April 14, 2026 1:28 pm
Key Moments Wells Fargo’s first-quarter net interest income totaled $12.1 billion, below analyst expectations of $12.3 billion. Net profit rose to $5.25 billion, or $1.60 per share, exceeding the $1.58 per share forecast. Markets revenue increased 19% year-on-year to $2.17 billion in the quarter ended March 31. Interest Income Falls Short as Fed Cuts Weigh […]
Read moreApril 14, 2026 12:57 pm
Key Moments ING strategist Francesco Pesole highlights a series of Bank of England speeches scheduled for today. Governor Andrew Bailey, along with MPC members Catherine Mann and Megan Greene, are all set to speak. ING expects no further rate hikes this year and sees EUR/GBP moving toward 0.88. BoE Communication in Focus ING strategist Francesco […]
Read moreApril 14, 2026 6:34 am
Key Moments NZD/USD trades near 0.5860 in Asian hours after gaining 0.5% in the prior session, consolidating above 0.5850. China’s March Trade Balance in CNY terms narrows sharply to CNY354.75 billion from CNY1.5 trillion, with exports slipping 0.7% YoY and imports jumping 23.8% YoY. Expectations for a long-term US-Iran ceasefire and comments from US officials […]
Read moreApril 14, 2026 6:25 am
Key Moments Gold (XAU/USD) trades around $4,775, up more than 0.65% during the Asian session as follow-through buying continues. Ongoing uncertainty over future Federal Reserve rate moves and a 30% implied probability of a December rate cut weigh on the US Dollar. Instability in the Strait of Hormuz and related inflation risks limit additional USD […]
Read moreApril 14, 2026 5:58 am
Key Moments EUR/USD advances for an eighth consecutive session, touching the 1.1765-1.1770 band, its strongest level since early March. Expectations that diplomatic channels with Iran remain open and uncertainty over Federal Reserve policy weigh on the US Dollar. Risks around the Strait of Hormuz and the potential breakdown of a ceasefire temper risk appetite and […]
Read moreApril 9, 2026 2:02 pm
Key Moments Intel and Alphabet’s Google unit expanded their partnership to promote AI-centric CPUs and jointly develop custom infrastructure processing units. Google will continue deploying Intel Xeon processors and adopt Intel’s latest Xeon 6 chips for inference and general-purpose computing workloads. Intel highlighted growing CPU demand from agentic AI systems and outlined additional strategic moves, […]
Read moreApril 9, 2026 12:54 pm
Key Moments CoreWeave signed a $21 billion cloud capacity agreement with Meta Platforms that runs through December 2032. The new contract comes on top of a $14 billion deal the two companies entered into in September last year. CoreWeave disclosed plans to issue $1.25 billion in bonds and $3 billion in convertible bonds in a […]
Read moreApril 9, 2026 12:38 pm
Key Moments NZD/USD trades about 0.2% higher near 0.5835, rebounding from a four-month low around 0.5680. Both the US and Iran confirm they will send delegations to Pakistan for negotiations on a 10-point permanent ceasefire proposal. NZD/USD holds above the 20-day EMA at 0.5796, with key resistance near the March 20 high around 0.5900. Risk […]
Read moreApril 9, 2026 9:47 am
Key Moments Citi reaffirmed its overweight view on European banks and upgraded Lloyds to Buy and Deutsche Bank to Neutral/High Risk. European banks have seen EPS upgrades of +3% YTD, with 79% reporting 4Q25 consensus PBT beats and constructive 2026 outlooks. Citi adjusted 2027 EPS estimates across the sector by between -2% and +7%, reflecting […]
Read moreApril 9, 2026 8:57 am
Key Moments ING’s Frantisek Taborsky expects the National Bank of Poland to keep its policy rate unchanged at 3.75% for a prolonged period. Markets have already removed about one and a half rate hikes from expectations after the US-Iran ceasefire, with less than 20bp priced over a one-year horizon. EUR/PLN has given back roughly half […]
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