Banks
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USD: Inflation risks keep Fed easing constrained – DBS
DBS Group Research economist Eugene Leow highlights that consensus expects US CPI at 2.4% year-on-year and 0.3% month-on-month for February, with investors…
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Equities: Tech leadership returns as Oil swings – Danske Bank
Danske Research Team notes that European equities rebounded strongly, with Stoxx 600 up 2% and OMX Nordic nearly 3%, while US indices…
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ECB: Caution with softer tightening bets – BNY
BNY’s Head of Markets Macro Strategy Bob Savage notes that money markets scale back expectations for European Central Bank tightening.…
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Oil: Volatility, Hormuz risks and countdown clock – Rabobank
Rabobank strategists Molly Schwartz and Michael Every highlight extreme volatility in Brent, which spiked towards $120 before closing below $90,…
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CNY: Export strength underpins currency – Commerzbank
Volkmar Baur highlights exceptionally strong Chinese export data, with February exports up nearly 40% year-on-year and the combined January–February surplus…
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Fed: Conflict complicates rate-cut path – BNY
BNY’s Americas Macro Strategist John Velis argues that the Middle East conflict hits the U.S. economy via higher Oil prices,…
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Brent: Volatile war premium unwinds on Iran headlines – MUFG
MUFG’s Senior Currency Analyst Michael Wan highlights extreme volatility in Brent as prices spiked from US$90/bbl to US$120/bbl before retracing,…
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India: Tariff reset and sector winners – DBS
DBS Group Research’s Radhika Rao explains that the US and India have agreed a trade deal cutting reciprocal tariffs to…
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JPY: June hike prospects support currency – ING
ING’s Senior Economist Min Joo Kang argues that stronger Japan GDP data and resilient private spending support continued Bank of Japan (BoJ)…
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Gold: Safe-haven bid seen on dips – OCBC
OCBC strategists Sim Moh Siong and Christopher Wong attribute Gold’s pullback toward USD5015/oz to liquidity needs and profit‑taking rather than…
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