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About: davin

Recent Posts by davin

Rabobank expects Banxico to hold 7.00%, as Iran conflict and Board splits heighten inflation risks

Rabobank expects Banxico to hold 7.00% March 26; inflation risks persist; two cuts seen from June.

Bob Savage says HUF and PLN remain resilient, aided by liquidity, despite weakening real rates during conflict’s fourth week

CEE currencies HUF and PLN stay resilient on high real rates, but pressures may spur quicker tightening.

Trump told reporters that talks on Iran might end conflict and reopen the Strait of Hormuz soon

Trump touts strong Iran war talks, possible call soon; claims Iran accepts no nukes, US wants enrichment ban.

Following Trump’s negotiation claims despite Iranian denial, US equities surged; NASDAQ and Dow rose 2%, S&P 1.7%

US stocks surged, oil plunged after Trump claimed Iran talks; officials disputed, as traders watched key levels.

MUFG expects Middle East turmoil, energy shocks and flows to weaken the yen further, lifting USD/JPY

MUFG warns yen weakness may persist as Middle East tensions lift energy costs, yields, and unhedged outflows.

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