Financial news
Analysis·
ECB Holds 2.50%, French Debt Already Sparring with the Market: Why the Energy Shock Turns the Pause into a Test for the Euro
The article examines the ECB's decision to keep the deposit rate at 2.50% amid the energy shock and analyzes its consequences for inflation, growth, the euro exchange rate, and spreads on European government debt.
Analysis·
Bank of Japan Keeps 1.25%, but Accelerates ETF Sales: How 860 Billion Yen Are Changing USD/JPY and Japanese Stocks
The article analyzes the Bank of Japan's decision to keep the rate around 1.25% and accelerate ETF sales to 860 billion yen per year starting January 2027, as well as assesses the implications for USD/JPY and Japanese stocks.
Analysis·
Shell Earned $10,8 Billion on Fuel Shortage, but Oil Is Not the Main Hero Here: Why Refinery Margin Matters More Than Brent Barrel
Analytical article examines Shell’s third-quarter 2026 report and shows why the record refining margin of $42 per barrel became the main source of $10,8 billion profit, not the Brent price.
Analysis·
US GDP Grew by 3.4%, While Real Incomes Fell in September: Why a Strong Economy Became a Challenge for the Consumer
Article analyzes US GDP growth of 3.4% in the third quarter and acceleration of private demand to 4.9% against the background of a 0.3% drop in real disposable household income in September, as well as implications for consumption, inflation and markets.
Analysis·
Binance lost $6,3 billion in minutes: why the largest crypto hack tests trust in exchanges
The article analyzes the incident involving the withdrawal of approximately 6,3 billion dollars from Binance hot wallets in about twenty minutes and examines its impact on trust in crypto exchanges, risk management, and compensation mechanisms.
News·
Pound rises amid weak dollar ahead of Bank of England rate decision
On Tuesday, the pound sterling traded higher amid the weakening of the dollar. The market expects the Bank of England to raise rates by 25 basis points.
News·
German bond yields near August lows amid tech sell-off
Yield on 10-year German bonds dropped to 3.29% and reached a low for almost three months due to the sell-off in technology company shares and investor caution ahead of the US elections.
News·
Asian Currencies Move in Different Directions: Yuan Weakens, Won Strengthens
On Tuesday, Asian currencies traded in different directions: the yuan weakened after measures by the People's Bank of China, and the won recovered amid falling oil prices and expectations of US elections.
News·
Canadian Dollar Loses Ground Due to Cheap Oil
On Monday, the Canadian dollar weakened slightly against the US dollar. The fall in oil prices limited support for the commodity currency, although the decline in the US currency restrained losses.
News·
If gold continues to fall, the dollar and yen will become the salvation
Standard Chartered informed clients that if gold continues to decline, the US dollar and yen may become the most attractive safe-haven assets.
News·
Yield on French Bonds Stable After Fitch Decision
Eurozone government bond yields showed mixed dynamics. French papers received support after the Fitch decision, while German ones reacted to the decline in retail sales.
News·
Pound Rises: Dollar Weakens Amid Bets on Diplomacy with Iran
The pound sterling and euro strengthened against the dollar after oil prices fell 2-3% on news of Donald Trump's intention to exhaust diplomatic options in relations with Iran.
News·
Asian Currency Market: Yuan at Highs, Dollar Stable Ahead of Elections
On Monday, Asian currencies traded in different directions. The yuan stayed near its four-year peak, while investors awaited the results of the US elections and key data.
News·
Pound strengthened on the back of dollar weakness ahead of US elections
On Friday, the pound sterling rose 0.41% to 1.3432 dollars, and the euro added 0.20% to 1.1203. The dollar weakened due to position reductions ahead of the US midterm elections.
News·
UBS: Pound Sterling to Rise on Short Positions
UBS expects the pound to rise by December due to large short bets by traders. The bank forecasts the pair at 1.39 dollars by March 2027.
News·
Euro Heads for Worst Month Against Pound Since 2022 Due to France Problems
Euro is heading for its weakest month against the pound in more than four years amid concerns over France's budget and politics, while British bonds strengthen.
News·
Deutsche Bank Questions Dollar's Role as Safe Haven Asset Amid AI Sector Correction
Analysts at Deutsche Bank pointed out that the dollar no longer guarantees protection during stock declines caused by the artificial intelligence sector, due to changes in correlation and inflows of foreign capital.
News·
German Bunds Showed Strongest Monthly Growth Since February
Eurozone government bonds ended the month with a sharp divergence: German Bund yields fell about 20 basis points, while French paper continued to rise for the fifth month in a row.
News·
UBS Maintains Positive View on Pound Against Franc
Bank UBS expects the Bank of England to start raising rates as early as next week and forecasts support for the GBP/CHF rate due to the yield differential.
News·
UBS Raises Euro to Zloty Forecasts Due to Pressure on Polish Currency
The Swiss bank updated its EUR/PLN exchange rate forecasts upward amid divergence in central bank policies and Poland's fiscal risks.