Banks
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Oil: Upside risks persist as Iran deadline extended – ING
ING analysts Ewa Manthey and Warren Patterson note that Oil prices have steadied after US President Donald Trump extended the…
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EUR/USD: War-driven forecasts and softer Dollar outlook – Commerzbank
Commerzbank, led by Chief Economist Jörg Krämer, has cut its 2026 Eurozone growth forecast and now expects fewer ECB rate…
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NOK: Hawkish Norges Bank supports carry – Societe Generale
Societe Generale analysts note that Norway’s central bank, Norges Bank signalled higher rates are likely soon to bring inflation back…
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Oil: Volatile price action on ceasefire uncertainty – ING
ING’s Ewa Manthey and Warren Patterson note that NYMEX WTI and ICE Brent are up around 2% after sharp volatility…
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Gold: CTA selling risk and structural cracks – TD Securities
TD Securities’ Senior Commodity Strategist Daniel Ghali warns that Commodity Trading Advisors (CTAs) are likely to sell Gold unless prices…
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NZD/USD: RBNZ risk but pressure to persist – HSBC
HSBC Global Research expects New Zealand Dollar (NZD) to stay under pressure versus USD in coming weeks, even as markets…
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ECB: Market pricing challenges Lagarde stance – ING
ING strategists Michiel Tukker and Benjamin Schroeder note that markets continue to price two to three European Central Bank (ECB)…
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USD/CAD: Bullish trend extends above fair value – Scotiabank
Scotiabank strategists Shaun Osborne and Eric Theoret highlight that USD/CAD continues to grind higher as haven demand for the US Dollar dominates,…
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GBP: Retail sales setback but momentum holds – TD Securities
TD Securities expects UK Retail Sales for February to decline, projecting -0.6% month-on-month versus the market’s -0.7% and January’s 1.8%.…
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USD: Real rate support capped by Europe – BNY
BNY strategist Geoff Yu argues that rising European real yields are increasingly offsetting traditional support for the Dollar from higher…
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