Goldman Sachs: Gulf crude production may mostly rebound quickly after Hormuz opens
Goldman Sachs estimates 57% of Gulf crude output was offline in April. A Hormuz reopening could restore most supply within months, but tanker shortages and well damage may slow recovery.…
Crude Oil Trades Above $95 Ahead of Weekend Risk – WTI Technical Analysis
WTI Oil hangs around $95 right ahead of a high risk weekend Contentious geopolitics are still influencing Oil prices with Strait of Hormuz blockades still having their effect Exploring an…
PHP: BSP starts new hiking cycle – Commerzbank
Commerzbank highlights that BSP raised its policy rate by 25bp to 4.50%, signalling the start of a new tightening cycle to anchor inflation expectations. Despite a hawkish tone and higher…
The Weekly Bottom Line: Well Behaved Core Inflation Strengthens BoC Hold Case
Canadian Highlights March CPI came in a touch softer than expected, with headline inflation jumping to 2.4% on higher gasoline prices but shorter-term core measures are still, on average, running…
USD/SGD: Upside risks as Hormuz crisis persists – OCBC
OCBC strategists Sim Moh Siong and Christopher Wong flag slight upside risks for USD/SGD as the Hormuz standoff weighs on risk appetite and imported cost pressures. While Singapore Dollar (SGD)…
Israel UN envoy warns Lebanon ceasefire extension “not 100%” despite White House deal
Israel's UN Ambassador Danon tells CNN the Lebanon ceasefire extension is "not 100%," warning Hezbollah is firing rockets to sabotage the truce and the Lebanese government cannot control the group.…
USD/TWD: Rebound seen as fadeable – OCBC
OCBC strategists Sim Moh Siong and Christopher Wong describe a technical rebound in USD/TWD driven by broader US Dollar (USD) strength and risk aversion linked to the US‑Iran ceasefire stalemate.…
Nikkei 225 Wave Analysis – ActionForex
Nikkei 225: ⬇️ Sell Nikkei 225 reversed from resistance level 60000.00 Likely to fall to support level 56645.00 Nikkei 225 index recently reversed down from the resistance zone between the…
USDJPY Slows on Approach to 160 Zone as Japan’s Authorities Repeat Signals of Potential Intervention
USDJPY keeps firm tone and trading near psychological 160 barrier, with near term action being slower on Friday, in comparison to strong gains in previous few sessions. The pair is…
Week Ahead – Geopolitics, Central Bank Meetings and Earnings Test Market Resilience
Middle East developments drive market sentiment as negotiations appear to have stalled. An action-packed week ahead, with key GDP prints, central bank meetings and pivotal US earnings. US dollar rebound…
