Banks
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US Dollar: Debasement narrative caps upside – OCBC
OCBC’s Sim Moh Siong and Christopher Wong note that the US Treasury’s expanded long-end buyback programme has revived market fears…
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Gold: Breakout sustains upward momentum – Societe Generale
Societe Generale analysts highlight that Gold has broken out of a small base formation, reclaimed its 200‑DMA and is enjoying…
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Bank of Canada: Tariff deal unlikely to accelerate hikes – TD Securities
TD Securities’ Robert Both expects the Bank of Canada to remain cautious even if a tariff agreement is reached. The…
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United Kingdom: Resilient growth outlook – Deutsche Bank
Deutsche Bank Research, led by Sanjay Raja and Maui Brennan, highlights the United Kingdom (UK) economy’s surprising resilience to the…
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South Korean Won: Cautious tightening path expected from BoK – DBS
DBS economists Taimur Baig and Radhika Rao expect the Bank of Korea (BoK) to raise its base rate by 25bps…
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Malaysian Ringgit: Robust trade supports MYR – Commerzbank
Commerzbank’s Moses Lim notes Malaysia’s July exports rose 38.0% year-on-year, marking a fourth month of double‑digit growth led by electronics…
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Thai Baht: Extended policy pause expected from Bank of Thailand – DBS
DBS economists Taimur Baig and Radhika Rao expect the Bank of Thailand (BoT) to keep its policy rate unchanged at…
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Malaysian Ringgit: Supported by strong fundamentals against US Dollar – OCBC
OCBC’s Sim Moh Siong and Christopher Wong stress that the Malaysian Ringgit (MYR) remains relatively well supported by a softer…
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United Kingdom: Burnham sentiment bounce – Deutsche Bank
Deutsche Bank strategists highlight a sharp improvement in sentiment towards Prime Minister Burnham and Labour. Their dbDIG household survey shows…
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United States: Yields risk renewed surge – Rabobank
Rabobank’s Senior US Strategist Philip Marey discusses United States (US) Treasuries, noting that the Treasury Department’s surprise move to boost…
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