Banks
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CEE FX: Normalising rates leave room for gains – ING
ING’s Frantisek Taborsky notes Central and Eastern European (CEE) rate curves have repriced sharply, with more tightening now expected in…
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Equities: China chip competition weighs on global markets – Deutsche Bank
Deutsche Bank strategists report that renewed concerns over Chinese competition and AI investment spending triggered a sharp selloff in global…
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Brent: Price slide reflects de-escalation hopes – Commerzbank
Commerzbank strategist Charlie Lay, notes Brent Oil tumbled 8.7% to USD 88.36, reversing much of last week’s surge as US–Iran…
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Singapore Dollar: MAS signals inflation concern – Commerzbank
Commerzbank’s Charlie Lay notes Monetary Authority of Singapore (MAS) unexpectedly tightened policy for a second meeting, slightly increasing the Singapore…
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Bank of England: Higher bar seen for rate hikes – ING
ING’s James Smith expects the Bank of England to keep rates on hold on 30 July and sees a prolonged…
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Indian Rupee: RBI inflow measures support against US Dollar – Commerzbank
Commerzbank analysts report that USD/INR was little changed near 96.57 on Friday but has edged higher since early July, largely…
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Euro: Energy risks cap recovery against US Dollar – ING
ING’s Francesco Pesole notes that EUR/USD has rebounded above 1.140 on lower Oil prices but argues the move looks optimistic…
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Australian Dollar: Extended RBA pause may weigh on AUD – BBH
Brown Brothers Harriman’s (BBH) Elias Haddad sees above-target Australian inflation keeping Reserve Bank of Australia (RBA) hike risks alive, with…
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Equities: Earnings and Fed keep risk balanced – Deutsche Bank
Deutsche Bank’s strategists note that global equities delivered a mixed performance, with the S&P 500 posting a second consecutive weekly decline even…
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Oil: Mounting supply risks and price pressures – Commerzbank
Commerzbank’s Charlie Lay notes that Brent and West Texas Intermediate (WTI) have pulled back after sharp gains, but underlying risks…
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