FX Daily Strategy: Asia, April 2nd

April 1, 2025 9:00 PM UTC

US tariff announcement the main focus
Significant increases already priced in but JPY still looks to have potential for gains
ADP unlikely to move market
Scandis staying strong, NOK favoured

FX Daily Strategy: APAC, April 2nd

April 1, 2025 3:06 PM UTC

US tariff announcement the main focus
Significant increases already priced in but JPY still looks to have potential for gains
ADP unlikely to move market
Scandis staying strong, NOK favoured

Psychology for major markets April 1st

April 1, 2025 10:17 AM UTC

Markets nervous ahead of tariff announcements, but most of the bad news may be priced in

FX Daily Strategy: N America, April 1st

April 1, 2025 9:16 AM UTC

RBA left rates unchanged
AUD performance likely to depend more on equities
ISM risks on the downside
Risk negative sentiment to continue to support USD and JPY

FX Daily Strategy: Europe, April 1st

April 1, 2025 5:07 AM UTC

RBA left rates unchanged
AUD performance likely to depend more on equities
ISM risks on the downside
Risk negative sentiment to continue to support USD and JPY

RBA Review: Recognize Inflation Moderates and Upside Risk

April 1, 2025 5:06 AM UTC

The RBA meeting on April 1st kept rates at 4.1% with no change in forward guidance

FX Daily Strategy: Asia April 1st

March 31, 2025 9:00 PM UTC

RBA to leave rates unchanged
AUD performance likely to depend more on equities
ISM risks on the downside
Risk negative sentiment to continue to support USD and JPY

FX Daily Strategy: APAC April 1st

March 31, 2025 3:01 PM UTC

RBA to leave rates unchanged
AUD performance likely to depend more on equities
ISM risks on the downside
Risk negative sentiment to continue to support USD and JPY

Psychology for major markets March 31st

March 31, 2025 10:03 AM UTC

USD and JPY firm, higher yielders soft as tariff concerns rise 

IMM Commitment of Traders Reports w/e March 25th

March 31, 2025 9:39 AM UTC

Net JPY positioning remains significantly long, CAD, CHF and NZD positions remain short

FX Weekly Strategy: March 31st - April 4th

March 31, 2025 9:04 AM UTC

USD tending to suffer from higher tariffs
JPY still looks to have the most scope for gains
EUR picture less clear cut
AUD still has potential for an upside break

FX Weekly Strategy:Europe, March 31st - April 4th

March 31, 2025 4:09 AM UTC

USD tending to suffer from higher tariffs
JPY still looks to have the most scope for gains
EUR picture less clear cut
AUD still has potential for an upside break

FX Weekly Strategy: March 31st - April 4th

March 30, 2025 9:00 PM UTC

USD tending to suffer from higher tariffs
JPY still looks to have the most scope for gains
EUR picture less clear cut
AUD still has potential for an upside break

FX Weekly Strategy: March 31st - April 4th

March 30, 2025 5:00 PM UTC

USD tending to suffer from higher tariffs
JPY still looks to have the most scope for gains
EUR picture less clear cut
AUD still has potential for an upside break

FX Weekly Strategy: March 31st - April 4th

March 28, 2025 4:18 PM UTC

USD tending to suffer from higher tariffs
JPY still looks to have the most scope for gains
EUR picture less clear cut
AUD still has potential for an upside break

Psychology for major markets March 28th

March 28, 2025 11:38 AM UTC

USD firm as tariff concerns rise and European data softens

Psychology for major markets March 27th

March 27, 2025 7:55 PM UTC

Trade concerns the focus.

FX Daily Strategy: Asia, March 28th

March 27, 2025 4:00 PM UTC

Tariff Man Defines the Ending Tone of Week
U.S. February  Core PCE Prices to outperform Core CPI
Tokyo CPI To Remain Hot
But unlikely to change USD/JPY

FX Daily Strategy: N America, March 27th

March 27, 2025 10:55 AM UTC

US trade data likely to be the main focus
Lower deficit may still imply weaker growth and lead to a weaker USD
GBP resilient but still biased lower

FX Daily Strategy: Europe, March 27th

March 27, 2025 4:51 AM UTC

US trade data likely to be the main focus
Lower deficit may still imply weaker growth and lead to a weaker USD
Norges bank decision a close call but NOK biased higher
GBP resilient but still biased lower

FX Daily Strategy: Asia, March 27th

March 26, 2025 10:00 PM UTC

US trade data likely to be the main focus
Lower deficit may still imply weaker growth and lead to a weaker USD
Norges bank decision a close call but NOK biased higher
GBP resilient but still biased lower

FX Daily Strategy: APAC, March 27th

March 26, 2025 4:02 PM UTC

US trade data likely to be the main focus
Lower deficit may still imply weaker growth and lead to a weaker USD
Norges bank decision a close call but NOK biased higher
GBP resilient but still biased lower

