Banks
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India: Gradual firming CPI supports RBI patience – Societe Generale
Societe Generale strategist Kunal Kundu expects India’s June 2026 headline Consumer Price Index (CPI) inflation to print around 4.1% year-on-year,…
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Mexican Peso: High real yields underpin MXN demand – Rabobank
Rabobank strategists Christian Lawrence and Molly Schwartz note that despite Moody’s downgrade of Mexico to Baa3, 10-year MBono yields have…
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Euro: Geopolitics and ECB repricing supports EUR – Scotiabank
Scotiabank strategists Shaun Osborne and Eric Theoret note the Euro (EUR) is consolidating around the low 1.14s, with mixed G10…
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United Kingdom: Early election scenarios – Standard Chartered
Standard Chartered analysis by Christopher Graham and Saabir Salad discusses Andy Burnham’s stance against an early UK general election if…
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Euro: Upside bias held above strong support against US Dollar – UOB
United Overseas Bank’s (UOB) Quek Ser Leang reports EUR/USD holding near 1.1440 with a firmer underlying tone. The pair is expected to…
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Hungarian Forint: Dovish inflation path supports more cuts – ING
Frantisek Taborsky at ING highlights Hungarian inflation falling to 1.7%, below market and National Bank of Hungary (NBH) forecasts, cementing…
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Federal Reserve: Trimmed inflation guides rate outlook – Rabobank
RaboResearch Global Economics & Markets discusses how the Federal Reserve’s new task force on inflation frameworks under Chair Warsh may…
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European Central Bank: Cautious path to further hike – BNP Paribas
BNP Paribas analysts assess recent European Central Bank (ECB) communication from Sintra, highlighting Christine Lagarde’s cautious stance and shift toward…
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Canadian Dollar: Weakness extends against US Dollar – Societe Generale
Societe Generale’s Kenneth Broux highlights that USD/CAD has broken out of a large consolidation and extended gains towards 1.4250, with the upper…
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Japanese Yen: High bar for hawkish BoJ repricing – BBH
Brown Brothers Harriman’s (BBH) Elias Haddad reports USD/JPY is consolidating around 162.00 after touching a 40‑year high near 162.84. Japan’s…
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