View:

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

FX Daily Strategy: Asia, Jun 26th
Paying Article

June 25, 2026 3:00 PM UTC

U.S. May Advance Goods Trade Balance 
Tokyo CPI TO Stay Low
USD/JPY Extend consolidation beneath 161.95 

Chart GBP/USD Update: Choppy trade - studies under pressure
Freemium Article

June 22, 2026 7:31 AM UTC

The opening gap below 1.3200 has given way to a bounce

Chartbook: Chart GER 10 Year Yield: Yields to remain under pressure into the coming weeks
Paying Article

June 16, 2026 12:57 PM UTC

The anticipated break higher in yields has posted a fresh 15-year high at 3.200%

...
BoJ Review: One Percent
Freemium Article

June 16, 2026 4:39 AM UTC

The BoJ hike rates by 25bps to 1% in the June meeting 

...
U.S./Iran Interim Deal and Reopening Strait of Hormuz
Paying Article

June 15, 2026 12:32 PM UTC

  ·       Our baseline (80%) is that the Strait of Hormuz will reopen in H2 2026 and remains open through 2027.  However, logistics dislocation plus a switch from commercial inventory rundown to rebuilding will likely slow the decline in oil prices back towards normal levels (Figure 1).  O

Chart USD/CNH Update: Under pressure
Paying Article

July 15, 2026 3:08 AM UTC

Consolidation at the 6.7800 support has given way to break to extend losses from the 6.8200 June high

Chart USD/KRW Update: Consolidating at 1487.00 support
Paying Article

July 15, 2026 2:50 AM UTC

Steadied at the 1487.00 support as prices unwind oversold intraday and daily studies

Chart USD/SGD Update: Leaning lower from 1.2990 high
Paying Article

July 15, 2026 2:27 AM UTC

No follow-through on break of the 1.2900 level but choppy trade from the 1.2990 June current year high keep pressure on the downside

Chart GBP/USD Update: Higher in consolidation
Freemium Article

July 15, 2026 1:46 AM UTC

Higher in range from the 1.3342 low to pressure the 1.3400 level

Chart EUR/USD Update: Still limited above 1.1450
Paying Article

July 15, 2026 1:16 AM UTC

Higher in consolidation from the 1.1325 low but gains remain limited above 1.1450 resistance

Chart EUR/JPY Update: Higher in choppy trade
Paying Article

July 15, 2026 12:52 AM UTC

Higher in choppy trade from the 183.17 June low to pressure resistance at the 185.50/185.85 area

Chart USD/JPY Update: Extend choppy trade around 162.00
Paying Article

July 15, 2026 12:41 AM UTC

Little change, as prices extend choppy trade around the 162.00 level but remains below the 162.70/162.84 recent highs

Chart AUD/USD Update: Extend gains from June low
Paying Article

July 15, 2026 12:26 AM UTC

Consolidation below .6950 has given way to bounce to extend gains from .6865 low to reach strong resistance at the .6980/.7000 area

Asia Open
Paying Article

July 15, 2026 12:00 AM UTC

Trump confirms US held talks with Iran, urged Tehran to reach a deal

North American Summary and Highlights 14 July
Freemium Article

July 14, 2026 7:53 PM UTC

Overview - The USD slipped on a softer than expected US CPI, though corrected off its lows. 

U.S. Fed's Goolsbee - Want to seee more soft CPIs
Paying Article

July 14, 2026 5:35 PM UTC

Fed hawk Goolsbee is only cautiously encouraged by today's soft CPI. 

...
FOMC Preview for July 29: Unchanged policy with an unspoken tightening bias
Paying Article

July 14, 2026 5:14 PM UTC

The FOMC meets on July 29 in a meeting that will see no update to the dots or economic forecasts. With forward guidance now becoming limited all meetings should be seen as live, but after softer than expected June non-farm payroll and more importantly CPI data, a change in policy looks unlikely at t

U.S. June Median CPI +2.1% annualized
Paying Article

July 14, 2026 4:38 PM UTC

June’s 2.1% annualized increase in the Cleveland Fed’s Median CPI is not as soft as the headline or even the ex food and energy rate.

U.S. Fed's Warsh - CPI does not mean mission accomplished
Paying Article

July 14, 2026 4:27 PM UTC

Fed's Warsh is continuing to give little away, but saying enough to sound credible on inflation.

USD Flows: Trump backs off fringe demands; safe, normal shipping still the big question
Paying Article

July 14, 2026 3:46 PM UTC

Backs away from more fringe, rhetorical remarks on 20% fee 
Remaining question is still how viable safe and normal volume passage is going to be in current stalemate 

U.S. June CPI - Some volatile moves, but a clear relief for the Fed
Paying Article

July 14, 2026 3:16 PM UTC

June CPI is significantly softer than expected, both on the -0.4% headline and an unchanged outcome ex food and energy, with the respective figures before rounding being -0.422% and -0.017%. While there are a number of volatile declines in the breakdown and recent events in the Middle East present r

FX Daily Strategy: Asia, Jul 15
Paying Article

July 14, 2026 3:00 PM UTC

Reduced energy risk may see more attention on trade for Bank of Canada 
U.S. June PPI Should See Some fading from recent strength
USD/JPY Above 162.00 return focus to 162.70/84 highs

Preview: Due July 31 - U.S. Q2 Employment Cost Index - Losing momentum
Paying Article

July 14, 2026 2:14 PM UTC

We look for the Q2 employment cost index (ECI) to increase by 0.7%, slower than Q1’s 0.9% but matching the Q4 outcome. This would see the yr/yr pace slow to 3.2% from 3.4%, reaching its slowest since Q2 2021. 

Home
Directory
Add Post
Inbox
My Account