Markets
Exclusive USD/JPY - whose problem?
FX markets were dominated at the start of the week by the news of the concerted intervention by the Japanese and US governments to soften USD/JPY.
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Exclusive Financials Comment: Belfius 1H26 - very strong NII boosts profit
It’s Belfius’ first set of earnings after they unveiled their 2030 strategy (see our write-up), and they are on track for their financial ambitions.
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Exclusive Financials Comment: ASN 1H26 - transformation delivering results
ASN delivered a good first half of 2026, with its transformation programme increasingly translating into improved commercial and financial performance.
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Exclusive Banxico Post-Decision Report: Pledge to hold
Banxico left the policy rate unchanged at 6.50% on August 6.
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Exclusive The Devils in the Details
The collapse of the US-Iran MoU in early July led to escalation and higher crude prices.
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Exclusive AUD/USD - waiting for clues
Despite a move lower today, AUD/USD has been gently trending higher since the start of July.
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