Equities: AI rally and CPI relief lift US stocks – Deutsche Bank
Deutsche Bank strategists highlight that the S&P 500 closed just below its record high as US CPI data reduced urgency...
Deutsche Bank strategists highlight that the S&P 500 closed just below its record high as US CPI data reduced urgency...
Commerzbank’s FX team notes India’s July CPI rose slightly to 4.5% year-on-year but stayed within the Reserve Bank of India’s...
ING analysts Warren Patterson and Ewa Manthey note Oil prices have eased, with Brent crude ending largely flat as US-Iran...
United Overseas Bank’s (UOB) Quek Ser Leang and Lee Sue Ann highlight that EUR/USD briefly spiked to 1.1562 on the US CPI...
Societe Generale analysts Brendan McKenna and Dev Ashish outline scenarios for Brazil’s 2026 election, assigning a 65% probability to President...
BNY’s Geoff Yu reports that sovereign bonds from commodity-based EM economies have seen accelerated selling after the Fed decision, despite a weaker...
TD Securities strategists note that July US inflation came in broadly in line with expectations, with headline CPI rising 0.1%...
Societe Generale analysts Brendan McKenna and Dev Ashish outline scenarios for Brazil’s 2026 election, assigning a 65% probability to President...
Scotiabank strategists Shaun Osborne and Eric Theoret report the British Pound (GBP) is posting fractional gains versus the US Dollar (USD) and...
BNY’s Wee Khoon Chong highlights that institutional investors bought Dollar and sold Japanese Yen after the June BoJ hike, and...