Essential Asia: US$ Bull(ied)

A macro strategist’s view on Asian economies and markets


  • US$ bulls encountered a speed bump post FOMC and the trend ahead now looks more tentative.
  • Asian central banks may find it easier to ease in coming months with Fed rate hike expectations pushed out.
  • Our central forecasts for Asian FX remains unchanged as we are mindful about the sustainability of the recent recovery in Asian FX.

For full analysis, download report: Essential Asia: US$ Bull(ied) (PDF, 1 MB)