FX Daily Strategy: Asia, Sep 12th

September 11, 2025 4:00 PM UTC

More Uncertainty within the U.S. 
Could See Choppy USD
Gauging Momentum Amid Conflicting Signs for UK GDP

Psychology for major markets Sep 11

September 11, 2025 10:00 AM UTC

Mostly rangebound waiting for CPI and then Fed next week. 

FX Daily Strategy: N America, Sep 11th

September 11, 2025 9:55 AM UTC

US CPI risks slightly to the upside
USD impact likely to be modest, but JPY favoured
ECB meeting a damp squib

FX Daily Strategy: Europe, Sep 11th

September 11, 2025 4:37 AM UTC

US CPI risks slightly to the upside
USD impact likely to be modest, but JPY favoured
ECB meeting a damp squib

FX Daily Strategy: Asia, Sep 11th

September 10, 2025 9:00 PM UTC

US CPI risks slightly to the upside
USD impact likely to be modest, but JPY favoured
ECB meeting a damp squib

FX Daily Strategy: APAC, Sep 11th

September 10, 2025 3:03 PM UTC

US CPI risks slightly to the upside
USD impact likely to be modest, but JPY favoured
ECB meeting a damp squib

Psychology for major markets Sep 10

September 10, 2025 10:01 AM UTC

Mostly rangebound, AUD still firm

FX Daily Strategy: N America, Sep 10th

September 10, 2025 9:18 AM UTC

US PPI a focus after sharp gain in July
USD will likely be more sensitive to stronger data
NOK/SEK may have potential to extend gains
JPY still has most potential to make gains against the USD

FX Daily Strategy: Asia, Sep 10th

September 9, 2025 9:00 PM UTC

US PPI a focus after sharp gain in July
USD will likely be more sensitive to stronger data
NOK/SEK may have potential to extend gains
JPY still has most potential to make gains against the USD

FX Daily Strategy: APAC, Sep 10th

September 9, 2025 3:01 PM UTC

US PPI a focus after sharp gain in July
USD will likely be more sensitive to stronger data
NOK/SEK may have potential to extend gains
JPY still has most potential to make gains against the USD

Psychology for major markets Sep 9

September 9, 2025 10:05 AM UTC

JPY rallies on talk of BoJ tightening, USD soft

FX Daily Strategy: N America, Sep 9th

September 9, 2025 8:59 AM UTC

US benchmark payroll revisions unlikely to have any sustained impact
AUD/USD pressing top end of the range despite softer confidence data
SNB’s Schlegel may show concern about CHF strength
JPY weakness on Ishiba resignation unlikely to last

FX Daily Strategy: Asia, Sep 9th

September 8, 2025 9:00 PM UTC

US benchmark payroll revisions unlikely to have any sustained impact
AUD/USD pressing top end of the range ahead of confidence data
SNB’s Schlegel may show concern about CHF strength
JPY weakness on Ishiba resignation unlikely to last

FX Daily Strategy: APAC, Sep 9th

September 8, 2025 3:01 PM UTC

US benchmark payroll revisions unlikely to have any sustained impact
AUD/USD pressing top end of the range ahead of confidence data
SNB’s Schlegel may show concern about CHF strength
JPY weakness on Ishiba resignation unlikely to last

Psychology for major markets Sep 8

September 8, 2025 10:03 AM UTC

USD softer after employment report, JPY weaker after Ishiba resignation

FX Weekly Strategy: Sep 8th-12th

September 8, 2025 8:53 AM UTC

 Focus on CPI but employment data aftermath may dominate early part of the week
USD downside favoured, particularly against the JPY
CAD may be even more vulnerable after very weak August employment
GBP could suffer if July GDP turns out negative

IMM Commitment of Traders Reports w/e September 2nd

September 8, 2025 7:06 AM UTC

JPY and EUR net speculative positioning remains long, but reduced. AUD, CAD and CHF positioning short

FX Weekly Strategy: Europe, Sep 8th-12th

September 8, 2025 4:31 AM UTC

 Focus on CPI but employment data aftermath may dominate early part of the week
USD downside favoured, particularly against the JPY
CAD may be even more vulnerable after very weak August employment
GBP could suffer if July GDP turns out negative

FX Weekly Strategy: Asia, Sep 8th-12th

September 7, 2025 9:00 PM UTC

Focus on CPI but employment data aftermath may dominate early part of the week
USD downside favoured, particularly against the JPY
CAD may be even more vulnerable after very weak August employment
GBP could suffer if July GDP turns out negative

FX Weekly Strategy: APAC, Sep 8th-12th

September 7, 2025 5:00 PM UTC

Focus on CPI but employment data aftermath may dominate early part of the week
USD downside favoured, particularly against the JPY
CAD may be even more vulnerable after very weak August employment
GBP could suffer if July GDP turns out negative

