Banks
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EUR/USD: Support at 1.15 under pressure – ING
ING’s Chris Turner highlights that strong support just below 1.1500 in EUR/USD is increasingly at risk as elevated Oil prices…
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Gold: Fading momentum versus Oil and Dollar – BNY
BNY’s Head of Markets Macro Strategy Bob Savage notes that Gold has broken a five-week winning streak, losing 3% as…
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Oil: Price spike extends with war risk – Danske Bank
Danske Bank’s Danske Research Team highlights a sharp jump in Oil prices as Middle East tensions escalate, with Brent crude…
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USD/CAD: Sideways bias with safe-haven support – Rabobank
Rabobank analysts Molly Schwartz and Christian Lawrence argue that heightened geopolitical risk from the war in Iran has reinforced safe-haven…
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CNY: Flows diverge as safe haven doubts grow – BNY
BNY’s Head of Markets Macro Strategy Bob Savage notes a sharp divergence between CNY forwards and spot, suggesting hedge unwinding…
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Singapore: Limited growth hit from conflict – UOB
UOB Global Economics & Markets Research, through Associate Economist Jester Koh, judges that Singapore’s GDP exposure to the Middle East conflict is…
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USD/CNH: Upside risks as strong fix meets USD demand – OCBC
OCBC strategists Sim Moh Siong and Christopher Wong note that USD/CNH has traded higher as Iran-related geopolitical tensions support the…
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China: Inflation and trade data support modest recovery – ING
ING economists Lynn Song and Min Joo Kang expect China’s February CPI inflation to pick up to 1.0% year-on-year, mainly…
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DXY: Range trading on data focus – ING
ING’s Chris Turner notes the Dollar has struggled, with FX options skew showing strong demand for Dollar puts across tenors.…
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USD/JPY: Choppy but elevated path into 2H26 – HSBC
HSBC notes how Prime Minister Sanae Takaichi’s supermajority reshapes Japan’s policy backdrop and implications for the Japanese Yen and USD/JPY.…
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