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Banks

AUD: Energy shock threatens fragile consumption – TD Securities
TD Securities analysts highlight a record monthly rise in the Melbourne Institute Inflation Gauge, pushing headline and trimmed mean inflation…
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Banks

Oil: War risk and supply headlines support prices – Commerzbank
Commerzbank analysts highlight that Brent has climbed above $111 per barrel as the Iran conflict continues and Trump links any…
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Banks

Aluminium: Gulf outages tighten global balance – ING
ING analysts Ewa Manthey and Warren Patterson report that Aluminium supply risks have intensified after Iranian attacks on Emirates Global…
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Metals

XAG/USD drifts below $72 with all eyes on Iran’s war
Silver extends its reversal from Monday’s highs above $81.00 to levels below $72.00. Precious metals remain on the defensive with…
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Banks

AUD/NZD: Diverging flows and policy risks – BNY
BNY’s Head of Markets Macro Strategy Bob Savage highlights a growing divergence between the New Zealand Dollar (NZD) and Australian…
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Banks

EUR/USD: Gradual recovery path tied to Hormuz risks – NBC
National Bank of Canada (NBC) economists Stéfane Marion and Kyle Dahms describe recent Euro (EUR) weakness versus Dollar (USD) after…
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BBH

UK: Energy shock weighs on outlook – Societe Generale
Societe Generale economists describe a quiet week in the UK, with Gilt yields easing as markets trimmed Bank of England…
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Banks

USD/JPY: Firm tone but capped below 162.00 – UOB
United Overseas Bank’s (UOB) Quek Ser Leang and Lee Sue Ann note USD/JPY traded quietly between 159.28 and 159.82, closing…
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Geo-Political

Iran rejects US temporary ceasefire proposal – Reuters
According to a Reuters report, a senior Iranian official has rejected a temporary ceasefire called in the two-tier deal by…
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Economics

Eurozone Growth Slows in March as War and Inflation Bite
The S&P Global Eurozone Composite PMI was revised up slightly to 50.7 in March 2026 (from a flash estimate of…
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