Asia FX Talk: First Come First Serve

Asian markets are experiencing a relief rally on potential US-Iran nuclear deal progress, though focus remains on high precautionary energy demand and emerging risks like El-Nino.

Key Takeaways

• 1.Optimism regarding a US-Iran deal has led to a weaker US Dollar and generally stronger Asian currencies.
• 2.Precautionary energy demand has spiked in Asia, particularly in Thailand, Vietnam, and India, as they secure energy supplies outside the US.
• 3.Three primary risks facing Asia FX and rates are a potential 'Super El-Nino', unexpected Fed rate hikes, and rising domestic policy uncertainty.

Table of Contents

• Market Highlights
• Ahead Today
• Indicative Rates
• Disclaimer
• Certification
• Disclaimers
• Legal entities and branches
• General disclosures
• Country and region specific disclosures

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