Banks
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US Dollar: Consumer clouds over hike pricing – Rabobank
Rabobank’s Molly Schwartz notes that United States (US) Treasury yields were mostly flat with a slight bull-steepening bias, while the…
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Australian Dollar: Softer CPI backs RBA pause – Commerzbank
Commerzbank’s Volkmar Baur contrasts the Reserve Bank of Australia (RBA) with the Reserve Bank of New Zealand (RBNZ), noting Australia…
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S&P 500: Record high on AI and Iran repricing – Deutsche Bank
Deutsche Bank analysts note the S&P 500 hit a fresh record, extending its year-to-date gain to nearly 10%, supported by…
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Swiss Franc: Intervention stance offsets safe-haven appeal – Rabobank
Rabobank’s Senior FX Strategist Jane Foley highlights that despite resilient Swiss growth and firm PMI readings, very low inflation leaves…
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US Dollar: Supported by higher-for-longer Fed stance – TD Securities
TD Securities’ US Economic Outlook suggests a higher-for-longer Federal Reserve stance that is typically supportive for the US Dollar. The bank sees stagflationary risks…
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Canadian Dollar: Range signals possible reversal against US Dollar – Scotiabank
Scotiabank analysts Shaun Osborne and Eric Theoret note that the Canadian Dollar (CAD) is steady against the US Dollar (USD)…
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US Dollar: Positioning turns negative as Fed debate builds – Rabobank
Rabobank strategists Jane Foley and Molly Schwartz note that speculative US Dollar (USD) positioning has slipped into net short territory…
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New Zealand Dollar: Hawkish RBNZ stance supports against US Dollar – DBS
DBS Group Research economist Philip Wee expects the Reserve Bank of New Zealand (RBNZ) to deliver a hawkish hold, prioritising…
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US Dollar Index: Upside risks extend as growth outperforms – BBH
Brown Brothers Harriman’s (BBH) Elias Haddad reiterates its constructive view on the Dollar Index (DXY), warning it may overshoot the…
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Indian Rupee: Gradual stabilisation prospects after oil shock – ING
ING’s Deepali Bhargava argues that India’s fuel subsidies and diversified energy sourcing have contained the inflation and growth impact of…
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