Banks
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Czech Koruna: CZK softens against Euro as CNB waits – Commerzbank
Commerzbank’s Tatha Ghose reports that the Czech National Bank (CNB) kept its policy rate at 3.75% and returned to a…
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Japanese Yen: Higher US rate volatility favors safe havens – BNY
BNY’s David Tam argues that rising U.S. rate volatility should favor safe-haven currencies, with the Yen historically benefiting from such…
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Gold: Breakout holds as US payrolls loom – OCBC
OCBC’s Sim Moh Siong and Christopher Wong note Gold has retained most recent gains after breaking key resistance, supported by lower Oil,…
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Equities: Sector rotation dominates risk-off – Danske Bank
Danske Research Team reports equities closed lower in a 2026-style risk-off session driven by sentiment rather than macro or earnings.…
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Euro: US payrolls could cap gains against the US Dollar – Commerzbank
Commerzbank’s Michael Pfister notes that reduced expectations for Federal Reserve (Fed) tightening have helped EUR/USD climb, but questions how justified this move…
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Brent: US-Iran tensions support prices – ING
ING analysts Warren Patterson and Ewa Manthey note renewed strength in Oil, with ICE Brent rallying back above $82/bbl as…
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Euro: Rebound against US Dollar faces key cloud barrier – UOB
UOB Group’s Quek Ser Leang highlights that EUR/USD has staged a sharp rebound after drifting sideways, following a decline from January’s high…
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Euro: Recovery stalls near 1.1550 resistance against US Dollar – Scotiabank
Scotiabank highlights that the Euro is slightly softer versus the Dollar after touching levels last seen in mid-June, with fundamentals still supportive…
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Indian Rupee: Foreign inflows to aid INR against US Dollar – ING
ING economists Deepali Bhargava and Lynn Song note that the Indian Rupee (INR) has given back much of its June…
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United Kingdom: Confidence may unlock household spending – Rabobank
Rabobank’s Stefan Koopman analyses United Kingdom demand prospects under Prime Minister Burnham’s shift from “securonomics” to “vibonomics”. The report argues…
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