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May 26, 2026

North American Summary and Highlights 26 May
Freemium Article

May 26, 2026 7:44 PM UTC

Overview - The USD saw some correction from weekend losses that followed rising hopes for Middle East peace, led by USD/JPY. EUR saw some support from comments by ECB’s Schnabel. 

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Preview: Due June 5 - U.S. May Employment (Non-Farm Payrolls) - Slightly slower but still healthy
Paying Article

May 26, 2026 4:13 PM UTC

We expect May’s non-farm payroll to rise by 85k overall and by 90k in the private sector, less strong than in March and April but still showing a healthy labor market given a lack of growth in the labor force, leaving unemployment at 4.3% for a third straight month. We expect a 0.3% rise in in ave

FX Daily Strategy: Asia, May 27th
Paying Article

May 26, 2026 3:00 PM UTC

RBNZ Likely More Hawkish
Could Support the Kiwi
Australia April CPI Remain Hot
But Unlikely Enough to Persuade RBA to Hike 

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CHP Leadership Crisis Threatens Disinflation Trajectory in Turkiye
Freemium Article

May 26, 2026 11:20 AM UTC

Bottom Line: Political tensions remain high in Turkiye after the 36th Civil Chamber of the Ankara Regional Court of Justice annulled the opposition Republican People’s Party (CHP) 2023 leadership congress on May 21, 2026. The ruling removed elected CHP chairman Ozgur Ozel from his leadership posit

Europe Summary and Highlights 26 May
Paying Article

May 26, 2026 9:55 AM UTC

Quiet session, EUR slightly firmer after Schnabel comments

FX Weekly Strategy: May 25th-29th
Paying Article

May 26, 2026 9:00 AM UTC

Resilient equity markets preventing much FX movement…
…but sell in May and go away makes sense this year
European currencies vulnerable to any turn lower in risk sentiment
JPY remains favoured with BoJ protecting the downside

Psychology for major markets May 26
Paying Article

May 26, 2026 7:22 AM UTC

Optimism Building

IMM Commitment of Traders Reports w/e May 18th
Paying Article

May 26, 2026 7:17 AM UTC

Net long AUD position remains high by historical standards, NZD and CHF short.  EUR positioning suggests EUR downside risks based on historic correlations.

Asia Summary and Highlights 26 May
Paying Article

May 26, 2026 5:46 AM UTC

Rubio says Hormuz will open one way or another
U.S. forces sank two IRGC vessels laying mines in the Strait of Hormuz and struck a surface-to-air missile site at Bandar Abbas
Iran launched anti-ship cruise missiles at US Navy assets in response

FX Weekly Strategy: Europe, May 25th-29th
Paying Article

May 26, 2026 4:48 AM UTC

Resilient equity markets preventing much FX movement…
…but sell in May and go away makes sense this year
European currencies vulnerable to any turn lower in risk sentiment
JPY remains favoured with BoJ protecting the downside

May 25, 2026

Psychology for major markets May 25
Paying Article

May 25, 2026 7:45 AM UTC

Optimism Building

Asia Summary and Highlights 25 May
Paying Article

May 25, 2026 5:52 AM UTC

Broader Sentiment Upbeat

FX Weekly Strategy: Europe, May 25th-29th
Paying Article

May 25, 2026 4:32 AM UTC

Resilient equity markets preventing much FX movement…
…but sell in May and go away makes sense this year
European currencies vulnerable to any turn lower in risk sentiment
JPY remains favoured with BoJ protecting the downside

May 24, 2026

FX Weekly Strategy: Asia, May 25th-29th
Paying Article

May 24, 2026 9:00 PM UTC

Resilient equity markets preventing much FX movement…
…but sell in May and go away makes sense this year
European currencies vulnerable to any turn lower in risk sentiment
JPY remains favoured with BoJ protecting the downside

FX Weekly Strategy: APAC, May 25th-29th
Paying Article

May 24, 2026 5:00 PM UTC

Resilient equity markets preventing much FX movement…
…but sell in May and go away makes sense this year
European currencies vulnerable to any turn lower in risk sentiment
JPY remains favoured with BoJ protecting the downside

May 22, 2026

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. 

FX Weekly Strategy: May 25th-29th
Paying Article

May 22, 2026 3:00 PM UTC

Resilient equity markets preventing much FX movement…
…but sell in May and go away makes sense this year
European currencies vulnerable to any turn lower in risk sentiment
JPY remains favoured with BoJ protecting the downside

Europe Summary and Highlights 22 May
Paying Article

May 22, 2026 9:56 AM UTC

Quiet session, GBP resilient despite weak UK retail sales

FX Daily Strategy: N America, May 22nd
Paying Article

May 22, 2026 8:54 AM UTC

Japan National CPI Likely Shielded from Shock Now
And its impact on JPY Muted
DXY Remain Supported By Uncertainty

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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

Psychology for major markets May 22
Paying Article

May 22, 2026 7:50 AM UTC

Pakistan interior minister said to have met with Iran foreign minister again

Asia Summary and Highlights 22 May
Paying Article

May 22, 2026 5:43 AM UTC

Japan April National Headline CPI 1.4% y/y

FX Daily Strategy: Europe, May 22nd
Paying Article

May 22, 2026 4:54 AM UTC

Japan National CPI Likely Shielded from Shock Now
And its impact on JPY Muted
DXY Remain Supported By Uncertainty

May 21, 2026

North American Summary and Highlights 21 May
Freemium Article

May 21, 2026 7:33 PM UTC

Overview - The USD was little changed though with some volatility on reports from the Middle East. GBP and EUR were resilient to weak PMI data. 

FX Daily Strategy: Asia, May 22nd
Paying Article

May 21, 2026 3:00 PM UTC

Japan National CPI Likely Shielded from Shock Now
And its impact on JPY Muted
DXY Remain Supported By Uncertainty