CIO Views – Weekly Bulletin

Latest edition · August 24, 2026

investment bulletin weekly week 34

Central bank tightening, Nvidia's earnings report, and Middle East energy supply risks dominate the market outlook this week. Eastspring anticipates 25bps rate hikes from the BoK and BSP and notes potential upside risks to energy prices into Q4 as supply buffers expire.

Markets this week face critical macro and micro catalysts, including rate hike decisions from the Bank of Korea and Bangko Sentral ng Pilipinas, alongside Fed Chair Warsh's speech at Jackson Hole. The USD's inability to rally despite hawkish rate repricing suggests a peak in the dollar cycle and a potential medium-term recovery for Asian currencies. Meanwhile, upcoming Nvidia earnings will test the bullish outlook for Asia's AI hardware sector, and tightening US sanctions on Iran present upside risks to oil prices as US Strategic Petroleum Reserve releases wind down.

Key takeaways from the latest edition

• 1.Central banks in Asia (Bank of Korea, BSP) are expected to hike rates by 25bps this week, while the Fed's Jackson Hole appearance will be critical for signaling tightening intent to contain US inflation.
• 2.The USD's failure to rally despite hawkish rate repricing suggests Q1 2025 may have marked the peak of the dollar cycle, opening the door for an Asian currency recovery over the next year.
• 3.Nvidia earnings will serve as a key test for the AI capex spending outlook and hardware earnings across Asia.

What this series covers

• Central banks, AI earnings and oil in focus
• Central banks are likely to tighten policy
• AI capex on show
• Energy supply and prices remain key risks
• Market Review
• Asset Performance
• Market Data
• Disclaimer
• Sources

Edition archive

• investment bulletin weekly week 34

  August 24, 2026

• investment bulletin weekly week 32

  August 10, 2026

• cio-views-june-week-22

  June 8, 2026