Equities: Defensive rotation but indices near highs – Danske Bank
Danske Bank’s Danske Research Team observes that equities traded mostly lower, with defensives outperforming cyclicals and the SOX declining for...
Danske Bank’s Danske Research Team observes that equities traded mostly lower, with defensives outperforming cyclicals and the SOX declining for...
Commerzbank’s Thu Lan Nguyen notes that despite stronger-than-expected US inflation, retail sales and producer prices, the Dollar and EUR/USD have...
ING analysts Warren Patterson and Ewa Manthey note that Oil remains supported, with ICE Brent trading comfortably above $100/bbl as...
United Overseas Bank’s Quek Ser Leang and Lee Sue Ann highlight that EUR/USD has rebounded strongly from 1.1112 to close...
MUFG’s Lee Hardman notes the US Dollar has quickly surrendered gains made after the stronger US CPI report, with the...
Deutsche Bank analysts report that US equities sold off as a strong US CPI print and mounting fears around the...
ING’s Frantisek Taborsky highlights slightly higher final Polish inflation and unchanged core forecasts, with most Monetary Policy Committee members signalling...
Commerzbank’s Tatha Ghose reports that Central Bank of the Republic of Türkiye (CBRT) Governor Karahan claims a faster Lira depreciation...
Lee Hardman at MUFG highlights that the Japanese Yen has benefited from risk-off trading and hawkish Bank of Japan commentary,...
OCBC Bank’s Christopher Wong argues that recent RBI measures and the governor’s willingness to act further have curbed speculative activity...