Live Updates

14

Apr 2026
OCBC strategists warn NZD gains from hawkish RBNZ talk may fade amid weak growth outlook

NZD rises on RBNZ hawkishness; markets price near three hikes, but OCBC sees delayed tightening, oil risks.

14

Apr 2026
Standard Chartered’s Bader Al Sarraf says Hormuz disruption cut Gulf exports, sidelining output, worsening inflation fears

Hormuz closure slashed Gulf exports 43%, idling 11mb/d; prices surged as markets price inflation shock.

14

Apr 2026
Amid Middle East conflict, speculators rebuild long dollar positions, favouring it as preferred safe-haven currency, says Foley

CFTC data show speculators rebuilding long USD positions, boosted by Middle East conflict, despite de-dollarisation pressures.

14

Apr 2026
Societe Generale economists say Eurozone activity weakened in Q1; German industry lagged, with Germany forecast 0.1% QoQ growth

Euro area Q1 activity disappointed; German industry weak. Oil shock smaller than 2022; wages may rise earlier.

14

Apr 2026
Deutsche Bank says ECB held March rates, expects two 25bp hikes, with markets pricing neutral 2% deposit rate

ECB holds rates at 2.0%; Deutsche Bank sees two hikes, markets imply third amid weak growth outlook.

14

Apr 2026
INGING economists Virovacz and Taborsky say Tisza’s supermajority eases policy fears, boosting EU ties optimism

Hungary’s Tisza supermajority eases uncertainty, but EU funds may lag; budget revisions could strain fiscal metrics.

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