Banks
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Australian Dollar: Extended RBA pause may weigh on AUD – BBH
Brown Brothers Harriman’s (BBH) Elias Haddad sees above-target Australian inflation keeping Reserve Bank of Australia (RBA) hike risks alive, with…
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Equities: Earnings and Fed keep risk balanced – Deutsche Bank
Deutsche Bank’s strategists note that global equities delivered a mixed performance, with the S&P 500 posting a second consecutive weekly decline even…
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Oil: Mounting supply risks and price pressures – Commerzbank
Commerzbank’s Charlie Lay notes that Brent and West Texas Intermediate (WTI) have pulled back after sharp gains, but underlying risks…
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Euro: September hike outlook offers support against US Dollar – UOB
UOB strategists highlight that EUR/USD slipped slightly to 1.1369 as comments from European Central Bank (ECB) Governing Council member Gediminas Simkus suggested…
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Indonesian Rupiah: BI pause seen as hawkish hold – UOB
UOB Global Economics & Markets Research notes that Bank Indonesia kept its policy rate at 5.75%, opting to let earlier…
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Malaysia: Solid fundamentals support Ringgit and bonds – DBS
DBS Group Research economist Chua Han Teng argues that Malaysia’s financial markets reflect confidence in the country’s solid domestic fundamentals…
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South Korean Won: Strong GDP and inflows support Won – Commerzbank
Commerzbank reports that South Korea’s advance Q2 GDP rose 0.6% quarter-on-quarter and 3.7% year-on-year, beating expectations. Robust AI-related semiconductor demand…
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Brent: War premium drives triple-digit prices – UOB
UOB Global Economics & Markets Research highlights that escalating US-Iran tensions and Houthi attacks on Red Sea shipping have driven…
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South African Rand: SARB surprise weighs against US Dollar – Commerzbank
Commerzbank’s Volkmar Baur says the South African Reserve Bank’s (SARB) decision to keep its policy rate unchanged at 7% came…
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Gold: Oil-led inflation fears cap recovery – ING
ING’s Warren Patterson and Ewa Manthey report that Gold has come under pressure as higher Oil prices stoke inflation concerns and push…
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