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Markets

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Soft Commodities

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Soft Commodities

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Markets

Apollo Global warns on AI – Has the market become too optimistic?
Key takeaways Apollo argues that the market may be overly optimistic about the pace of AI monetization, with consensus expecting…
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Markets

Trade of The Day – AUD/JPY
period moving average Recommendation: Trade: Short AUDJPY at market price Target: 111.36, 110.75 Stop: 113.06 Opinion: Looking at AUDJPY on…
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Banks

Gold: Tentative stabilisation on oil relief – OCBC
OCBC strategists Christopher Wong and Sim Moh Siong highlight that Gold has rebounded as Oil prices eased, reducing inflation and Fed tightening…
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Banks

Canadian Dollar: Firmer against US Dollar – Societe Generale
Societe Generale strategists highlight that USD/CAD is tactically expensive versus the 2-year spread and has recently met resistance near 1.4250…
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Banks

Equities: Risk of renewed rates volatility – BNY
BNY strategist David Tam warns that a renewed rise in rates volatility, as measured by the MOVE Index, could pressure…
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Banks

US Dollar: AI-driven imports reshape trade – Commerzbank
Commerzbank’s Volkmar Baur says AI-related capital-goods imports are structurally widening the US trade deficit. Strong foreign demand currently helps finance…
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Banks

Oil: Brent retraces gains on fragile ceasefire – Rabobank
Rabobank strategist Molly Schwartz notes that Brent Oil traffic through the Strait of Hormuz remains constrained despite a nominal ceasefire…
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