Banks
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European Central Bank: Further hikes risk skewed to upside – Nomura
Nomura strategists expect the European Central Bank (ECB) to raise rates this week, taking the depo rate to 2.50%, and to keep…
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Polish Zloty: Rate cuts seen off table through year-end – Commerzbank
Commerzbank’s Tatha Ghose expects Poland’s NBP to leave rates unchanged at 3.75% and sees the key question as whether the MPC formally…
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Equities: Broad US pullback as tech limits losses – Deutsche Bank
Deutsche Bank strategists note a broad-based decline in US equities, with the S&P 500 down 0.58% and more than 70%…
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Equities: Tech leadership with Astra boost – Danske Bank
Danske Bank notes European equities were broadly flat on Monday, with the Stoxx 600 unchanged and OMX Nordic slightly higher,…
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Oil: Risk premium builds with Persian Gulf tensions – ING
ING analysts Warren Patterson and Ewa Manthey say Oil prices are grinding higher, with ICE Brent close to $100/bbl as…
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Japanese Yen: Focus on strength and BoJ path – MUFG
MUFG’s Michael Wan highlights ongoing strength in the Japanese Yen, with recent USD/JPY volatility seeing the pair drop toward 152.88…
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Euro: Volatility eyed into late week – Commerzbank
Commerzbank’s Antje Praefcke notes that EUR/USD is likely to stay relatively quiet until later in the week, when the European…
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Hungarian Forint: Inflation surprise and HUF dynamics – ING
ING’s Frantisek Taborsky highlights that Hungarian inflation rebounded to 1.3% in August but stayed below expectations and the NBH’s forecast,…
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Equities: Tech leadership with Astra boost – Danske Bank
Danske Bank notes European equities were broadly flat on Monday, with the Stoxx 600 unchanged and OMX Nordic slightly higher,…
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Euro: Range-bound risks against US Dollar with ECB focus – OCBC
OCBC’s Christopher Wong notes EUR/USD is holding near 1.16 as a softer US Dollar (USD) and firmer Euro-area data offset…
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