#Emerging Markets

🌐 General — 📉 Bearish

Duterte Ally Trapped in Philippine Senate Vows to Avoid Arrest

May 12, 2026 (92 days ago)

Dela Rosa’s Senate holdout against ICC arrest warrants amplifies Philippine political risk, potentially weighing on peso, stocks, and emerging markets while spurring…

▼ Senator Dela Rosa refuses to leave Senate, defying ICC arrest warrant

📅 Short 🌍 PH Read More →

💱 Forex PHP/USD 📉 Bearish

Agents Chase Philippine Senator Tied to ICC Case Amid Duterte Impeachment Chaos

May 11, 2026 (92 days ago)

Philippine peso tumbles and stocks slide as political turmoil over a senator's arrest in an ICC-linked case and the Duterte impeachment chaos…

▼ Agents chase Philippine senator tied to ICC drug-war case, escalating political crisis

📅 Short 🌍 PH Read More →

💱 Forex BRL/USD 📈 Bullish

Brazil Economists Raise 2027 Selic Forecast as Inflation Simmers

May 11, 2026 (92 days ago)

Brazil’s Selic rate forecast for 2027 jumped to 10.50% after third straight weekly increase amid simmering inflation, boosting the real and drawing…

▲ IPC-A inflation accelerated to 6.8% in April, above the 2027 target

📅 Short 🌍 BR Read More →

💱 Forex USD/TRY 📉 Bearish

Lucrative Lira Bets Are at Risk of Unraveling as Oil Shock Hits Turkey

May 11, 2026 (92 days ago)

Rising oil prices jeopardize profitable Turkish lira carry trades as Turkey’s import bill swells, risking a rapid unwinding of long-lira bets.

▼ Oil price surge

📅 Short 🌍 TR Read More →

💱 Forex USD/ZAR 📉 Bearish

The Unlikely Scandal Tripping Up Ramaphosa

May 11, 2026 (92 days ago)

Ramaphosa scandal roils South African markets, driving USD/ZAR to 18.35 and weighing on equities and bonds as leadership uncertainty mounts.

▼ Phala Phala scandal resurfaces

📅 Short 🌍 ZA Read More →

💱 Forex USD/PHP 📉 Bearish

Philippine Vice President Duterte Facing Second Impeachment Vote

May 11, 2026 (93 days ago)

Second impeachment vote against Philippine VP Duterte raises political uncertainty, pressuring the peso and Philippine stocks amid fears of governance gridlock.

▼ Impeachment vote amplifies political deadlock

📅 Short 🌍 PH Read More →

💱 Forex USD/CNY 📈 Bullish

Goldman Says Yuan 20% Undervalued, Boosts Currency Forecasts

May 11, 2026 (93 days ago)

Goldman Sachs says the yuan is 20% undervalued, boosting its USD/CNY target to 6.15 and fueling a broad rally across EM FX…

▲ Goldman’s fair-value model shows 20% undervaluation

📆 Mid 🌍 CN Read More →

💱 Forex USD/PHP 📈 Bullish

Philippine Peso Falling Trajectory Defies Rate Hike Expectations

May 11, 2026 (93 days ago)

Philippine peso hits 17-year low near 59 per dollar, defying BSP rate-hike expectations as current account gap and dollar strength dominate.

▲ Philippine trade deficit swelled to $7.6 billion in March, a record, stoking funding concerns.

📆 Mid 🌍 ASIA Read More →

🏭 Commodities USOIL 📊 Neutral

Anwar to Outline Malaysia Oil Supply Continuity Plan: Bernama

May 10, 2026 (94 days ago)

Malaysia's Prime Minister Anwar to outline oil supply continuity plan via Bernama, drawing attention to Southeast Asian crude flows and energy policy…

→ Announcement of the plan's specifics later today could shift pricing if it includes output or export targets.

📅 Short 🌍 MY Read More →

🌐 General EUR/HUF 📈 Bullish

Magyar Takes Office Vowing to Return Hungary to European Fold

May 9, 2026 (94 days ago)

Hungary’s new PM Magyar lifts forint and BUX as EU fund release nears, boosting emerging Europe assets and taming bond yields.

▲ Magyar’s explicit promise to re-engage with Brussels and end the Article 7 procedure

📅 Short 🌍 HU Read More →

🌐 General General 📊 Neutral

Philippines Ex-President Duterte Taps New Lawyer for ICC Trial

May 9, 2026 (95 days ago)

Ex-Philippine President Duterte names a new ICC lawyer; the procedural move holds no immediate market impact.

📅 Short 🌍 PH Read More →

🌐 General USD/COP 📉 Bearish

Colombia Inflation Ticks Up, Fueling Case For Renewed Rate Hikes

May 9, 2026 (95 days ago)

Colombia April CPI data came in hot, boosting the case for BanRep rate hikes and roiling Colombian bonds, stocks, and the USD/COP…

▼ April CPI release showed an unexpected acceleration in Colombian inflation

📅 Short 🌍 CO Read More →