Banks
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Oil: Motor fuel demand and behavior shifts – UBS
UBS economist Paul Donovan discusses how visible Oil prices at fuel stations interact with changing consumer behavior in major economies.…
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China: Inflation pressures build with energy – ING
ING’s Chief Economist for Greater China, Lynn Song, notes that China’s CPI inflation eased to 1.0% year-on-year after Lunar New…
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CNY: Trade normalization and growth risks – TD Securities
TD Securities expects China’s March exports to normalize after a strong Jan–Feb report, while imports could surprise on the upside…
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KRW: War risk keeps 1,450–1,550 range in focus – ING
ING’s Min Joo Kang notes that KRW is trading below 1,500, with near-term moves heavily dependent on Middle East developments.…
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Singapore: Exports boosted by electronics cycle – DBS
DBS Group Research expects Singapore’s non-oil domestic exports to rise for a seventh consecutive month in March 2026, accelerating to…
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China: Growth risks skewed to upside in Q1 – Commerzbank
Commerzbank’s Dr. Henry Hao sees upside risks to China’s Q1 2026 GDP versus the bank’s 4.6% forecast, supported by resilient exports and…
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RBNZ: Hold at 2.25% with tightening bias – BNY
BNY’s Head of Markets Macro Strategy Bob Savage at notes that the Reserve Bank of New Zealand (RBNZ) kept the…
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USD/BRL: Targets 5.55 by end-2026 – Rabobank
Rabobank economists Mauricio Une and Renan Alves note that the Dollar (USD) closed last week at 5.1573, with the Brazilian…
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DXY: Retreat extends but floor holds – ING
ING’s Chris Turner notes that risk assets are rebounding after the Iran ceasefire, with higher equities, a bullish steepening in yield…
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India: RBI seen on prolonged hold – UOB
UOB’s Jester Koh notes that the Reserve Bank of India (RBI) kept the policy repo rate at 5.25% in April…
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