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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%

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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 

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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

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ECB Review: If Not Insurance, Why the Hike?
Paying Article

June 11, 2026 2:27 PM UTC

The 25 bp official rate hike unveiled today was so well-flagged it is hard to suggest that it is consistent with a decision process on a meeting-by-meeting basis.  Similarly, the dominance of inflation upside risks, alongside another dose of optimistic real economy projections, is hardly proper dat

Chart USD/BRL Update: Back in range
Paying Article

July 7, 2026 3:53 PM UTC

The anticipated test of congestion resistance at 5.2000 has not been sustained

Chart USD/CAD Update: Extending cautious trade
Freemium Article

July 7, 2026 3:44 PM UTC

Still little change, as prices extend choppy trade around 1.4200

FX Daily Strategy: Asia, Jul 8
Paying Article

July 7, 2026 3:00 PM UTC

RBNZ Hawkish Hold
Could Disappoint Kiwi Hawks
USD/JPY Remain in Intervention Zone

Chart AUD/USD Update: Edging higher
Paying Article

July 7, 2026 1:54 PM UTC

Still little change

Chart EUR/JPY Update: Consolidating gains - studies rising
Paying Article

July 7, 2026 1:35 PM UTC

The test of resistance at 185.50 has been pushed back to support at 185.00 as overbought intraday studies unwind

Chart USD/JPY Update: Choppy beneath multi-year highs
Paying Article

July 7, 2026 1:24 PM UTC

Cautious trade has given way to a drift lower

EUR/USD Flows - Mixed Le Pen outcome, France challenges regardless
Paying Article

July 7, 2026 1:01 PM UTC

Le Pen court ruling. Challenges for France in any case

Chart EUR/PLN Update: Range trade
Paying Article

July 7, 2026 12:02 PM UTC

Anticipated minor tests lower have not been seen

Chart USD/ZAR Update: Cautious trade - any gains to remain limited
Paying Article

July 7, 2026 11:46 AM UTC

Still little change

Chart EUR/CAD Update: Pressuring strong resistance
Paying Article

July 7, 2026 10:58 AM UTC

Still little change

Chart EUR/CHF Update: Pushing higher in CHF-driven trade
Paying Article

July 7, 2026 10:19 AM UTC

Cautious trade is giving way to anticipated gains

Psychology for major markets July 7
Paying Article

July 7, 2026 10:07 AM UTC

Another crude oil tanker reportedly damaged near Oman, around the Strait of Hormuz

Europe Summary and Highlights 7 Jul
Paying Article

July 7, 2026 9:50 AM UTC

USD/JPY sees a little profit-taking on the post holiday bounce
Generally quiet, tech stocks a little lower following Kospi, oil a touch higher on hazards

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China LGFV Repair Rather Than Reboot
Paying Article

July 7, 2026 9:45 AM UTC

•    Our assessment is that this ongoing exercise will likely have a small boost to GDP growth.  LGFV’s debt restructuring could allow some new borrowing, but the big issue is that LGFV and LG finances are dependent on one off property taxes with the building of new property.  The overhang

FX Daily Strategy: N America, Jul 7
Paying Article

July 7, 2026 9:01 AM UTC

Dollar steadies, risk steadies, summer slowdown may be here
USD/JPY recoups - recovery time seems proportionate to scale of the drop
Thin calendar, Minutes and RBNZ still the later highlights

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Zambia Country Risk Rating
Freemium Article

July 7, 2026 9:00 AM UTC

Overall risk in Zambia remains at a medium rating.

IMM Commitment of Traders Reports w/e Jun 30
Paying Article

July 7, 2026 8:25 AM UTC

Latest IMM data highlights market was still strongly spec GBP short - playing to the squeeze and EUR/GBP breakdown
NZD shorts also extended and so prone to bounce if RBNZ does not 'disappoint' 
JPY shorts remain at the highs - so still a short base for noise if/when jitters strikes, as US holiday sho

Chart USD/CHF Update: Gains to remain limited
Paying Article

July 7, 2026 8:21 AM UTC

Little change, as prices extend consolidation following the anticipated test of resistance at 0.8065

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