UK banks in focus: Barclays and NatWest earnings preview As the United Kingdom (UK) financial calendar turns towards mid-February, the London market braces for major disclosures from two of the country’s largest lenders. Barclays is scheduled to report full-year 2025 results on 10 February 2026, followed by NatWest Group on 13 February 2026. These updates arrive amid […]
TD Securities’ Senior Commodity Strategist Daniel Ghali argues that fear of US Dollar debasement, rather than actual money supply growth, has been a key driver of Gold prices. Ghali highlights surging retail bullion demand, which has outpaced official sector buying, and notes that upcoming US Supreme Court decisions could influence trust in US institutions and
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Dollar is softer across the board today as its recent rebound appears to be losing momentum. The move lacks a single defining trigger, instead reflecting a convergence of sentiment shifts and near-term positioning adjustments. One important backdrop is the stabilization in risk appetite. After markets spent much of last week grappling with AI-related disruption fears
FUNDAMENTAL OVERVIEW USD: The US Dollar had a good run last week on some unwinding of overstretched US Dollar shorts and mostly stronger US data. The bullish momentum eventually faded as we got a very weak US Job Openings report that coupled with the selloff in the stock market weighed on the market pricing. The
Confidence among Swiss consumers increased marginally at the start of the year, survey results from the State Secretariat for Economic Affairs, or SECO, showed Monday. The consumer confidence index rose to -30 in January from -31 in December. The expected score was -33.0. In the corresponding month last year, the reading was also -30. Among
Investor morale in the Eurozone improved sharply in February, with the Sentix Investor Confidence Index rising to 4.2 from -1.8 in January. This marked the third consecutive monthly increase and the highest reading since July 2025. According to Sentix, the latest data suggest that the Eurozone economy may be emerging from its downturn. “The recession
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Key takeaways Sharp drop, failed rebound: USD/JPY broke below 157.50 and slid 3% to a three-month low at 152.09 before rebounding, but the recovery toward 157 has now stalled, suggesting the bounce is losing steam. Politics didn’t weaken the yen as expected: Despite PM Takaichi’s landslide election win and scope for expansionary policies, the anticipated
Japan dominated the Asian session as markets reacted to Prime Minister Sanae Takaichi’s decisive election victory over the weekend. The scale of the win, which delivered a supermajority in parliament, triggered a powerful relief rally in domestic equities and set the tone for the broader region. Nikkei surged to a fresh record above 57,000 before
Amid all the volatility in markets, precious metals continue to be among those being closely watched still. Both gold and silver are showing lively signs of a better recovery to start the new week, trading higher so far today. But after a setback last week, it’s best to be reminded that we’re still caught in
USD/INR depreciates as the Indian Rupee (INR) finds support from the United States (US)–India interim trade framework. New Delhi and Washington on Friday unveiled an interim framework aimed at lowering tariffs, reshaping energy ties, and deepening economic cooperation. The announcement follows a breakthrough in prolonged negotiations earlier last week and helped lift the Rupee to
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US market rebound and rotation trends United States (US) equity markets rebounded strongly on Friday, capping a highly volatile week that saw significant risk reduction across various asset classes, including precious metals, cryptocurrency, and tech stocks. Despite the turbulence, the week’s defining trend – rotation from tech into cyclical stocks, initially sparked by a stronger-than-expected
Japan’s top officials have stepped up coordinated yen warnings, signalling rising intervention risk as authorities push back against rapid and one-sided FX moves. Summary Japan’s intervention rhetoric has intensified across senior officials Chief Cabinet Secretary Minoru Kihara flagged concern over one-sided FX moves Finance Minister Satsuki Katayama warned over the weekend she may engage markets
The value of overall bank lending was up 4.5 percent on year in January, the Bank of Japan said on Monday – coming in at 663.816 trillion yen. That was in line with expectations and up from the downwardly revised 4.3 percent increase in December (originally 4.4 percent). Excluding trusts, bank lending was up an
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