Independent coverage of UK markets, FCA policy and institutional trading
The shared currency begins the week on a lower note, down 0.31% as risk aversion fueled flows towards the US Dollar amid heightened tensions in the Middle East. Also, hawkish comments by a Fed officia…
The New Zealand Dollar recoiled during Monday’s North American session, down 0.12%, as the Greenback posted gains versus most G8 FX currencies amid rising geopolitical tensions and hawkish comments fr…
The US Dollar Index (DXY) surges toward 101.30, gaining around 0.3% as escalating tensions between the United States (US) and Iran boost safe-haven demand and drive energy prices sharply higher. US Pr…
DBS Group Research, led by Ma Tieying, assesses Taiwan’s AI-driven expansion and its implications for the 2H26 outlook. The bank notes that AI remains central for Taiwan’s technology-oriented economy …
The British Pound Sterling is spending Monday learning the difference between a recovery and a reprieve. GBP/USD opened the week flush against its 200-day Exponential Moving Average (EMA), probed the …
OCBC strategists Sim Moh Siong and Christopher Wong note that Barisan Nasional’s strong win in Johor reinforces UMNO’s political momentum but leaves federal policy continuity intact, limiting immediat…
UPDATED: A group of a dozen state attorneys general filed suit to block Paramount‘s $110 billion acquisition of Warner Bros. Discovery, long-anticipated litigation to stave off a merger despite receiv…
Gold price (XAU/USD) plunges on Monday after remarks by Federal Reserve (Fed) Governor Christopher Waller, who revealed that if the Consumer Price Index (CPI) rises this week, the Fed should consider …
Commerzbank’s Dr. Henry Hao and Moses Lim note that Bank Negara Malaysia (BNM) kept the OPR at 2.75% for a sixth straight meeting, maintaining a cautious tone on global risks. Growth is still expected…
Taiwan, a small island outside of China with a population of just 24 million, has in three decades managed to become the most important nation in the world’s most important industry. The Taiwanese gov…
Silver price remains below $60.00 as the week begins, diving nearly 4% on Monday amid tensions in the Middle East. Hawkish remarks by Federal Reserve (Fed) Governor Christopher Waller underpin the Gre…
The U.S. spirits market has been under pressure for over two years, JPMorgan analysts wrote on Aug. 20 in an earnings preview, citing a Gallup report that says the percentage of adults self-reporting …
Danske Research Team reports that overall consumer spending excluding energy in June was broadly unchanged on the month, with real spending up 4.3% year-on-year. Real retail spending on goods rose, pa…
United States (US) President Donald Trump announced that the Strait of Hormuz is open and will remain accessible to international shipping “with or without Iran,” while outlining a new US-led security…
The Swiss Franc (CHF) weakens against the US Dollar (USD) on Monday as traders react to renewed hostilities in the Middle East. At the time of writing, USD/CHF trades around 0.8126, up 0.50% on the da…
Crude Oil is repricing the death of a framework rather than any single missile exchange. West Texas Intermediate trades near $75.00, up close to 5%, with Brent near $80.00, after Trump declared the Un…
TD Securities economists Oscar Munoz and Eli Nir highlight that the June FOMC minutes were hawkish, with most participants ready to hike if supply-driven inflation persists. They still project the Fed…
DBS Group Research economist Philip Wee notes that the US Dollar Index (DXY) Index has been confined between 100.5 and 102 for three weeks as traders await clarity on whether the Federal Reserve (Fed)…
Risk aversion set Monday's tone, and the Dow Jones Industrial Average wore it better than most of its peers; the index trades near 52,525, down 117 points or 0.2%, while the Nasdaq Composite sheds 1% …
Rabobank's Senior Macro Strategist Bas van Geffen highlights a US‑centric data and policy calendar, with June CPI expected to ease to 3.8% year‑on‑year and core inflation to 2.8%. He also points to mu…
Gold (XAU/USD) starts the week on the back foot as renewed tensions in the Middle East lift Oil prices and bring inflation concerns back into focus, reinforcing expectations of a Federal Reserve (Fed)…
EUR/USD trades with a mild positive bias on Monday as the US Dollar (USD) gives back its earlier gains. At the time of writing, the pair trades around 1.1424 after recovering from an intraday low of 1…
MUFG’s Lee Hardman reports the Japanese Yen has weakened again, pushing USD/JPY back above 162.00 as higher energy prices and fading impact from last week’s verbal intervention weigh on the currency. …
UOB’s Lee Sue Ann and Jester Koh note that the Reserve Bank of New Zealand raised the Official Cash Rate to 2.50% in July and adopted a more hawkish tone as inflation risks remain elevated. They keep …