Banks
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Equities: Tech earnings lift futures after quiet session – Deutsche Bank
The Deutsche Bank strategists describe a modestly positive shift in equity sentiment following Nvidia’s earnings. After a quiet cash session…
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Euro: Lower against US Dollar after PCE surprise – Danske Bank
Danske Research Team notes that the United States (US) Personal Consumption Expenditures (PCE) Price Index inflation surprise triggered a hawkish…
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Australian Dollar: RBA waits as inflation sticks – Commerzbank
Volkmar Baur at Commerzbank notes that the Reserve Bank of Australia (RBA) is in wait-and-see mode after three rate hikes,…
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US Dollar: Core PCE and Warsh remarks in focus – OCBC
OCBC Bank strategists Sim Moh Siong and Christopher Wong highlight that lower energy prices have helped pull US and European…
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Equities: Tech-led gains with softer Oil – Deutsche Bank
Deutsche Bank notes that Nvidia’s earnings have become a major macro catalyst, although the impact of positive surprises has faded…
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British Pound: Upside remains intact above 1.3605 against US Dollar – UOB
United Overseas Bank’s (UOB) Quek Ser Leang and Lee Sue Ann maintain a positive 1–3 week outlook for GBP/USD, with 1.3700 still in…
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Euro: Holds near 1.1670 against US Dollar as rate moves offset – Danske Bank
Danske Research Team reports that EUR/USD remained little changed around 1.1670, with the chart showing only a modest pullback from…
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Gold: Tariff conflict fuels safe haven bid – Commerzbank
Commerzbank’s Carsten Fritsch reports that Gold has surged to a three‑month high near USD 4,700 per ounce as US–Canada tariff…
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US Dollar: Fragmentation risks and reserve diversification – MUFG
Michael Wan at MUFG discusses US threats of economic punishment on countries dealing with Iran and new sanctions on over…
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Australian Dollar: RBA risks and carry support – BBH
Brown Brothers Harriman’s (BBH) Elias Haddad notes the Australian Dollar (AUD) largely ignored the Reserve Bank of Australia’s (RBA) August…
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