Banks
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IDR: BI dovish bias with Strait of Hormuz risks – MUFG
MUFG’s Senior Currency Analyst Michael Wan notes that Bank Indonesia benefits from Indonesia’s net commodity exporter status, but faces weak…
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Brent: Supply risk keeps prices above USD 100 – Danske Bank
Danske Bank’s Danske Research Team underlines that conflict in the Middle East has intensified, with Iran targeting Oil and gas…
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EUR/USD: Rate differentials regain focus – Commerzbank
Commerzbank’s Antje Praefcke notes that the Dollar has benefited from safe-haven demand as the war in the Middle East weighs…
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RBA: Close split keeps May hike in play – TD Securities
TD Securities strategists Prashant Newnaha and Alex Loo note the RBA lifted the cash rate by 25 bps to 4.10%…
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USD/CAD: Range trading holds above 1.37 – Scotiabank
Scotiabank strategists Shaun Osborne and Eric Theoret note that the Canadian Dollar is sliding on weaker Canadian employment data and…
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EM FX: Flows rotate on energy and risk – BNY
BNY’s iFlow data show heightened risk aversion, with bond buying concentrated in G10 and Eurozone debt while EM sovereigns are sold. FX flows…
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USD/ZAR: Rand unwind extends – ING
ING’s Chris Turner explains that previously popular long South African Rand positions are being unwound as low inflation comes under…
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Asian FX: Energy shock risks weigh on outlook – MUFG
MUFG analysts Lin Li, Michael Wan, Lloyd Chan and Khang Sek Lee highlight that Asian currencies and rates are vulnerable as the…
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USD/KRW: Upside risks with key resistance – OCBC
OCBC strategists Sim Moh Siong and Christopher Wong highlight that USD/KRW has pushed toward 1,495, reflecting KRW’s high-beta nature during…
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USD/JPY: Hawkish BOJ risks at multi‑decade highs – DBS
DBS Group Research’s Philip Wee warns that caution is warranted on USD/JPY as the pair trades near the 159–160 resistance…
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