Banks
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USD: Haven demand supports near term gains – BBH
Brown Brothers Harriman’s Elias Haddad notes the Dollar has retraced part of its recent surge but still benefits from short-term…
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PLN: Dovish NBP path to weigh on zloty – Commerzbank
Commerzbank’s Tatha Ghose expects Poland’s NBP to deliver a 25 bps rate cut today, with slower-than-anticipated inflation justifying easing. While…
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CHF: Policy support seen as FX intervention focus – Nomura
Nomura analyzes Swiss inflation and Swiss Franc dynamics, noting that February CPI stayed at 0.1% year-on-year, slightly above its forecast.…
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EUR/USD: Conflict risks keep euro pressured – Commerzbank
Commerzbank’s Antje Praefcke argues that geopolitical tensions in the Middle East are increasingly negative for the Euro compared with the…
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DXY: Caution near 100 as rally looks stretched – DBS
DBS analyst Philip Wee argues that the recent surge in the Dollar Index (DXY) toward the 100 level looks overstretched…
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Euro area: Inflation supports steady ECB stance – Danske Bank
Danske Research Team notes that Euro area data show inflation slightly below target but higher than expected, reinforcing expectations that…
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Oil: Prices surge on Middle East shock – Deutsche Bank
Deutsche Bank analysts highlight that Brent and WTI Oil have seen their biggest two-day jump since 2020 as fears of…
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AUD: Growth resilience versus RBA uncertainty – UOB
UOB’s Lee Sue Ann notes that Australia’s economy ended 2025 with stronger-than-expected GDP growth, underpinned by resilient household spending and ongoing private…
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EUR/CHF: SNB signals readiness to curb Franc strength – MUFG
MUFG’s Senior Currency Analyst Lee Hardman notes the Swiss Franc has failed to benefit from safe-haven demand, as the Swiss…
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GBP: March BoE cut now finely balanced – Nomura
Nomura’s European rates team notes that higher Oil prices and stronger UK data have turned the Bank of England’s March decision into…
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