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Banks

Thailand: AI-linked momentum but 2027 slowdown – HSBC
HSBC notes that Thailand’s 1Q26 growth beat expectations on the back of strong electronics exports and robust private investment and…
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Banks

South Korea: Exports and inflation support rate hike path – DBS
DBS Group Research’s Ma Tieying expects South Korea’s June exports to remain very strong, with year-on-year growth around 50–60% and…
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Banks

Chinese Yuan: Weakness against US Dollar seen as corrective – OCBC
OCBC’s FX strategists Sim Moh Siong and Christopher Wong note USD/CNH’s recent run-up has stalled, with the pair around 6.8020…
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Indices

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Energies

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Metals

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Metals

Cashing Out – How Basel III and High Rates Triggered the Great Sell-off in Gold Prices
Looking at the stock market charts, investors are probably wondering why gold has been plummeting so hard recently. With the world turbulent,…
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Metals

The Physics of Scarcity – Copper’s Path to a Structural Deficit
If you look at the copper market chart over the past 10 years, it might seem like a perfectly balanced system. Market…
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Energies

Nat-Gas Prices Drop as July Nymex Contract Expires
July Nymex natural gas (NGN26) on Friday closed down -0.112 (-3.35%). Nat-gas prices retreated from a 3-month high on Friday…
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