Banks
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Singapore: Limited growth hit from conflict – UOB
UOB Global Economics & Markets Research, through Associate Economist Jester Koh, judges that Singapore’s GDP exposure to the Middle East conflict is…
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USD/CNH: Upside risks as strong fix meets USD demand – OCBC
OCBC strategists Sim Moh Siong and Christopher Wong note that USD/CNH has traded higher as Iran-related geopolitical tensions support the…
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CEE FX: Stable currencies with high rate bar – ING
ING’s Frantisek Taborsky reports that Central and Eastern European FX remains relatively stable despite renewed rate market selling in Poland…
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Eurozone: Manufacturing recovery faces energy risks – ABN AMRO
ABN AMRO expects Eurozone and German industrial production to rebound, helped by recovering domestic demand and stronger defence-related activity in Germany. However,…
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Brent: Policy options temper price spike – MUFG
MUFG’s Senior Currency Analyst Michael Wan notes that Brent Oil has eased to around US$85/bbl as the US administration considers…
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ECB: Oil-driven inflation risks lift hike odds – Deutsche Bank
Deutsche Bank highlights that markets now assign a clear probability to an ECB rate hike by December 2026 as Oil…
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Oil: Safe-haven bid versus consumer tax – BNY
BNY’s Bob Savage highlights that Oil supply shock risks look underpriced even as prediction markets see high odds of crude…
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USD: Softer payrolls expected – Deutsche Bank
Deutsche Bank economists project a slowdown in February Nonfarm Payrolls to 30k from January’s 130k, with the Unemployment Rate steady at 4.3%.…
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EUR/USD: Support from ECB repricing – ING
ING’s Chris Turner highlights that higher energy prices are negative for EUR/USD, but recent European Central Bank repricing has narrowed…
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USD: Limited impact from jobs data – Commerzbank
Commerzbank’s Volkmar Baur argues that the upcoming US labour market report is unlikely to shift expectations for Federal Reserve policy or materially…
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