MUFG
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USD/INR: Regulatory squeeze supports Rupee – MUFG
MUFG’s Senior Currency Analyst Michael Wan analyzes new RBI measures restricting Indian Rupee non-deliverable derivatives and recent limits on onshore USD/INR positions.…
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JPY: Energy shock impact seen more contained – MUFG
MUFG’s Head of Research Derek Halpenny notes that the Japanese Yen was one of the best G10 performers in March and argues…
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NOK: Energy support and Norges Bank hawkish shift – MUFG
MUFG analysts note that NOK has outperformed most European peers during the Middle East conflict, supported by Norway’s energy exporter…
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EUR/USD: Conflict keeps downside risks in play – MUFG
According to MUFG’s Derek Halpenny, the ECB’s communication and achievement of its price stability goal leave it in a relatively…
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GBP: BoE repricing lifts Pound but risks loom – MUFG
MUFG’s Derek Halpenny highlights that the Bank of England’s unanimous hold and sharp front-end repricing have driven a notable rise…
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Scope for Dollar to extend gains further – MUFG
MUFG’s Derek Halpenny notes that the recent retracement in Brent has eased immediate upward pressure on the Dollar, but he…
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IDR: BI dovish bias with Strait of Hormuz risks – MUFG
MUFG’s Senior Currency Analyst Michael Wan notes that Bank Indonesia benefits from Indonesia’s net commodity exporter status, but faces weak…
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Asian FX: Energy shock risks weigh on outlook – MUFG
MUFG analysts Lin Li, Michael Wan, Lloyd Chan and Khang Sek Lee highlight that Asian currencies and rates are vulnerable as the…
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USD/INR: Rupee vulnerability under Strait of Hormuz shock – MUFG
MUFG’s Senior Currency Analyst Michael Wan warns the Indian Rupee is vulnerable under a prolonged Iran–Middle East conflict and Strait…
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USD: Inflation focus and energy shock scenarios – MUFG
MUFG’s Head of Research Derek Halpenny notes that the proposed IEA-coordinated Oil reserve release could temporarily offset supply disruption in…
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