FX Daily Strategy: Asia, August 15th

August 14, 2025 9:00 PM UTC

JPY may soften on Q2 Japanese GDP
USD could weaken into the end of the week on soft US retail sales
PPI emphasises that the market is optimistic in pricing aggressive Fed easing
GBP strength unlikely to extend far

FX Daily Strategy: APAC, August 15th

August 14, 2025 2:55 PM UTC

JPY may soften on Q2 Japanese GDP
USD could weaken into the end of the week on soft US retail sales
PPI emphasises that the market is optimistic in pricing aggressive Fed easing
GBP strength unlikely to extend far

Psychology for major markets Aug 14

August 14, 2025 9:58 AM UTC

GBP firm on GDP data, JPY gains on Bessent comments

FX Daily Strategy: N America, August 14th

August 14, 2025 9:17 AM UTC

AUD bounced on solid Australian employment data 
GBP risks on the downside on GDP data
NOK at attractive levels ahead of Norges Bank decision
USD more likely to gain than fall on PPI
Underlying positive risks tone hard to justify longer term

FX Daily Strategy: Asia, August 14th

August 13, 2025 9:00 PM UTC

AUD vulnerable if Australian employment data is weak
GBP risks on the downside on GDP data
NOK at attractive levels ahead of Norges Bank decision
USD more likely to gain than fall on PPI
Underlying positive risks tone hard to justify longer term

FX Daily Strategy: APAC, August 14th

August 13, 2025 2:54 PM UTC

AUD vulnerable if Australian employment data is weak
GBP risks on the downside on GDP data
NOK at attractive levels ahead of Norges Bank decision
USD more likely to gain than fall on PPI
Underlying positive risks tone hard to justify longer term

Psychology for major markets Aug 13

August 13, 2025 10:03 AM UTC

USD loses ground as market prices in September Fed ease

FX Daily Strategy: N America, August 13th

August 13, 2025 8:46 AM UTC

Risk positive tone persists after US CPI
JPY remains under pressure
GBP/JPY reaches highest in a year
CHF weakness can extend further

FX Daily Strategy: Asia, August 13th

August 12, 2025 9:00 PM UTC

Risk positive tone persists after US CPI
JPY remains under pressure
GBP/JPY reaches highest in a year
CHF weakness can extend further

FX Daily Strategy: APAC, August 13th

August 12, 2025 2:57 PM UTC

Risk positive tone persists after US CPI
JPY remains under pressure
GBP/JPY reaches highest in a year
CHF weakness can extend further

Psychology for major markets Aug 12

August 12, 2025 10:01 AM UTC

US CPI awaited, GBP and USD firm

FX Daily Strategy: N America, August 12th

August 12, 2025 8:53 AM UTC

RBA cut the policy rate, AUD risks starting to shift to the downside
US CPI a major focus but impact likely to be modest
GBP a little firmer after labour market data

FX Daily Strategy: Asia, August 12th

August 11, 2025 9:00 PM UTC

Impact of US CPI less clear than in the past
Any USD gains on stronger inflation data would likely be temporary
AUD range bound for now but RBA could threaten a breakout
GBP downside risks on labour market data

FX Daily Strategy: APAC, August 12th

August 11, 2025 2:56 PM UTC

Impact of US CPI less clear than in the past
Any USD gains on stronger inflation data would likely be temporary
AUD range bound for now but RBA could threaten a breakout
GBP downside risks on labour market data

Psychology for major markets Aug 11

August 11, 2025 10:12 AM UTC

US CPI awaited, risk tone remains positive

FX Weekly Strategy: August 11th-15th

August 11, 2025 8:38 AM UTC

Impact of US CPI less clear than in the past
Any USD gains on stronger inflation data would likely be temporary
AUD range bound for now but RBA could threaten a breakout
GBP downside risks on labour market data

IMM Commitment of Traders Reports w/e August 5th

August 11, 2025 7:20 AM UTC

Net speculative long JPY positioning falls further, short CHF speculative positioning rising

FX Weekly Strategy: Europe, August 11th-15th

August 11, 2025 4:44 AM UTC

Impact of US CPI less clear than in the past
Any USD gains on stronger inflation data would likely be temporary
AUD range bound for now but RBA could threaten a breakout
GBP downside risks on labour market data

