البنوك
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Singapore: Exports boosted by electronics cycle – DBS
DBS Group Research expects Singapore’s non-oil domestic exports to rise for a seventh consecutive month in March 2026, accelerating to…
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China: Growth risks skewed to upside in Q1 – Commerzbank
Commerzbank’s Dr. Henry Hao sees upside risks to China’s Q1 2026 GDP versus the bank’s 4.6% forecast, supported by resilient exports and…
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RBNZ: Hold at 2.25% with tightening bias – BNY
BNY’s Head of Markets Macro Strategy Bob Savage at notes that the Reserve Bank of New Zealand (RBNZ) kept the…
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USD/BRL: Targets 5.55 by end-2026 – Rabobank
Rabobank economists Mauricio Une and Renan Alves note that the Dollar (USD) closed last week at 5.1573, with the Brazilian…
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DXY: Retreat extends but floor holds – ING
ING’s Chris Turner notes that risk assets are rebounding after the Iran ceasefire, with higher equities, a bullish steepening in yield…
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India: RBI seen on prolonged hold – UOB
UOB’s Jester Koh notes that the Reserve Bank of India (RBI) kept the policy repo rate at 5.25% in April…
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Gold: Ceasefire lifts prices as traders watch Hormuz – DBS
DBS Group Research’s Eugene Leow notes that Gold surged over 2% to above USD4800 after a two-week ceasefire between the US and…
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NZD: RBNZ tightening bias and earlier hike risk – TD Securities
TD Securities analysts review the latest Reserve Bank of New Zealand (RBNZ) decision, noting the cash rate was held at…
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Gold: Ceasefire rally driven by yields and rates – Commerzbank
Commerzbank’s Carsten Fritsch reports that Gold jumped up to 3% to USD 4,855 per ounce after the 14‑day Middle East…
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USD: Market reprieve and Dollar risks – Rabobank
Rabobank strategists Michael Every and Bas van Geffen note that a temporary ceasefire between the United States (US) and Iran…
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