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Taiwan: Tech exports sustain strong growth – ING
ING analysts see Taiwan’s external demand remaining a key growth driver, led by technology exports. They expect export orders to stay very strong, even as the year-on-year rate moderates.
Fxstreet
Fri, May 15
Singapore: NODX gains extend on AI cycle – DBS
DBS economists Taimur Baig and Radhika Rao anticipate Singapore’s April 2026 non-oil domestic exports to rise 11.5% year-on-year, marking an eighth consecutive month of expansion after 15.3% in March.
Fxstreet
Fri, May 15
Japan: Energy shock lifts inflation more than GDP – ING
ING’s Min Joo Kang expects Japan’s economy to maintain similar growth to the previous quarter, with first-quarter Gross Domestic Product (GDP) seen rising 0.3% quarter-on-quarter.
Fxstreet
Fri, May 15
Asian FX: Dollar strength caps RMB-led optimism – OCBC
OCBC's strategist Christopher Wong says Asian FX remains constrained by a firm Dollar and higher US yields, despite some optimism around US–China talks. The Renminbi (RMB) is the main outperformer on lower USD/CNY fixes and policy-tolerated appreciation, but broader Asia FX stays soft.
USD/CNH
US Dollar Index
Fxstreet
Fri, May 15
United States CFTC S&P 500 NC Net Positions declined to $-143.8K from previous $-103.9K
United States CFTC S&P 500 NC Net Positions declined to $-143.8K from previous $-103.9K
Fxstreet
Fri, May 15
Japan CFTC JPY NC Net Positions fell from previous ¥-61.7K to ¥-75.1K
Japan CFTC JPY NC Net Positions fell from previous ¥-61.7K to ¥-75.1K
Fxstreet
Fri, May 15
United States CFTC Gold NC Net Positions climbed from previous $163.3K to $171.6K
United States CFTC Gold NC Net Positions climbed from previous $163.3K to $171.6K
Gold
Fxstreet
Fri, May 15
United States CFTC Oil NC Net Positions fell from previous 178.8K to 169.9K
United States CFTC Oil NC Net Positions fell from previous 178.8K to 169.9K
Fxstreet
Fri, May 15
United Kingdom CFTC GBP NC Net Positions up to £-43.1K from previous £-63.9K
United Kingdom CFTC GBP NC Net Positions up to £-43.1K from previous £-63.9K
Fxstreet
Fri, May 15
Eurozone CFTC EUR NC Net Positions climbed from previous €32.2K to €40.2K
Eurozone CFTC EUR NC Net Positions climbed from previous €32.2K to €40.2K
Fxstreet
Fri, May 15
Australia CFTC AUD NC Net Positions rose from previous $78.7K to $85K
Australia CFTC AUD NC Net Positions rose from previous $78.7K to $85K
Fxstreet
Fri, May 15
Malaysia: Growth risks and steady rates – UOB
UOB’s Global Economics & Markets Research, led by Julia Goh and Loke Siew Ting, notes Malaysia’s 1Q26 Gross Domestic Product (GDP) grew 5.4% year-on-year, slightly above estimates but slower than 4Q25.
Fxstreet
Fri, May 15
Chinese Yuan: Growth outlook improves on US-China talks – DBS
DBS Group Research economist Samuel Tse assesses how recent US-China talks are shaping the outlook for Chinese growth and Chinese Yuan (CNY) rates. He highlights a more constructive bilateral tone, prospects for improved US market access, and potential easing of trade frictions.
Fxstreet
Fri, May 15
Indonesia: Rate hike expectations support Rupiah – ING
ING economists Deepali Bhargava, Lynn Song and Min Joo Kang expect Bank Indonesia (BI) to shift toward a tighter stance at its upcoming meeting. They highlight recent Indonesian Rupiah weakness, ongoing FX intervention and wider rate differentials versus the United States.
Fxstreet
Fri, May 15
Colombia Gross Domestic Product (YoY) in line with expectations (2.2%) in 1Q
Colombia Gross Domestic Product (YoY) in line with expectations (2.2%) in 1Q
Fxstreet
Fri, May 15
United Kingdom: Leadership race shapes fiscal outlook – TD Securities
TD Securities’ James Rossiter and Julie Ioffe argue that Prime Minister Starmer is likely to be replaced by late September, with Labour’s leadership race centering on Burnham, Streeting, Rayner and Miliband.
GBP/USD
Fxstreet
Fri, May 15
Colombia Retail Sales (YoY) came in at 13.4%, above expectations (10.1%) in March
Colombia Retail Sales (YoY) came in at 13.4%, above expectations (10.1%) in March
Fxstreet
Fri, May 15
Euro: Growth downgrades and softer outlook – Societe Generale
Societe Generale economists highlights that Eurozone 2026 GDP forecasts have been cut more than United States (US) projections in percentage terms, reinforcing United States (US) outperformance.
EUR/USD
Fxstreet
Fri, May 15
Japan: Solid GDP but JPY still weighed by trade – DBS
DBS economists Taimur Baig and Radhika Rao expect Japan’s 1Q Gross Domestic Product (GDP) to grow 1.8% QoQ saar, supported by firm exports and AI- and semiconductor-related investment, keeping their 0.5% full-year GDP forecast on track.
USD/JPY
Fxstreet
Fri, May 15
Platinum: Repeated deficits tighten stocks – Commerzbank
Commerzbank's Commodity Analyst Barbara Lambrecht reports that focus in London is turning to Platinum group metals as the World Platinum Investment Council prepares updated forecasts.
Fxstreet
Fri, May 15
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