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May 24, 2024

FX Weekly Strategy: May 27th-31st
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May 24, 2024 2:42 PM UTC

CPI data at the end of the week limits early week volatility
Still scope for some action in USD/JPY in particular
CHF remains vulnerable, NOK may represent the best carry trade
GBP has potential to rise on declining  risk premium

Psychology for major markets May 24th
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May 24, 2024 10:00 AM UTC

USD supported after strong PMI

FX Daily Strategy: N America, May 24th
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May 24, 2024 8:59 AM UTC

JPY to focus more on intervention threat than Japanese CPI
Levels suggests intervention likely but timing uncertain
GBP to maintain firm tone despite softer PMIs
CHF looks a more attractive funding currency than the JPY

FX Daily Strategy: Europe, May 24th
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May 24, 2024 4:43 AM UTC

JPY to focus more on intervention threat than Japanese CPI
Levels suggests intervention likely but timing uncertain
GBP to maintain firm tone despite softer PMIs
CHF looks a more attractive funding currency than the JPY

May 23, 2024

FX Daily Strategy: Asia, May 24th
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May 23, 2024 9:00 PM UTC

JPY to focus more on intervention threat than Japanese CPI
Levels suggests intervention likely but timing uncertain
GBP to maintain firm tone despite softer PMIs
CHF looks a more attractive funding currency than the JPY

FX Daily Strategy: APAC, May 24th
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May 23, 2024 3:05 PM UTC

JPY to focus more on intervention threat than Japanese CPI
Levels suggests intervention likely but timing uncertain
GBP to maintain firm tone despite softer PMIs
CHF looks a more attractive funding currency than the JPY

Psychology for major markets May 23rd
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May 23, 2024 10:03 AM UTC

EUR supported after strong PMI

FX Daily Strategy: N America, May 23rd
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May 23, 2024 9:10 AM UTC

PMIs the focus for Thursday
More relative US weakness could undermine the USD
GBP well bid and could benefit from election talk
JPY weakness could trigger intervention very soon

FX Daily Strategy: Europe, May 23rd
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May 23, 2024 5:16 AM UTC

PMIs the focus for Thursday
More relative US weakness could undermine the USD
GBP well bid and could benefit from election talk
JPY weakness could trigger intervention very soon

May 22, 2024

FX Daily Strategy: Asia, May 23rd
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May 22, 2024 9:00 PM UTC

PMIs the focus for Thursday
More relative US weakness could undermine the USD
GBP well bid and could benefit from election talk
JPY weakness could trigger intervention very soon

FX Daily Strategy: APAC, May 23rd
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May 22, 2024 3:12 PM UTC

PMIs the focus for Thursday
More relative US weakness could undermine the USD
GBP well bid and could benefit from election talk
JPY weakness could trigger intervention very soon

Psychology for major markets May 22nd
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May 22, 2024 10:05 AM UTC

GBP stronger after higher than expected CPI. EUR/CHF still rising

FX Daily Strategy: N America, May 22nd
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May 22, 2024 9:14 AM UTC

NZD jumped on RBNZ's upward OCR revision
GBP risks slightly on the downside on UK CPI
The USD could benefit from more hawkish FOMC minutes

FX Daily Strategy: Europe, May 22nd
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May 22, 2024 5:44 AM UTC

NZD jumped on RBNZ's upward OCR revision
GBP risks slightly on the downside on UK CPI
The USD could benefit from more hawkish FOMC minutes

May 21, 2024

FX Daily Strategy: Asia, May 22nd
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May 21, 2024 9:00 PM UTC

NZD may fall unless RBNZ make rate cuts seem less likely
GBP risks slightly on the downside on UK CPI
The USD could benefit from more hawkish FOMC minutes

FX Daily Strategy: APAC, May 22nd
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May 21, 2024 3:06 PM UTC

NZD may fall unless RBNZ make rate cuts seem less likely
GBP risks slightly on the downside on UK CPI
The USD could benefit from more hawkish FOMC minutes

