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Bonds

Treasury Yields Rise as Oil Spikes
The yield on the US 10-year Treasury note edged up to 4.36% on Thursday, as concerns about a renewed inflation…
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BBH

USD/MXN: Trade resilience supports Peso – Commerzbank
Commerzbank’s Michael Pfister argues that Mexico’s strong US export performance and extensive USMCA compliance have cushioned the Mexican economy and…
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Banks

CEE FX: Limited relief for regional currencies – ING
ING’s Frantisek Taborsky notes that Central and Eastern European currencies remain under pressure despite recent gains in the Forint, Zloty…
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Banks

India: Growth trimmed as energy shock bites – Standard Chartered
Standard Chartered’s India economists Anubhuti Sahay and Saurav Anand cut India’s FY27 GDP growth forecast to 6.4% from 7.0% and FY26 to…
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Banks

BoC: Dovish patience with geopolitical risks – TD Securities
TD Securities analysts characterize the Bank of Canada’s (BoC) March Summary of Deliberations as slightly dovish, consistent with the March…
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Bonds

Swiss 10-Year Bond Yield Inches Up
Switzerland’s 10-year government bond yield rose to near 0.39%, in line with major peers, as investors reassessed geopolitical risks. Expectations…
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Metals

Palladium Drops Below $1,400 on Middle East Uncertainty
Palladium futures slipped below $1,400 per ounce, extending losses amid a broad metals sell-off sparked by escalating Middle East tensions.…
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Energies

Thermal Coal Holds Surge
Futures of thermal coal shipments out of Australia were above $135 per tonne in April, maintaining most of the surge…
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Soft Commodities

Sugar Futures Move Up
Sugar futures in the US rose to near 15.4 US cents, up from two-week lows of 15.2 hit on April…
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