FX Weekly Strategy: Asia, Jul 6-10

July 3, 2026 3:11 PM UTC

FOMC, ECB Minutes, RBNZ decision the highlights
Dollar ardour cools but spreads still in favour
NZD attempting to bounce if RBNZ plays ball
USD/JPY has done some n/t chart damage

Psychology for major markets July 3

July 3, 2026 6:51 AM UTC

Market Cheers on Less hawkish Fed expectation

FX Daily Strategy: Asia, Jul 3

July 2, 2026 3:00 PM UTC

Quiet Calendar Sees Focus Back at Middle East
DXY Further consolidation
USD/JPY and the Silent Interventions

Psychology for major markets July 2

July 2, 2026 10:17 AM UTC

USD/JPY self-policing ahead of holiday, long liquidation

FX Daily Strategy: N America, Jul 2

July 2, 2026 9:02 AM UTC

Payrolls in focus. Probably needs a 100k+/- surprise to prompt excitement
Friday's US holiday does indeed leave mkt wary of Japan intervention, and prompts early covering
EUR/GBP also does break key support, stretching sterling short covering

FX Daily Strategy: Europe, Jul 2

July 2, 2026 3:56 AM UTC

Payrolls in focus. Probably needs a 100k+/- surprise to prompt excitement
Friday's US holiday may leave mkt wary of Japan intervention, prompt some early covering
EUR/GBP still sitting on key support, risk of break remains

FX Daily Strategy: Asia, Jul 2

July 1, 2026 3:06 PM UTC

Payrolls in focus. Probably needs a 100k+/- surprise to prompt excitement
Friday's US holiday may leave mkt wary of Japan intervention, prompt some early covering
EUR/GBP still sitting on key support, risk of break remains

FX Daily Strategy: N America, July 1st

July 1, 2026 9:01 AM UTC

U.S. June ADP Employment remains healthy
ISM Manufacturing to Sustain May's bounce
Further USD/JPY Rally Could Trigger Intervention

Psychology for major markets July 1

July 1, 2026 6:51 AM UTC

USD/JPY Weakest in Decades, Again

FX Daily Strategy: Europe, July 1st

July 1, 2026 4:25 AM UTC

U.S. June ADP Employment remains healthy
ISM Manufacturing to Sustain May's bounce
Further USD/JPY Rally Could Trigger Intervention

FX Daily Strategy: Asia, July 1st

June 30, 2026 3:00 PM UTC

U.S. June ADP Employment remains healthy
ISM Manufacturing to Sustain May's bounce
Further USD/JPY Rally Could Trigger Intervention

FX Daily Strategy: N America, Jun 30th

June 30, 2026 9:09 AM UTC

Still in dollar consolidation/correction mode. Period end, options, wait for payrolls also
Spec mkt long dollars and at extreme for GBP. Latter could risk a squeeze

Psychology for major markets June 30

June 30, 2026 8:15 AM UTC

USD/JPY Weakest in Decades

FX Daily Strategy: Europe, Jun 30th

June 30, 2026 5:01 AM UTC

Still in dollar consolidation/correction mode. Period end, options, wait for payrolls also
Spec mkt long dollars and at extreme for GBP. Latter could risk a squeeze
ECB conference, inflation data on the calendar

FX Daily Strategy: APAC, Jun 30th

June 29, 2026 3:21 PM UTC

Still in dollar consolidation/correction mode. Period end, options, wait for payrolls also
Spec mkt long dollars and at extreme for GBP. Latter could risk a squeeze
ECB conference, inflation data on the calendar

Psychology for major markets June 29

June 29, 2026 9:35 AM UTC

Crossfire ended early

FX Weekly Strategy: N America, Jun 29 - Jul 3

June 29, 2026 9:06 AM UTC

EZ HICP seen peaking, US payrolls solid but flattered
Central bank get-together. Rate hike expectations easing in tandem
Dollar still firm, but market to finish unwinding overbought conditions

IMM Commitment of Traders Reports w/e Jun 23

June 29, 2026 8:19 AM UTC

Latest IMM data underscores mkt strongly long-dollar, playing to current overbought pullback/consolidation
CAD (pre USMCA) and NZD shorts large; AUD remains more sidelined if forced out of longs
GBP shorts at historic highs - last out here in 2017 
This occurring at the EUR/GBP range lows - so creates

FX Weekly Strategy: Asia, Jun 29 - Jul 3

June 26, 2026 3:31 PM UTC

EZ HICP seen peaking, US payrolls solid but flattered
Central bank get-together. Rate hike expectations easing in tandem
Dollar still firm, but market to finish unwinding overbought conditions

