البنوك
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Germany: War-driven energy shock risks ECB hike – Commerzbank
Commerzbank’s Senior Economist Dr. Ralph Solveen notes that Germany’s inflation rate rose from 1.9% to 2.7% in March 2026 as…
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BoC: Dovish tone and long hold signalled – TD Securities
TD Securities analysts anticipate the Bank of Canada’s (BoC) March Summary of Deliberations will maintain a dovish tone, stressing excess…
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BoE: On hold as CPI stays above target – Societe Generale
Societe Generale economists note the United Kingdom (UK) markets still price around 70 bps of Bank of England (BoE) easing…
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EUR: ECB faces stagflation and split risks – BNY
BNY’s Bob Savage argues that Eurozone stagflation risks are building as energy pressures rise, with headline CPI pushed higher by…
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Oil: Higher-for-longer price path as conflict extends – Societe Generale
Societe Generale analysts Michael Haigh, Ben Hoff and Jeremy Sellem argue that Brent now faces a higher-for-longer regime as the…
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JPY: Policy hints and intervention risk support Yen – Deutsche Bank
Deutsche Bank analysts note the Japanese Yen (JPY) has strengthened modestly against the US Dollar (USD) as officials flag speculative…
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USD/INR: RBI curbs bank positions to back Rupee – Commerzbank
Commerzbank’s Charlie Lay explains that the Reserve Bank of India (RBI) has capped banks’ net open Indian Rupee (INR) positions…
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Gold: Higher year-end targets despite sharp pullback – Commerzbank
Thu Lan Nguyen at Commerzbank has revised Gold forecasts higher, now seeing USD 5,000 per ounce by end-2026 and USD…
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ECB: Oil shock complicates path – ING
ING notes that ECB officials have offered little resistance to hawkish market pricing as Oil rises, reinforcing front-end EUR rate expectations. However,…
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الدولار الأمريكي/البيزو المكسيكي: مخاطر هبوط للبيزو بعد خفض سعر الفائدة من قبل بنك المكسيك المركزي – ستاندرد تشارترد
يشير دان بان وإيروين هي من بنك ستاندرد تشارترد إلى أن التخفيض المفاجئ الذي أجراه بنك المكسيك المركزي (بانكسيكو) بمقدار 25 نقطة أساس، وتوجيهاته بشأن اتخاذ خطوة أخرى في اتجاه التيسير النقدي…
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