Banks
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USD: Risk-off flows and data focus – BBH
Brown Brothers Harriman’s (BBH) Elias Haddad notes that the US-led military operation against Iran has driven a classic risk-off move,…
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CHF: Safe haven crown shifts to Franc – Commerzbank
Commerzbank’s Thu Lan Nguyen says the Swiss Franc has become the ultimate currency safe haven, even ahead of the Dollar and…
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Oil: Conflict-driven spike and path for prices – BNY
BNY’s Head of Markets Macro Strategy Bob Savage highlights how Middle East tensions and a Saudi refinery hit have driven…
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USD/JPY: Downward pressure seen easing in March – MUFG
MUFG’s Teppei Ino notes that the Dollar’s advance against the Japanese Yen has stalled after the LDP’s landslide Lower House…
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EUR/USD: Oil shock risk supports Dollar – Commerzbank
Commerzbank’s Thu Lan Nguyen argues that escalating conflict in the Middle East and a potential Oil supply shock are negative…
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Brent: War-driven spike tests risk appetite – UOB
UOB Global Economics & Markets Research highlights a sharp jump in Brent crude after US-Israel strikes on Iran and an…
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Fed: AI-driven rate cut strategy questioned – Commerzbank
Commerzbank’s senior economists Bernd Weidensteiner and Dr. Christoph Balz discuss designated Federal Reserve chair Kevin Warsh’s plan to justify significant…
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Eurozone: Inflation path keeps ECB comfortable – ING
ING’s Bert Colijn notes Eurozone inflation fell to 1.7% in January on energy base effects and is expected to stay just under…
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EUR/GBP: Recovery builds above 200‑DMA – Societe Generale
Societe Generale analysts note that EUR/GBP has rebounded from an interim low near 0.8610 and quickly reclaimed its 200‑DMA, suggesting limited downside…
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Canada: Q4 GDP contraction, brighter Q1 – TD Securities
TD Securities’ Global Strategy Team forecasts Canadian real GDP to contract by 0.4% annualized in Q4, driven by weaker domestic demand, falling…
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