Banks
-

India: Growth trimmed as energy shock bites – Standard Chartered
Standard Chartered’s India economists Anubhuti Sahay and Saurav Anand cut India’s FY27 GDP growth forecast to 6.4% from 7.0% and FY26 to…
Read More » -

BoC: Dovish patience with geopolitical risks – TD Securities
TD Securities analysts characterize the Bank of Canada’s (BoC) March Summary of Deliberations as slightly dovish, consistent with the March…
Read More » -

USD/INR: Regulatory squeeze supports Rupee – MUFG
MUFG’s Senior Currency Analyst Michael Wan analyzes new RBI measures restricting Indian Rupee non-deliverable derivatives and recent limits on onshore USD/INR positions.…
Read More » -

BoE: Bailey challenges rate hike pricing – ING
ING’s Chris Turner highlights that Bank of England (BoE) Governor Andrew Bailey pushed back against aggressive tightening expectations, warning markets…
Read More » -

US: Inflation upturn with oil shock – Commerzbank
Commerzbank economists Dr. Christoph Balz and Dr. Ralph Solveen argue that higher Oil prices from the Iran War are set…
Read More » -

USD: NFP normalization and Fed hold expectations – TD Securities
TD Securities analysts expect the March US labor report to show a normalization in Nonfarm Payrolls (NFP), with headline gains…
Read More » -

JPY: Energy shock impact seen more contained – MUFG
MUFG’s Head of Research Derek Halpenny notes that the Japanese Yen was one of the best G10 performers in March and argues…
Read More » -

UK: Growth risks from energy shock – Deutsche Bank
Deutsche Bank’s Chief UK Economist Sanjay Raja warns that the UK faces rising recession risks as higher energy prices hit…
Read More » -

USD/CAD: Rally shows exhaustion near 1.39 – Scotiabank
Scotiabank strategists Shaun Osborne and Eric Theoret note the Canadian Dollar (CAD) is only slightly firmer versus the Dollar (USD)…
Read More » -

NOK: Energy support and hawkish shift – Rabobank
Rabobank’s Senior FX Strategist Jane Foley argues that higher energy prices and a more hawkish Norges Bank stance are supportive…
Read More »








