البنوك
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Euro: Services PMI reaction in focus – Commerzbank
Commerzbank’s Michael Pfister highlights persistent headwinds for the Euro after dovish comments from European Central Bank (ECB) President Christine Lagarde reduced market…
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Oil: Energy shock drives macro risks – Rabobank
Rabobank’s Senior Macro Strategist Teeuwe Mevissen highlights that Oil and broader energy markets remain central to the global macro backdrop,…
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British Pound: Political change and flows – BNY
BNY’s Geoff Yu highlights that Sir Keir Starmer’s resignation and the likely appointment of Andy Burnham as Prime Minister are…
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Euro: Test of 1.140 seen before recovery against US Dollar – ING
ING’s Francesco Pesole sees a decent risk that EUR/USD will need to test 1.140 as lingering post-Fed Dollar momentum plays out before…
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Canada: Inflation seen firming with energy support – TD Securities
TD Securities strategists expect Canada’s May Consumer Price Index (CPI) to rise, with headline inflation projected at 3.1% year-on-year and…
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Brent: Talks ease supply risk – Deutsche Bank
Deutsche Bank strategists note that Brent Oil has reversed earlier gains as progress in US–Iran talks reduces fears over disruptions…
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Japanese Yen: BoJ tightening fails to lift Japanese Yen – OCBC
OCBC strategists Sim Moh Siong and Christopher Wong note that the Bank of Japan’s (BoJ) 25 bp hike to 1.0%…
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Gold: Losses extend with higher-for-longer Fed – ING
ING strategists Warren Patterson and Ewa Manthey say Gold fell for a third straight session and week, losing over 2% as investors…
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الدولار الكندي: استمرار الاتجاه الهبوطي مقابل الدولار الأمريكي – سوسيتي جنرال
تشير «سوسيتي جنرال» إلى أن زوج العملات USD/CAD قد تسارع صعوده بعد كسر خط الاتجاه الهبوطي الذي كان سائدًا منذ العام الماضي، مما يشير إلى وجود زخم…
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Indonesian Rupiah: Fiscal risks keep caution – MUFG
Michael Wan at MUFG stresses that local factors matter for Asia FX, focusing on current account deficit currencies reliant on…
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