About: davin

Recent Posts by davin

Sterling edges higher as US-Iran ceasefire talks buoy risk mood, dollar pressured by soft data

Sterling rebounded as US-Iran ceasefire talks weakened dollar; mixed US data and UK politics capped gains.

UOB Sees Thai Helps Thai Plus Buffering 2H2026 Growth, Keeps 2026 GDP View at 1.5%

UOB sees Thai Helps Thai Plus cushioning 2H2026 growth, but keeps 2026 GDP forecast unchanged at 1.5%.

Iran–US conflict and Hormuz export closures buoy oil as underinvestment tightens longer-term supply

Iran–US tensions and low inventories lift oil; Hormuz closures tighten supply as underinvestment signals longer-term constraints.

EIA Reports Slower US Gas Storage Build as Output Caps Henry Hub Below $3.00/MMBtu

EIA reports 92 Bcf gas storage build; inventories 22% above average, capping prices despite rising LNG, heat.

ABN AMRO Sees One Last BoE ‘Insurance’ Hike, Then Extended Hold with Cuts from 2026

ABN AMRO sees one final BoE “insurance” hike, then prolonged pause; rate cuts likely delayed until late-2026.

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