البنوك
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USD/JPY: Verbal pushback as 162–164 looms – TD Securities
TD Securities analysts highlight growing official frustration with Japanese Yen weakness as USD/JPY breached the 160 level in the past…
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Mexico: Sub‑potential growth with delayed easing – Societe Generale
Societe Generale’s Dev Ashish projects Mexico’s 2026 growth to remain below potential, constrained by weak manufacturing, investment and USMCA‑related uncertainty.…
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Eurozone: Rising energy shock challenges ECB – ING
ING’s Bert Colijn notes that Eurozone inflation has jumped from 1.9% to 2.5%, driven entirely by higher energy prices, while core and…
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ECB: War-driven energy shock shapes rate path – Nomura
Nomura analyst Andrzej Szczepaniak argues that March Euro area inflation will not significantly alter the ECB’s near-term policy stance. They…
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Brent: Forecast lifted with $150 risk – Societe Generale
Societe Generale’s commodities team has revised its Oil outlook, warning Brent could spike towards $150/bbl in a higher‑for‑longer scenario if the…
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AUD: RBA flags oil-driven inflation risks – Rabobank
Rabobank’s Global Strategist Michael Every notes the Reserve Bank of Australia (RBA) minutes stress that it is not possible to…
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EURO: ECB still lags Fed on inflation response – Commerzbank
Commerzbank’s Michael Pfister argues that, despite a sharper repricing of European Central Bank (ECB) tightening versus the Fed since the latest energy…
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NOK: Energy support and Norges Bank hawkish shift – MUFG
MUFG analysts note that NOK has outperformed most European peers during the Middle East conflict, supported by Norway’s energy exporter…
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Eurozone: Inflation fears rise on war shock – ING
ING’s Chief Economist Bert Colijn highlights that Eurozone sentiment weakened in March as the Middle East war hit confidence. The…
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GBP: Repricing risks into spring – Rabobank
Rabobank’s Senior FX Strategist Jane Foley notes that the Pound has been the second best performing G10 currency after the Dollar since…
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