Banks
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Euro: October ECB hike odds seen limited – Standard Chartered
Standard Chartered Global Research team discusses Euro area monetary policy, noting that core inflation has only edged up slightly since…
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RBI to keep tightening risks alive – MUFG
MUFG analysts Lin Li, Michael Wan, Lloyd Chan and Khang Sek Lee highlight that Asia FX will be driven by…
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US Dollar: Fading rallies as Fed pricing peaks – TD Securities
TD Securities’ Macro Research’s FX team notes the softer US payrolls data is only marginally negative for the Dollar, with…
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British Pound: Potential EU re-engagement supports Sterling – ING
Chris Turner at ING discusses the British Pound as EUR/GBP moves noticeably lower, suggesting emerging Euro weakness and a changing…
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Bank of Japan cautious on further hikes – Rabobank
Rabobank Research Global Economics & Markets reports that the Bank of Japan (BOJ) is reluctant to continue rapid rate hikes,…
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Brent Oil: Conflict-driven surge shapes bond stress – Deutsche Bank
Deutsche Bank’s Jim Reid highlights that Brent Oil has surged sharply in Q3 as the US–Iran conflict re-escalated, driving a…
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Mexican Peso: Weakness and USMCA risk repricing – Commerzbank
Commerzbank’s research notes that the Mexican Peso (MXN) had a disappointing September, losing over 4% against the Dollar since late…
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US Treasuries: Cold War yield parallels – Rabobank
Rabobank’s RaboResearch Global Economics & Markets notes that US Treasury yields ended Q3 sharply higher, with 10-year and 30-year yields…
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Euro: Political stress and limited FX reaction – Commerzbank
Commerzbank analysts Michael Pfister and Tatha Ghose examine how Euro political risks, especially in France, Spain and Italy, transmit to…
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Fed path shaped by firm inflation – Societe Generale
Societe Generale’s Jan Groen reviews August US inflation and growth data, highlighting that Core PCE came in softer than expected…
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