Asia FX subdued amid US-China talks; yen dips despite BOJ rate hike pledge

Published 10/06/2025, 05:34
© Reuters.

Investing.com-- Most Asian currencies were subdued on Tuesday as investors exercised caution awaiting the outcome of U.S.-China trade negotiations in London, while the Japanese yen edged down even as the Bank of Japan reiterated its readiness to raise interest rates if inflation remains on track.

Regional currencies were under pressure as the dollar gained some ground ahead of U.S. consumer price index (CPI) inflation data, due on Wednesday.

The US Dollar Index, which measures the greenback against a basket of major currencies, rose 0.2% in Asia hours. 

US Dollar Index Futures were also trading 0.3% higher.

Investors closely watch ongoing US-China talks

Senior U.S. officials, including Treasury Secretary Scott Bessent and Commerce Secretary Howard Lutnick, met Chinese Vice Premier He Lifeng in London to discuss tariff rollbacks, export controls, and broader bilateral trade concerns.

These top officials will continue trade talks in London on Tuesday, aiming to resolve export control disputes over key goods like rare earths, which risk disrupting global supply chains and slowing growth.

Regional markets remain cautious as traders await actual outcomes rather than just talk. With U.S. inflation data looming later this week, investors are balancing hopes for trade de-escalation with broader macroeconomic dynamics.

The Chinese yuan’s onshore USD/CNY and offshore USD/CNH pairs were both trading 0.1% higher on Tuesday.

The South Korean won’s USD/KRW pair rose 0.4%, while the Singapore dollar’s USD/SGD inched 0.2% higher.

The Indian rupee’s USD/INR pair inched 0.1% lower.

The Australian dollar’s AUD/USD pair rose 0.1%.

BOJ vows rate hikes if underlying inflation strengthens

Bank of Japan Governor Kazuo Ueda said on Tuesday that the BOJ is ready to further raise interest rates once underlying inflation consistently reaches its 2% target. 

Though core consumer inflation has exceeded 2% for three years, underlying, demand-driven price pressures remain below target. 

The BOJ, which ended its large-scale stimulus last year and hiked short-term rates to 0.5% in January, is expected to hold steady at its June 16–17 meeting amid global uncertainty.

The Japanese yen’s USD/JPY pair rose 0.3% on Tuesday.

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