Banks
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Fed: Guidance, reaction function and rates – BNY
BNY Markets strategists John Velis and David Tam discuss new Federal Reserve (Fed) task forces and focus on the Communications…
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Oil: Hormuz risk repricing lifts prices – Rabobank
Rabobank’s Michael Every highlights a sharp Oil rally ahead of United States (US) Consumer Price Index (CPI) and Fed Chair Warsh’s testimony,…
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New Zealand Dollar: Gulf re-escalation favours Kiwi outperformance – ING
ING strategist Francesco Pesole notes that the New Zealand Dollar is the best-performing G10 currency since early week, boosted by…
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Japanese Yen: Domestic savings shift aids JGBs and JPY – MUFG
MUFG’s Lee Hardman notes Japanese government bond yields have fallen despite higher global yields, with Japanese Government Bonds (JGBs) supported…
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US Dollar: Tailwinds build as oil and Fed reprice – OCBC
OCBC strategists Sim Moh Siong and Christopher Wong note the US Dollar (USD) has strengthened broadly on higher Oil prices,…
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Fed presents its semi-annual report. Stocks are expensive but no bubble?
Only days before Kevin Warsh’s first congressional testimony as Fed Chair, the Federal Reserve has published its semi-annual report on…
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Indonesian Rupiah: Weakness risks persist – MUFG
MUFG’s Lloyd Chan highlights the Indonesian rupiah’s continued vulnerability as USD/IDR moved back above 18,000 amid renewed Middle East tensions…
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Singapore: Resilient GDP and strong NODX – DBS
DBS economists Radhika Rao and Mo Ji forecast Singapore’s advance 2Q26 Gross Domestic Product (GDP) growth at 5.8% year-on-year and…
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Taiwan Dollar: CBC inflation risks support against US Dollar – Commerzbank
Commerzbank’s report on Taiwan notes that stronger inflation, with core CPI at 2.5%, is likely to push the CBC towards…
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Gold: Tentative stabilisation on oil relief – OCBC
OCBC strategists Christopher Wong and Sim Moh Siong highlight that Gold has rebounded as Oil prices eased, reducing inflation and Fed tightening…
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