Psychology for major markets May 21st
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May 21, 2024 10:08 AM UTC

EUR/CHF hitting new 1 year highs. USD steady

FX Daily Strategy: N America, May 21st
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May 21, 2024 8:51 AM UTC

Canadian CPI risks slightly on the downside
USD/CAD risks consequently on the upside
CHF and JPY under pressure, CHF the preferred funding currency
GBP gains to fade ahead of UK CPI

FX Daily Strategy: Europe, May 21st
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May 21, 2024 4:21 AM UTC

Canadian CPI risks slightly on the downside
USD/CAD risks consequently on the upside
CHF and JPY under pressure, CHF the preferred funding currency
GBP gains to fade ahead of UK CPI

May 20, 2024

FX Daily Strategy: Asia, May 21st
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May 20, 2024 9:00 PM UTC

Canadian CPI risks slightly on the downside
USD/CAD risks consequently on the upside
CHF and JPY under pressure, CHF the preferred funding currency
GBP gains to fade ahead of UK CPI

FX Daily Strategy: APAC, May 21st
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May 20, 2024 3:06 PM UTC

Canadian CPI risks slightly on the downside
USD/CAD risks consequently on the upside
CHF and JPY under pressure, CHF the preferred funding currency
GBP gains to fade ahead of UK CPI

Psychology for major markets May 20th
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May 20, 2024 10:05 AM UTC

EUR/CHF hitting new 1 year highs. USD steady

FX Weekly Strategy: May 20th-24th
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May 20, 2024 8:55 AM UTC

USD to focus on PMIs after recent relative US weakness
JPY still has the most scope for gains
GBP upside limited as big drop in CPI expected
CAD may soften as CPI could allow BoC rate cut

IMM Commitment of Traders Reports w/e May 14th
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May 20, 2024 7:20 AM UTC

CHF net short positioning stands out

FX Weekly Strategy: Europe, May 20th-24th
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May 20, 2024 4:24 AM UTC

USD to focus on PMIs after recent relative US weakness
JPY still has the most scope for gains
GBP upside limited as big drop in CPI expected
CAD may soften as CPI could allow BoC rate cut

May 19, 2024

FX Weekly Strategy: Asia, May 20th-24th
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May 19, 2024 9:00 PM UTC

USD to focus on PMIs after recent relative US weakness
JPY still has the most scope for gains
GBP upside limited as big drop in CPI expected
CAD may soften as CPI could allow BoC rate cut

FX Weekly Strategy: APAC, May 20th-24th
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May 19, 2024 5:00 PM UTC

USD to focus on PMIs after recent relative US weakness
JPY still has the most scope for gains
GBP upside limited as big drop in CPI expected
CAD may soften as CPI could allow BoC rate cut

May 17, 2024

FX Weekly Strategy: May 20th-24th
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May 17, 2024 3:18 PM UTC

USD to focus on PMIs after recent relative US weakness
JPY still has the most scope for gains
GBP upside limited as big drop in CPI expected
CAD may soften as CPI could allow BoC rate cut

Psychology for major markets May 17th
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May 17, 2024 10:10 AM UTC

Underlying USD tone remains a little negative as yields edge lower, despite modest rally today. EUR/CHF hitting new 1 year highs

FX Daily Strategy: N America, May 17th
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May 17, 2024 9:14 AM UTC

USD to stay soft after mildly weaker CPI
USD/JPY still has most scope for decline
EUR/JPY also looks overstretched
AUD dips on employment data but upside still favoured

FX Daily Strategy: Europe, May 17th
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May 17, 2024 5:05 AM UTC

USD to stay soft after mildly weaker CPI
USD/JPY still has most scope for decline
EUR/JPY also looks overstretched
AUD dips on employment data but upside still favoured

May 16, 2024

FX Daily Strategy: Asia, May 17th
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May 16, 2024 9:00 PM UTC

