Asia week ahead: Rate meetings in Japan, Australia, Indonesia, Taiwan, Philippines

Asia week ahead: Rate decisions in Japan, Australia, Indonesia, Taiwan, Philippines

The desk anticipates a pivotal week for Asian monetary policy, particularly focusing on the Bank of Japan's (BoJ) expected 25 basis point hike to 1.0% amidst easing market concerns. Per the full note [source], this decision could shift sentiment in the Japanese yen (JPY) as the market expects a potential pause in government bond (JGB) tapering, improving market conditions. Recent consensus from various institutions reflects a median target for USD/JPY at 155.0000 by March 2026, with forecasts ranging from 149.0000 to 160.0000. With inflation rates set to be updated in both Japan and China, traders should closely monitor these movements ahead of the BoJ’s upcoming decision on Tuesday.

Asia week ahead: Rate decision in Korea and key data from Japan, China, Taiwan

The desk anticipates that upcoming economic data from Asia, paired with South Korea's interest rate decision, will shape market sentiment. Per the full note from ing-think, the focus will be on inflationary pressures, particularly in South Korea and Japan, as well as China's industrial profits, which are crucial in assessing the region's economic health. As global inflation concerns grow, any shift from the Bank of Korea could send ripples through the broader FX market. With key data releases on the horizon, traders should prepare for volatility in Asian currencies.

Asia week ahead: China and India inflation, Taiwan and China trade

Asia week ahead: Korea and Taiwan inflation data and China manufacturing figures