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🌏 Taiwan and Singapore shrug off the Fed as AI exports boom
The day in view

🌏 Taiwan and Singapore shrug off the Fed as AI exports boom

Macro Soup Newsroom Macro Soup Newsroom 4 min read

The Fed hiked to 3.75%-4.00% on Wednesday. Taiwan held for a tenth straight quarter and lifted its 2026 GDP forecast to 11.48%, Singapore's non-oil exports jumped 46.2% on AI-linked demand, Brazil cut, and India's central bank ran its first bond sale since 2017.

Scatter plot of interest return versus total return for labeled currencies including TRY, ARS, BRL, COP, RUB, and others.
21shares notes that even after Copom's fifth consecutive cut, Selic at 13.75% still offers a large real carry, with election polling likely to drive BRL more than the 25bp move. Source

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