Banks
-
EUR/USD: PMI signals and softer pair – Danske Bank
Danske Research Team highlights that Euro area April flash PMIs (Purchasing Managers’ Index) are a key input ahead of the…
Read More » -
China: Policy goals support non-fossil shift – Standard Chartered
Standard Chartered economists Hunter Chan and Shuang Ding argue that China has weathered the recent Middle East Oil shock relatively…
Read More » -
Brent: Pullback phase and key levels – Societe Generale
Societe Generale strategists note that Brent has retreated from recent highs after President Trump extended the Iran ceasefire indefinitely, with…
Read More » -
EUR/USD: Downside bias within defined range – UOB
United Overseas Bank’s (UOB) Quek Ser Leang and Lee Sue Ann highlight that EUR/USD slipped to 1.1742 as the Dollar firmed on…
Read More » -
Oil: Geopolitical choke points reshape risk – Rabobank
Rabobank’s Global Strategist Michael Every shifts its Iran conflict base case to a longer closure of Hormuz, warning of sustained…
Read More » -
NZD/USD: Hot inflation but RBNZ hikes seen over-priced – BBH
Brown Brothers Harriman’s (BBH) Elias Haddad reports that NZD is outperforming after hotter-than-expected Q1 Consumer Price Index (CPI), with headline…
Read More » -
Equities: Risk recovery and Asia tech focus – BNY
BNY’s Bob Savage notes that equities show the clearest recovery in risk appetite, though holdings remain below mean reversion, especially in South…
Read More » -
USD: Softer tone as conflict risk eases – MUFG
MUFG’s Senior Currency Analyst Lee Hardman notes the US Dollar (USD) has retreated, with the US Dollar Index (DXY) back…
Read More » -
CHF: Intervention risk caps safe-haven appeal – OCBC
OCBC strategists Sim Moh Siong and Christopher Wong argue that Swiss Franc (CHF) safe-haven demand is being constrained by perceived…
Read More » -
Silver: Chinese demand surge cools after record – ING
ING’s commodities team highlights that China’s Silver imports hit a record in March, driven by retail and solar-sector demand, far exceeding the…
Read More »
