Central banks
Asian central banks turn hawkish as AI and oil shocks hit region
Policymakers are confronting a rare mix of cost-push and demand-driven inflation pressures
Aggressive Asia hikes show few signs of stabilising currencies
Policymakers in developed nations are also signalling aggressive moves
Analysts in doubt over whether Bank Indonesia’s rate hike will stem rupiah’s slide
Jakarta next needs to have consistent economic and business policies to protect the currency, national assets, they say
The pain started long before US$150 oil
As flows through Hormuz remain disrupted, weakening currencies and soaring costs are already rippling through Asia
Goldman says central banks to step up gold-buying, aiding prices
The precious metal has struggled since the outbreak of the war in the Middle East
War turmoil saps Asian reserves with Philippines, India hit most
While central banks have been active to support their currencies, losses are significant
Global central banks’ use of renminbi swap lines hits 2‑year high amid rising demand for China’s currency
The latest increase highlights China’s drive for renminbi internationalisation
Global central banks boost their holdings of Malaysian sovereign bonds
The nation’s strong currency and stable economic growth have been a key allure for global investors
Investing in an energy-driven world
Capital deployed into low energy-intensity, high-quality compounders should outperform
Bessent says US allies in Gulf, Asia requested swap lines
Federal Reserve maintains open lines with a handful of peers
