Banks
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Germany: War-driven energy shock risks ECB hike – Commerzbank
Commerzbank’s Senior Economist Dr. Ralph Solveen notes that Germany’s inflation rate rose from 1.9% to 2.7% in March 2026 as…
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BoC: Dovish tone and long hold signalled – TD Securities
TD Securities analysts anticipate the Bank of Canada’s (BoC) March Summary of Deliberations will maintain a dovish tone, stressing excess…
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BoE: On hold as CPI stays above target – Societe Generale
Societe Generale economists note the United Kingdom (UK) markets still price around 70 bps of Bank of England (BoE) easing…
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EUR: ECB faces stagflation and split risks – BNY
BNY’s Bob Savage argues that Eurozone stagflation risks are building as energy pressures rise, with headline CPI pushed higher by…
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Oil: Higher-for-longer price path as conflict extends – Societe Generale
Societe Generale analysts Michael Haigh, Ben Hoff and Jeremy Sellem argue that Brent now faces a higher-for-longer regime as the…
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JPY: Policy hints and intervention risk support Yen – Deutsche Bank
Deutsche Bank analysts note the Japanese Yen (JPY) has strengthened modestly against the US Dollar (USD) as officials flag speculative…
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USD/INR: RBI curbs bank positions to back Rupee – Commerzbank
Commerzbank’s Charlie Lay explains that the Reserve Bank of India (RBI) has capped banks’ net open Indian Rupee (INR) positions…
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Gold: Higher year-end targets despite sharp pullback – Commerzbank
Thu Lan Nguyen at Commerzbank has revised Gold forecasts higher, now seeing USD 5,000 per ounce by end-2026 and USD…
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ECB: Oil shock complicates path – ING
ING notes that ECB officials have offered little resistance to hawkish market pricing as Oil rises, reinforcing front-end EUR rate expectations. However,…
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USD/MXN: Downside risks for Peso after Banxico cut – Standard Chartered
Standard Chartered’s Dan Pan and Erwin He note that Banxico’s surprise 25 bps cut and guidance for another easing step…
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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