Banks
-
Fed: Leadership clash raises market risk – DBS
DBS Group Research’s Philip Wee highlights how the US Senate confirmation hearing for Kevin Warsh as Fed Chair could reshape…
Read More » -
Gold: Buy dips as geopolitics whipsaw risk – OCBC
OCBC strategists Sim Moh Siong and Christopher Wong highlight that Gold remains closely tied to risk proxies, with weekend geopolitical…
Read More » -
GBP/USD: Political noise and softer BoE pricing – ING
ING’s Chris Turner notes Sterling has held up even as markets scale back Bank of England tightening expectations to just…
Read More » -
USD: Volatility shifts support weaker trend – HSBC
HSBC Asset Management notes that April’s recovery in risk appetite has coincided with a sharp fall in the US Dollar,…
Read More » -
EUR/USD: Range trade expected after failed push higher – UOB
UOB economists Quek Ser Leang Lee and Sue Ann highlight that EUR/USD spiked to 1.1848 before reversing sharply, leaving the Euro looking…
Read More » -
EUR/USD: Limited upside as longer-term Dollar risks grow – Commerzbank
Commerzbank’s Thu Lan Nguyen argues that in the short term EUR/USD gains are capped as markets may be overestimating the…
Read More » -
China: Policy easing expectations trimmed – DBS
DBS Group Research economists highlight that China’s Q1 2026 GDP growth accelerated to 5.0% year-on-year, driven by strong external demand and resilient…
Read More » -
AI: Competitive edge debate – UBS
UBS Chief Economist Paul Donovan assesses how Artificial Intelligence (AI) may affect productivity and whether the European Union (EU) could…
Read More » -
USD/CAD: Modest downside as Fed cuts loom – ING
ING keeps a mildly bearish profile for USD/CAD into year‑end, driven mainly by expected Dollar weakness once the Federal Reserve resumes cutting in 3Q.…
Read More » -
USD/INR: RBI curbs refiners’ Dollar demand – BNY
BNY’s Bob Savage notes that the Reserve Bank of India (RBI) has told state-run Oil refiners to cut spot US…
Read More »
