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Growth support versus Fed risks – MUFG

MUFG’s Michael Wan notes that Asian currencies should benefit from stronger regional growth differentials versus the US, particularly in AI-related export economies such as South Korea, Taiwan, Malaysia and Singapore. He highlights that Asia FX is being pulled between a stronger Dollar, sticky US yields and evolving Fed policy under Chair Kevin Warsh, alongside shifting oil-driven risk sentiment. Asia FX tug of war intensifies “Overall, while oi…

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The New York Ledger broke the news on Monday, June 22, 2026.
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