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Published: 2025-09-22T05:11:01.000Z

Asia Summary and Highlights 22 Sep

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RBA Gov. Bullock says They are In a very good position on inflation

The Japanese equity market rebound as current magnitude and pace of BoJ selling of asset indicates it will last for a century

Asia Session

The Japanese equity market rebound after a slump last Friday after BoJ announced their plan to shrink their balance sheet on ETFs and J-REITS. Market participants are unfazed as current magnitude and pace of BoJ selling schedule indicates it will be spreading out throughout a century.  USD/JPY is trading 0.21% higher at 148.27.

The broad risk sentiment is tilting north on Monday. There hasn't been much headline so far and we are only seeing major movement in the Japanese and Hong Kong equity market where they perform individually. U.S. major equity indexes are all in the green. AUD/USD has retraced earlier losses on RBA governor's remark and see it trading 0.02% higher at 0.6594, NZD/USD is trading 0.02% at 0.5857 after opening higher while USD/CAD rises 0.14%. Else, EUR/USD is down 0.11% and GBP/USD is down 0.06%.

North American session

The USD saw some early gains but these were quickly reversed, leaving the USD little changed against most currencies, USD/JPY near 148 and EUR/USD near 1.1750. USD/CAD did slip to 1.3775 from above 1.38. Canadian retail sales fell by 0.8% in July as expected but the preliminary indication for August saw a bounce of 1.0%.  

 

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