Craig Chan
Craig Chan
bank core demanding hike inflation key market meeting monetary rates rising today wait
The Bank Negara meeting today (Jan 20) could be a key event. They may wait to hike rates but core inflation is rising and the market is demanding more monetary tightening.
currency definitely equity general markets provided regional search support weakness
From the currency perspective, there's definitely been a search for yield. The general weakness in the equity markets hasn't provided any support to regional currencies.
asian following goes influences trade
Some of the Asian currencies are following the yen. As the yen goes stronger, then there's some trade influences on those economies.
market move talk today
There is some talk in the market that the ECB could move today but we think this is unlikely,
bid fed june meeting next pause shifting signals whether
There are shifting expectations on whether the Fed will pause or not after its meeting next week. Signals from the Fed that it may pause in June may see a bid for Treasuries.