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Banks

Mexican Peso: High real yields underpin MXN demand – Rabobank
Rabobank strategists Christian Lawrence and Molly Schwartz note that despite Moody’s downgrade of Mexico to Baa3, 10-year MBono yields have…
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Banks

Euro: Geopolitics and ECB repricing supports EUR – Scotiabank
Scotiabank strategists Shaun Osborne and Eric Theoret note the Euro (EUR) is consolidating around the low 1.14s, with mixed G10…
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Banks

United Kingdom: Early election scenarios – Standard Chartered
Standard Chartered analysis by Christopher Graham and Saabir Salad discusses Andy Burnham’s stance against an early UK general election if…
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Markets

Iran: A perpetual conflict, but not perpetual declines
Carl von Clausewitz, one of the most important military theorists in history, once said that “ War is merely the…
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Markets

The End of the Disc Era: How the Demise of Physical Games Will Boost Sony’s Margin
When Sony announced that, from January 2028, the PlayStation 5 would no longer support new titles on physical media, the…
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Energies

Will oil return to $100 per barrel? Trump points to the end of the ceasefire
The situation in the oil market is turning 180 degrees after less than a month. After testing the area of…
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Markets

Dolar snaps back – the return of Middle East hostilities drains currency markets
The foreign exchange market has turned defensive following a sudden escalation in the conflict between Iran and the United States.…
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Markets

Will the AI Bull Market Return to Wall Street? Meta Platforms’ New Business Could Be the Catalyst
Key takeaways Meta Compute could become a new revenue stream for Meta Platforms, much like AWS eventually became Amazon’s most…
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Bonds

Swiss 10-Year Yield at Over 3-Week High
Switzerland’s 10-year government bond yield rose above 0.37%, rising to over a three-week high, as renewed geopolitical tensions and higher…
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Bonds

Canada 10Y Bond Yield Hits 6-week High
Canada 10 Year Government Bond Yield increased to 3.55%, the highest since May 2026. Over the past 4 weeks, Canada…
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