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USD/KRW: Supplementary budget signals upside risk – MUFG
Korea's industrial production growth rebounded in December, indicating robust export growth. President Lee has signaled a potential supplementary budget to support various sectors, which could pose upside risks to Korea's growth.Fxstreet
Fri, Jan 30
TWD: Central bank to hold policy steady – DBS Bank
DBS Bank's Group Research expects Taiwan's central bank to maintain its policy rate at 2.00% throughout 2026. The report highlights that inflation is projected to remain below the central bank's comfort zone, with subdued price pressures reflecting stable economic conditions.Fxstreet
Fri, Jan 30
USD/IDR: Rupiah stability remains uncertain – MUFG
The Indonesian Rupiah faces challenges amid a deteriorating fiscal picture and rising state-level borrowing. While Bank Indonesia's commitment to FX stability may help slow depreciation, a sustained recovery requires stronger policy clarity.Fxstreet
Fri, Jan 30
China: PMI expectations and Lunar New Year caution – ABN AMRO
ABN AMRO's report outlines expectations for January PMIs in China, with a consensus forecast indicating broad stabilization. Both manufacturing PMIs are expected to remain at or just above the neutral 50 mark, while the services PMI is anticipated to decrease but remain in expansion territory.Fxstreet
Fri, Jan 30
KRW: BOK to maintain rates amid low inflation – DBS Bank
DBS Bank's Group Research projects that the Bank of Korea (BOK) will keep its base rate unchanged at 2.50% throughout 2026. The report indicates that January inflation is expected to ease, reflecting subdued demand-side pressures and stable supply-side conditions.Fxstreet
Fri, Jan 30
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