Banks
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BoE: Bailey challenges rate hike pricing – ING
ING’s Chris Turner highlights that Bank of England (BoE) Governor Andrew Bailey pushed back against aggressive tightening expectations, warning markets…
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US: Inflation upturn with oil shock – Commerzbank
Commerzbank economists Dr. Christoph Balz and Dr. Ralph Solveen argue that higher Oil prices from the Iran War are set…
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USD: NFP normalization and Fed hold expectations – TD Securities
TD Securities analysts expect the March US labor report to show a normalization in Nonfarm Payrolls (NFP), with headline gains…
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JPY: Energy shock impact seen more contained – MUFG
MUFG’s Head of Research Derek Halpenny notes that the Japanese Yen was one of the best G10 performers in March and argues…
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UK: Growth risks from energy shock – Deutsche Bank
Deutsche Bank’s Chief UK Economist Sanjay Raja warns that the UK faces rising recession risks as higher energy prices hit…
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USD/CAD: Rally shows exhaustion near 1.39 – Scotiabank
Scotiabank strategists Shaun Osborne and Eric Theoret note the Canadian Dollar (CAD) is only slightly firmer versus the Dollar (USD)…
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NOK: Energy support and hawkish shift – Rabobank
Rabobank’s Senior FX Strategist Jane Foley argues that higher energy prices and a more hawkish Norges Bank stance are supportive…
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Energy: Oil and Gas prices fall on Iran war optimism – ING
ING analysts Ewa Manthey and Warren Patterson note that Oil prices, including Brent and WTI, have dropped below $100 as…
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CAD: BoC minutes expected to stay dovish – TD Securities
TD Securities analysts expect the Bank of Canada (BoC) Summary of Deliberations to reiterate a dovish tone, emphasizing Canada’s softer…
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EUR/USD: Upside bias within capped range – UOB
UOB analysts Quek Ser Leang and Lee Sue Ann highlight a sharp EUR/USD rebound from 1.1446 to 1.1563, with scope for further…
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