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Banks

Equities: Sector rotation dominates risk-off – Danske Bank
Danske Research Team reports equities closed lower in a 2026-style risk-off session driven by sentiment rather than macro or earnings.…
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Banks

Euro: US payrolls could cap gains against the US Dollar – Commerzbank
Commerzbank’s Michael Pfister notes that reduced expectations for Federal Reserve (Fed) tightening have helped EUR/USD climb, but questions how justified this move…
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Markets

Today Markets Mid Morning Brief
Investors are eagerly awaiting news regarding the Iran-Oman agreement. Progress in this area is significant; the agreement is currently under…
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Forex

Euro flatlines amid mixed German data with all eyes on US Nonfarm Payrolls
EUR/USD trades flat around the 1.1520 area after pulling back from highs near 1.1560 German Industrial Production increased in June,…
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Banks

Brent: US-Iran tensions support prices – ING
ING analysts Warren Patterson and Ewa Manthey note renewed strength in Oil, with ICE Brent rallying back above $82/bbl as…
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Banks

Euro: Rebound against US Dollar faces key cloud barrier – UOB
UOB Group’s Quek Ser Leang highlights that EUR/USD has staged a sharp rebound after drifting sideways, following a decline from January’s high…
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Markets

Gold Gains as Markets Await US Jobs Data Amid Softer Norwegian Manufacturing
Gold Rises Ahead of Key US Jobs Report Gold climbed toward $4,300 an ounce on Friday, resuming its upward trend…
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Economics

Global Macro Snapshot: Currency Resilience, Cooling Inflation and Labour Market Weakness
Rupiah Firms on Foreign Inflows, Steady Reserves The Indonesian rupiah firmed to near IDR 17,900 per U.S. dollar on Friday,…
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Economic Calendar

Nordic & Baltic Trade Data Mixed as Manufacturing Strength Emerges
Lithuania Trade Gap Widens in June Lithuania posted a trade deficit of EUR 713.1 million in June 2026, widening from…
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Economics

UK House Price Growth Lowest Since 2023
The Lloyds House Price Index showed UK house prices rose 0.1% year-on-year in July 2026, slowing from a revised 0.7%…
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