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Singapore: Ai tailwinds offset conflict drag – UOB
UOB’s Jester Koh notes that Singapore’s 1Q26 GDP was sharply revised higher and that MTI kept its 2026 growth forecast at 2.0–4.0%. The bank raises its 2026 GDP forecast to 3.2%, citing sustained AI-related demand and strong electronics indicators.Fxstreet
Mon, May 25
Singapore Dollar: Range trade bias against US Dollar holds – UOB
UOB’s Quek Ser Leang and Lee Sue Ann expect USD/SGD to edge lower and test 1.2760 in the near term, though a sustained break below that level is unlikely. They maintain a 1–3 week range-trading view between 1.2730 and 1.2820, with major support at 1.2730 seen as intact.
Fxstreet
Mon, May 25
Singapore: Growth resilience with AI tailwinds – DBS
DBS Group Research economist Chua Han Teng assesses Singapore’s economic outlook as resilient but increasingly tested by Middle East tensions and energy risks. The bank highlights strong 1Q26 GDP data, robust AI-driven exports, and solid services and construction activity.Fxstreet
Mon, May 25
Equities: Stocks track rising bond yields – HSBC
HSBC Asset Management discusses how rising global bond yields, including higher US 10-year Treasuries, are affecting global equities. The report argues that current yield moves are still consistent with an environment stocks can tolerate, as real yields remain low and profit growth is strong.Fxstreet
Mon, May 25
US President Trump: Any Iran deal will be exact opposite of the JCPOA disaster
United States (US) President Donald Trump said in a post on Truth Social during the European trading session on Monday that the deal with Iran will “either be a great and meaningful one, or there will be no deal”.Fxstreet
Mon, May 25
Japan PM Takaichi: Impact of New Debt to Be Offset by Higher Tax Revenue
Japan Prime Minister (PM) Sanae Takaichi said during the European trading session on Monday that the potential new debt to compensate for higher household utility and gas bills won’t impact bond markets, as it will be offset higher tax and other revenue sources.Fxstreet
Mon, May 25
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