S&P 500 — US Large Cap Index
FTSE 100 — UK Blue Chips
Euro Stoxx 50 — Eurozone Leaders
DAX 40 — German Equities
CAC 40 — French Market Index
Nikkei 225 — Japan Benchmark
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
Banks
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US Dollar: Warsh speech risks asymmetric USD reaction – Commerzbank
Commerzbank’s Volkmar Baur notes the US Dollar has stabilized after last week’s setback, with Kevin Warsh’s Jackson Hole speech seen…
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Euro: Focus on Fed signals and Jackson Hole – Deutsche Bank
Deutsche Bank strategists note that EUR/USD traded at 1.165 as markets await Fed Chair Warsh’s Jackson Hole speech, which could shift expectations…
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Japanese Yen: Range trading remains intact against US Dollar – UOB
United Overseas Bank’s (UOB) Quek Ser Leang and Lee Sue Ann note USD/JPY held in a narrow band around 159.35,…
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New Zealand Dollar: Bearish stance maintained on rate hike pricing – TD Securities
TD Securities’ FX strategist Howard Du maintains a bearish New Zealand Dollar (NZD) bias, noting that Reserve Bank of New…
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Oil: Hormuz supply recovery eases risk premium – BNY
Geoff Yu at BNY notes that improving flows through the Strait of Hormuz are easing Oil supply fears and supporting…
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Brazilian Real: Rate cuts may support BRL against US Dollar – Societe Generale
Societe Generale strategists observe that the Brazilian Real (BRL) largely ignored softer inflation data, which still supports a Banco Central…
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Mexican Peso: Carry-driven strength extends against US Dollar – Rabobank
Rabobank’s Christian Lawrence and Molly Schwartz highlight that USD/MXN has broken below 17 for the first time since May 2024,…
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Turkish Lira: Inflation expectations outpace CBRT forecasts – Commerzbank
Commerzbank’s Tatha Ghose revisits Turkish inflation dynamics, noting seasonally-adjusted price momentum above 2% m/m and warning that disinflation is unlikely.…
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Norwegian Krone: Valuation headwinds temper NOK against Euro – BNY
BNY’s Geoff Yu notes that stronger Oil prices have improved Norway’s terms of trade, but EUR/NOK gains have pushed up…
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Australian Dollar: RBA hike repricing supports gains – DBS
BS Group Research’s Philip Wee notes AUD/USD has risen 2.2% in August after a 1.5% gain in July, leaving the…
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