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Hong Kong's HIBOR slide and a post-Liberation Day revival of the carry trade
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Analyzing the dollar’s recovery of safe-haven status
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Thailand FX reserve strength means cheaper borrowing versus ASEAN peers
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UK swap rates show market bets on two BOE rate cuts this year
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Japan's inflation-hit voters punish the LDP ahead of Ishiba's trade deal
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US home sales remain sluggish amid elevated mortgage rates
The doldrums persist for the US housing market. Affordability has plunged to its worst level in decades (especially for first-time buyers, as we have highlighted previously).
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Malaysia rate cut was likely influenced by bank liquidity stress
Malaysia's central bank recently loosened monetary policy. While an appreciating currency is lessening the risks of imported inflation, and policymakers want to cushion the economy against Donald Trump's trade war, the Bank Negara Malaysia (BNM) also probably factored in stresses facing the banking system.
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India's food deflation likely predicts further easing in the CPI – and by the RBI
Indian food prices are getting cheaper by the day. That's important for the overall inflation rate -- and the likelihood of more interest-rate cuts.
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How China's trade dependencies have evolved in a higher-tariff era
We're continuing our exploration of how tariff policies influence China's trade relationship with the US and other nations.
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US-EU tariffs Chemicals, pharma, autos face lose-lose situation
Donald Trump's August 1 deadline for "reciprocal tariffs" on most of the world is approaching. As the US President also threatens 30% tariffs on imports from the European Union and the EU threatens retaliatory action, we broke down how dependent these two massive markets are on trading with each other.
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Implications of the Thai-Cambodia crisis trade and tourism
The escalating tensions along the Thai-Cambodian border have not just caused a market-shaking political crisis in Bangkok; they have begun to disrupt cross-border trade.
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Iran’s wartime oil shipping boom a granular look at individual ports
"Iranian Oil Production Booms Amid the Bombs," as Bloomberg News recently put it; the country rushed to export more oil following Israel's June 13 attack. (As Iranian ships continue to head to key Asian markets, crude was trading well below USD 70 per barrel at the time of writing.)