S&P 500 — US Large Cap Index
FTSE 100 — UK Blue Chips
Euro Stoxx 50 — Eurozone Leaders
DAX 40 — German Equities
CAC 40 — French Market Index
Nikkei 225 — Japan Benchmark
Hang Seng — Hong Kong Index
Shanghai Composite — China Mainland
ASX 200 — Australian Market
TSX Composite — Canada Index
Nifty 50 — India Large Cap
STI Index — Singapore Market
KOSPI — South Korea Index
Bovespa — Brazil Equities
JSE Top 40 — South Africa Index
IPC Index — Mexico MarketBanks
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China: War risks reshape growth outlook – Rabobank
Rabobank strategists assess how the US and Israel’s war against Iran could affect China. They note higher Oil and gas…
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Taiwan: Export slowdown but outlook bright – ING
ING’s Chief Economist for Greater China, Lynn Song, notes that Taiwan’s April trade data showed slower export and import growth…
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Indonesia: Growth momentum seen easing – Standard Chartered
Standard Chartered’s Aldian Taloputra notes Indonesia’s GDP growth accelerated to 5.6% year-on-year in Q1 2026, driven by front-loaded fiscal stimulus, seasonal festival…
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Brazil: IPCA shock complicates easing path – Wells Fargo
Wells Fargo Economics projects Brazil’s April IPCA inflation to rise 0.9% month-over-month and around 4.5% year-over-year, near or above the…
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Asia FX – Divergent paths under Hormuz scenarios – MUFG
MUFG economists Lin Li, Michael Wan, Lloyd Chan and Khang Sek Lee outline a base case where the reopening of…
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Aluminium: Bauxite export cap threatens supply – Commerzbank
Commerzbank’s Thu Lan Nguyen argues that any relief from a potential reopening of the Strait of Hormuz for Aluminium will…
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USD/JPY: Recovery risks for carry trades – Societe Generale
Societe Generale analysts argue that the Japanese Yen remains significantly undervalued versus the Dollar on a purchasing power parity basis,…
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GBP: Political risks build but currency holds – MUFG
Derek Halpenny at MUFG highlights that United Kingdom (UK) Gilt yields have jumped sharply, echoing past episodes of political and…
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Fed: Warsh’s policy shift and Dollar outlook – Commerzbank
Commerzbank economists Bernd Weidensteiner and Christoph Balz assess how incoming Fed Chair Kevin Warsh could reshape U.S. monetary policy and…
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USD/BRL: High carry keeps Real in focus – ING
ING’s Chris Turner calls Brazil one of his preferred emerging markets, citing strong terms of trade, buoyant equities and expectations of 100bp…
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