FX Weekly Strategy: Sep 8th-12th

September 5, 2025 3:14 PM UTC

Focus on CPI but employment data aftermath may dominate early part of the week
USD downside favoured, particularly against the JPY
CAD may be even more vulnerable after very weak August employment
GBP could suffer if July GDP turns out negative

Psychology for major markets Sep 5

September 5, 2025 10:11 AM UTC

Ranges continue to dominate ahead of US employment data, but JPY weak

FX Daily Strategy: N America, Sep 5th

September 5, 2025 9:05 AM UTC

US August employment data likely to be similar to July
USD downside risks on weak data likely greater than upside risks on strong data
Japanese wage data could impact BoJ expectations
UK delayed retail sales data needs to beat consensus to sustain better trend

FX Daily Strategy: Europe, Sep 5th

September 5, 2025 4:16 AM UTC

US August employment data likely to be similar to July
USD downside risks on weak data likely greater than upside risks on strong data
Japanese wage data could impact BoJ expectations
UK delayed retail sales data needs to beat consensus to sustain better trend

FX Daily Strategy: Asia, Sep 5th

September 4, 2025 9:00 PM UTC

US August employment data likely to be similar to July
USD downside risks on weak data likely greater than upside risks on strong data
Japanese wage data could impact BoJ expectations
UK delayed retail sales data needs to beat consensus to sustain better trend

FX Daily Strategy: APAC, Sep 5th

September 4, 2025 3:13 PM UTC

US August employment data likely to be similar to July
USD downside risks on weak data likely greater than upside risks on strong data
Japanese wage data could impact BoJ expectations
UK delayed retail sales data needs to beat consensus to sustain better trend

Psychology for major markets Sep 4

September 4, 2025 10:09 AM UTC

Ranges continue to dominate, but JPY weak

FX Daily Strategy: N America, Sep 4th

September 4, 2025 8:52 AM UTC

Focus on US data
ADP of greater interest than claims this week
ISM may be mildly USD positive
SEK and CHF weaker after CPI

FX Daily Strategy: Asia, Sep 4th

September 3, 2025 9:00 PM UTC

Focus on US data
ADP of greater interest than claims this week
ISM may be mildly USD positive
SEK vulnerable to weaker CPI

FX Daily Strategy: APAC, Sep 4th

September 3, 2025 3:10 PM UTC

Focus on US data
ADP of greater interest than claims this week
ISM may be mildly USD positive
SEK vulnerable to weaker CPI

Psychology for major markets Sep 3

September 3, 2025 10:05 AM UTC

Ranges continue to dominate, but JPY weak

FX Daily Strategy: N America, Sep 3rd

September 3, 2025 8:52 AM UTC

AUD makes short-lived gains on GDP data
Some scope for JPY to sustain late recovery seen Tuesday
GBP may reverse some of Tuesday’s losses on MPC testimony

FX Daily Strategy: APAC, Sep 3rd

September 2, 2025 3:11 PM UTC

AUD mildly favoured on GDP data
Some scope for JPY to sustain late recovery seen Tuesday
GBP may reverse some of Tuesday’s losses on MPC testimony

Psychology for major markets Sep 2

September 2, 2025 10:12 AM UTC

Ranges continue to dominate, but JPY weak

FX Daily Strategy: N America, Sep 2nd

September 2, 2025 8:58 AM UTC

Trump Tariff Fiasco Continues
U.S. ISM Manufacturing Back to neutral with firmer prices
Would Determine the next leg in DXY
While the USD/JPY Consolidation Continues

IMM Commitment of Traders Reports w/e August 26th

September 2, 2025 7:19 AM UTC

JPY and EUR net speculative positioning remains long. AUD, CAD and CHF positioning short

FX Daily Strategy: Asia, Sep 2nd

September 1, 2025 4:00 PM UTC

Trump Tariff Fiasco Continues
U.S. ISM Manufacturing Back to neutral with firmer prices
Would Determine the next leg in DXY
While the USD/JPY Consolidation Continues

FX Weekly Strategy: Europe, Sep 1st - 5th

September 1, 2025 4:15 AM UTC

US employment report the prime focus
USD risks skewed to the downside, particularly against the JPY
GBP biased lower as fiscal tightening likely to lead to lower UK real yields

FX Weekly Strategy: Asia, Sep 1st - 5th

August 31, 2025 9:00 PM UTC

US employment report the prime focus
USD risks skewed to the downside, particularly against the JPY
GBP biased lower as fiscal tightening likely to lead to lower UK real yields

FX Weekly Strategy: APAC, Sep 1st - 5th

August 31, 2025 5:00 PM UTC

US employment report the prime focus
USD risks skewed to the downside, particularly against the JPY
GBP biased lower as fiscal tightening likely to lead to lower UK real yields