Banks
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UK: Energy shock weighs on outlook – Societe Generale
Societe Generale economists describe a quiet week in the UK, with Gilt yields easing as markets trimmed Bank of England…
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USD/JPY: Firm tone but capped below 162.00 – UOB
United Overseas Bank’s (UOB) Quek Ser Leang and Lee Sue Ann note USD/JPY traded quietly between 159.28 and 159.82, closing…
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CAD: Jobs data and geopolitics steer rates – TD Securities
TD Securities strategists Robert Both and Emma Lawrence highlight that Canadian rates are opening weaker, with yields tracking US moves…
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USD/IDR: BI turns cautious as Rupiah weakens – Commerzbank
Commerzbank’s Dr. Henry Hao and Moses Lim note that Indonesia March CPI slowed to 3.5% year-on-year, back within Bank Indonesia’s (BI) target…
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Asian FX: Energy shock risks weigh on regional currencies – MUFG
MUFG’s Senior Currency Analyst Lloyd Chan highlights that Asia is highly exposed to potential energy flow disruptions through the Strait…
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US: Services growth seen easing on Iran uncertainty – TD Securities
TD Securities analysts expect US ISM Services to soften in March as geopolitical uncertainty from Iran weighs on sentiment. They…
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Brent: Conflict keeps risk premium elevated – OCBC
OCBC strategists Sim Moh Siong and Christopher Wong argue that market hopes for de-escalation in the US–Iran conflict look premature…
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USD: Escalation risks support Dollar strength – MUFG
MUFG’s Lloyd Chan notes that persistent geopolitical tensions around Iran are reinforcing USD strength. Elevated US yields, resilient labour data…
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USD/JPY: Overextension near 160 raises BoJ risk – DBS
Philip Wee at DBS Group Research argues that USD/JPY looks overextended as it tests Japan’s 160 pain threshold. The pair…
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Eurozone: Inflation and fiscal shifts shape rates – BNY
BNY’s Bob Savage flags unpleasant preliminary March inflation in Europe, driven by energy and refined products, with diesel prices above…
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