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
Banks
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Canadian Dollar: Firmer against US Dollar – Societe Generale
Societe Generale strategists highlight that USD/CAD is tactically expensive versus the 2-year spread and has recently met resistance near 1.4250…
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Equities: Risk of renewed rates volatility – BNY
BNY strategist David Tam warns that a renewed rise in rates volatility, as measured by the MOVE Index, could pressure…
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US Dollar: AI-driven imports reshape trade – Commerzbank
Commerzbank’s Volkmar Baur says AI-related capital-goods imports are structurally widening the US trade deficit. Strong foreign demand currently helps finance…
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Oil: Brent retraces gains on fragile ceasefire – Rabobank
Rabobank strategist Molly Schwartz notes that Brent Oil traffic through the Strait of Hormuz remains constrained despite a nominal ceasefire…
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Euro: Narrow path for sustained strength against US Dollar – ING
ING’s Francesco Pesole writes that Middle East tensions have modestly re-tightened EUR/USD short-term swap rate differentials by around 10bp, though…
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Equities: Tech and chips drive relief rally – Deutsche Bank
Deutsche Bank strategists say a strong semiconductor rally and lower oil prices helped lift global equities. The S&P 500 rebounded…
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Indian Rupee: Inflation uptick with monsoon support – DBS
DBS economist Radhika Rao expects India’s June CPI inflation to edge up to 4.1% YoY from 3.9%, driven by food…
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Polish Zloty: Dovish Glapinski undercuts support – Commerzbank
Commerzbank’s Tatha Ghose reports that the National Bank of Poland kept rates at 3.75% and a neutral stance, but Governor…
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Euro: Range trade bias intact against US Dollar – UOB
UOB’s Quek Ser Leang highlights a modest uptick in EUR/USD momentum, with scope to retest 1.1450 but limited prospects for a sustained…
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Japanese Yen: Policy shift talk supports JPY – MUFG
MUFG’s Derek Halpenny notes the Japanese Yen is leading G10 gains after Finance Minister Katayama unexpectedly urged households and the…
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