البنوك
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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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Japanese Yen: Limited downside against US Dollar as BoJ signals hike – MUFG
MUFG’s Derek Halpenny notes that recent Ministry of Finance (MoF) and Bank of Japan (BoJ) intervention failed to prevent USD/JPY…
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Canadian Dollar: Resistance caps losses against US Dollar – Scotiabank
Scotiabank strategists Shaun Osborne and Eric Theoret note the Canadian Dollar (CAD) remains soft but broadly stable, with USD/CAD trading…
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Euro: Range holds as labour data supports Dollar – Danske Bank
Danske Research Team notes that EUR/USD stayed broadly unchanged in a 1.1620–1.1650 range as short-term US and Euro area rates…
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Japanese Yen: Intervention risk rises near 160 against US Dollar – DBS
DBS Bank’s Philip Wee highlights that USD/JPY is trading around 160, a level where intervention risk remains high. He notes…
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S&P 500: Record streak tests sustainability – Deutsche Bank
Deutsche Bank analysts highlight that the S&P 500 has just managed a ninth consecutive daily gain, taking it to fresh…
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British Pound: Range trading with soft tone against US Dollar – UOB
UOB strategists Quek Ser Leang and Lee Sue Ann describe GBP/USD price action as range-bound after a brief drop to 1.3407, expecting…
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Euro area: Inflation keeps ECB on hiking path – Nordea
Nordea economists Tuuli Koivu and Anders Svendsen say rising Euro-area headline and core inflation, driven mainly by higher energy costs…
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