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Greenland: U.S. Sphere of Influence or More?

January 7, 2026 8:05 AM UTC

·       Trump will likely go for more pressure and then seek to negotiate with Denmark and Greenland.  Denmark and Greenland already have mutual interests with the U.S. on security; minerals and Russia/China that are already covered by previous agreements and understandings.  Trump would li

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Russia’s Inflation is Expected to Continue to Soften in December
Freemium Article

December 22, 2025 2:11 PM UTC

Bottom Line: After edging down to 6.6% in November, we expect Russian inflation to continue its decreasing pattern in December owing to lagged impacts of previous aggressive monetary tightening and relative resilience of RUB. December inflation figures will be announced on December 29, and we forese

U.S. Fed's Kashkari - Next Fed Chair will have to win the argument
Paying Article

January 14, 2026 6:23 PM UTC

Fed's Kashkari is making it clear that the FOMC voters will not automatically follow the lead of the next Chair.

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Preview: Due January 22 - U.S. October and November Personal Income and Spending - Heading for annualized Q4 gains a little above 2.0%
Paying Article

January 14, 2026 5:51 PM UTC

January 22 will see a personal income and spending report for both October and November. We expect personal income to rise by 0.4% in October and 0.5% in November and  personal spending to rise by 0.2% in October and 0.5% in November. For core PCE prices, we expect gains of 0.2% in October and 0.1%

U.S. Fed's Bostic - Still need restrictive policy
Paying Article

January 14, 2026 5:27 PM UTC

Fed's Bostic is sounding quite hawkish, with Kashkari reiterating a similar message.

Chart USD/CAD Update: Consolidating
Freemium Article

January 14, 2026 5:05 PM UTC

Still little change, as prices extend cautious trade

FX Daily Strategy: APAC, January 15th
Paying Article

January 14, 2026 3:57 PM UTC

JPY may get a brief reprieve but intervention still likely to be needed
GBP downside risks on GDP
USD firm and unlikely to be derailed by data

U.S. December Existing Home Sales - Responding to Fed easing
Paying Article

January 14, 2026 3:13 PM UTC

December existing home sales have seen a strong 5.1% increase to 4.35m, this the strongest of four straight gains and the highest level since February 2022.

Chart AUD/USD Update: Limited downside tests
Paying Article

January 14, 2026 2:40 PM UTC

Still little change, as the break below 0.6700 gives way to fresh consolidation above congestion support at 0.6650

Chart EUR/JPY Update: Sharp pullback in JPY-driven trade
Paying Article

January 14, 2026 2:32 PM UTC

Prices have posted a fresh multi-decade high around 185.55~

Chart USD/JPY Update: Sharp pullback from fresh multi-year high
Paying Article

January 14, 2026 2:16 PM UTC

The break above the 158.88 year high of 10 January 2025 has been pushed back sharply from 159.45

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U.S. Retail Sales and PPI over October and November not far from expectations
Freemium Article

January 14, 2026 2:15 PM UTC

November retail sales with a rise of 0.6% are marginally stronger than expected but the data is close to expectations net of modest negative back month revisions. PPI has been released for both October and November, also net in line with expectations, with October on the firm side in the core rate f

USD flows: Data neutral, some negative event risk
Paying Article

January 14, 2026 2:00 PM UTC

Retial sale sand CPI much as expected, but consistent with a strong US Q4. Geopolitics and the Supreme Court could have an impact

Chart EUR/PLN Update: Gains to remain limited
Paying Article

January 14, 2026 1:04 PM UTC

Consolidation above the 4.2075 range lows has given way to a bounce

Chart USD/ZAR Update: Choppy above support - studies under pressure
Paying Article

January 14, 2026 12:32 PM UTC

Little change, as prices extend cautious/choppy trade just below 16.4000

Chart EUR/CAD Update: Cautious trade - studies under pressure
Paying Article

January 14, 2026 12:12 PM UTC

Little change, as prices extend cautious/choppy trade within the 1.6150 - 1.6200 range

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DM Government Debt: 2026 Supply & Voters’ Resistance To Fiscal Consolidation
Paying Article

January 14, 2026 11:55 AM UTC

·        We see the most persistent issue being supply (budget deficit + QT) in 2026, which should lessen into 2027 with a slowdown in ECB/BOE QT and a partial U turn by the BOJ.  However, governments are also struggling with electorates that are resistant to higher taxes or lower governmen

Chart EUR/CHF Update: Pullback from 0.9350
Paying Article

January 14, 2026 11:46 AM UTC

Anticipated gains have met selling interest at 0.9350

Psychology for major markets Jan 14
Paying Article

January 14, 2026 11:26 AM UTC

USD still firm but gains have slowed on Fed independence talk. JPY remains weak despite intervention threat

Europe Summary and Highlights 14 Jan
Paying Article

January 14, 2026 11:18 AM UTC

The USD was generally weaker through the European morning, with USD/JPY dropping half a figure to 158.65 and EUR/USD 10 pips higher at 1.1655.

FX Daily Strategy: N America, January 14th
Paying Article

January 14, 2026 10:10 AM UTC

US retail sales the next data focus
USD strength and JPY weakness persist
JPY weakness likely to continue unless the BoJ intervene
AUD and NOK may benefit from strong equities

Chart USD/CHF Update: Extending gains
Paying Article

January 14, 2026 9:33 AM UTC

Cautious trade has given way to a push higher in CHF-driven trade

Chart USD Index DXY Update: Consolidating
Paying Article

January 14, 2026 9:15 AM UTC

The anticipated break above 99.00 has met expected selling interest beneath strong resistance at 99.26/31

Chart EUR/GBP Update: Consolidating - background studies under pressure
Paying Article

January 14, 2026 8:59 AM UTC

Little change, as prices extend consolidation within the 0.8645/70 range

Chart EUR/USD Update: Leaning lower
Paying Article

January 14, 2026 8:48 AM UTC

The anticipated break below 1.1650 is currently balanced around 1.1640