Monthly Archives: April 2026
Nomura expects the Bank of England to keep rates at 3.75%, despite energy worries; Pill alone dissenting 8-1
Written on April 25, 2026 at 5:21 am, by
Nomura expects Bank Rate held at 3.75%, 8-1 vote, higher inflation forecasts, no changes through 2027.
AUD/USD rises towards 0.7140 as the US Dollar softens, Middle East tensions persist, boosting risk appetite
Written on April 25, 2026 at 5:20 am, by
AUD/USD climbs near 0.7140 as weaker Dollar and improved risk appetite offset Middle East tensions.
Scotiabank strategists say weak German IFO, amid Gulf tensions and energy worries, dims growth; euro little moved
Written on April 25, 2026 at 4:51 am, by
Germany’s IFO survey weakened in April, dampening growth outlook, yet EUR/USD rebounded, stabilizing near support.
USD/CAD slips to 1.3685, down 0.12%, as weaker dollar and firmer oil support Canada
Written on April 25, 2026 at 4:51 am, by
USD/CAD eased to 1.3685 as softer USD, easing Iran tensions and firmer oil supported Canada.
DBS’s Chang Wei Liang notes March CPI firmed, supporting USD/JPY though resistance persists beneath 160
Written on April 25, 2026 at 4:21 am, by
Japan inflation edges higher; subsidies mask pressures as BOJ weighs forecast hike; oil supports yen weakness, intervention caps.
TD Securities expects BoC’s April MPR to assume Brent at $90 and WTI at $85, up from $55 baseline
Written on April 25, 2026 at 4:20 am, by
TD Securities expects Bank of Canada to assume higher oil prices, boosting inflation outlook, possibly with analysis.
Holidays are Up in the Air: Airline Stocks in Holding Pattern
Written on April 25, 2026 at 4:20 am, by jessica
Airline earnings look decent on the surface, but Q1 was cushioned by pre-war ticket prices. As fuel costs bite into Q2 and Q3, the real divergence between carriers begins. Here’s how to read it. | Opinion
Scotiabank says UK retail sales, boosted by fuel, lift sterling slightly, despite softer overall growth outlook
Written on April 25, 2026 at 3:51 am, by
UK March retail sales beat forecasts at 0.7%, boosted by fuel buying; GBP/USD outlook neutral-bullish.
ING analysts foresee Hungary’s central bank maintaining a 6.25% base rate through 2026 amid geopolitical risks
Written on April 25, 2026 at 3:51 am, by
ING expects Hungary’s central bank to hold 6.25% through 2026 as inflation rises, risks persist.
TD Securities economists expect a unanimous Bank Rate hold at 3.75%, as UK data remain resilient
Written on April 25, 2026 at 3:21 am, by
TD Securities expects unanimous BoE hold at 3.75%, with higher near-term inflation, second-round risks, scenario analysis.
