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Forex

USD/CHF moves to near 0.7785 as hopes of US-Iran truce in near term fades
The USD/CHF pair rises to near 0.7785 as the US dismisses Iran’s response to its peace proposal. Iran wants the…
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Forex

EUR/JPY – Tests 50-day EMA barrier near 185.00
EUR/JPY is challenging immediate resistance at the 50-day EMA of 184.86. The 14-day Relative Strength Index around 47 indicates momentum…
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Energies

WTI declines as US-Iran deal hopes and Hormuz outlook weigh on Oil
WTI drops over 2% as US-Iran deal speculation builds. Traders focus on Hormuz headlines and Tehran’s pending response. Strong US…
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Metals

Silver.XAG Climbs above $80 as bulls eye weekly high
Silver rallies toward a weekly high as bullish momentum remains intact. Break above $82.12 exposes April peak at $83.05. Close…
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Banks

China: War risks reshape growth outlook – Rabobank
Rabobank strategists assess how the US and Israel’s war against Iran could affect China. They note higher Oil and gas…
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Banks

Taiwan: Export slowdown but outlook bright – ING
ING’s Chief Economist for Greater China, Lynn Song, notes that Taiwan’s April trade data showed slower export and import growth…
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Banks

Indonesia: Growth momentum seen easing – Standard Chartered
Standard Chartered’s Aldian Taloputra notes Indonesia’s GDP growth accelerated to 5.6% year-on-year in Q1 2026, driven by front-loaded fiscal stimulus, seasonal festival…
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Banks

Brazil: IPCA shock complicates easing path – Wells Fargo
Wells Fargo Economics projects Brazil’s April IPCA inflation to rise 0.9% month-over-month and around 4.5% year-over-year, near or above the…
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Banks

Asia FX – Divergent paths under Hormuz scenarios – MUFG
MUFG economists Lin Li, Michael Wan, Lloyd Chan and Khang Sek Lee outline a base case where the reopening of…
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BBH

Aluminium: Bauxite export cap threatens supply – Commerzbank
Commerzbank’s Thu Lan Nguyen argues that any relief from a potential reopening of the Strait of Hormuz for Aluminium will…
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