Banks
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British Pound: Political risks and BoE stance shape outlook – Rabobank
Rabobank’s Senior FX Strategist Jane Foley discusses British Pound (GBP) prospects around UK welfare reform, shifting voter polls and the upcoming Bank…
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Polish Zloty: Political fragmentation clouds zloty outlook – Commerzbank
Commerzbank’s Tatha Ghose highlights that Poland’s Law and Justice party has split, with Mateusz Morawiecki forming Development Plus and polling…
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Federal Reserve: Close July call keeps Dollar traders data-focused – BNY
BNY strategists John Velis and David Tam expect the Federal Reserve (Fed) to keep the federal funds rate unchanged at…
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Singapore Dollar: MAS surprise tightening supports SGD – HSBC
HSBC’s Abhilash Narayan notes that the Monetary Authority of Singapore (MAS) unexpectedly tightened policy on 27 July 2026 by raising…
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US Dollar: Fed hike odds and asymmetric risks – DBS
DBS Group Research’s Philip Wee notes that the Dollar is trading on diverging themes versus Developed Market and Asia-ex Japan…
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CEE FX: Normalising rates leave room for gains – ING
ING’s Frantisek Taborsky notes Central and Eastern European (CEE) rate curves have repriced sharply, with more tightening now expected in…
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Equities: China chip competition weighs on global markets – Deutsche Bank
Deutsche Bank strategists report that renewed concerns over Chinese competition and AI investment spending triggered a sharp selloff in global…
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Brent: Price slide reflects de-escalation hopes – Commerzbank
Commerzbank strategist Charlie Lay, notes Brent Oil tumbled 8.7% to USD 88.36, reversing much of last week’s surge as US–Iran…
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Singapore Dollar: MAS signals inflation concern – Commerzbank
Commerzbank’s Charlie Lay notes Monetary Authority of Singapore (MAS) unexpectedly tightened policy for a second meeting, slightly increasing the Singapore…
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Bank of England: Higher bar seen for rate hikes – ING
ING’s James Smith expects the Bank of England to keep rates on hold on 30 July and sees a prolonged…
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