Banks
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British Pound: Range trading outlook against Euro – Rabobank
Rabobank’s Senior FX Strategist Jane Foley discusses the British Pound’s (GBP) recent performance, noting it is currently the top G10…
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Canadian Dollar: Trade conflict keeps downside risks alive against US Dollar – ING
ING’s Francesco Pesole highlights escalating US-Canada trade tensions, with new US tariffs on Canadian autos and parts announced for early…
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Japanese Yen: Range trade within 157.90 and 159.80 against US Dollar – UOB
United Overseas Bank’s (UOB) Quek Ser Leang and Lee Sue Ann describe USD/JPY as locked in a range-trading phase, with…
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Australian Dollar: Cooling inflation but carry remains supportive – BBH
Brown Brothers Harriman’s (BBH) Elias Haddad expects Australia’s July Consumer Price Index (CPI) to ease, with headline and trimmed mean…
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CEE FX: Koruna leads as policy diverges – Commerzbank
Commerzbank’s Tatha Ghose reviews recent CEE FX performance, noting that the euro’s strength above 1.17 has supported high-beta PLN and…
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Hungarian Forint: MNB easing and HUF carry prospects – BNY
BNY’s Geoff Yu describes Hungary as a constructive story within EMEA, with post-election re-rating and scope for continued MNB easing.…
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Canadian Dollar: GDP rebound supports Loonie – TD Securities
TD Securities economists Robert Both and Emma Lawrence expect Canada’s Q2 National Accounts to show a sharp rebound in Gross…
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US Dollar: Debasement narrative caps upside – OCBC
OCBC’s Sim Moh Siong and Christopher Wong note that the US Treasury’s expanded long-end buyback programme has revived market fears…
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Gold: Breakout sustains upward momentum – Societe Generale
Societe Generale analysts highlight that Gold has broken out of a small base formation, reclaimed its 200‑DMA and is enjoying…
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Bank of Canada: Tariff deal unlikely to accelerate hikes – TD Securities
TD Securities’ Robert Both expects the Bank of Canada to remain cautious even if a tariff agreement is reached. The…
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