Monthly Archives: April 2026
Societe Generale’s Kunal Kundu expects RBI to hold 5.25% repo rate, maintaining neutrality after oil, FX shocks
Written on April 3, 2026 at 3:24 am, by davin
RBI likely to hold repo at 5.25%, maintain neutral stance amid stable inflation after shocks.
Amid rising Iran conflict fears, ING analysts say Brent topped $107 and WTI approached $106 after Trump threats
Written on April 3, 2026 at 3:23 am, by davin
Oil prices jumped over 5% as Trump threatened escalation with Iran; Brent topped $107, WTI approached $106.
Escalation fears in the Iran conflict kept oil elevated as Brent topped $107 and WTI neared $106/bbl
Written on April 3, 2026 at 3:23 am, by davin
Oil jumped over 5% after Trump escalated Iran tensions; Brent topped $107, WTI $106, inventories mixed.
BNP Paribas says Eurozone inflation risk from Iran-driven energy rises is muted; demand weaker, supplies freer, banks reactive
Written on April 3, 2026 at 2:54 am, by davin
Eurozone energy prices jump on Iran war, but weak demand and responsive central banks limit spillovers.
BNP Paribas says Eurozone energy shock is less inflationary: demand weaker, supply easier, central banks more responsive
Written on April 3, 2026 at 2:54 am, by davin
BNP Paribas says 2026 Iran-war energy shock is milder than 2022, with limited inflation spread.
Hardman says dollar upside fades as yield spreads turn, policy risk rises, and conflict optimism persists
Written on April 3, 2026 at 2:53 am, by davin
Dollar’s post-shock rally has faded as conflict-end hopes grow, risk premium rises, and yield spreads flip.
MUFG’s Lee Hardman says Dollar momentum fades as conflict optimism, policy risk, and yield spreads limit gains
Written on April 3, 2026 at 2:53 am, by davin
Dollar gains from Middle East energy shock fade as policy uncertainty rises and rate outlook remains unclear.
Commerzbank says Mexico’s US exports and USMCA compliance have shielded the peso from recent tariff shocks
Written on April 3, 2026 at 2:24 am, by davin
USMCA shields Mexico from US tariffs, boosting exports, supporting peso strength, and guiding Banxico rate decisions.
Commerzbank’s Pfister says robust US exports and USMCA adherence protect Mexico’s economy and Peso from tariffs
Written on April 3, 2026 at 2:24 am, by davin
Mexico’s USMCA compliance softened tariff shocks, boosting exports; Banxico prioritized weak growth, keeping peso resilient.
Amid volatile markets, GBP/JPY stays rangebound between 50- and 100-day SMAs, slightly easing losses
Written on April 3, 2026 at 2:23 am, by davin
GBP/JPY edged lower, consolidating between key SMAs; bearish momentum hints at 207.50 support, 213.50 resistance.
