Banks
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Equities: Peace trade lifts growth and cyclicals – Danske Bank
Danske Research Team notes global equities extended gains, pushing MSCI World above pre-war levels on the back of strong earnings…
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USD: Inflation data and energy pressures – Rabobank
Rabobank strategists note that US stocks have risen even as the Hormuz crisis threatens higher energy costs. They point to…
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EUR/GBP: BoE caution supports cross – ING
NG strategist Francesco Pesole notes that Bank of England Governor Andrew Bailey and hawkish MPC members Catherine Mann and Megan…
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Brent: Futures curve signals easing shock – Deutsche Bank
Deutsche Bank analysts note that Brent Oil has retreated below $100 as hopes grow for a US–Iran deal, easing fears…
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Gold: Buy dips with geopolitical support – OCBC
OCBC strategists Sim Moh Siong and Christopher Wong note Gold steadied after an early stumble and remains underpinned by unresolved geopolitical risks…
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USD: Range trading view holds – BBH
Brown Brothers Harriman’s (BBH) Elias Haddad notes that global risk sentiment has improved as US–Iran diplomacy keeps a ceasefire in…
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EUR: Hormuz inflation shock and EU politics – Rabobank
Rabobank analysts flag that final March CPI across the Eurozone will refine how the Hormuz-driven energy shock feeds into Euro-area inflation. Politically,…
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DXY: Range view holds after Hormuz shock – BBH
Brown Brothers Harriman’s (BBH) Elias Haddad notes that the US naval blockade of the Strait of Hormuz has pushed Brent…
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NOK: Rate path stays uncertain – Danske Bank
Danske Research notes that Norway’s March core inflation remained at 3.0% year-on-year, slightly below consensus and in line with Norges…
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EUR/USD: Market pricing de-escalation hopes – Commerzbank
Commerzbank’s Thu Lan Nguyen notes that negotiations between the United States and Iran have failed while Washington threatens a blockade…
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