Banks
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China: Pragmatic growth stance and FX stability – TD Securities
TD Securities’ Senior Macro Strategist Alex Loo says Chinese policymakers have set a modest 2026 GDP growth target of 4.5–5.0%, with TD…
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Eurozone: Gas shock challenges ECB path – BNY
BNY strategist Geoff Yu argues that the sharp repricing of European natural gas futures has significantly overshot assumptions embedded in…
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Oil: Supply risk focus and strategic reserves – Danske Bank
Danske Research Team notes that recent Middle East tensions have kept Oil in focus. The bank highlights that markets still…
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European gas: Upside risks build on Russian supply threat – ING
ING’s Warren Patterson and Ewa Manthey warn that European gas faces growing upside risks after President Putin signalled Russia could…
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CHF: Oil spike meets SNB resistance – Commerzbank
Michael Pfister at Commerzbank notes that higher Oil prices and a stronger Swiss Franc are offsetting each other on inflation,…
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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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