Banks
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USD/CAD: Rally shows exhaustion near 1.39 – Scotiabank
Scotiabank strategists Shaun Osborne and Eric Theoret note the Canadian Dollar (CAD) is only slightly firmer versus the Dollar (USD)…
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NOK: Energy support and hawkish shift – Rabobank
Rabobank’s Senior FX Strategist Jane Foley argues that higher energy prices and a more hawkish Norges Bank stance are supportive…
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Energy: Oil and Gas prices fall on Iran war optimism – ING
ING analysts Ewa Manthey and Warren Patterson note that Oil prices, including Brent and WTI, have dropped below $100 as…
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CAD: BoC minutes expected to stay dovish – TD Securities
TD Securities analysts expect the Bank of Canada (BoC) Summary of Deliberations to reiterate a dovish tone, emphasizing Canada’s softer…
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EUR/USD: Upside bias within capped range – UOB
UOB analysts Quek Ser Leang and Lee Sue Ann highlight a sharp EUR/USD rebound from 1.1446 to 1.1563, with scope for further…
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Gold: Diversification role strengthens with safe-haven demand – HSBC
HSBC’s Willem Sels and Lucia Ku reiterate a constructive six‑month view on Gold, keeping an Overweight stance. They argue recent headwinds…
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USD/JPY: Verbal pushback as 162–164 looms – TD Securities
TD Securities analysts highlight growing official frustration with Japanese Yen weakness as USD/JPY breached the 160 level in the past…
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Mexico: Sub‑potential growth with delayed easing – Societe Generale
Societe Generale’s Dev Ashish projects Mexico’s 2026 growth to remain below potential, constrained by weak manufacturing, investment and USMCA‑related uncertainty.…
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Eurozone: Rising energy shock challenges ECB – ING
ING’s Bert Colijn notes that Eurozone inflation has jumped from 1.9% to 2.5%, driven entirely by higher energy prices, while core and…
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ECB: War-driven energy shock shapes rate path – Nomura
Nomura analyst Andrzej Szczepaniak argues that March Euro area inflation will not significantly alter the ECB’s near-term policy stance. They…
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