Taiwan: Data to confirm strong upswing – DBS

DBS Group Research expects Taiwan’s upcoming January export orders and industrial production to show strong double-digit growth, helped by last year’s low base and robust global AI-driven demand, alongside semiconductor and ICT inventory restocking.

DXY slips as hot PPI stokes stagflation fears

DXY fell about 0.2% on Friday, grinding back into 97.60 after a hotter-than-expected Producer Price Index (PPI) report amplified concerns that inflation is proving stickier than the Federal Reserve (Fed) would like, weighing on growth expectations and dragging the Greenback lower.

India: Weak growth impulse and fiscal risks – Societe Generale

Societe Generale’s Kunal Kundu reviews India’s FY27 Union Budget, highlighting policy continuity and fiscal consolidation in a context of geopolitical strains and currency weakness.

GBP/USD slips as US PPI lifts US Dollar, Middle East risks rise

The Pound Sterling (GBP) drops some 0.10% on Friday as the Greenback is underpinned by a hot inflation report in the US, which prompted investors to price in a less dovish Federal Reserve (Fed).

AUD/USD holds firm as US Dollar retreats despite firm PPI

The Australian Dollar (AUD) trades flat against the US Dollar (USD) on Friday as the Greenback reverses earlier gains despite stronger-than-expected US Producer Price Index (PPI) data. At the time of writing, AUD/USD is trading around 0.7112 and is on track for an eighth consecutive week of gains.