Indian exports not adversely impacted by rupee exchange rate policy, cenbank says

The Reserve Bank of India's approach to managing the rupee's exchange rate has not had an adverse impact on the global competitiveness of the country's exports, the central bank said in its monthly bulletin released late on Wednesday.

Wed, 20 Nov 2024 21:43:50 -0500

Indian billionaire Gautam Adani charged in US over $265 million bribery scheme

Indian billionaire Gautam Adani has been indicted by U.S. prosecutors for his alleged role in a $265 million bribery scheme, plunging his conglomerate deep into crisis for the second time in two years.

Wed, 20 Nov 2024 21:27:19 -0500

Oil and Natural Gas Technical Analysis: Geopolitical Tensions and Seasonal Demand

The oil market shows no clear direction while the natural gas price surged higher on strong demand.

Wed, 20 Nov 2024 20:58:57 -0500

Adani dollar bond prices fell sharply following charges against Chairman Adani

U.S. authorities allege Chairman Gautam Adani and seven others paid $265 million in bribes to Indian government officials. Adani Group has not commented on the allegations as yet.

Wed, 20 Nov 2024 20:56:53 -0500

RBA Cash Rate: Later But Faster Cuts Now More Likely

We have revised our view of the most likely scenario for the path of the RBA's cash rate, pushing out the start date of the rate-cutting cycle from February to May, but more front-loaded than previously assumed.

Wed, 20 Nov 2024 20:55:03 -0500

Japanese Yen gains positive traction against USD, upside potential seems limited

The Japanese Yen (JPY) edges higher against its American counterpart during the Asian session on Thursday and drags the USD/JPY pair away from the weekly top touched the previous day. Any meaningful JPY appreciation, however, seems elusive in the wake of the uncertainty tied to the Bank of Japan's (BoJ) pace and the timing of further interest rate hikes.

Wed, 20 Nov 2024 20:53:55 -0500

Fed's Collins: Additional policy easing required, final destination still uncertain

Boston Fed President Susan Collins stated in a speech that “additional policy easing is needed” as monetary policy remains “at least somewhat restrictive.”

Wed, 20 Nov 2024 20:52:37 -0500

Australian Dollar appreciates due to a hawkish mood surrounding the RBA policy outlook

The Australian Dollar (AUD) retraces its recent losses on Thursday, buoyed by a hawkish outlook from the Reserve Bank of Australia (RBA) concerning interest rates. Despite this, the AUD/USD pair could still face downward pressure as the US Dollar (USD) might strengthen due to safe-haven flows amid the escalating Russia-Ukraine conflict.

Wed, 20 Nov 2024 20:50:27 -0500

Fed's Cook confident inflation moving toward target

Fed Governor Lisa Cook said in a speech that the US economy is in a “good position”. She remains “confident” that inflation is moving sustainably toward Fed's 2% objective, while acknowledging that the path may be “occasionally bumpy.

Wed, 20 Nov 2024 20:44:20 -0500

WTI steadies near $69.00 amid geopolitical risks, rise in US crude stock

WTI steadies near $69.00 amid geopolitical risks, rise in US crude stock

Wed, 20 Nov 2024 20:34:00 -0500

Adani dollar bonds tumble after US bribery charges

Dollar bond prices for Adani companies fell sharply in early Asia trade on Thursday after the Indian conglomerate's billionaire chairman was indicted in New York over allegations of bribery and fraud.

Wed, 20 Nov 2024 20:32:13 -0500

TSMC expected to build one new fabrication facility a year in Taiwan over the next decade.

Also, said that TSMC's fabs in Kaohsiung, southern Taiwan, are “ready to go” likely indicating that the necessary power and water infrastructure is already in place.

Wed, 20 Nov 2024 20:31:31 -0500

Dollar pulls ahead as markets focus on Trump policies, Fed outlook

The U.S. dollar stood broadly firm on Thursday as traders awaited more clarity on U.S. President-elect Donald Trump's proposed policies and sought to second-guess the prospects of less aggressive interest rate cuts from the Federal Reserve.

Wed, 20 Nov 2024 20:27:23 -0500

Fed's Bowman flags inflation risks as progress stalls amid tight labor market

Fed Governor Michelle Bowman expressed concerns over the recent slowdown in inflation reduction efforts, emphasizing that while there has been “considerable progress in lowering inflation since early 2023,” this progress “seems to have stalled in recent months.”

Wed, 20 Nov 2024 19:58:19 -0500

South Korea 1 - 20 November trade data: Exports jump 5.8% y/y

South Korean trade data for the first 20 days of the month is encouraging for exports: +5.8% y/y vs. a -0.2% for October (full month) Not so much for imports: -1.0% y/y Morgan Stanely noted risks for SK from the new incoming US admin: “Supply chains would face significant rewiring pressures, and the disruption faced by the corporate sector would meaningfully slow the capex cycle,” “Asia's growth could decelerate meaningfully, with the more trade-oriented economies like Korea and Taiwan facing more downward pressure.

Wed, 20 Nov 2024 19:52:09 -0500

Japan's economic package expected around 21.9 trillion yen

Earlier this week Japanese Economic Revitalisation Minister Akazawa empasized that its crucial the p[package contains measures to boost wages.

Wed, 20 Nov 2024 19:44:00 -0500

Japanese Yen and Australian Dollar News: BoJ and RBA Governors in the Spotlight

USD/JPY targets 154-156 amid BoJ policy speculation, while AUD/USD faces volatility on RBA inflation risks and Fed rate path expectations.

Wed, 20 Nov 2024 19:43:33 -0500

ECB's Stournaras: 2% inflation target to come in early 2025

The European Central Bank (ECB) Governing Council member Yannis Stournaras said on Wednesday that the Eurozone is on the cusp of sustainably reaching 2% inflation, putting the onus on officials to avoid undershooting that goal, per Bloomberg. 

Wed, 20 Nov 2024 19:33:10 -0500

BoE's Ramsden supports gradual rate cuts, but highlights inflation undershooting risks

BoE Deputy Governor Dave Ramsden expressed support for the MPC's cautious approach to easing interest rates, citing economic uncertainties tied to recent fiscal measures and labor market data. Ramsden emphasized the need for a “watchful and responsive” strategy given lingering questions about the effects of higher employer taxes and potential misrepresentations in labor statistics.

Wed, 20 Nov 2024 19:30:40 -0500

Fed's Collins says more rate cuts are needed

Federal Reserve Bank of Boston President Susan Collins said on Wednesday that more interest-rate cuts are needed, but policymakers should proceed carefully to avoid moving too quickly or too slowly, per Bloomberg.  

Wed, 20 Nov 2024 19:21:37 -0500

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