Banks
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AUD/USD: Bullish breakout targets higher levels – Societe Generale
Societe Generale analysts highlight that AUD/USD has broken out of consolidation and is in a steady uptrend, supported by its 50‑DMA. The…
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EUR/USD: Hawkish ECB talk meets Oil risk – ING
ING’s Francesco Pesole highlights that hawkish comments from ECB officials, including President Lagarde and Peter Kazimir, have reinforced market pricing for a…
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USD: Inflation focus and energy shock scenarios – MUFG
MUFG’s Head of Research Derek Halpenny notes that the proposed IEA-coordinated Oil reserve release could temporarily offset supply disruption in…
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US: CPI and limited Fed tools – UBS
UBS Chief Economist Paul Donovan notes that US February CPI data predates recent market volatility but remains important for Federal Reserve policy. He expects…
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Oil: Volatility spikes on Hormuz disruption – Commerzbank
Commerzbank analysts highlight extreme swings in Brent and WTI as the Strait of Hormuz remains effectively closed, forcing key Middle…
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Oil: Geopolitical risks and Hormuz bottleneck – Rabobank
Rabobank’s RaboResearch Global Economics & Markets team highlights that Oil prices are not fully reflecting escalating risks around the Strait…
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USD: Inflation risks keep Fed easing constrained – DBS
DBS Group Research economist Eugene Leow highlights that consensus expects US CPI at 2.4% year-on-year and 0.3% month-on-month for February, with investors…
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Equities: Tech leadership returns as Oil swings – Danske Bank
Danske Research Team notes that European equities rebounded strongly, with Stoxx 600 up 2% and OMX Nordic nearly 3%, while US indices…
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ECB: Caution with softer tightening bets – BNY
BNY’s Head of Markets Macro Strategy Bob Savage notes that money markets scale back expectations for European Central Bank tightening.…
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Oil: Volatility, Hormuz risks and countdown clock – Rabobank
Rabobank strategists Molly Schwartz and Michael Every highlight extreme volatility in Brent, which spiked towards $120 before closing below $90,…
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