Taiwan: AI-driven growth and inflation outlook – DBS
DBS Group Research economist Ma Tieying assesses Taiwan’s macro outlook, highlighting a strong AI cycle, diversified energy imports and evolving tariff dynamics with the US.
Monday, 2 November 2026
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DBS Group Research economist Ma Tieying assesses Taiwan’s macro outlook, highlighting a strong AI cycle, diversified energy imports and evolving tariff dynamics with the US.
United Overseas Bank (UOB) strategists Quek Ser Leang and Lee Sue Ann describe USD/CNH price action as fading in downside momentum and now largely range-bound between 6.6900 and 6.7000 in the short term. Over 1–3 weeks,…
The Dollar fell against every major currency on Tuesday and fell least against the Yen, on the day the Bank of Japan (BoJ) was reported to be leaning against an October rate hike. USD/JPY jumped to just under 158.50 on …
On Tuesday, Boston Federal Reserve (Fed) President Susan Collins said that the Fed's main focus is inflation, while adding that he expects "inflation to stay above 2% due to high energy prices.”
Gold price (XAU/USD) drifts lower to near $4,155 during the early Asian session on Wednesday. The precious metal extends the decline as rising oil prices fuel inflation concerns and prompt major central banks to tighten…
The Mexican Peso depreciates against the US Dollar as traders await the release of the US Consumer Price Index (CPI) report, which could set the pace for interest rates towards the end of the year. The USD/MXN trades at…
The dollar rallied significantly in September, with the DXY dollar index rising from 99 to the upper end of its 12-month trading range at around 102. Over the same period, EUR-USD fell from 1.17 to around 1.12, while US…
On Tuesday, New York Federal Reserve (Fed) President John Williams, a voter on the Federal Open Market Committee (FOMC), said he believes “disinflationary forces are at play,” and added that “one more interest-rate hike…
Goldman Sachs (GS) earned $17.01 a share in the third quarter against a forecast near $13.00. JPMorgan Chase (JPM) missed on profit and revenue but raised its 2026 forecast for net interest income, what it earns on loan…
USD/CAD falls around 0.45% on Tuesday as US Dollar (USD) bulls take a breather ahead of Wednesday’s US inflation report.
Despite Tuesday's gain, GBP/USD is in its third straight week of trading between roughly 1.3200 and 1.3300, a range it has held since September 24. It climbed in steps from just above 1.3200 to a high just under 1.3260 …
Fresh downside pressure has weighed on the US Dollar (USD) on Tuesday, prompting it to recede from Monday’s fresh highs. The Greenback’s correction comes amid declining crude oil prices and mixed US Treasury yields as i…
United Overseas Bank’s (UOB) Quek Ser Leang and Lee Sue Ann report AUD/USD slipping as the stronger US Dollar weighs on commodity currencies. Short‑term momentum has turned lower, with scope for a test of major support …
EUR/USD trades on the front foot on Tuesday as a pullback in the US Dollar (USD) lifts the Euro (EUR). Despite the modest recovery, the pair remains near 17-month lows as fiscal and political concerns in France weigh on…
Silver (XAG/USD) trades on the back foot on Tuesday, losing more than 1.5% as hawkish Federal Reserve (Fed) expectations and elevated US Treasury yields weigh on the non-yielding metal.
Gold price (XAU/USD) extends its losses on Tuesday as US Treasury yields resumed their uptrend, erasing previous losses, even though the US Dollar faces headwinds ahead of the release of US inflation data. At the time o…
Societe Generale's strategists note that the INR has rallied further, with USD/INR looking to break below the 95 handle as the RBI intensifies its FX defense. The central bank extended FX curbs to GIFT City and broadene…
Gold (XAU/USD) reverses earlier gains on Tuesday as US Treasury yields recover after falling earlier in the day. With the US Dollar (USD) still under pressure, the metal trades little changed during American trading hou…
The Federal Reserve left rates unchanged at 3.50%-3.75%, with a 7-3 vote split and three policymakers voting in favour of a rate hike. At the June meeting, the decision to keep rates on hold was unanimous. The US dollar…
AUD/USD edges higher on Tuesday as a pullback in US Treasury yields weighs on the US Dollar (USD), pulling it away from recent highs. Meanwhile, hawkish signals from the Reserve Bank of Australia (RBA) provide underlyin…
OCBC strategists Sim Moh Siong and Christopher Wong argue the US Dollar (USD) remains supported by higher Oil prices, firm US yields and resilient Federal Reserve (Fed) expectations, but not yet breaking out of its rece…
Danske Research Team highlights that global equities finished broadly flat, masking notable rotation as investors cut AI and semiconductor exposure. Europe and defensive sectors outperformed, with consumer staples leadi…
The AUD/JPY cross comes under some renewed selling pressure on Tuesday and retreats further from the 110.65 resistance zone, retesting the previous day.
USD/CAD depreciates after two days of gains, trading around 1.4260 during European hours on Tuesday. The technical analysis of the daily chart indicates that the price is remaining within the ascending channel pattern, …