions and hedge funds, while APAC and EMEA investors provide support.
USD/JPY ended the week pressing the 162.00 handle, a whisker beneath its multi-decade high, and the more revealing detail is what it took to drag the Yen up there: a Bank of Japan (BoJ) rate hike that was billed as the turning point.
United Overseas Bank’s Quek Ser Leang and Lee Sue Ann note USD/SGD has stalled after a six-day advance, with the pair easing to 1.2950 before closing near 1.2970.
The upcoming week will bring a fresh test for major currency pairs as investors look ahead to key United States (US) labor market data, ISM Manufacturing figures, Eurozone inflation releases, and central bank commentary from the Federal Reserve (Fed), European Central Bank (ECB), Bank of England (Bo
United States CFTC Oil NC Net Positions dipped from previous 124.5K to 114.6K
United Kingdom CFTC GBP NC Net Positions dipped from previous £-71.6K to £-105.7K
United States CFTC Gold NC Net Positions climbed from previous $180.2K to $181.3K
Japan CFTC JPY NC Net Positions up to ¥-146.1K from previous ¥-150.1K
Australia CFTC AUD NC Net Positions dipped from previous $-4.1K to $-13K
Eurozone CFTC EUR NC Net Positions declined to €30.2K from previous €34.4K
United States CFTC S&P 500 NC Net Positions increased to $-35.4K from previous $-194K
Gold (XAU/USD) price recovers some ground on Friday, hitting a two-day high of $4,096 as the Greenback edges lower alongside Treasury yields after investors trimmed hawkish bets on the Federal Reserve (Fed). The XAU/USD pair trades at $4,076, up 1.24%.
