Banks
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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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DXY: Energy shock keeps greenback supported – ING
ING’s Chris Turner notes the Dollar has strengthened as the Middle East conflict drives higher energy prices, favouring energy exporters…
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USD: Safe-haven flows return with war risks – Rabobank
Rabobank strategist Molly Schwartz highlights that the US Dollar’s strong performance reflects renewed safe-haven demand as geopolitical risks escalate around…
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Fed: Three cuts still expected – BNY
BNY macro strategist John Velis maintains a forecast for three Federal Reserve rate cuts in the second half of the year despite…
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EUR: Inflation momentum watched as energy shocks build – Danske Bank
Danske Research Team expects Euro area headline inflation to rise to 1.8% year-on-year in February, with core inflation steady at…
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Brent: Conflict-driven spike and eurozone risks – Commerzbank
Commerzbank analysts Charlie Lay and Moses Lim note Brent crude has surged toward USD79–80 as shipping through the Strait of…
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