البنوك
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Gold: Rising oil clouds Fed easing hopes – OCBC
OCBC strategists Sim Moh Siong and Christopher Wong report Gold has traded lower despite geopolitical tensions, as higher Oil prices…
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USD/INR: 95.23 retest risk grows amid INR pressure – Societe Generale
Societe Generale analysts discuss persistent headwinds for the Indian Rupee (INR) against US Dollar (USD) as India faces large Oil…
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EUR/USD: Consolidation band guidance – UOB
UOB’s strategists Quek Ser Leang and Lee Sue Ann describe EUR/USD as range-bound after a brief drop to 1.1676 and a flat…
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Oil: UAE exit reshapes supply outlook – Commerzbank
Commerzbank’s Dr. Henry Hao and Charlie Lay note Brent and WTI extended gains as the United Arab Emirates announced it…
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Silver: Inflation shock threatens demand – TD Securities
TD Securities’ commodity team highlights that Silver has already fallen sharply since the conflict began and could face further downside if inflation…
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Equities: Rally remains selective and regionally split – Danske Bank
Danske Research Team reports that equities continue to grind higher, led by US and tech names, while cyclicals outperform and consumer staples…
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EUR/HUF: MNB is expected to hold rates – ING
ING strategist Frantisek Taborsky says Hungary remains central in Central and Eastern European (CEE), with the first post‑election central bank…
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Asian FX: Oil risk threatens recovery momentum – OCBC
OCBC strategists Sim Moh Siong and Christopher Wong note most Asian FX have firmed, led by MYR, THB and TWD,…
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USD/JPY: Convergence delayed but capped by intervention – HSBC
HSBC strategists highlight that the Japanese Yen (JPY) has been the weakest G10 currency month-to-date, with USD/JPY trading in an…
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EUR/USD: EU policy risks and weaker German sentiment – BNY
BNY’s Bob Savage highlights that China has criticized the European Union’s (EU) proposed Industrial Accelerator Act as discriminatory, warning of…
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