Banks
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Singapore: GDP revision and forecast upgrade – DBS
DBS Group Research expects Singapore’s final 2Q26 GDP to be revised up to 5.9% year-on-year and 1.3% quarter-on-quarter seasonally adjusted,…
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Philippines: BSP policy outlook shifts – Standard Chartered
Standard Chartered’s Jonathan Koh and Edward Lee now expect Bangko Sentral ng Pilipinas (BSP) to keep its policy rate unchanged…
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Indonesian Rupiah: Supportive domestic backdrop, capped gains – Commerzbank
Commerzbank’s FX analysts, including Charlie Lay and Moses Lim, note that USD/IDR slipped slightly but stayed below the key 18,000…
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Equities: AI profitability doubts grow – Nordea
Nordea analysts Kirsti Sunde Midttun and Ole Håkon Eek-Nielsen argue that AI profitability faces structural pressure from high inference costs,…
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Silver: Solar demand headwinds emerge – Commerzbank
Commerzbank’s Carsten Fritsch notes that the Silver price has surged over 10% this week to USD 63.9 per troy ounce, its highest level since…
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Canadian Dollar: Labour strength and BoC stance – TD Securities
TD Securities economists Robert Both and Emma Lawrence highlight a strong Canadian labour market, with July employment up 75k and…
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Mexico: Banxico extended hold stance – Societe Generale
Societe Generale’s Dev Ashish reports that Banxico left its policy rate at 6.50%, signalling an extended pause as inflation hovers…
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Oil: Prices jump on Hormuz tensions – MUFG
MUFG’s Michael Wan notes that Oil has spiked on renewed tensions in the Strait of Hormuz, even as Brent remains…
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Canadian Dollar: Labour resilience favours CAD against US Dollar – TD Securities
TD Securities strategists expect Canada’s July Jobs Report to confirm ongoing labour market strength, with employment rising another 20k, matching…
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Equities: Stocks pressured by higher yields and energy risks – Deutsche Bank
Deutsche Bank strategists notes that the S&P 500 slipped as geopolitical developments and higher yields pressured sentiment. Energy outperformed while…
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S&P 500 — US Large Cap Index
FTSE 100 — UK Blue Chips
Euro Stoxx 50 — Eurozone Leaders
DAX 40 — German Equities
CAC 40 — French Market Index
Nikkei 225 — Japan Benchmark
Hang Seng — Hong Kong Index
Shanghai Composite — China Mainland
ASX 200 — Australian Market
TSX Composite — Canada Index
Nifty 50 — India Large Cap
STI Index — Singapore Market
KOSPI — South Korea Index
Bovespa — Brazil Equities
JSE Top 40 — South Africa Index
IPC Index — Mexico Market







