Brown Brothers Harriman’s Elias Haddad highlights strong South Korean asset performance, with South Korean Won (KRW) outperforming and the KOSPI up sharply on AI-led semiconductor strength.
TD Securities economists expect the Bank of England (BoE) to keep Bank Rate at 3.75% with a 7-2 vote as Greene joins Pill in calling for a hike. They highlight persistent inflation pressures, upside risks from energy and airfare, and softer demand.
According to Danske Research Team, global equities rallied strongly as investors reacted to signs of a potential US‑Iran peace agreement that could reopen the Strait of Hormuz and curb nuclear ambitions.