البنوك
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Indian Rupee: RBI measures support INR near term – MUFG
MUFG’s Michael Wan analyses new Reserve Bank of India and government measures that could generate around US$40bn of inflows and…
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US Dollar Index: Fed pricing and risk-off flows keep DXY supported – ING
ING’s Chris Turner sees the US Dollar (USD) underpinned by hawkish Federal Reserve repricing and a risk-off tone in equities ahead of key United…
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Euro: Downtrend extends toward 1.1445 against US Dollar – UOB
UOB’s Quek Ser Leang and Lee Sue Ann note that EUR/USD plunged to a three‑month low around 1.1520 after breaking several key…
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Oil: Supply risks and cautious OPEC+ hike – BNY
BNY’s Bob Savage reports that Brent and WTI surged around 4–5% as Iran–Israel missile exchanges raised fears of supply disruption…
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US Dollar: Early summer rebound challenges bears – Societe Generale
Societe Generale’s Kit Juckes notes that recent US labour data have broken the prior FX range, challenging expectations for a…
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Indian Rupee: Inflows and RBI support measures – DBS
DBS Group Research notes that the Reserve Bank of India and government unveiled coordinated steps to attract foreign capital and…
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United States: Core CPI pressures stay elevated – TD Securities
TD Securities economists Oscar Munoz and Eli Nir expect May US CPI to show moderating but still-elevated core inflation, with…
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British Pound: Growth risks and politics weigh against US Dollar – BBH
Brown Brothers Harriman’s Elias Haddad (BBH) highlights downside risks for the Pound as UK GDP is expected to contract in Q2 and…
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Gold: CTA selling triggers and inflation headwinds – TD Securities
TD Securities’ Ryan McKay notes that Gold is struggling to recover as renewed tariffs and US-Iran tensions fuel an inflationary impulse and…
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Eurozone: Real yields and supply pressures – ING
ING’s Padhraic Garvey and Michiel Tukker stress that Eurozone real rates are increasingly driven by structural forces such as fiscal expansion and…
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