Asia FX ticks down amid Fed independence worries; Aussie firm after hot CPI

Published 27/08/2025, 05:42

Investing.com-- Asian currencies edged lower on Wednesday, with investors exercising caution following U.S. President Donald Trump’s attempt to remove Federal Reserve Governor Lisa Cook, while the Australian dollar was largely unchanged after stronger-than-expected inflation data.

The US Dollar Index, which measures the greenback against a basket of major currencies, rose 0.2% in Asia hours after edging slightly lower on Tuesday.

US Dollar Index Futures also traded 0.2% higher as of 04:11 GMT.

Traders fret over Fed independence

President Trump on Tuesday announced the dismissal of Fed Governor Cook, citing alleged mortgage irregularities. The move has raised concerns about the Federal Reserve’s independence and the potential for increased political influence over monetary policy. 

Analysts suggested that the composition of the Federal Open Market Committee (FOMC) may shift towards a more dovish stance, potentially accelerating the pace of interest rate cuts beyond current market expectations.

“Cook rejects his authority for the removal, and the case will likely end up in court, leaving the question of whether she retains her post during the appeal or whether the Fed Governing Board and the rate-setting FOMC will be one member down until the court case is resolved,” ING analysts said in a note.

Despite the initial reaction, the U.S. dollar regained some ground as markets digested the implications of the move.

Uncertainty over Fed policy affects expectations for interest rate differentials between the U.S. and Asian economies, resulting in tepid regional moves.

The Japanese yen fell against the dollar, with the USD/JPY pair rising 0.3% on Wednesday.

In China, both onshore USD/CNY and offshore USD/CNH yuan pairs were largely muted.

The South Korean won’s USD/KRW inched up 0.1%, while the Singapore dollar’s USD/SGD gained 0.2%.

The Indian rupee’s USD/INR traded 0.1% higher. An additional 25% U.S. penalty tariff on Indian goods took effect on Wednesday, which came in response to India’s purchase of Russian oil.

Australian dollar steady after strong CPI report

Bucking the broader regional trend, the Australian dollar’s AUD/USD pair remained largely unchanged after the release of stronger-than-expected inflation data. 

Consumer Price Index (CPI) for July rose by 2.8% year-on-year, surpassing forecasts of 2.3% and up from 1.9% in June.

This unexpected surge was primarily driven by an increase in electricity prices, attributed to the expiration of some federal government rebates.

Wednesday’s data followed the RBA’s August minutes, which signaled further rate cuts if inflation eased as expected.

The bank had already lowered rates by 25 basis points last month, but the latest figures suggest inflation may not be cooling as anticipated, complicating its policy outlook.

Latest comments

Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks.
Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed.
Fusion Media would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes. Fusion Media and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website.
It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website.
Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers
© 2007-2025 - Fusion Media Limited. All Rights Reserved.