البنوك
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Asian FX: Energy shock risks weigh on regional currencies – MUFG
MUFG’s Senior Currency Analyst Lloyd Chan highlights that Asia is highly exposed to potential energy flow disruptions through the Strait…
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US: Services growth seen easing on Iran uncertainty – TD Securities
TD Securities analysts expect US ISM Services to soften in March as geopolitical uncertainty from Iran weighs on sentiment. They…
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Brent: Conflict keeps risk premium elevated – OCBC
OCBC strategists Sim Moh Siong and Christopher Wong argue that market hopes for de-escalation in the US–Iran conflict look premature…
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USD: Escalation risks support Dollar strength – MUFG
MUFG’s Lloyd Chan notes that persistent geopolitical tensions around Iran are reinforcing USD strength. Elevated US yields, resilient labour data…
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USD/JPY: Overextension near 160 raises BoJ risk – DBS
Philip Wee at DBS Group Research argues that USD/JPY looks overextended as it tests Japan’s 160 pain threshold. The pair…
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Eurozone: Inflation and fiscal shifts shape rates – BNY
BNY’s Bob Savage flags unpleasant preliminary March inflation in Europe, driven by energy and refined products, with diesel prices above…
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ECB: Recovery outlook and rate path – Societe Generale
Societe Generale economists see the Euro area entering the latest energy shock with improved resilience and reduced Oil and gas…
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Brent: War-driven supply shock supports prices – Commerzbank
Commerzbank’s Dr. Henry Hao and Moses Lim highlight that Brent crude Oil remains supported as Middle East conflict disrupts regional…
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USD/MXN: Trade resilience supports Peso – Commerzbank
Commerzbank’s Michael Pfister argues that Mexico’s strong US export performance and extensive USMCA compliance have cushioned the Mexican economy and…
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CEE FX: Limited relief for regional currencies – ING
ING’s Frantisek Taborsky notes that Central and Eastern European currencies remain under pressure despite recent gains in the Forint, Zloty…
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