S&P 500 — US Large Cap Index
FTSE 100 — UK Blue Chips
Euro Stoxx 50 — Eurozone Leaders
DAX 40 — German Equities
CAC 40 — French Market Index
Nikkei 225 — Japan Benchmark
Hang Seng — Hong Kong Index
Shanghai Composite — China Mainland
ASX 200 — Australian Market
TSX Composite — Canada Index
Nifty 50 — India Large Cap
STI Index — Singapore Market
KOSPI — South Korea Index
Bovespa — Brazil Equities
JSE Top 40 — South Africa Index
IPC Index — Mexico Market
Banks
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New Zealand Dollar: Business survey supports RBNZ hikes – BBH
Brown Brothers Harriman’s (BBH) Elias Haddad notes the New Zealand Dollar (NZD) is stronger against major currencies, with local bonds…
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US Dollar: Hawkish hold tempers USD strength – ING
ING’s Knightley and Turner highlight that a neutral‑hawkish Fed hold has slightly weakened the Dollar, reversing positioning that had shifted toward a…
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Federal Reserve: September hike risk stays elevated – ABN AMRO
ABN AMRO strategists analyze the latest Federal Reserve decision to keep the federal funds rate at 3.5-3.75%. They highlight dissenting…
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Australian Dollar: RBA sees inflation still above target – BNY
BNY’s Geoff Yu reports that Reserve Bank of Australia (RBA) Assistant Governor Sarah Hunter described Australia’s Consumer Price Index (CPI)…
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Euro: Fed split supports EUR against US Dollar – Commerzbank
Commerzbank’s FX Research team, including Charlie Lay and colleagues, notes that the Dollar Index fell and EUR/USD climbed after the Federal Reserve…
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US Dollar: Real yields drive correction risk – ING
ING’s Chris Turner notes that US real yields and the US Dollar (USD) fell after a confusing FOMC press conference,…
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Equities: Fed-driven yield spike pressures equities – Deutsche Bank
Deutsche Bank notes that the Federal Reserve’s (Fed) on-hold decision and limited detail from Chair Warsh sparked a sharp steepening…
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Copper: Speculative longs rise on tight supply – ING
ING’s Warren Patterson and Ewa Manthey highlight that speculative net long positions in LME Copper increased notably in the latest…
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Oil: Middle East tensions revive inflation channel – BNY
BNY reports that renewed Iranian–U.S. hostilities lifted Brent above 3%, reviving the inflation channel but remaining secondary to Fed and…
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US Dollar: Long positioning faces FOMC risk – DBS
DBS Bank’s Philip Wee notes that Dollar bulls have built substantial long USD positions ahead of the FOMC, encouraged by…
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