Banks
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EUR/USD: Conflict keeps downside risks in play – MUFG
According to MUFG’s Derek Halpenny, the ECB’s communication and achievement of its price stability goal leave it in a relatively…
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US Dollar: Upside risk persists in energy shock – BBH
Brown Brothers Harriman’s Elias Haddad notes that recent political comments briefly steadied risk sentiment, but renewed risk aversion has lifted the Dollar,…
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Oil: Supply response tempers geopolitical spike – OCBC
OCBC’s Sim Moh Siong highlights that crude briefly surged toward USD120/bbl on Iranian attacks before easing as US officials signalled…
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Dollar strength returns on geopolitics – Scotiabank
Scotiabank’s global FX strategy team reports broad Dollar strength as G10 performance realigns with early US/Iran conflict patterns. They stress…
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Dollar: Fed lagging ECB and BoE – ING
ING strategists Francesco Pesole, Frantisek Taborsky and Chris Turner note that the Dollar has weakened as hawkish shifts by the…
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GBP: BoE repricing lifts Pound but risks loom – MUFG
MUFG’s Derek Halpenny highlights that the Bank of England’s unanimous hold and sharp front-end repricing have driven a notable rise…
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Eurozone: ECB caution and hawkish risk – DBS
DBS Group Research economist Radhika Rao notes that the ECB kept rates unchanged but highlighted spillover risks from geopolitical tensions, with updated…
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GBP/USD: BoE hawkish tilt underpins Pound – ING
ING’s Francesco Pesole notes that the Bank of England surprised markets with a unanimous hold and strong guidance that it…
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Scope for Dollar to extend gains further – MUFG
MUFG’s Derek Halpenny notes that the recent retracement in Brent has eased immediate upward pressure on the Dollar, but he…
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Oil: War risks and supply disruption – Rabobank
Rabobank’s Senior Global Strategist Michael Every argues escalating conflict involving Iran, Israel and regional actors is increasingly threatening Oil supply…
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