البنوك
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Equities: Risk recovery and Asia tech focus – BNY
BNY’s Bob Savage notes that equities show the clearest recovery in risk appetite, though holdings remain below mean reversion, especially in South…
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USD: Softer tone as conflict risk eases – MUFG
MUFG’s Senior Currency Analyst Lee Hardman notes the US Dollar (USD) has retreated, with the US Dollar Index (DXY) back…
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CHF: Intervention risk caps safe-haven appeal – OCBC
OCBC strategists Sim Moh Siong and Christopher Wong argue that Swiss Franc (CHF) safe-haven demand is being constrained by perceived…
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Silver – Chinese demand surge cools after record – ING
ING’s commodities team highlights that China’s Silver imports hit a record in March, driven by retail and solar-sector demand, far exceeding the…
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Fed: Warsh hearing and term premium concerns – Societe Generale
Societe Generale’s Kenneth Broux frames Kevin Warsh’s confirmation hearing as pivotal for US rates, with markets focused on potential changes to…
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NZD: Stagflation risks weigh on kiwi – Commerzbank
Commerzbank’s Volkmar Baur notes New Zealand inflation at 3.1% year-on-year, slightly above the Reserve Bank of New Zealand (RBNZ) target,…
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Fed: Leadership clash raises market risk – DBS
DBS Group Research’s Philip Wee highlights how the US Senate confirmation hearing for Kevin Warsh as Fed Chair could reshape…
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Gold: Buy dips as geopolitics whipsaw risk – OCBC
OCBC strategists Sim Moh Siong and Christopher Wong highlight that Gold remains closely tied to risk proxies, with weekend geopolitical…
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GBP/USD: Political noise and softer BoE pricing – ING
ING’s Chris Turner notes Sterling has held up even as markets scale back Bank of England tightening expectations to just…
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USD: Volatility shifts support weaker trend – HSBC
HSBC Asset Management notes that April’s recovery in risk appetite has coincided with a sharp fall in the US Dollar,…
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