Banks
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Federal Reserve: Poised decision keeps markets on edge – Deutsche Bank
Deutsche Bank’s US economists expect the Federal Reserve to leave rates unchanged at a highly uncertain FOMC meeting, with markets pricing a…
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Oil: Persian Gulf risks support prices – ING
ING analysts Warren Patterson and Ewa Manthey note Brent rebounded over 4% after recent losses as renewed attacks on US…
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Euro: Softer Fed signals may lift EUR against US Dollar – Commerzbank
Commerzbank’s Antje Praefcke argues that the FOMC under Chair Kevin Warsh is likely to deliver a “hawkish hold”, with markets…
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Indian Rupee: Hedging demand rises on bond gains – BNY
BNY’s Geoff Yu highlights that INR faces strong selling pressure from a rebalancing perspective, as Indian bonds have outperformed major…
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Oil: Volatile on Iran conflict swings – UOB
UOB strategists report that Oil prices initially fell sharply as the United States (US) military campaign against Iran remained paused,…
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Japanese Yen: Fed and energy drivers outweigh BoJ – ING
ING’s Chris Turner and Padhraic Garvey expect the Bank of Japan to keep its policy rate at 1.00% on 31…
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Euro: Softer Fed signals may lift EUR against US Dollar – Commerzbank
Commerzbank’s Antje Praefcke argues that the FOMC under Chair Kevin Warsh is likely to deliver a “hawkish hold”, with markets…
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Swiss Franc: Weak performance tied to carry and Gold – TD Securities
TD Securities strategists argue that the Swiss Franc’s (CHF) underperformance since the February 2026 Iran shock reflects both low-yield carry…
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Australian Dollar: RBA pause risk weighs on Aussie – BBH
Brown Brothers Harriman’s (BBH) Elias Haddad reports that Australian Dollar (AUD) is underperforming after Reserve Bank of Australia (RBA) Governor…
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Canadian Dollar: Limited upside for CAD against US Dollar – Scotiabank
Scotiabank strategists Shaun Osborne and Eric Theoret note USD/CAD is trading near fair value around 1.4115, with the Canadian Dollar (CAD) constrained…
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