Banks
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Oil: Higher-for-longer price path as conflict extends – Societe Generale
Societe Generale analysts Michael Haigh, Ben Hoff and Jeremy Sellem argue that Brent now faces a higher-for-longer regime as the…
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JPY: Policy hints and intervention risk support Yen – Deutsche Bank
Deutsche Bank analysts note the Japanese Yen (JPY) has strengthened modestly against the US Dollar (USD) as officials flag speculative…
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USD/INR: RBI curbs bank positions to back Rupee – Commerzbank
Commerzbank’s Charlie Lay explains that the Reserve Bank of India (RBI) has capped banks’ net open Indian Rupee (INR) positions…
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Gold: Higher year-end targets despite sharp pullback – Commerzbank
Thu Lan Nguyen at Commerzbank has revised Gold forecasts higher, now seeing USD 5,000 per ounce by end-2026 and USD…
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ECB: Oil shock complicates path – ING
ING notes that ECB officials have offered little resistance to hawkish market pricing as Oil rises, reinforcing front-end EUR rate expectations. However,…
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USD/MXN: Downside risks for Peso after Banxico cut – Standard Chartered
Standard Chartered’s Dan Pan and Erwin He note that Banxico’s surprise 25 bps cut and guidance for another easing step…
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Oil: Upside risks persist as Iran deadline extended – ING
ING analysts Ewa Manthey and Warren Patterson note that Oil prices have steadied after US President Donald Trump extended the…
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EUR/USD: War-driven forecasts and softer Dollar outlook – Commerzbank
Commerzbank, led by Chief Economist Jörg Krämer, has cut its 2026 Eurozone growth forecast and now expects fewer ECB rate…
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NOK: Hawkish Norges Bank supports carry – Societe Generale
Societe Generale analysts note that Norway’s central bank, Norges Bank signalled higher rates are likely soon to bring inflation back…
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Oil: Volatile price action on ceasefire uncertainty – ING
ING’s Ewa Manthey and Warren Patterson note that NYMEX WTI and ICE Brent are up around 2% after sharp volatility…
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