USD to stay soft after mildly weaker CPI
USD/JPY still has most scope for decline
EUR/JPY also looks overstretched
AUD dips on employment data but upside still favoured

FX Daily Strategy: APAC, May 17th
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May 16, 2024 3:14 PM UTC

USD to stay soft after mildly weaker CPI
USD/JPY still has most scope for decline
EUR/JPY also looks overstretched
AUD dips on employment data but upside still favoured

Psychology for major markets May 16th
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May 16, 2024 10:08 AM UTC

USD softer post-CPI 

FX Daily Strategy: N America, May 16th
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May 16, 2024 8:59 AM UTC

USD to stay soft after mildly weaker CPI
USD/JPY still has most scope for decline
EUR/JPY also looks overstretched
AUD dips on employment data but upside still favoured

FX Daily Strategy: Europe, May 16th
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May 16, 2024 5:05 AM UTC

USD to stay soft after mildly softer CPI
USD/JPY still has most scope for decline
EUR/JPY also looks overstretched
AUD unlikely to move far on employment data

May 15, 2024

FX Daily Strategy: APAC, May 16th
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May 15, 2024 2:59 PM UTC

USD to stay soft after mildly softer CPI
USD/JPY still has most scope for decline
EUR/JPY also looks overstretched
AUD unlikely to move far on employment data

Psychology for major markets May 15th
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May 15, 2024 10:09 AM UTC

USD coming under pressure ahead of CPI

FX Daily Strategy: N America, May 15th
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May 15, 2024 8:59 AM UTC

US CPI the focus, soft USD tone may persist on neutral data
JPY weakness likely now close to limits
Still upside scope for NOK/SEK after Swedish CPI

FX Daily Strategy: Europe, May 15th
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May 15, 2024 4:56 AM UTC

US CPI the focus, soft USD tone may persist on neutral data
JPY weakness likely now close to limits
SEK focus on Swedish CPI, still upside scope for NOK/SEK

May 14, 2024

FX Daily Strategy: Asia, May 15th
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May 14, 2024 9:00 PM UTC

US CPI the focus, soft USD tone may persist on neutral data
JPY weakness likely now close to limits
SEK focus on Swedish CPI, still upside scope for NOK/SEK

FX Daily Strategy: APAC, May 15th
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May 14, 2024 3:15 PM UTC

US CPI the focus, soft USD tone may persist on neutral data
JPY weakness likely now close to limits
SEK focus on Swedish CPI, still upside scope for NOK/SEK

Psychology for major markets May 14th
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May 14, 2024 10:06 AM UTC

EUR edging higher, USD/JPY still firm but downside risks increasing

FX Daily Strategy: N America, May 14th
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May 14, 2024 8:58 AM UTC

GBP rises on earnings data but falls back on Pill comments
US NFIB data could support softer USD tone

FX Daily Strategy: Europe, May 14th
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May 14, 2024 5:08 AM UTC

GBP focus on earnings data
Upside risks seen for EUR/GBP
US NFIB data could support softer USD tone

May 13, 2024

FX Daily Strategy: Asia, May 14th
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May 13, 2024 9:00 PM UTC

GBP focus on earnings data
Upside risks seen for EUR/GBP
US NFIB data could support softer USD tone

FX Daily Strategy: APAC, May 14th
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May 13, 2024 3:13 PM UTC

GBP focus on earnings data
Upside risks seen for EUR/GBP
US NFIB data could support softer USD tone

Psychology for major markets May 13th
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May 13, 2024 10:12 AM UTC

USD starting to edge lower

FX Weekly Strategy: May 13th-17th
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May 13, 2024 9:10 AM UTC

Scope for EUR/USD to break higher
Focus on US CPI data
GBP/USD may return to previous correlation
JPY still has most potential for recovery

IMM Commitment of Traders Reports w/e May 7th
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May 13, 2024 7:08 AM UTC

CHF net short positioning stands out