Banks
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Bank of England: Active hold stance supports restrictive convergence – Rabobank
Rabobank’s Global Daily notes that the Bank of England kept rates unchanged in what policymakers call an “active hold,” effectively…
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British Pound: Political risks cap recovery – BBH
Elias Haddad at Brown Brothers Harriman writes that GBP/USD has bounced after holding above its late-March low, but he sees risks still…
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British Pound: Trendline break points to deeper losses – Societe Generale
Societe Generale analysts, led by Kenneth Broux, report that GBP/USD has broken below its ascending trendline from April 2025 and is extending…
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Oil: Strait of Hormuz risks ease but fees loom – Rabobank
Rabobank highlights that a 60‑day US–Iran memorandum of understanding has reduced immediate risks to the global economy by keeping the…
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US Dollar Index: Breakout fuelled by hawkish Fed repricing – Societe Generale
Societe Generale’s Kenneth Broux highlights that the Dollar is in breakout territory after DXY moved above 101.00, supported by a…
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Oil: Flow resumption tempers war premium – Deutsche Bank
Deutsche Bank reports that Brent Oil initially fell after the US‑Iran memorandum of understanding, as investors faded war‑related economic fears,…
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Japanese Yen: Intervention risks rise near 1986 lows – Deutsche Bank
Deutsche Bank’s Jim Reid highlights that the Japanese Yen is trading near its weakest levels since 1986, with USD/JPY around…
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BoE: Steady policy path with active hold – Deutsche Bank
Deutsche Bank’s Chief UK Economist Sanjay Raja notes that the Bank of England kept Bank Rate at 3.75%, matching their…
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Euro area: ECB hikes see limited regional follow-through – BNY
BNY’s Bob Savage observes that recent ECB hikes have found few followers among other European central banks, with the BoE, SNB, Norges…
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Euro: Recovery seen but forecasts stay below consensus – Rabobank
Rabobank’s FX Strategy report argues the Euro played a significant role in last year’s strong EUR/USD rally, supported by Germany’s debt brake…
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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




