Gold: Central banks keep buying – ING
ING, Institutional
Gold: Central banks keep buying – ING
ING’s commodities team, led by Warren Patterson and Ewa Manthey, reports that Gold edged higher on Tuesday as lower Oil prices and stronger bond markets eased inflation concerns and reduced expectations of further rate hikes. They emphasize persistent central bank demand, with World Gold Council data showing continued net buying driven by long-term reserve diversification. […]
by Currency Hedger
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- 2 days ago
CommerzBank, Institutional
Euro: Fiscal concerns limit recovery against US Dollar – Commerzbank
Commerzbank’s Antje Praefcke notes that concerns over France’s national debt have recently weighed on the Euro, reviving memories of the earlier sovereign debt crisis. She argues fiscal consolidation in some Euro zone countries is both difficult and unpopular, so credibility will be hard to restore quickly. With the resilient US economy and limited new data, […]
by Currency Hedger
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- 2 days ago
Institutional, UOB
British Pound: Upside capped near 1.3315 against US Dollar – UOB
United Overseas Bank (UOB) strategists Quek Ser Leang and Lee Sue Ann report that GBP/USD broke above their prior resistance level as the British Pound (GBP) outperformed on Tuesday, invalidating an earlier mildly bearish view. For the next 24 hours they see scope for a retest of nearby resistance but doubt a sustained break higher, […]
by Currency Hedger
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- 2 days ago
Institutional, MUFG
Japanese Yen: BoJ normalisation supports gains against US Dollar – MUFG
MUFG’s Michael Wan highlights that USD/JPY is still trading above 158, but Governor Ueda’s comments point to further Bank of Japan (BoJ) policy normalisation. Ueda stressed anchoring inflation around 2% and noted upside risks from imports, AI demand and JPY weakness. Wan remains constructive on the Japanese Yen, though further gains likely need faster BoJ […]
by Currency Hedger
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- 2 days ago
Dankse Bank, Institutional
Equities: Valuation reset underpins new highs – Danske Bank
Danske Research Team observes US equities extending their rebound, with the S&P 500 and Nasdaq posting fresh record highs and cyclical laggards leading gains. The team argues markets are not excessively optimistic, noting valuation multiples have compressed over the past year and quarter. They stress that future nominal earnings growth remains the key driver of […]
by Currency Hedger
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- 2 days ago
France Current Account Deficit Smallest in 4 Months
France’s current account deficit narrowed to a seasonally adjusted €1.5 billion in August 2026 from a downwardly revised €3.9 billion in the previous month. It marked the smallest shortfall since April, driven by a narrower goods trade deficit, which fell to €5.3 billion from €6.8 billion, while the services surplus widened to €4.8 billion from […]
by Currency Hedger
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- 2 days ago
India 10Y Yield Hits 2-Year High as RBI Tightens Policy
The yield on India’s 10-year G-Sec rose to around 7.23%, hitting more than two-year highs as investors weighed the RBI’s rate hike against persistent inflation risks, higher global bond yields, and elevated oil prices. The benchmark 6.94% 2036 bond yield gained 2 basis points, while the 10-year government bond yield later climbed 5 basis points […]
by Currency Hedger
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- 2 days ago
Economic calendar: quiet Wednesday, FOMC protocol and oil market in focus
Wednesday is shaping up to be relatively quiet in terms of macroeconomic releases . The morning brought mainly data from Sweden and Germany — Swedish inflation came in below expectations, while German industrial production surprised to the upside. Later in the day, attention will focus primarily on US EIA fuel inventory data and the evening […]
by Currency Hedger
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- 2 days ago
Sweden Inflation Rises Less Than Expected in September
Annual inflation in Sweden rose to 1.1% in September 2026 from 0.3% in August, preliminary data showed, but was below market expectations of 1.3%. The latest reading was the highest since February 2025, driven mainly by higher energy prices amid continued disruptions to Middle East supply. On a monthly basis, consumer prices increased by 0.9%, […]
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- 2 days ago
UK House Prices Stagnate in September
The Lloyds House Price Index showed UK house prices were unchanged year-on-year in September 2026, following a 0.4% decline in August. On a monthly basis, prices were also unchanged after falling 0.3% in August, missing expectations for a 0.2% increase, while the average property price rose to £298,441. Lloyds Mortgages Director Andrew Asaam said property […]
by Currency Hedger
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- 2 days ago