India: Tariff relief supports trade talks – ING

ING’s Deepali Bhargava highlights that India is a notable beneficiary of the US tariff reset, with the removal of elevated IEEPA surcharges further reducing its effective tariff burden after earlier cuts.

Asia FX: Constructive stance on North Asia currencies – BNY

BNY’s Head of Markets Macro Strategy Bob Savage sees supportive fundamentals for Asia FX, citing accommodative monetary policy, fiscal expansion and AI- and semiconductor-led export growth.

USD/CAD steadies amid US Dollar weakness, lower Oil prices

USD/CAD trades around 1.3665 on Monday at the time of writing, virtually unchanged on the day. The pair is attempting to stabilize following last week’s late pullback from a monthly high, but it remains below the psychological 1.3700 threshold.

AUD/USD slips as Trump’s tariff decision revives global trade concerns

AUD/USD softens on Monday as the Australian Dollar (AUD) struggles to gain traction despite a weaker US Dollar (USD), with traders digesting fresh trade-related uncertainty linked to US tariffs.

US: Legal setback reshapes trade landscape – ABN AMRO

ABN AMRO economists Rogier Quaedvlieg, Arjen van Dijkhuizen and Bill Diviney analyse how the US Supreme Court’s annulment of IEEPA-based tariffs modestly lowers overall US tariff levels while leaving them historically high.