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Institutional
Institutional, MUFG
Canadian Dollar: Trade war escalation threatens recent strength – MUFG
MUFG’s Derek Halpenny argues the Canadian Dollar’s (CAD) reaction to the new US tariffs on USD 20bn of Canadian exports will hinge on escalation risks rather than the initial measures. CAD has underperformed in G10 after talks broke down, and Halpenny warns that tit-for-tat tariffs and fading support from higher Oil could intensify CAD downside […]
by Currency Hedger
- 0 Comments
- 3 weeks ago
Institutional
Australian Dollar: Cooling inflation but carry remains supportive – BBH
Brown Brothers Harriman’s (BBH) Elias Haddad expects Australia’s July Consumer Price Index (CPI) to ease, with headline and trimmed mean inflation drifting lower, in line with softer labor conditions and wage growth. Reserve Bank of Australia (RBA) Minutes and Q2 capex will shape rate expectations, with futures still pricing a 60% chance of one more […]
by Currency Hedger
- 0 Comments
- 3 weeks ago
CommerzBank, Institutional
CEE FX: Koruna leads as policy diverges – Commerzbank
Commerzbank’s Tatha Ghose reviews recent CEE FX performance, noting that the euro’s strength above 1.17 has supported high-beta PLN and HUF, while the Czech koruna has also gained despite its lower beta profile. He highlights the divergence in regional monetary policy, with the CNB expected to tighten further while the MNB remains in an easing […]
by Currency Hedger
- 0 Comments
- 3 weeks ago
BNY, Institutional
Hungarian Forint: MNB easing and HUF carry prospects – BNY
BNY’s Geoff Yu describes Hungary as a constructive story within EMEA, with post-election re-rating and scope for continued MNB easing. Yu notes corporate flows are strong, spreads still compensatory, and argues Hungarian Forint (HUF) can make a stronger case as a carry currency if inflation stays contained, even as power and energy constraints justify caution […]
by Currency Hedger
- 0 Comments
- 3 weeks ago
Institutional, TDS
Canadian Dollar: GDP rebound supports Loonie – TD Securities
TD Securities economists Robert Both and Emma Lawrence expect Canada’s Q2 National Accounts to show a sharp rebound in Gross Domestic Product (GDP) growth, driven by stronger exports and solid services activity. They forecast expenditure-based GDP at 3.5% annualized and industry-level GDP up 0.3% m/m, with July flash data likely keeping Q3 GDP above potential […]
by Currency Hedger
- 0 Comments
- 3 weeks ago
Institutional, OCBC
US Dollar: Debasement narrative caps upside – OCBC
OCBC’s Sim Moh Siong and Christopher Wong note that the US Treasury’s expanded long-end buyback programme has revived market fears of Dollar debasement, driving a weaker USD, stronger Gold and higher breakevens. They stress this is not classic QE, but highlight rising US policy uncertainty, questions over Fed independence and Jackson Hole risks as key […]
by Currency Hedger
- 0 Comments
- 3 weeks ago
Institutional, Societe Generale
Gold: Breakout sustains upward momentum – Societe Generale
Societe Generale analysts highlight that Gold has broken out of a small base formation, reclaimed its 200‑DMA and is enjoying an extended rebound. The move is framed within broader Dollar debasement concerns and rising term premium. The bank flags successive upside hurdles at $4,730/$4,770 and the April peak at $4,890, with the 200‑DMA near $4,510 […]
by Currency Hedger
- 0 Comments
- 3 weeks ago
Institutional
Bank of Canada: Tariff deal unlikely to accelerate hikes – TD Securities
TD Securities’ Robert Both expects the Bank of Canada to remain cautious even if a tariff agreement is reached. The Bank wants more data on how lower tariffs affect exports and output, with key trade figures not available until November. TD forecasts the BoC staying on hold through 2026 and delivering its first rate hike […]
by Currency Hedger
- 0 Comments
- 3 weeks ago
Institutional
Malaysian Ringgit: Supported by strong fundamentals against US Dollar – OCBC
OCBC’s Sim Moh Siong and Christopher Wong stress that the Malaysian Ringgit (MYR) remains relatively well supported by a softer US Dollar (USD) and robust domestic fundamentals. July exports surged and the trade surplus widened, underpinned by strong electronics and firmer palm Oil prices, though he cautions that elevated Oil and long-end US Treasury yields […]
by Currency Hedger
- 0 Comments
- 3 weeks ago
Institutional
United Kingdom: Burnham sentiment bounce – Deutsche Bank
Deutsche Bank strategists highlight a sharp improvement in sentiment towards Prime Minister Burnham and Labour. Their dbDIG household survey shows optimism about stronger United Kingdom (UK) economic growth under the new government, but households are notably more cautious about their own personal finances, with optimism skewed towards younger and higher-income respondents. Households optimistic on UK […]
by Currency Hedger
- 0 Comments
- 3 weeks ago