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
RaboBank
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US Dollar: Positioning turns negative as Fed debate builds – Rabobank
Rabobank strategists Jane Foley and Molly Schwartz note that speculative US Dollar (USD) positioning has slipped into net short territory…
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Euro: Growth worries cap upside against US Dollar – Rabobank
Rabobank’s Senior FX Strategist Jane Foley highlights that weak French and German PMI data have undermined Eurozone growth expectations and led markets…
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China: War risks reshape growth outlook – Rabobank
Rabobank strategists assess how the US and Israel’s war against Iran could affect China. They note higher Oil and gas…
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Bank of England: Active hold with June risks – Rabobank
Rabobank’s RaboResearch notes the Bank of England kept rates unchanged while striking an “alert but careful” tone, with Governor Bailey describing an…
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BoE: MPC holds vigilant stance – Rabobank
Rabobank’s Senior Macro Strategist Stefan Koopman expects the Bank of England’s (BoE) Monetary Policy Committee (MPC) to leave Bank Rate…
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USD: Statecraft focus reshapes FX benchmarks – Rabobank
Rabobank’s Global Strategist Michael Every highlights how United States (US) economic statecraft is reinforcing the global role of the US…
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Oil: Geopolitical choke points reshape risk – Rabobank
Rabobank’s Global Strategist Michael Every shifts its Iran conflict base case to a longer closure of Hormuz, warning of sustained…
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Oil: Conflict risks and Strait disruption – Rabobank
Rabobank strategist Molly Schwartz highlights that European Union (EU) and Gulf Cooperation Council (GCC) officials see a potential US–Iran deal…
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Oil: War risks and pricing disconnect – Rabobank
Rabobank’s Global Strategist Michael Every argues that markets are treating the Iran conflict and Hormuz disruption as largely resolved, with…
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USD: Inflation data and energy pressures – Rabobank
Rabobank strategists note that US stocks have risen even as the Hormuz crisis threatens higher energy costs. They point to…
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