البنوك
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EUR/USD: Range trade expected after failed push higher – UOB
UOB economists Quek Ser Leang Lee and Sue Ann highlight that EUR/USD spiked to 1.1848 before reversing sharply, leaving the Euro looking…
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EUR/USD: Limited upside as longer-term Dollar risks grow – Commerzbank
Commerzbank’s Thu Lan Nguyen argues that in the short term EUR/USD gains are capped as markets may be overestimating the…
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China: Policy easing expectations trimmed – DBS
DBS Group Research economists highlight that China’s Q1 2026 GDP growth accelerated to 5.0% year-on-year, driven by strong external demand and resilient…
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AI: Competitive edge debate – UBS
UBS Chief Economist Paul Donovan assesses how Artificial Intelligence (AI) may affect productivity and whether the European Union (EU) could…
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USD/CAD: Modest downside as Fed cuts loom – ING
ING keeps a mildly bearish profile for USD/CAD into year‑end, driven mainly by expected Dollar weakness once the Federal Reserve resumes cutting in 3Q.…
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USD/INR: RBI curbs refiners’ Dollar demand – BNY
BNY’s Bob Savage notes that the Reserve Bank of India (RBI) has told state-run Oil refiners to cut spot US…
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Fed: Cuts questioned as inflation risks build – Nordea
Nordea analysts Ole Håkon Eek-Nielsen and Jan von Gerich argue that higher energy and commodity prices, together with tight labour…
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EUR/USD: Recovery prospects face central bank pushback – DBS
DBS Group Research’s Philip Wee notes that EUR/USD’s recent advance stalled after repeated failures to break 1.18, as the European…
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USD: Labor data supports resilience – TD Securities
TD Securities reports that United States labor market data surprised slightly on the positive side, with initial jobless claims below expectations and…
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Oil: Conflict risks and Strait disruption – Rabobank
Rabobank strategist Molly Schwartz highlights that European Union (EU) and Gulf Cooperation Council (GCC) officials see a potential US–Iran deal…
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