Psychology for major markets March 26th

March 26, 2025 11:24 AM UTC

GBP weaker after softer CPI

FX Daily Strategy: N America, March 26th

March 26, 2025 10:07 AM UTC

UK CPI and fiscal statement the focus
GBP risks mainly on the downside
USD likely to remains under pressure against the JPY
Swedish data needs to be strong to justify recent SEK strength

FX Daily Strategy: Asia, March 26th

March 25, 2025 10:00 PM UTC

UK CPI and fiscal statement the focus
GBP risks mainly on the downside
USD likely to remains under pressure against the JPY
Swedish data needs to be strong to justify recent SEK strength

FX Daily Strategy: APAC, March 26th

March 25, 2025 3:55 PM UTC

UK CPI and fiscal statement the focus
GBP risks mainly on the downside
USD likely to remains under pressure against the JPY
Swedish data needs to be strong to justify recent SEK strength

Psychology for major markets March 25th

March 25, 2025 11:21 AM UTC

USD correcting a little lower after Monday rally

FX Daily Strategy: N America, March 25th

March 25, 2025 9:58 AM UTC

USD and equity recovery looks partly technical
Conference Board consumer confidence could determine if rally extends on Tuesday
EUR will be focused on IFO, which looks low relative to the PMI
JPY weakness looks excessive but unlikely to turn while equities gain

FX Daily Strategy: Asia, March 25th

March 24, 2025 10:00 PM UTC

JPY still has potential for gains unless market sentiment improves
EUR may get some support from PMIs
US PMI, trade and confidence data has potential for more impact than usual
GBP may be vulnerable to CPI and fiscal update
AUD tone has weakened but big picture still looks positive

FX Daily Strategy: APAC, March 25th

March 24, 2025 3:57 PM UTC

JPY still has potential for gains unless market sentiment improves
EUR may get some support from PMIs
US PMI, trade and confidence data has potential for more impact than usual
GBP may be vulnerable to CPI and fiscal update
AUD tone has weakened but big picture still looks positive

Psychology for major markets March 24th

March 24, 2025 11:12 AM UTC

USD edging lower as risk sentiment improves

FX Weekly Strategy: March 24th-28th

March 24, 2025 10:08 AM UTC

JPY still has potential for gains unless market sentiment improves
EUR may get some support from PMIs
US PMI, trade and confidence data has potential for more impact than usual
GBP may be vulnerable to CPI and fiscal update
AUD tone has weakened but big picture still looks positive

IMM Commitment of Traders Reports w/e March 18th

March 24, 2025 8:01 AM UTC

Net short CAD and NZD positions remain high, net JPY positioning significantly long

FX Weekly Strategy: Europe, March 24th-28th

March 24, 2025 3:53 AM UTC

JPY still has potential for gains unless market sentiment improves
EUR may get some support from PMIs
US PMI, trade and confidence data has potential for more impact than usual
GBP may be vulnerable to CPI and fiscal update
AUD tone has weakened but big picture still looks positive

FX Weekly Strategy: Asia, March 24th-28th

March 23, 2025 10:00 PM UTC

JPY still has potential for gains unless market sentiment improves
EUR may get some support from PMIs
US PMI, trade and confidence data has potential for more impact than usual
GBP may be vulnerable to CPI and fiscal update
AUD tone has weakened but big picture still looks positive

FX Weekly Strategy: APAC, March 24th-28th

March 23, 2025 6:00 PM UTC

JPY still has potential for gains unless market sentiment improves
EUR may get some support from PMIs
US PMI, trade and confidence data has potential for more impact than usual
GBP may be vulnerable to CPI and fiscal update
AUD tone has weakened but big picture still looks positive

FX Weekly Strategy: March 24th-28th

March 21, 2025 4:05 PM UTC

JPY still has potential for gains unless market sentiment improves
EUR may get some support from PMIs
US PMI, trade and confidence data has potential for more impact than usual
GBP may be vulnerable to CPI and fiscal update
AUD tone has weakened but big picture still looks positive

Psychology for major markets March 21st

March 21, 2025 11:12 AM UTC

USD firm as risk appetite softens

FX Daily Strategy: N America, March 21st

March 21, 2025 9:47 AM UTC

USD to continue to edge higher against the EUR
GBP to sustain gains but upside modest
JPY strength to continue, but more equity weakness required to extend gains
AUD down, but not out

FX Daily Strategy: Europe, March 21st

March 21, 2025 3:57 AM UTC

USD to continue to edge higher against the EUR
GBP to sustain gains but upside modest
JPY strength to continue, but more equity weakness required to extend gains
AUD down, but not out

FX Daily Strategy: Asia, March 21st

March 20, 2025 10:00 PM UTC

USD to continue to edge higher against the EUR
GBP to sustain gains but upside modest
JPY strength to continue, but more equity weakness required to extend gains
AUD down, but not out

FX Daily Strategy: APAC, March 21st

March 20, 2025 4:14 PM UTC

USD to continue to edge higher against the EUR
GBP to sustain gains but upside modest
JPY strength to continue, but more equity weakness required to extend gains
AUD down, but not out