Banks
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Gold: Ceasefire lifts prices as traders watch Hormuz – DBS
DBS Group Research’s Eugene Leow notes that Gold surged over 2% to above USD4800 after a two-week ceasefire between the US and…
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NZD: RBNZ tightening bias and earlier hike risk – TD Securities
TD Securities analysts review the latest Reserve Bank of New Zealand (RBNZ) decision, noting the cash rate was held at…
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Gold: Ceasefire rally driven by yields and rates – Commerzbank
Commerzbank’s Carsten Fritsch reports that Gold jumped up to 3% to USD 4,855 per ounce after the 14‑day Middle East…
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USD: Market reprieve and Dollar risks – Rabobank
Rabobank strategists Michael Every and Bas van Geffen note that a temporary ceasefire between the United States (US) and Iran…
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DXY: Energy shock keeps Dollar bid – BBH
Brown Brothers Harriman’s (BBH) Elias Haddad notes that a prolonged energy shock from the Iran conflict heightens financial stability risks…
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AUD: Energy shock threatens fragile consumption – TD Securities
TD Securities analysts highlight a record monthly rise in the Melbourne Institute Inflation Gauge, pushing headline and trimmed mean inflation…
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Oil: War risk and supply headlines support prices – Commerzbank
Commerzbank analysts highlight that Brent has climbed above $111 per barrel as the Iran conflict continues and Trump links any…
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Aluminium: Gulf outages tighten global balance – ING
ING analysts Ewa Manthey and Warren Patterson report that Aluminium supply risks have intensified after Iranian attacks on Emirates Global…
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AUD/NZD: Diverging flows and policy risks – BNY
BNY’s Head of Markets Macro Strategy Bob Savage highlights a growing divergence between the New Zealand Dollar (NZD) and Australian…
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EUR/USD: Gradual recovery path tied to Hormuz risks – NBC
National Bank of Canada (NBC) economists Stéfane Marion and Kyle Dahms describe recent Euro (EUR) weakness versus Dollar (USD) after…
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