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#marketcommentary — Public Fediverse posts

Live and recent posts from across the Fediverse tagged #marketcommentary, aggregated by home.social.

  1. Credit Agricole: EUR/USD to Stay Offered Even if Risk Sentiment Were to Improve Further

    Credit Agricole CIB Research argues that rate differential matters more for EUR/USD than risk sentiment at this juncture.…
    #France #FR #Europe #EU #CréditAgricole #AUD/USD #Currencies #EUR/USD #Forecasts #Forex #FX #GBP/USD #IFRMarkets #LSEG #MarketCommentary #Orders #performance #QuantModels #RefinitivIFRResearch #ThomsonReuters #Trade #USD/JPY
    europesays.com/france/39999/

  2. HSBC: The Forces that Typically Support GBP are Fading, while the Headwinds are Getting Louder

    HSBC Research expects GBP/USD to move lower over the next month. “We think GBP/USD is likely move lower, and the…
    #EuropeSays #Britain #Europe #EU #HSBC #AUD/USD #Currencies #EUR/USD #forecasts #Forex #FX #GBP/USD #IFRMarkets #LSEG #MarketCommentary #Orders #performance #QuantModels #RefinitivIFRResearch #ThomsonReuters #Trade #USD/JPY
    europesays.com/britain/68791/

  3. Credit Agricole: EUR/USD to Stay Offered Even if Risk Sentiment Were to Improve Further

    Credit Agricole CIB Research argues that rate differential matters more for EUR/USD than risk sentiment at this juncture.…
    #France #FR #Europe #EU #CréditAgricole #AUD/USD #Currencies #EUR/USD #Forecasts #Forex #FX #GBP/USD #IFRMarkets #LSEG #MarketCommentary #Orders #performance #QuantModels #RefinitivIFRResearch #ThomsonReuters #Trade #USD/JPY
    europesays.com/france/39515/

  4. Credit Agricole: PM Burnham Could be the Most Damaging Outcome for the Pound

    Credit Agricole CIB Research discusses GBP outlook in light of the recent UK political developments. “Labour Party’s Andrew…
    #France #FR #Europe #EU #CréditAgricole #AUD/USD #Currencies #EUR/USD #Forecasts #Forex #FX #GBP/USD #IFRMarkets #LSEG #MarketCommentary #Orders #performance #QuantModels #RefinitivIFRResearch #ThomsonReuters #Trade #USD/JPY
    europesays.com/france/38432/

  5. Japanese economic ‘normalisation’ ushers in significant investment opportunities

    Source: Bloomberg; Fuji Keizai Co., Ltd. 
    Note: Figures for 2024 and onwards are based on projections 
      In…
    #Economy #Americas #ANZ #article #Asia #CGM #EMEA #Energyandclimatesolutions #MACCAP #mam #marketcommentary #PERSPECTIVE
    europesays.com/3065637/

  6. Japanese economic ‘normalisation’ ushers in significant investment opportunities

    Source: Bloomberg; Fuji Keizai Co., Ltd. 
    Note: Figures for 2024 and onwards are based on projections 
      In…
    #EuropeSays #Japan #JP #Americas #ANZ #article #asia #CGM #EMEA #Energyandclimatesolutions #Japanese #MACCAP #MAM #Marketcommentary #Perspective
    europesays.com/japan/41420/

  7. Japanese economic ‘normalisation’ ushers in significant investment opportunities

    Source: Bloomberg; Fuji Keizai Co., Ltd. 
    Note: Figures for 2024 and onwards are based on projections 
      In 2024, MAM led a consortium of …
    #Japan #JP #JapanNews #Americas #ANZ #article #asia #CGM #emea #Energyandclimatesolutions #Japanese #Japanesenews #MACCAP #MAM #Marketcommentary #news #perspective
    alojapan.com/1499073/japanese-

  8. Japanese economic ‘normalisation’ ushers in significant investment opportunities

    Source: Bloomberg; Fuji Keizai Co., Ltd. 
    Note: Figures for 2024 and onwards are based on projections 
      In 2024, MAM led a consortium of …
    #Japan #JP #JapanNews #Americas #ANZ #article #asia #CGM #emea #Energyandclimatesolutions #Japanese #Japanesenews #MACCAP #MAM #Marketcommentary #news #perspective
    alojapan.com/1499073/japanese-

  9. alojapan.com/1499073/japanese- Japanese economic ‘normalisation’ ushers in significant investment opportunities #Americas #ANZ #article #asia #CGM #emea #EnergyAndClimateSolutions #Japan #JapanNews #Japanese #JapaneseNews #MACCAP #MAM #MarketCommentary #news #perspective Source: Bloomberg; Fuji Keizai Co., Ltd. 
 Note: Figures for 2024 and onwards are based on projections 
   In 2024, MAM led a consortium of global infrastructure investors in a deal wit

  10. alojapan.com/1499073/japanese- Japanese economic ‘normalisation’ ushers in significant investment opportunities #Americas #ANZ #article #asia #CGM #emea #EnergyAndClimateSolutions #Japan #JapanNews #Japanese #JapaneseNews #MACCAP #MAM #MarketCommentary #news #perspective Source: Bloomberg; Fuji Keizai Co., Ltd. 
 Note: Figures for 2024 and onwards are based on projections 
   In 2024, MAM led a consortium of global infrastructure investors in a deal wit

  11. ANZ: ‘We Now Expect the European Central Bank (ECB) to Hike 25bp in June and September’

    ANZ Research updates its ECB rates call. “We now expect the European Central Bank (ECB) to hike 25bp…
    #Economy #AUD/USD #centralbank #currencies #EUR/USD #Europe #European #EuropeanCentralBank #Forecasts #forex #FX #GBP/USD #IFRMarkets #LSEG #marketcommentary #orders #performance #QuantModels #RefinitivIFRResearch #ThomsonReuters #trade #USD/JPY
    europesays.com/3037633/

  12. Credit Agricole: The USD ‘Smile’ Should Remain a Dominant Template for the FX Markets

    Credit Agricole CIB Research discusses the USD ‘smile’ and the USD outlook for the coming week. ‘We continue…
    #France #FR #Europe #EU #CréditAgricole #AUD/USD #Currencies #EUR/USD #Forecasts #Forex #FX #GBP/USD #IFRMarkets #LSEG #MarketCommentary #Orders #performance #QuantModels #RefinitivIFRResearch #ThomsonReuters #Trade #USD/JPY
    europesays.com/france/22845/

  13. How geopolitical trends are shaping Asia’s next phase of growth

    AI and digital’s importance is driving locally based digital infrastructure and strategic onshoring In his 2025 report ‘Rights,…
    #Politics #article #Asia #CGM #Commodities #Energy #geopolitics #Industrials #infrastructure #MACCAP #mam #marketcommentary #PERSPECTIVE #Sovereignresilience #Technologyandservices
    europesays.com/2793537/