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Economics
US Private Job Growth Holds Momentum
US private employers added an average of 15,500 jobs per week in the four weeks ending February 21st, the same…
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Metals
Gold steadies on softer USD, lower yields and easing inflation fears
Gold trades firm on Tuesday as a softer US Dollar and lower Treasury yields provide support. A sharp pullback in…
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Banks
ECB: Caution with softer tightening bets – BNY
BNY’s Head of Markets Macro Strategy Bob Savage notes that money markets scale back expectations for European Central Bank tightening.…
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Banks
Oil: Volatility, Hormuz risks and countdown clock – Rabobank
Rabobank strategists Molly Schwartz and Michael Every highlight extreme volatility in Brent, which spiked towards $120 before closing below $90,…
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Banks
CNY: Export strength underpins currency – Commerzbank
Volkmar Baur highlights exceptionally strong Chinese export data, with February exports up nearly 40% year-on-year and the combined January–February surplus…
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Banks
Fed: Conflict complicates rate-cut path – BNY
BNY’s Americas Macro Strategist John Velis argues that the Middle East conflict hits the U.S. economy via higher Oil prices,…
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Banks
Brent: Volatile war premium unwinds on Iran headlines – MUFG
MUFG’s Senior Currency Analyst Michael Wan highlights extreme volatility in Brent as prices spiked from US$90/bbl to US$120/bbl before retracing,…
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Banks
India: Tariff reset and sector winners – DBS
DBS Group Research’s Radhika Rao explains that the US and India have agreed a trade deal cutting reciprocal tariffs to…
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Banks
JPY: June hike prospects support currency – ING
ING’s Senior Economist Min Joo Kang argues that stronger Japan GDP data and resilient private spending support continued Bank of Japan (BoJ)…
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Banks
Gold: Safe-haven bid seen on dips – OCBC
OCBC strategists Sim Moh Siong and Christopher Wong attribute Gold’s pullback toward USD5015/oz to liquidity needs and profit‑taking rather than…
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