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Europe: Anti-Immigration Vs More Negative Demographics
Freemium Article

May 22, 2026 8:12 AM UTC

 A significant demographic tremor is gaining speed and breadth - globally. Just as politics – certainly in the west - is framed around ending or at least reducing and controlling immigration, it seems that the populists at the helm of such thinking are not considering the ramifications of such a

FX Weekly Strategy: APAC, May 18th-22nd
Paying Article

May 15, 2026 4:32 PM UTC

Dollar squeeze could continue near-term
Popular trades forced into some profit-taking
Stretched risk trades face potential increased volatility

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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

North American Summary and Highlights 22 May
Freemium Article

May 22, 2026 7:47 PM UTC

Overview - The USD was supported by comments from Fed’s Waller and higher Michigan CSI inflation expectations but ended little changed. 

U.S. Fed's Collins - Expects restrictive policy for some time
Paying Article

May 13, 2026 3:57 PM UTC

Fed's Collins appears to be getting more hawkish as the energy shock persists.

Chart GBP/USD Update: Choppy in range
Freemium Article

June 12, 2026 7:31 AM UTC

The anticipated break back above congestion resistance at 1.3400 has been pushed back from 1.3430

Chart GBP/JPY Update: Within reach of 215.50 high
Paying Article

June 12, 2026 7:25 AM UTC

Pressure remains on the upside as prices extend bounce from the 213.00 level to reach the 215.00 level

Chart EUR/AUD Update: Consolidating, room for higher later
Paying Article

June 12, 2026 7:17 AM UTC

Settled back from test of the 1.6500 resistance as prices consolidate gains from the 1.6200 level

Chartbook: Chart JP Nikkei Update: Consolidate break to fresh all-time high
Paying Article

June 12, 2026 7:07 AM UTC

Consolidation beneath the 59332 February high gave way to break in Q2 to reach fresh all-time high at 68786 in early-June

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Fed Tightening and U.S. Treasury Yields: 1994, 1999 and 2022 Redux
Paying Article

June 12, 2026 7:05 AM UTC

Our baseline involves no Fed hike, but 50-75bps is feasible in a plausible adverse scenario.   In this alternative scenario of 50-75bps of Fed tightening it is easy to build the case for 2yr yields going to 4.30-4.40% area, before thoughts turn to H2 2027/28 involving modest Fed rate cuts.  10yr

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UK GDP Review: GDP Upside Surprises Persist?
Paying Article

June 12, 2026 6:56 AM UTC

Perhaps it is a supreme irony that just as business surveys suggest clear weakness, if not fresh contraction, the actual real economy has surprised on the upside, even now into the second month after the Middle East conflict started.  Indeed, and in perspective, official GDP data suggest that since

EUR/USD flows: And now the wait
Paying Article

June 12, 2026 6:38 AM UTC

Markets moved to recent oil floor and recent key pair/dollar resistance on the initial headlines
Now in waiting mode to see if this one actually delivers, Iran yet to declare final decision

Asia Summary and Highlights 12 June
Paying Article

June 12, 2026 6:13 AM UTC

IRGC vows "regret-inducing" response

USD/JPY flows: Up and Down on headlines
Paying Article

June 12, 2026 6:11 AM UTC

Back and forth headline

Chart USD/CNH Update: Under pressure
Paying Article

June 12, 2026 6:10 AM UTC

Under pressure, as prices extend pullback from the 6.7920 bounce high to threaten retest of the 6.7580, 2 June current year low

Chart USD/INR Update: Extend consolidation above 94.7275 low
Paying Article

June 12, 2026 5:00 AM UTC

Extending choppy trade following bounce from the 94.7275, 1 June low

FX Daily Strategy: Europe, Jun 12th
Paying Article

June 12, 2026 4:55 AM UTC

UK GDP Upside Surprises To Reverse?
DXY Choppy From Geopolitics
USD/JPY Within reach of 160.72 high

Chart USD/IDR Updates: Extending losses from 18180 historic high
Paying Article

June 12, 2026 4:41 AM UTC

Extending rejection from the 18180 Monday's all-time high following break of the 18000 level

Chart USD/THB Update: Threatens deeper pullback from 33.00/05 resistance
Paying Article

June 12, 2026 4:26 AM UTC

Settled into consolidation around 32.80 following rejection from 33.00/05 March YTD high

Chart USD/KRW Update: Extend consolidation above 1510.00
Paying Article

June 12, 2026 3:01 AM UTC

Little change, as prices consolidate above 1510.00 low following rejection from the 1560.00 high last week

Chart USD/SGD Update: Weighing on 1.2836 support
Paying Article

June 12, 2026 2:41 AM UTC

Lower in consolidation following rejection from the 1.2900/30 resistance to reach support at 1.2836 May high

Chart GBP/USD Update: Higher in consolidation from 1.3300 support
Freemium Article

June 12, 2026 2:10 AM UTC

Higher in consolidation from the 1.3300 support and break above the 1.3400 resistance opening up room for extension to 1.3450 congestion

AUD/USD flows: IRGC Tough Talk
Paying Article

June 12, 2026 2:01 AM UTC

IRGC vows "regret-inducing" response

Chart EUR/USD Update: Retest 1.1575/1.1600 resistance
Paying Article

June 12, 2026 1:52 AM UTC

Bounce from the 1.1500 level has seen gains to retest resistance at 1.1575

Chart EUR/JPY Update: Extend consolidation

June 12, 2026 1:17 AM UTC

Little change, as prices extend consolidation around the 185.00 level following bounce from 184.00 low

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