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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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Markets

Three markets to watch next week: EURUSD, CH50cash, OIL
Earnings season on Wall Street is almost over, while US investors are largely ignoring the still tense situation in the…
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Markets

Microsoft – Hedge Fund Sharply Cuts Position and Warns About AI Risks
Microsoft is down more than 1% after reports that hedge fund TCI Fund Management significantly reduced its position in the…
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Markets

Technology Drives Wall Street to Record Highs Despite Tensions in the Persian Gulf
The U.S. trading session closing the week is taking place in a positive mood, with major indices posting gains supported…
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Markets

Cloudflare: strong results, weak outlook, and a painful market reaction
Cloudflare reported its Q1 2026 results, which were very strong on a financial level, but at the same time were…
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Soft Commodities

Cattle Futures Fall on Friday, Ignoring Stronger Cash Trade
Live cattle futures slipped back lower on Friday, falling 82 cents to $1.67, as June was down $4.10 this week.…
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Soft Commodities

Tightness in ICE Inventories Boosts Coffee Prices
July arabica coffee (KCN26) on Friday closed up +1.55 (+0.57%), and July ICE robusta coffee (RMN26) closed down -18 (-0.52%).…
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FTSE 100 — UK Blue Chips
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Hang Seng — Hong Kong Index
Shanghai Composite — China Mainland
ASX 200 — Australian Market
TSX Composite — Canada Index
Nifty 50 — India Large Cap
STI Index — Singapore Market
KOSPI — South Korea Index
Bovespa — Brazil Equities
JSE Top 40 — South Africa Index
IPC Index — Mexico Market









