Banks
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ECB: Hawkish words as oil shock risk rises – ING
ING’s Global Head of Macro Carsten Brzeski argues that the European Central Bank will keep rates unchanged at its 19 March meeting…
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USD/INR: Rupee vulnerability under Strait of Hormuz shock – MUFG
MUFG’s Senior Currency Analyst Michael Wan warns the Indian Rupee is vulnerable under a prolonged Iran–Middle East conflict and Strait…
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Oil: Central bank pain threshold and policy bias – TD Securities
TD Securities’ James Rossiter argues that major central banks have shifted their reaction functions after recent supply shocks, now placing…
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TRY: Policy stays tight as CBRT holds – Societe Generale
Societe Generale expects the CBRT to keep the one-week repo rate at 37.0% and maintain a hawkish stance, with effective…
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AUD/USD: Bullish breakout targets higher levels – Societe Generale
Societe Generale analysts highlight that AUD/USD has broken out of consolidation and is in a steady uptrend, supported by its 50‑DMA. The…
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EUR/USD: Hawkish ECB talk meets Oil risk – ING
ING’s Francesco Pesole highlights that hawkish comments from ECB officials, including President Lagarde and Peter Kazimir, have reinforced market pricing for a…
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USD: Inflation focus and energy shock scenarios – MUFG
MUFG’s Head of Research Derek Halpenny notes that the proposed IEA-coordinated Oil reserve release could temporarily offset supply disruption in…
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US: CPI and limited Fed tools – UBS
UBS Chief Economist Paul Donovan notes that US February CPI data predates recent market volatility but remains important for Federal Reserve policy. He expects…
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Oil: Volatility spikes on Hormuz disruption – Commerzbank
Commerzbank analysts highlight extreme swings in Brent and WTI as the Strait of Hormuz remains effectively closed, forcing key Middle…
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Oil: Geopolitical risks and Hormuz bottleneck – Rabobank
Rabobank’s RaboResearch Global Economics & Markets team highlights that Oil prices are not fully reflecting escalating risks around the Strait…
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