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FX Daily: Gauging the oil-equities mix

April 23, 2026
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Posted 2 hours ago by

Equities and oil are reaffirming their greater relevance for FX relative to rate differentials. A mix of resilient risk sentiment, while Hormuz concerns push crude prices up, is good for both USD and commodity currencies. But if US equities turn lower (like this morning), USD stands as the only winner. Eyes on the PMIs today alongside Gulf headlines

ING Think
ING Think

Coverage and analysis from Netherlands. All insights are generated by our AI narrative analysis engine.

Netherlands
Bias: center

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