Banks
-

Oil: Supply response tempers geopolitical spike – OCBC
OCBC’s Sim Moh Siong highlights that crude briefly surged toward USD120/bbl on Iranian attacks before easing as US officials signalled…
Read More » -

Dollar strength returns on geopolitics – Scotiabank
Scotiabank’s global FX strategy team reports broad Dollar strength as G10 performance realigns with early US/Iran conflict patterns. They stress…
Read More » -

Dollar: Fed lagging ECB and BoE – ING
ING strategists Francesco Pesole, Frantisek Taborsky and Chris Turner note that the Dollar has weakened as hawkish shifts by the…
Read More » -

GBP: BoE repricing lifts Pound but risks loom – MUFG
MUFG’s Derek Halpenny highlights that the Bank of England’s unanimous hold and sharp front-end repricing have driven a notable rise…
Read More » -

Eurozone: ECB caution and hawkish risk – DBS
DBS Group Research economist Radhika Rao notes that the ECB kept rates unchanged but highlighted spillover risks from geopolitical tensions, with updated…
Read More » -

GBP/USD: BoE hawkish tilt underpins Pound – ING
ING’s Francesco Pesole notes that the Bank of England surprised markets with a unanimous hold and strong guidance that it…
Read More » -

Scope for Dollar to extend gains further – MUFG
MUFG’s Derek Halpenny notes that the recent retracement in Brent has eased immediate upward pressure on the Dollar, but he…
Read More » -

Oil: War risks and supply disruption – Rabobank
Rabobank’s Senior Global Strategist Michael Every argues escalating conflict involving Iran, Israel and regional actors is increasingly threatening Oil supply…
Read More » -

IDR: BI dovish bias with Strait of Hormuz risks – MUFG
MUFG’s Senior Currency Analyst Michael Wan notes that Bank Indonesia benefits from Indonesia’s net commodity exporter status, but faces weak…
Read More » -

Brent: Supply risk keeps prices above USD 100 – Danske Bank
Danske Bank’s Danske Research Team underlines that conflict in the Middle East has intensified, with Iran targeting Oil and gas…
Read More »







