Sunday, 20 September 2026
Independent coverage of global markets, trade and finance
Deutsche Bank Research’s Early Morning Reid notes that European assets are sensitive to the renewed energy shock. Market pricing for ECB hikes by December rose sharply, implying a chance of three hikes this year after J…
Japan's Chief Cabinet Secretary Minoru Kihara said during the European trading session on Thursday that the administration wants to secure market trust by stably lowering the government debt-to-GDP ratio.
West Texas Intermediate (WTI) trades lower on Thursday and hovers around $73.10 at the time of writing, down 1.95% on the day as investors take profits following two consecutive days of strong gains. Despite the pullbac…
DBS Group Research economist Philip Wee notes the US Dollar Index (DXY) slipped from 101.28 to 101 late in the US session, even as the US Treasury 2Y yield rose and crude Oil stayed supported by Middle East tensions. Fu…
The US Dollar is trading lower against the Swiss Franc (CHF) on Thursday, as investors ponder the consequences of reciprocal US and Iran attacks and a 10% rebound in Oil prices, on the major central banks' monetary poli…
EUR/JPY extends its gains for the second successive day, trading around 185.70 during the early European hours on Thursday. The currency cross maintains its upward momentum following stronger-than-expected seasonally-ad…
Chris Turner at ING highlights that EUR/USD has held up despite higher Oil, as Euro swap rates outperformed US rates on expectations of an ECB hike in September. However, he argues the Fed narrative will dominate, with …
Philip Wee from DBS Group Research reports NZD/USD is holding firm above 0.57 after the Reserve Bank of New Zealand unanimously voted to lift the Official Cash Rate by 25 bps to 2.50%, a shift from May’s split decision.…
The US Dollar Index (DXY), which tracks the Greenback against a basket of currencies, extends the previous day's pullback from the 101.25-101.30 region and attracts some follow-through sellers on Thursday. The index tou…
Thu Lan Nguyen at Commerzbank notes that EUR/USD has traded in a narrow range and appears largely unaffected by Iran-related headlines, as the correlation with Oil has weakened. She highlights that markets now price Fed…
MUFG’s Lloyd Chan reports that June Federal Open Market Committee (FOMC) minutes show policymakers increasingly concerned that US inflation could stay elevated, with some seeing a case for a rate hike. Most participants…
The Indian Rupee (INR) opens higher against the US Dollar (USD) on Thursday. The USD/INR pair drops to near 95.40 as the US Dollar ticks lower; however, the outlook of the pair remains bullish as renewed Middle East hos…
ING analysts Warren Patterson and Ewa Manthey note that Oil has extended its rally as renewed US-Iran tensions threaten the fragile ceasefire and disrupt flows through the Strait of Hormuz. ICE Brent has moved above $78…
By Satoshi Sugiyama TOKYO, July 7 (Reuters) – Asian stocks drifted lower on Tuesday, even after South Korea’s Samsung Electronics forecast an eye-popping 19-fold jump in second-quarter profit, while the Japanese yen rem…
A relatively obscure corner of the US payments industry has suddenly become one of Wall Street’s most closely watched assets.
• WiseTech Global ASX:WTC is in the market spotlight because of a fresh market-moving catalyst that has changed the investor conversation.
By Enas Alashray and Mrinmay Dey July 6 (Reuters) – Iran’s Revolutionary Guards fired at least two missiles at commercial ships transiting through the Strait of Hormuz on Monday night, Axios reported, citing two U.S. of…
The report explores how Fiserv’s AI strategy will dominate in fintech and payments. The report includes the most exhaustive ai strategy analysis complete with references and works cited by Dany Kitishian of Klover.AI.
Commerzbank’s Bernd Weidensteiner notes that weaker US employment data for June and downward revisions to prior months reduce pressure on the Federal Reserve to hike rates at the late-July meeting. With Oil prices sharp…
Crude Oil finished Thursday at its lowest level in 18 weeks, which means the vast risk premium that built up around this year's conflict has fully bled away, back to pre-war levels. The interesting part is not the round…
The Australian Dollar (AUD) trades on the front foot against the US Dollar (USD) on Thursday as a weaker-than-expected US Nonfarm Payrolls (NFP) report pushed back expectations of an imminent Federal Reserve (Fed) inter…
Bank of England (BoE) policymaker Catherine Mann said on Thursday that an “activist move” may be needed if inflation expectations and outcomes move unfavorably, according to a speech text released by the BoE ahead of an…
DBS Group Research economist Radhika Rao notes that Indonesia’s onshore FX and bond markets have stabilised following a correction in global Oil prices, though gains are modest. She highlights USD/IDR’s move below 18000…
The US Dollar Index (DXY) came under pressure near the 100.90 level after the latest United States (US) employment report showed a clear slowdown in hiring. Nonfarm Payrolls rose by only 57,000 in June, while May’s gain…