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FX Weekly Strategy: Asia, Jul 27-31
Paying Article

July 24, 2026 3:00 PM UTC

FOMC Unchanged policy with an unspoken tightening bias
U.S. Q2 GDP and PCE
BOE Hawkish Noises
Canada Heading for a healthy Q2 GDP 

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BOE Preview After CPI: Hawkish Noises
Paying Article

July 22, 2026 6:11 AM UTC

•    The BOE will likely maintain a hawkish bias on July 30, but are unlikely to signal a September hike. The June CPI did not really change this picture, with the core unchanged at 2.6%. Though BOE Bailey recently noted the unstable process (in the Straits of Hormuz and for energy prices), he

Chart USD/INR Update: Consolidating, room to extend gains
Paying Article

July 22, 2026 5:28 AM UTC

Consolidating test of the 96.5000 high but pressure remains on the upside as prices extend strong gains from the June low

FX Daily Strategy: Asia, Jul 21
Paying Article

July 20, 2026 3:00 PM UTC

Iran/U.S. Escalating 
USD/JPY Coiled below 162.70/84 highs

Chart USD/INR Update: Extending gains
Paying Article

July 16, 2026 5:28 AM UTC

Break above 96.0000/96.3000 area see prices extending gains from the 94.1500 June low

U.S. June NFIB survey - Bounce may be dated, prices strong
Paying Article

July 14, 2026 11:57 AM UTC

June’s NFIB survey of Small Business Optimism shows the optimism index at its highest since February at 97.4 from 95.3, a reading that was the lowest since October 2024 just before a sharp post-election bounce.

U.S. June ADP Employment - Slightly slower, far from weak
Paying Article

July 1, 2026 12:37 PM UTC

June’s ADP’s estimate of private sector employment of 98k is on the weak side of expectations and similarly below consensus forecasts for private sector payrolls tomorrow. It is possible that payrolls could outperform ADP data if payrolls capture more temporary jobs created by the World Cup. Our

Asia Summary and Highlights 30 July
Paying Article

July 30, 2026 6:19 AM UTC

Trump is weighing another two-week campaign of strikes against Iran

FX Daily Strategy: Europe, Jul 30
Paying Article

July 30, 2026 5:39 AM UTC

FOMC, US Iran action, and earnings provide the backdrop
Focus then turns to the BoE (seen unchanged), and EZ GDP and CPI data
CHF vs JPY becoming an interesting topic 

AUD/USD flows: Middle East Tension Sets to Flare
Paying Article

July 30, 2026 5:38 AM UTC

Trump is weighing another two-week campaign of strikes against Iran

Chart USD/INR Update: Under pressure
Paying Article

July 30, 2026 4:50 AM UTC

Pressure remains on the downside with break of the 96.0000/95.8500 area extending losses to the 95.5000 support

Chart USD/IDR Updates: Consolidating, but still firm
Paying Article

July 30, 2026 4:39 AM UTC

Keeping below the 18100 level as prices consolidate bounce from the 17900/17880 low of last week

Chart USD/THB Update: Consolidating, room to extend losses
Paying Article

July 30, 2026 3:07 AM UTC

Edged up from the 33.41 low as prices consolidate losses from the 33.87 high of last week

Chart USD/KRW Update: Still weak, but stretched
Paying Article

July 30, 2026 2:57 AM UTC

Pressure remains on the downside but no follow-through on break of the 1440.00 support as prices unwind oversold intraday studies

Chart USD/SGD Update: Leaning to the downside as 1.2930 caps
Paying Article

July 30, 2026 2:32 AM UTC

Turned back below the 1.2900 level after failing to sustain break of the 1.2930 resistance

Chart GBP/USD Update: Scope to extend bounce
Freemium Article

July 30, 2026 2:17 AM UTC

Consolidation at 1.3273 low has given way to rebound to reach towards the 1.3400 level as prices unwind oversold daily studies

Chart EUR/USD Update: Sharp bounce from 1.1355 support
Paying Article

July 30, 2026 1:57 AM UTC

Sharply higher as prices extend bounce from support at the 1.1355 Fibonacci level

Chart EUR/JPY Update: Extending gains
Paying Article

July 30, 2026 1:22 AM UTC

Break of the 186.00/30 resistance has seen gains above the 187.00 level to approach resistance at the 187.55, late-April high

Chart USD/JPY Update: Lower in consolidation
Paying Article

July 30, 2026 1:00 AM UTC

Settled back in range from the 164.00 high of last week as prices unwind overbought daily studies

Chart NZD/USD Update: Higher in range from .5762 low
Paying Article

July 30, 2026 12:41 AM UTC

Higher in range above the .5762 low of last week but gains still limited above the .5800/15 resistance

Chart AUD/USD Update: Extend choppy trade around .6950
Paying Article

July 30, 2026 12:27 AM UTC

No follow-through on break of the .6950 support as prices staged rebound above the .6912/00 congestion area in volatile trade

North American Summary and Highlights 29 July
Freemium Article

July 29, 2026 7:54 PM UTC

Overview - The USD slipped after the FOMC left rates unchanged with the dip extending during Warsh’s press conference, with the UST curve sharply steeper and equities weaker. 

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FOMC - Warsh leaves markets confused
Paying Article

July 29, 2026 7:30 PM UTC

That this FOMC meeting showed a 9-3 vote for unchanged policy, with the dissents being for tightening, shows there was a case for tightening and a case for steady policy. However, the press conference from Chairman Warsh gave little insight on the nature of the debate, talking a lot about how the Fe

FOMC - Warsh leaves markets confused
Paying Article

July 29, 2026 7:30 PM UTC

That this FOMC meeting showed a 9-3 vote for unchanged policy, with the dissents being for tightening, shows there was a case for tightening and a case for steady policy. However, the press conference from Chairman Warsh gave little insight on the nature of the debate, talking a lot about how the Fe

FOMC leaves rates unchanged with three hawkish dissents, Bank of Canada minutes a slightly hawkish lean
Paying Article

July 29, 2026 6:18 PM UTC

The FOMC has left rates unchanged as we expected, in a 9-3 vote, with three hawkish dissents for a 25bps tightening, from Cleveland Fed’s Hammack, Dallas Fed’s Logan and Minneapolis Fed’s Kashkari. We had expected only the first two of the three dissents, but Kashkari’s is not a major shock.

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