6 institutions have written about this across 7 indexed reports, producing 7 extracted views. The claims below are quoted from those reports; each links to the report it came from and to the asset it concerns.
MUFG notes that USD/JPY selling has accelerated amid shifting momentum, with expectations of faster BoJ hikes and potential GPIF allocation changes supporting a more sustained yen recovery. The bank recommends a new short EUR/JPY trade and has closed its long…
Westpac IQ's September 2026 report highlights persistent high energy prices due to the US-Iran conflict, pushing goods inflation higher without significant second-round effects, and a tightening bias among central banks. Australian GDP grew 0.4% qtr in Q2 but…
The Bank of Canada held the overnight rate at 2.25% for the seventh consecutive meeting in September 2026, balancing domestic recovery against elevated risks from US tariffs and higher energy prices. RBC expects rates to remain unchanged through 2026, with…
Nomura expects further USD weakness due to subdued US inflation, FOMC rate hold, unwinding of long USD positions, and Treasury buybacks. Positive supports include foreign equity inflows and carry trades, but medium-term bearish view on USD remains.
The ECB's July minutes show a growing internal support for a September rate hike, with the eurozone economy showing unexpected resilience and inflation risks tilted to the upside. However, the ECB is likely to limit itself to one more hike, as a restrictive…
ING Think's latest Rates Spark report highlights mounting pressure on French OAT spreads due to political uncertainty and fiscal strain, while spillovers to other markets remain limited. The ECB's hawkish stance, persistent energy price pressures, and…
Citi's report 'Fueling Resilience' analyzes how the 2026 Iran conflict and Strait of Hormuz disruption reshaped energy supply chains, driving oil prices above $100/barrel. It highlights three pillars of trade finance—preserving liquidity, securing inventory,…