Banks
-
USD/CAD: Range seen intact above 1.3600 – BBH
Brown Brothers Harriman’s (BBH) Elias Haddad notes USD/CAD is directionless around 1.3675 ahead of Canada’s Q4 GDP release, with consensus expecting a modest contraction…
Read More » -
DXY: Stable range as metals decouple – BNY
BNY’s Head of Markets Macro Strategy Bob Savage highlights that the U.S. Dollar has remained in a 95–99 range even…
Read More » -
Gold: Higher yields cap bullion despite risk-on – Deutsche Bank
Deutsche Bank’s Early Morning Reid notes that risk sentiment improved across equities and credit, but rising US Treasury yields and reduced odds…
Read More » -
GBP: Politics and BoE stance guide Pound – MUFG
MUFG’s Lee Hardman highlights that the Pound has advanced as EUR/GBP retreats toward 0.8700, supported by firmer UK growth data…
Read More » -
EUR/USD: Strong Euro fears and Dollar slide – Commerzbank
Commerzbank’s Michael Pfister notes that some European central bankers, including at the ECB and Riksbank, are increasingly worried about a strong Euro…
Read More » -
Oil: US-Iran talks steer price risks – ING
ING’s Warren Patterson and Ewa Manthey say the outcome of US-Iran nuclear talks will be crucial for Oil, with a…
Read More » -
UK: By-election may jolt markets – Rabobank
Rabobank’s Michael Every highlights a key UK by‑election as a potential catalyst for Pound and Gilts volatility. Polls show Reform…
Read More » -
USD: Tactical strength, structural decline – TD Securities
TD Securities’ FX team, led by Jayati Bharadwaj, sees the US Dollar tactically supported as a safe haven on Iran-related geopolitical risks…
Read More » -
NZD/USD: Solid growth but limited RBNZ repricing – BBH
Brown Brothers Harriman’s (BBH) Elias Haddad notes NZD/USD struggling to hold above 0.6000 as New Zealand’s ANZ business survey signals…
Read More » -
USD/JPY: Yen under pressure again – Societe Generale
Societe Generale’s Kit Juckes notes that the Japanese Yen is weaker as Prime Minister Takaichi signals apprehension about further rate…
Read More »
