Banks
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Bank of Japan cautious on further hikes – Rabobank
Rabobank Research Global Economics & Markets reports that the Bank of Japan (BOJ) is reluctant to continue rapid rate hikes,…
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Brent Oil: Conflict-driven surge shapes bond stress – Deutsche Bank
Deutsche Bank’s Jim Reid highlights that Brent Oil has surged sharply in Q3 as the US–Iran conflict re-escalated, driving a…
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Mexican Peso: Weakness and USMCA risk repricing – Commerzbank
Commerzbank’s research notes that the Mexican Peso (MXN) had a disappointing September, losing over 4% against the Dollar since late…
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US Treasuries: Cold War yield parallels – Rabobank
Rabobank’s RaboResearch Global Economics & Markets notes that US Treasury yields ended Q3 sharply higher, with 10-year and 30-year yields…
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Euro: Political stress and limited FX reaction – Commerzbank
Commerzbank analysts Michael Pfister and Tatha Ghose examine how Euro political risks, especially in France, Spain and Italy, transmit to…
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Fed path shaped by firm inflation – Societe Generale
Societe Generale’s Jan Groen reviews August US inflation and growth data, highlighting that Core PCE came in softer than expected…
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US Dollar: Fed outlook supported by robust data – TD Securities
TD Securities economists Oscar Munoz and Eli Nir assess US PCE and GDP revisions as broadly supportive for a firm…
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EUR/USD: Lagarde’s dovish tilt weighs on Euro – ING
Francesco Pesole at ING says EUR/USD downside risks have increased after dovish comments from European Central Bank (ECB) President Christine…
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AUD/USD: RBA hike fails to lift Aussie – MUFG
Lee Hardman at MUFG highlights that the Australian Dollar has slipped back below 0.7000 against the US Dollar, testing the…
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S&P 500: Higher yields pressure equities – Deutsche Bank
Deutsche Bank’s Early Morning Reid notes that rising US yields and Oil prices are weighing on equities. The S&P 500…
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S&P 500 — US Large Cap Index
FTSE 100 — UK Blue Chips
Euro Stoxx 50 — Eurozone Leaders
DAX 40 — German Equities
CAC 40 — French Market Index
Nikkei 225 — Japan Benchmark
Hang Seng — Hong Kong Index
Shanghai Composite — China Mainland
ASX 200 — Australian Market
TSX Composite — Canada Index
Nifty 50 — India Large Cap
STI Index — Singapore Market
KOSPI — South Korea Index
Bovespa — Brazil Equities
JSE Top 40 — South Africa Index
IPC Index — Mexico Market






