Episode Details

US jobs growth is weaker than expected June, reducing market expectations the Fed will hike in September. South Korean inflation edges higher last month, and Australian building approvals are falling as builders face higher costs and higher interest rates.

In our deep-dive interview, ANZ Head of Asia Research Khoon Goh points to a switch in headwinds for Asia’s currencies from oil to the US dollar, now that markets see the Fed hiking this year.

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