Banks
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Brent: Iran talks keep risk premium in focus – Deutsche Bank
Deutsche Bank strategists highlight that negotiations between Iran and Oman over a new shipping framework through the Strait of Hormuz…
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Romanian Leu: Rating relief but NBR stays cautious – ING
ING’s Frantisek Taborsky says Romania’s unchanged Baa3 rating at Moody’s and prior Fitch decision should ease pressure after recent ROMGBs…
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Japanese Yen: Intervention faces persistent rate gap – HSBC
HSBC Asset Management reviews recent coordinated intervention by Japanese and US authorities to support the Japanese Yen, recalling the sharp…
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US Dollar: Softer labour data shifts Fed outlook – Societe Generale
Societe Generale’s Kenneth Broux reports that weaker US employment data and downward revisions have sharply reduced expectations for a September…
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Swedish Krona: Hormuz reopening could lift SEK against NOK – Commerzbank
Commerzbank’s Michael Pfister analyses NOK/SEK through oil-price sensitivity and rate expectations. He finds the Norwegian Krone reacts more strongly to…
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Australian Dollar: RBA set to hold amid inflation risks – BNY
BNY’s Geoff Yu and David Tam expect the Reserve Bank of Australia (RBA) to keep rates unchanged at 4.35%, noting that markets…
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Indonesia: Modest growth outlook – Standard Chartered
Standard Chartered’s Aldian Taloputra notes Indonesia’s Q2 GDP grew 5.3% year-on-year, slowing from 5.6% but beating consensus. Stronger-than-expected H1 data…
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China: Credit demand and liquidity trends – DBS
DBS Group Research anticipates China’s credit demand to stay weak in July, with new Yuan loans around RMB 10.8 billion…
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Chinese Yuan: Range trade holds with bullish tone against US Dollar – UOB
United Overseas Bank (UOB) analysts Quek Ser Leang and Lee Sue Ann see USD/CNH confined to a narrow intraday range,…
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Singapore: GDP revision and forecast upgrade – DBS
DBS Group Research expects Singapore’s final 2Q26 GDP to be revised up to 5.9% year-on-year and 1.3% quarter-on-quarter seasonally adjusted,…
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