Oil at US$100, new tariffs and a yen at a 40-year low: Barclays on what Asia faces next
Oil prices are surging, AI spending is back under the microscope, and a new round of U.S. tariffs is raising fresh concerns about global growth. Together, these forces are driving volatility across financial markets and putting renewed pressure on Asian currencies as inflation risks rise and the Federal Reserve maintains a hawkish tone.
In this episode of Market Focus Weekly, Barclays' Mitul Kotecha joins us to unpack the week's biggest market and FX developments. We examine the impact of higher energy prices on Asia's inflation outlook and central bank policy, discuss whether the region is prepared for another wave of tariffs, and explore what's next for two closely watched currencies—the Japanese yen and the Indian rupee.
Highlights:
02:00 How is Asia coping with high energy prices
09:10 New Trump tariffs impact on Asia
11:08 Japan yen intervention expectations
13:33 Further depreciation for the Indian rupee
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Hosted by: Claressa Monteiro (claremb@sph.com.sg)
Written by: Nicole Teo
With Mitul Kotecha, head of FX and EM Macro Strategy Asia, Barclays
Edited by: Nicole Teo & Claressa Monteiro
Produced by: Nicole Teo & Chai Pei Chieh
A podcast by BT Podcasts, The Business Times, SPH Media
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