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BOK to maintain rates amid low inflation – DBS Bank
DBS Bank's Group Research projects that the Bank of Korea (BOK) will keep its base rate unchanged at 2.50% throughout 2026. The report indicates that January inflation is expected…
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Policy response not warranted yet – Rabobank
Rabobank analysts expects the ECB to maintain the deposit rate at 2.00% through 2026, with two rate hikes anticipated in March and June 2027. Analysts notes that while the Euro's…
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Bearish fundamentals signal pull-back – TD Securities
TD Securities' Ryan McKay highlights a shift in oil market fundamentals, suggesting a potential pull-back in prices. The report indicates that a loosening of near-term fundamentals…
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Potential for prolonged weakness – Nordea
Nordea's Macro & Markets report by Sara Midtgaard discusses the ongoing weakness of the US Dollar, driven by geopolitical factors and historical patterns. The report suggests…
Positive growth outlook supports stability – BBH
Brown Brothers Harriman (BBH) analysts note that Eurozone Q4 real GDP growth has exceeded expectations, positioning the European Central Bank favorably. Analysts suggest that the…
Emerging markets make roaring start to 2026 as dollar slides
Emerging-market stocks, bonds and currencies are making a roaring start to 2026 as the dollar’s fall to a four-year low hastens a push by investors to diversify into markets beyond…