Banks
-

JPY: Takaichi victory fuels markets and policy shift – Danske Bank
Danske Bank’s Danske Research Team says Japanese Prime Minister Sanae Takaichi’s coalition secured a supermajority, giving her a strong mandate…
Read More » -

GBP: Political stress weighs on Pound – ING
ING’s Chris Turner argues that UK political uncertainty around Prime Minister Keir Starmer, following the resignation of a close ally…
Read More » -

ECB: Dovish rhetoric with high bar for cuts – Societe Generale
Societe Generale analysts report that several ECB officials have turned more dovish, emphasizing downside inflation risks and potential disinflation from rising Chinese…
Read More » -

ECB: Policy on hold as risks stay balanced – Deutsche Bank
Deutsche Bank economists Michael Kirker, Maria Contreras and Kuhumita Bhattacharya say the ECB kept rates at 2% and maintained a…
Read More » -

USD/CAD: Labour data soft but CAD supported – TD Securities
TD Securities’ Global Strategy Team assesses Canada’s January Labour Force Survey as a modest unwind of prior strength, with employment…
Read More » -

Gold and Silver: Diversifier role challenged by volatility – HSBC
HSBC Asset Management comments that Gold and Silver saw spectacular price moves in 2025, driven by geopolitical tensions and concerns over Fed independence, before…
Read More » -

EUR/USD: Upward pressure expected – UOB
UOB analysts Quek Ser Leang and Lee Sue Ann suggest that the Euro against the US Dollar is facing mild upward pressure…
Read More » -

USD/SGD: Constructive view with CNY support – MUFG
MUFG’s Asia FX team keeps a constructive stance on the Singapore Dollar (SGD), arguing that a firm Chinese Yuan and…
Read More » -

EUR: ECB maintains rates as growth holds – UOB
The European Central Bank (ECB) has decided to keep interest rates unchanged for the fifth consecutive meeting, following significant cuts…
Read More » -

GBP: Dovish BoE surprises markets – ING
ING’s Chris Turner discusses the Bank of England’s recent dovish stance, which was unexpected and has shifted market expectations towards…
Read More »








