البنوك
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DXY: Energy shock keeps Dollar bid – BBH
Brown Brothers Harriman’s (BBH) Elias Haddad notes that a prolonged energy shock from the Iran conflict heightens financial stability risks…
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AUD: Energy shock threatens fragile consumption – TD Securities
TD Securities analysts highlight a record monthly rise in the Melbourne Institute Inflation Gauge, pushing headline and trimmed mean inflation…
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Oil: War risk and supply headlines support prices – Commerzbank
Commerzbank analysts highlight that Brent has climbed above $111 per barrel as the Iran conflict continues and Trump links any…
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Aluminium: Gulf outages tighten global balance – ING
ING analysts Ewa Manthey and Warren Patterson report that Aluminium supply risks have intensified after Iranian attacks on Emirates Global…
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AUD/NZD: Diverging flows and policy risks – BNY
BNY’s Head of Markets Macro Strategy Bob Savage highlights a growing divergence between the New Zealand Dollar (NZD) and Australian…
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EUR/USD: Gradual recovery path tied to Hormuz risks – NBC
National Bank of Canada (NBC) economists Stéfane Marion and Kyle Dahms describe recent Euro (EUR) weakness versus Dollar (USD) after…
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UK: Energy shock weighs on outlook – Societe Generale
Societe Generale economists describe a quiet week in the UK, with Gilt yields easing as markets trimmed Bank of England…
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USD/JPY: Firm tone but capped below 162.00 – UOB
United Overseas Bank’s (UOB) Quek Ser Leang and Lee Sue Ann note USD/JPY traded quietly between 159.28 and 159.82, closing…
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CAD: Jobs data and geopolitics steer rates – TD Securities
TD Securities strategists Robert Both and Emma Lawrence highlight that Canadian rates are opening weaker, with yields tracking US moves…
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USD/IDR: BI turns cautious as Rupiah weakens – Commerzbank
Commerzbank’s Dr. Henry Hao and Moses Lim note that Indonesia March CPI slowed to 3.5% year-on-year, back within Bank Indonesia’s (BI) target…
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