Psychology for major markets June 26

June 26, 2026 9:46 AM UTC

Iran says Strait of Hormuz shipping will be governed by terms of memorandum with Oman

FX Daily Strategy: N America, Jun 26th

June 26, 2026 9:10 AM UTC

U.S. May Advance Goods Trade Balance 
Tokyo core CPI picks up
USD/JPY Extend consolidation beneath 161.95 

U.S. Trimmed Mean and Median PCE Price Indices not as strong as Core PCE

June 26, 2026 7:05 AM UTC

The Dallas Fed’s Trimmed Mean PCE inflation index, which is reported to be a series favored by Fed Chair Kevin Warsh, as well as the Cleveland Fed’s Median PCE price index, look a little less alarming than the Fed’s officially targeted Core PCE price index. This could be used as an argument ag

FX Daily Strategy: Asia, Jun 26th

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 

Psychology for major markets June 25

June 25, 2026 9:20 AM UTC

Israel has pulled back from part of its buffer zone in southern Lebanon

FX Daily Strategy: Asia, Jun 25th

June 24, 2026 3:00 PM UTC

Australian Employment Market Unlikely to Persuade RBA
U.S. May Core PCE Prices to outperform CPI
No significant revision for U.S. Final Q1 GDP 
And other U.S. Data

FX Daily Strategy: N America, Jun 24th

June 24, 2026 9:14 AM UTC

Dollar remains firm, testing or clearing various levels
Focus on position corrections, Fed re-pricing spillover, and equities
Quiet calendar, US new home sales on the schedule

Psychology for major markets June 24

June 24, 2026 8:07 AM UTC

Pakistan says U.S.-Iran technical talks to only resume next week

FX Daily Strategy: Europe, Jun 24th

June 24, 2026 5:38 AM UTC

Dollar remains firm, testing or clearing various levels
Focus on position corrections, Fed re-pricing spillover, and equities
AUD CPI, IFO and US new home sales on the schedule

FX Daily Strategy: Asia, Jun 24th

June 23, 2026 9:00 PM UTC

Dollar remains firm, testing or clearing various levels
Focus on position corrections, Fed re-pricing spillover, and equities
AUD CPI, IFO and US new home sales on the schedule

FX Daily Strategy: APAC, Jun 24th

June 23, 2026 4:42 PM UTC

Dollar remains firm, testing or clearing various levels
Focus on position corrections, Fed re-pricing spillover, and equities
AUD CPI, IFO and US new home sales on the schedule

Psychology for major markets June 23

June 23, 2026 10:26 AM UTC

USD/risk seeing some follow through

FX Daily Strategy: N America, Jun 23rd

June 23, 2026 9:03 AM UTC

U.S.-Iran, On and off
U.S. June S&P PMIs not quite as strong
USD/JPY in Intervention Zone

FX Daily Strategy: Asia, Jun 23rd

June 22, 2026 4:00 PM UTC

U.S.-Iran, On and off
U.S. June S&P PMIs not quite as strong
USD/JPY in Intervention Zone

FX Weekly Strategy: N America, Jun 22-26

June 22, 2026 9:03 AM UTC

No significant revision for U.S. Q1 GDP 
U.S. May Core PCE Prices to outperform CPI
And A Slate of U.S. Data
Canada May CPI A further lift from energy 

Psychology for major markets June 22

June 22, 2026 7:35 AM UTC

Strait off, and then on

FX Weekly Strategy: Europe, Jun 22-26

June 22, 2026 5:21 AM UTC

No significant revision for U.S. Q1 GDP 
U.S. May Core PCE Prices to outperform CPI
And A Slate of U.S. Data
Canada May CPI A further lift from energy 

FX Weekly Strategy: Asia, Jun 22-26

June 19, 2026 3:00 PM UTC

No significant revision for U.S. Q1 GDP 
U.S. May Core PCE Prices to outperform CPI
And A Slate of U.S. Data
Canada May CPI A further lift from energy 

FX Daily Strategy: N America, Jun 19th

June 19, 2026 9:09 AM UTC

Market Focus Stays in Middle East
Japan national CPI Remains Compressed
USD/JPY Consolidating, Tilted Higher

Psychology for major markets June 19

June 19, 2026 7:37 AM UTC

Vance cancels trip for Iran talks

FX Daily Strategy: Europe, Jun 19th

June 19, 2026 4:29 AM UTC

Market Focus Stays in Middle East
National CPI Remain Compressed
USD/JPY Consolidating, Tilted Higher