Banks
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CNY: Export strength underpins currency – Commerzbank
Volkmar Baur highlights exceptionally strong Chinese export data, with February exports up nearly 40% year-on-year and the combined January–February surplus…
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Fed: Conflict complicates rate-cut path – BNY
BNY’s Americas Macro Strategist John Velis argues that the Middle East conflict hits the U.S. economy via higher Oil prices,…
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Brent: Volatile war premium unwinds on Iran headlines – MUFG
MUFG’s Senior Currency Analyst Michael Wan highlights extreme volatility in Brent as prices spiked from US$90/bbl to US$120/bbl before retracing,…
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India: Tariff reset and sector winners – DBS
DBS Group Research’s Radhika Rao explains that the US and India have agreed a trade deal cutting reciprocal tariffs to…
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JPY: June hike prospects support currency – ING
ING’s Senior Economist Min Joo Kang argues that stronger Japan GDP data and resilient private spending support continued Bank of Japan (BoJ)…
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Gold: Safe-haven bid seen on dips – OCBC
OCBC strategists Sim Moh Siong and Christopher Wong attribute Gold’s pullback toward USD5015/oz to liquidity needs and profit‑taking rather than…
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Brent: Volatility eases after Trump comments – Deutsche Bank
Deutsche Bank’s Jim Reid and his team describe an extreme reversal in Brent Oil, with prices falling from an intraday…
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EUR: Positioning turns less constructive on inflation risk – Rabobank
Rabobank strategists Molly Schwartz and Jane Foley report that EUR net long positions have declined for a third consecutive week,…
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USD: Oil shock supports greenback as conflict drags – MUFG
MUFG’s Senior Currency Analyst Lee Hardman notes that the surge in Oil prices linked to the Middle East conflict is…
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Brent: Risk premium drives triple‑digit prices – Societe Generale
Societe Generale analysts Michael Haigh and Ben Hoff say Brent has surged above $100/bbl as Middle East supply losses deepen…
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