MUFG

EUR/USD: Conflict keeps downside risks in play – MUFG

According to MUFG’s Derek Halpenny, the ECB’s communication and achievement of its price stability goal leave it in a relatively…

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GBP: BoE repricing lifts Pound but risks loom – MUFG

MUFG’s Derek Halpenny highlights that the Bank of England’s unanimous hold and sharp front-end repricing have driven a notable rise…

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Scope for Dollar to extend gains further – MUFG

MUFG’s Derek Halpenny notes that the recent retracement in Brent has eased immediate upward pressure on the Dollar, but he…

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IDR: BI dovish bias with Strait of Hormuz risks – MUFG

MUFG’s Senior Currency Analyst Michael Wan notes that Bank Indonesia benefits from Indonesia’s net commodity exporter status, but faces weak…

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Asian FX: Energy shock risks weigh on outlook – MUFG

MUFG analysts Lin Li, Michael Wan, Lloyd Chan and Khang Sek Lee highlight that Asian currencies and rates are vulnerable as the…

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USD/INR: Rupee vulnerability under Strait of Hormuz shock – MUFG

MUFG’s Senior Currency Analyst Michael Wan warns the Indian Rupee is vulnerable under a prolonged Iran–Middle East conflict and Strait…

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USD: Inflation focus and energy shock scenarios – MUFG

MUFG’s Head of Research Derek Halpenny notes that the proposed IEA-coordinated Oil reserve release could temporarily offset supply disruption in…

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Brent: Volatile war premium unwinds on Iran headlines – MUFG

MUFG’s Senior Currency Analyst Michael Wan highlights extreme volatility in Brent as prices spiked from US$90/bbl to US$120/bbl before retracing,…

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USD: Oil shock supports greenback as conflict drags – MUFG

MUFG’s Senior Currency Analyst Lee Hardman notes that the surge in Oil prices linked to the Middle East conflict is…

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USD/JPY: Downside bias with policy drivers – MUFG

MUFG’s Senior Currency Analyst Michael Wan notes that the US Dollar weakened, with USD/JPY dropping below 156 and expected further…

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