Banks
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China: Weaker Q4 despite December rebound – Standard Chartered
Official manufacturing PMI returned to expansionary territory in December as new orders recovered m/m. The 2Y CAGR for real activity and trade…
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US jobs report takes center stage next week – Deutsche Bank
The US jobs report will be the main economic release next week, with other US data including the ISM indices…
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Investors trim US equity exposure into year-end – BNY
Despite improving risk appetite into year-end, investors have used the rebound to scale back exposure to previously top-performing equity markets,…
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USD still overvalued against all of the other currencies – Société Générale
Despite notable gains across major currencies this year, purchasing power parity measures show the US Dollar (USD) remains overvalued versus…
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Silver extends historic rally into 2025 – Société Générale
Silver prices have surged sharply in 2025, up almost 150% and most industry analysts argue for fundamentally justified reasons, Société…
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USD/JPY rises above 157.00 despite BoJ 25bps rate hike – Rabobank
Today’s decision by the BoJ to hike its policy rate by 25 bps as expected has failed to support the…
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EUR/USD pulls back near 1.1710 on French fiscal headwinds – BBH
EUR/USD softened to 1.1710 after French PM Lecornu confirmed that Parliament will miss year-end budget approval, forcing a special rollover law.…
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EUR: ECB holds rates steady for fourth meeting – OCBC
The European Central Bank (ECB) kept policy rates unchanged, reinforcing its flexible, data-dependent stance. While not committing to a hike,…
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GBP: Sterling finds brief relief – ING
The Pound Sterling (GBP) gained modest support after a less-dovish Bank of England (BoE) message, but expectations of further rate…
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JPY: BoJ hikes, Yen shrugs – Commerzbank
The Bank of Japan (BoJ) raised rates to a 30-year high and signaled further hikes, but the yen weakened as markets judged…
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