Banks
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British Pound: Trendline break points to deeper losses – Societe Generale
Societe Generale analysts, led by Kenneth Broux, report that GBP/USD has broken below its ascending trendline from April 2025 and is extending…
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Oil: Strait of Hormuz risks ease but fees loom – Rabobank
Rabobank highlights that a 60‑day US–Iran memorandum of understanding has reduced immediate risks to the global economy by keeping the…
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US Dollar Index: Breakout fuelled by hawkish Fed repricing – Societe Generale
Societe Generale’s Kenneth Broux highlights that the Dollar is in breakout territory after DXY moved above 101.00, supported by a…
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Oil: Flow resumption tempers war premium – Deutsche Bank
Deutsche Bank reports that Brent Oil initially fell after the US‑Iran memorandum of understanding, as investors faded war‑related economic fears,…
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Japanese Yen: Intervention risks rise near 1986 lows – Deutsche Bank
Deutsche Bank’s Jim Reid highlights that the Japanese Yen is trading near its weakest levels since 1986, with USD/JPY around…
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BoE: Steady policy path with active hold – Deutsche Bank
Deutsche Bank’s Chief UK Economist Sanjay Raja notes that the Bank of England kept Bank Rate at 3.75%, matching their…
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Euro area: ECB hikes see limited regional follow-through – BNY
BNY’s Bob Savage observes that recent ECB hikes have found few followers among other European central banks, with the BoE, SNB, Norges…
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Euro: Recovery seen but forecasts stay below consensus – Rabobank
Rabobank’s FX Strategy report argues the Euro played a significant role in last year’s strong EUR/USD rally, supported by Germany’s debt brake…
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United States Dollar Index: Recoupling with rates – Societe Generale
Societe Generale’s Kit Juckes notes that the Dollar Index is closely tracking EUR/USD and highlights how President Trump’s policies weakened the Dollar…
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United States Dollar: Rate-driven support into FOMC – BNY
BNY’s Geoff Yu notes that the Dollar is firming ahead of the FOMC as iFlow data show it increasingly driven…
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