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Banks

CAD: Labor softness weighs on currency – Commerzbank
Commerzbank’s Michael Pfister highlights that weaker-than-expected Canadian labor data, including job losses and a participation-driven drop in unemployment, underline fragilities…
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Energies

Oil Erases Early Losses
Brent crude oil futures rose above $68 per barrel on Monday as markets continued to gauge their appropriate risk premium.…
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Economics

Mexico Inflation Rate Accelerates in January
Mexico’s annual inflation rate rose to 3.79% in January 2026 from 3.69% in the previous month, below market expectations of…
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Banks

JPY: Takaichi victory fuels markets and policy shift – Danske Bank
Danske Bank’s Danske Research Team says Japanese Prime Minister Sanae Takaichi’s coalition secured a supermajority, giving her a strong mandate…
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Banks

GBP: Political stress weighs on Pound – ING
ING’s Chris Turner argues that UK political uncertainty around Prime Minister Keir Starmer, following the resignation of a close ally…
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Forex

EUR/USD maintains a bid tone: Fed easing hopes hurt the US Dollar
EUR/USD appreciates for the second consecutive day, reaching highs above 1.1860. Eurozone’s Sentix Index points to an improving economic outlook.…
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Banks

ECB: Dovish rhetoric with high bar for cuts – Societe Generale
Societe Generale analysts report that several ECB officials have turned more dovish, emphasizing downside inflation risks and potential disinflation from rising Chinese…
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Banks

ECB: Policy on hold as risks stay balanced – Deutsche Bank
Deutsche Bank economists Michael Kirker, Maria Contreras and Kuhumita Bhattacharya say the ECB kept rates at 2% and maintained a…
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Banks

USD/CAD: Labour data soft but CAD supported – TD Securities
TD Securities’ Global Strategy Team assesses Canada’s January Labour Force Survey as a modest unwind of prior strength, with employment…
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Economics

Takaichi’s Party Win Elections in Japan
The so-called “Takaichi trade” has returned to the spotlight following the decisive victory of Prime Minister Sanae Takaichi’s coalition in the lower-house election. The…
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