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Recent Posts by josephine

Tukker and Schroeder observe markets price two or three ECB hikes in 2026, defying Lagarde expectations

Markets still price two to three ECB rate rises in 2026, with 60% odds for April.

BNY’s Bob Savage says Bundesbank’s Nagel may back an April ECB hike if energy fuels inflation risks

Nagel said ECB may raise rates in April if energy prices lift inflation amid Hormuz risks.

Amid continued US-Iran tensions and fading Fed cut expectations, the Dollar Index remains well supported

DXY stayed near 99.75 as Iran conflict risks, higher oil and yields reduced Fed rate-cut expectations.

TD Securities’ Daniel Ghali cautions CTAs may sell gold without a strong price rebound next week

TD Securities warns CTAs may sell gold without strong rebound, amid structural weakening and reduced official demand.

HSBC expects NZD to remain pressured against USD soon, despite markets pricing further RBNZ tightening ahead

HSBC sees NZD/USD remaining weak; RBNZ likely holds rates, with oil-driven yields and limited upside.

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