Market Analysis
Opinionated, data-backed coverage across all asset classes
StocksJust now
Iran deal breather for rupee, bonds faces RBI swap test
RBI's $5bn swap auction and Trump's 'largely negotiated' deal timeline set the week's binary risk for USD/INR and bond yields.
ForexJust now
Dollar Slumps on Hormuz Deal Hopes; Oil Below $100
Dollar slides across Asia as reports of a Hormuz reopening deal shift risk appetite. Oil dips below $100. The rupee and EUR/USD gain as the greenback loses safe-haven support.
ForexJust now
Shadow Board Splits: Three RBNZ Members Want Hike at 2.25%
RBNZ Shadow Board majority recommends hold at 2.25%. Three dissenters call for an immediate hike. The split signals a tightening bias, with OCR expected to rise to 2.75-3.75% range.
