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NOK: Policy shift supports restrictive stance – Commerzbank
Antje Praefcke at Commerzbank highlights that Norges Bank has turned more hawkish after the Middle East war pushed up energy prices and inflation risks. The policy rate remains at 4%, but guidance and the rate path now signal a hike in June and possibly further moves later in 2026.
GBP/USD: Overbought rally eyeing 1.3605 – UOB
United Overseas Bank (UOB) strategists Quek Ser Leang and Lee Sue Ann highlight that GBP/USD extended gains to 1.3590, with short-term conditions remaining overbought. They see scope for a further push toward 1.3605, while judging the 1.3640 resistance as likely out of reach for now.
Fxstreet
Wed, Apr 15
Equities: Peace trade lifts growth and cyclicals – Danske Bank
Danske Research Team notes global equities extended gains, pushing MSCI World above pre-war levels on the back of strong earnings revisions. Growth and cyclical stocks outperformed value and defensives, with small caps also participating.Fxstreet
Wed, Apr 15
Brent: Demand risks offset hope on Iran talks – Commerzbank
Commerzbank strategists note that Brent Oil dropped nearly 5%, reversing Monday’s gains, as hopes for a second round of US–Iran negotiations and International Energy Agency (IEA) warnings of demand destruction weighed on prices.Fxstreet
Wed, Apr 15
US Vice President Vance: Talks with Iran will continue as both sides work toward a deal
US Vice President JD Vance, speaking at a public event, signaled that negotiations are ongoing and that Washington is pursuing a broader grand bargain aimed at reshaping Iran’s economic integration with the world.Fxstreet
Wed, Apr 15
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