Stable path with renewed carry interest – ING

ING analysts Muhammet Mercan, Frantisek Taborsky and James Wilson note that the Turkish Lira (TRY) has stabilised after US-Iran tensions eased, with the Central Bank of Turkey (CBT) maintaining market confidence and a steady USD/TRY path. They highlight reduced but now recovering TRY long positions, lower FX reserves, and project USD/TRY to move gradually toward […]
S&P 500 stocks gain, oil steadies as markets eye resolution to war

S&P 500 stocks gain, oil steadies as markets eye resolution to war Source link
Gold Price Outlook: XAU/USD slips under $4,800 as US Dollar strengthens – Bitget

Gold Price Outlook: XAU/USD slips under $4,800 as US Dollar strengthens Bitget Source link
Supply shock sustains inflation risks – Rabobank

Rabobank Senior FX Strategist Jane Foley notes that while risk sentiment has improved and the Dollar’s safe-haven bid has faded, the physical Oil market tells a different story. With the Strait of Hormuz closed, she expects Oil flows to recover only to 80% of pre-war levels by late August, implying persistent inflation and demand disruption […]
European stocks subdued as Trump signals more Iran talks ahead

European stocks subdued as Trump signals more Iran talks ahead Source link
Gold (XAUUSD) & Silver Price Forecast: Metals Cool as Pakistan Peace Talks Reopen Diplomacy – FXEmpire

Gold (XAUUSD) & Silver Price Forecast: Metals Cool as Pakistan Peace Talks Reopen Diplomacy FXEmpire Source link
War gains unwind as allies resist blockade – DBS

DBS Group Research’s Philip Wee notes that the US Dollar (USD) has given back most of its Iran‑war related strength, with the US Dollar Index (DXY) down this month and nearing pre‑conflict levels. He links Dollar softness to resilient equities, contained Brent prices below $100, and a growing refusal by US allies to escalate the […]
Nutella-maker Ferrero aware of EU inspections, says it is cooperating

Nutella-maker Ferrero aware of EU inspections, says it is cooperating Source link
Gold Price Forecast: XAU/USD drifts below $4,800 as the US Dollar picks up – FXStreet

Gold Price Forecast: XAU/USD drifts below $4,800 as the US Dollar picks up FXStreet Source link
Waga Energy shares fall 2.3% on delayed 2026 targets

Waga Energy shares fall 2.3% on delayed 2026 targets Source link
