FX Weekly Insights Relaunch

Written By Luke Wellings

Image: China Taiwan Relations 3d illustration: Thomas Makowski/Shutterstock.com

Our weekly report featuring the essential data releases and meetings, our key chart and top story is back! Find our insights here on our website each Sunday, or get in touch with us to have FXWI sent to your inbox when it’s hot off the press.

This week’s report:

Taiwan: US & China Tussle over Micro Chips

  • US China tensions potentially aggravating semiconductor shortages which will play into inflation expectations in consumer electronics and more, as well as equities in chip companies especially those based in China , Taiwan and the US.

  • For FX this could translate into a re-strengthening of the safe- haven dollar and weakness in both CNY and China-sensitive currencies like AUD and NZD.

Key Chart -AUD/JPY

  • Sell area 96.82

  • Buy area 88.28

Luke Wellings
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FX Weekly Insights - 21/08/2022
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