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About: davin

Recent Posts by davin

BNP Paribas expects 2026 US GDP 2.9% and inflation 3.0%, keeping Fed rate range 3.5–3.75%

BNP Paribas sees stronger 2026 U.S. growth, steady Fed rates, higher inflation, and a weaker dollar.

Pesole at ING says risk-off conditions cap sterling gains, keeping EUR/GBP slightly above fair value estimate

EUR/GBP trades slightly above ING fair value; ECB and BoE speakers, plus PMIs, may drive moves.

OCBC says BoE messaging drove market repricing, pricing 85bps tightening by 2026, delaying anticipated third-quarter cuts

Bank of England messaging triggered repricing; 2026 hikes priced higher, cut less certain, GBP/USD stable amid stagflation risks.

Trump told Fox Business that Iran urgently seeks an agreement, possibly reached within five days or sooner

Trump says Iran seeks deal within five days; markets turn risk-on as oil slides and stocks rise.

Stephan Miran told Bloomberg policymakers should ignore headlines, as the outlook still supports prospective rate cuts

Fed Governor Miran urged patience, saying it’s premature to react to oil shocks; labour market softening supports cuts.

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