Banks
-

Brent: Large monthly drop after Hormuz scare – UOB
UOB strategists note that Brent crude has just recorded its largest monthly percentage decline since December 2025, despite briefly spiking…
Read More » -

Equities: Strong earnings offset Middle East risks – Danske Bank
Danske Research Team reports that equities ended last week higher, led by tech and growth, even as Iran-related risks and…
Read More » -

AUD/USD: RBA hike expectations support pair – Commerzbank
Commerzbank strategists note AUD/USD held at 0.7200 on Friday and gained modestly over the week as markets price further Reserve Bank of…
Read More » -

EUR/USD: ECB’s Nagel flags June hike risk as volatility stays muted – BNY
BNY reports that Bundesbank President Joachim Nagel has signaled a likely European Central Bank rate hike in June unless the outlook improves,…
Read More » -

USD/JPY: Intervention risk and oil focus shape outlook – BNY
BNY’s Bob Savage highlights that suspected FX intervention has driven a sharp Japanese Yen rebound, with the Ministry of Finance…
Read More » -

Bank of England: Active hold with June risks – Rabobank
Rabobank’s RaboResearch notes the Bank of England kept rates unchanged while striking an “alert but careful” tone, with Governor Bailey describing an…
Read More » -

USD/JPY: Intervention buys time as risks persist – MUFG
MUFG’s Derek Halpenny argues that recent Japanese authorities’ action around the 160 level in USD/JPY likely reflects renewed intervention, with…
Read More » -

EUR/GBP: Confusing picture on BoE communication – ING
ING’s Chris Turner describes Sterling price action as confusing after the Bank of England’s latest communication. While he sees the BoE laying…
Read More » -

BoE: June hike seen as one and done – ING
ING’s James Smith notes that the Bank of England (BoE) kept rates at 3.75% in April but is moving closer…
Read More » -

Fed: Hawkish split and higher-rate path – Deutsche Bank
Deutsche Bank strategists report that the Federal Reserve (Fed) left rates unchanged but saw four dissents, the most since 1992, including both dovish and…
Read More »








