Banks
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Brent Oil: Geopolitics delay supply recovery – OCBC
OCBC strategists Sim Moh Siong and Christopher Wong raise their end-2026 Brent forecast to USD 80/bbl from USD 75/bbl as…
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Equities: Geopolitics and yields pressure stocks – Deutsche Bank
Deutsche Bank’s Jim Reid notes that global equities ended August on a softer footing as escalating US-Iran tensions and a hawkish Jackson…
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British Pound: Downside risk focuses on 1.3480 against US Dollar – UOB
United Overseas Bank’s (UOB) Quek Ser Leang and Lee Sue Ann note that GBP/USD remains in a short-term range after…
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Euro: Modest rebound against US Dollar as yields rise – Danske Bank
Danske Research Team notes that EUR/USD has modestly rebounded above 1.16 following recent Dollar strength after Fed Chair Kevin Warsh’s…
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Euro: Inflation test for ECB hike odds – BNY
Geoff Yu at BNY argues that upcoming German CPI and Eurozone flash CPI are critical for European Central Bank expectations,…
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Gold: Fed hawkishness caps upside – ING
ING’s commodities team, led by Warren Patterson and Ewa Manthey, reports that Gold came under pressure after Federal Reserve Chair…
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US Dollar: Warsh speech supports greenback – DBS
DBS Group Research economist Philip Wee notes that the US Dollar (USD) recovered after Fed Chairman Kevin Warsh’s Jackson Hole…
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Japanese Yen: Market needs more than BoJ pricing – OCBC
OCBC FX Strategist Sim Moh Siong and Christopher Wong highlight that the Japanese Yen (JPY) has already benefited from aggressive…
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Brent: Hormuz tensions keep prices supported above $90 – ING
ING analysts Warren Patterson and Ewa Manthey note that oil prices, including ICE Brent, started the week stronger after US…
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British Pound: Downside risks with 1.3480 in sight against US Dollar – UOB
United Overseas Bank’s (UOB) Quek Ser Leang and Lee Sue Ann report that GBP/USD fell sharply to 1.3527 and closed at 1.3540,…
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