Nomura economists note Norges Bank kept its policy rate at 4.25% in August despite softer CPI-ATE inflation. The bank still flags a possible further hike, but they now expect a November move, with risks tilted to no add…
Read more →The PBoC will announce China's benchmark lending rates on Monday, after keeping them unchanged for 12 consecutive months, with the 1-year Loan Prime Rate at 3.00% and the 5-year Loan Prime Rate at 3.50%. The rates are u…
Read more →Group says ‘time is right’ to move on VodafoneThree less than a year after combining, buying out CK Hutchison and bulking up in its home market. Management cites progress on synergies, but jury’s out on ‘success’ of mer…
Read more →Commerzbank's Dr. Marco Wagner analyzes how Donald Trump’s past and potential future attacks on the Federal Reserve (Fed) affect its independence. Using the Central Bank Pressure Index, he notes that Trump’s criticism s…
Read more →DBS Group Research economist Philip Wee notes that softer US CPI and labour data kept DXY locked in a 99.4–100.1 range after the USD/JPY sell-off linked to joint US-Japan interventions. Markets sharply reduced the impli…
Read more →Richmond Federal Reserve (Fed) President Thomas Barkin highlighted on Thursday the persistent uncertainty surrounding the US inflation outlook and monetary policy. According to Reuters, Barkin said it remains an open qu…
Read more →Rabobank's Senior FX Strategist Jane Foley discusses EUR/USD dynamics in light of shifting Fed rate hike expectations and Oil-related safe haven flows into the Dollar. Foley expects choppy range trading in EUR/USD with …
Read more →Brown Brothers Harriman’s (BBH) Elias Haddad highlights USD/JPY trading just below 160.00 as Japan’s government signals support for faster Bank of Japan (BoJ) rate hikes, reinforcing narrowing US–Japan differentials and…
Read more →Gold (XAU/USD) trades under pressure on Thursday after hitting a fresh two-month high of $4,449 during Asian trading hours. The metal fails to capitalise on softer-than-expected US Producer Price Index (PPI) data, even …
Read more →West Texas Intermediate (WTI), futures on NYMEX, trades 0.5% higher at around $82.10 during the European trading session on Thursday. The oil price reflects strength as fears of a prolonged energy supply disruption cont…
Read more →BNY’s Geoff Yu argues that the July Fed meeting marked a peak in Dollar dehedging rather than an end to U.S. exceptionalism. Cross-border investors are rebuilding USD hedges, reducing effective unhedged U.S. exposure wh…
Read more →The action in financial markets remains relatively subdued early Thursday, with major currency pairs fluctuating within their narrow weekly ranges. In the second half of the day, weekly Initial Jobless Claims and Produc…
Read more →August 13, 2026, 3:58 AM EDT. The UAE has reportedly unlocked billions of dollars in previously frozen Iranian assets, including 1.5 tonnes of gold flown out on UAE Royal Jet aircraft. This move saw Bitcoin rebound by 1…
Read more →United Overseas Bank’s (UOB) Quek Ser Leang and Lee Sue Ann note GBP/USD briefly traded above 1.3535 to 1.3540 before slipping back to close at 1.3496. Intraday, the pair is seen range-trading between 1.3475 and 1.3525.…
Read more →USD/IDR gains ground for the third consecutive day, trading around 17,920 during the early European hours on Thursday. The pair appreciates as the US Dollar (USD) recovers its daily losses amid escalating geopolitical t…
Read more →TD Securities’ Bart Melek notes Gold extended gains after the July Consumer Price Index (CPI) matched expectations, reinforcing a dovish narrative around Fed Chair Warsh. With prices near $4,434/oz and resistance just b…
Read more →The USD/CAD pair builds on the previous day's bounce from the 1.3900 neighborhood, or a two-month low, and gains follow-through positive traction for the second straight day on Thursday. The momentum lifts spot prices t…
Read more →Deutsche Bank strategists highlight that the S&P 500 closed just below its record high as US CPI data reduced urgency for further Federal Reserve hikes. Front-end Treasuries rallied and semiconductor strength supported …
Read more →Reserve Bank of Australia (RBA) Assistant Governor Chris Kent said on Thursday that interest rate hikes are producing the expected effect.
Read more →The United States (US) and Iran remain at loggerheads over efforts to agree a permanent end to the war in the Middle East, Reuters reported on Wednesday. A senior Iranian source said that there had been no progress in …
Read more →Gold price (XAU/USD) declines to around $4,400 during the early Asian session on Thursday, pressured by escalating geopolitical tensions between the United States (US) and Iran. However, the potential downside for the p…
Read more →Geoff Yu at BNY says a less hawkish Fed has weakened the Dollar, but this has not translated into a broad commodity rally. Institutional investors remain sellers of metals and miners, while EM commodity sovereign debt c…
Read more →The Dollar has spent Wednesday grinding higher against the Yen with no headline to carry it, trading near 159.50 after a low just beneath 158.60 and a gain of under a tenth of a percent. Close to two Yen have been added…
Read more →Sterling spent the London morning building a case for a break and the rest of the session dismantling it, trading near 1.3495 after a high just short of 1.3550 and a loss of not quite a tenth of a percent. The mid-July …
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