FX Weekly Strategy: Asia, August 11th-15th

August 10, 2025 9:00 PM UTC

Impact of US CPI less clear than in the past
Any USD gains on stronger inflation data would likely be temporary
AUD range bound for now but RBA could threaten a breakout
GBP downside risks on labour market data

FX Weekly Strategy: APAC, August 11th-15th

August 10, 2025 5:00 PM UTC

Impact of US CPI less clear than in the past
Any USD gains on stronger inflation data would likely be temporary
AUD range bound for now but RBA could threaten a breakout
GBP downside risks on labour market data

FX Weekly Strategy: August 11th-15th

August 8, 2025 3:16 PM UTC

Impact of US CPI less clear than in the past
Any USD gains on stronger inflation data would likely be temporary
AUD range bound for now but RBA could threaten a breakout
GBP downside risks on labour market data

Psychology for major markets Aug 8

August 8, 2025 10:04 AM UTC

USD under some pressure as Fed easing speculation mounts.

FX Daily Strategy: N America, August 8th

August 8, 2025 9:20 AM UTC

Looks Like a Quiet Friday
But the Tariff Man Does Not Sleep
Employment Data Could Weakens the Loonie
Inflation Expectation Could Support DXY

FX Daily Strategy: Europe, August 8th

August 8, 2025 4:48 AM UTC

Looks Like a Quiet Friday
But the Tariff Man Does Not Sleep
Employment Data Could Weakens the Loonie
Inflation Expectation Could Support DXY

Psychology for major markets Aug 7

August 7, 2025 5:22 PM UTC

USD under some pressure as Fed easing speculation mounts.

FX Daily Strategy: Asia, August 8th

August 7, 2025 4:00 PM UTC

Looks Like a Quiet Friday
But the Tariff Man Does Not Sleep
Employment Data Could Weakens the Loonie
Inflation Expectation Could Support DXY

FX Daily Strategy: N America, August 7th

August 7, 2025 9:55 AM UTC

Labour Market Softness to Trigger Further BoE Cut
U.S. Jobless Claims May still be low
Could see some JPY Weakness

FX Daily Strategy: Europe, August 7th

August 7, 2025 4:50 AM UTC

Labour Market Softness to Trigger Further BoE Cut
U.S. Jobless Claims May still be low
Japanese Household Spending Should See Modest Growth
Could see some JPY Weakness

FX Daily Strategy: Asia, August 7th

August 6, 2025 4:00 PM UTC

Labour Market Softness to Trigger Further BoE Cut
U.S. Jobless Claims May still be low
Japanese Household Spending Should See Modest Growth
Could see some JPY Weakness

FX Daily Strategy: N America, August 6th

August 6, 2025 9:55 AM UTC

Labor Cash Earning Regain Traction
A Few Fed Speakers May Have a Change of Mind 
Rather Empty Calendar let Trump to Move Market

FX Daily Strategy: Asia, August 6th

August 5, 2025 4:00 PM UTC

Labor Cash Earning Remains Critical for BoJ Decision
A Few Fed Speakers May Have a Change of Mind 
Rather Empty Calendar let Trump to Move Market

FX Daily Strategy: N America, August 5th

August 5, 2025 9:55 AM UTC

ISM services may provide some USD support
JPY remains the most likely beneficiary of any risk or USD weakness
EUR/USD may remain broadly steady
CHF can fall further

FX Daily Strategy: APAC, August 5th

August 4, 2025 2:54 PM UTC

ISM services may provide some USD support
JPY remains the most likely beneficiary of any risk or USD weakness
EUR/USD may remain broadly steady
CHF can fall further

Psychology for major markets Aug 4

August 4, 2025 10:01 AM UTC

USD stabilising after Friday decline, but risk sentiment fragile

FX Weekly Strategy: August 4th-8th

August 4, 2025 9:10 AM UTC

GBP under pressure but may manage recovery
JPY to benefit as risk sentiment continues to decline
CHF may see delayed reaction to tariff announcement
EUR/USD picture unclear

IMM Commitment of Traders Reports w/e July 27th

August 4, 2025 7:38 AM UTC

Net speculative long JPY positioning falls further, EUR speculative longs significant, CHF speculative positioning short despite CHF strength