Banks
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Brent: Forecast lifted with $150 risk – Societe Generale
Societe Generale’s commodities team has revised its Oil outlook, warning Brent could spike towards $150/bbl in a higher‑for‑longer scenario if the…
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AUD: RBA flags oil-driven inflation risks – Rabobank
Rabobank’s Global Strategist Michael Every notes the Reserve Bank of Australia (RBA) minutes stress that it is not possible to…
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EURO: ECB still lags Fed on inflation response – Commerzbank
Commerzbank’s Michael Pfister argues that, despite a sharper repricing of European Central Bank (ECB) tightening versus the Fed since the latest energy…
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NOK: Energy support and Norges Bank hawkish shift – MUFG
MUFG analysts note that NOK has outperformed most European peers during the Middle East conflict, supported by Norway’s energy exporter…
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Eurozone: Inflation fears rise on war shock – ING
ING’s Chief Economist Bert Colijn highlights that Eurozone sentiment weakened in March as the Middle East war hit confidence. The…
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GBP: Repricing risks into spring – Rabobank
Rabobank’s Senior FX Strategist Jane Foley notes that the Pound has been the second best performing G10 currency after the Dollar since…
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Germany: War-driven energy shock risks ECB hike – Commerzbank
Commerzbank’s Senior Economist Dr. Ralph Solveen notes that Germany’s inflation rate rose from 1.9% to 2.7% in March 2026 as…
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BoC: Dovish tone and long hold signalled – TD Securities
TD Securities analysts anticipate the Bank of Canada’s (BoC) March Summary of Deliberations will maintain a dovish tone, stressing excess…
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BoE: On hold as CPI stays above target – Societe Generale
Societe Generale economists note the United Kingdom (UK) markets still price around 70 bps of Bank of England (BoE) easing…
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EUR: ECB faces stagflation and split risks – BNY
BNY’s Bob Savage argues that Eurozone stagflation risks are building as energy pressures rise, with headline CPI pushed higher by…
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