Week Ahead for FX, Bonds: Fed Minutes in Focus as -2-

Asia’s upcoming week’s data focuses on inflation and trade releases, while investors weigh how central-bank policy could interact with the global AI-driven demand picture. Taiwan is expected to release September inflation and trade data, with annual consumer-price growth still above 2%, supported by higher global energy prices and resilient domestic demand; economists also point to the earlier Mid-Autumn Festival boosting food and services prices. Exports are forecast to remain robust, with estimates for year-on-year growth ranging from 40% to 59.7%, led by technology hardware makers. DBS analysts, however, warn that AI momentum could face headwinds from central-bank rate hikes, higher bond yields and rising financing costs.