FX Daily Strategy: Asia, August 22nd

August 21, 2025 9:00 PM UTC

EUR slightly firmer after better PMI
USD could be vulnerable to gains in continuing claims
USD may also weaken as US PMIs likely to fall
USD/JPY remains the main candidate for a big move

FX Daily Strategy: APAC, August 22nd

August 21, 2025 3:08 PM UTC

EUR slightly firmer after better PMI
USD could be vulnerable to gains in continuing claims
USD may also weaken as US PMIs likely to fall
USD/JPY remains the main candidate for a big move

Psychology for major markets Aug 21

August 21, 2025 10:08 AM UTC

EUR and GBP firmer helped by better PMIs

FX Daily Strategy: N America, August 21st

August 21, 2025 9:14 AM UTC

EUR slightly firmer after better PMI
USD could be vulnerable to gains in continuing claims
USD may also weaken as US PMIs likely to fall
USD/JPY remains the main candidate for a big move

FX Daily Strategy: Asia, August 21st

August 20, 2025 9:00 PM UTC

EUR may slip if Eurozone PMIs suffer from EU/US trade deal
USD could be vulnerable to gains in continuing claims
USD may also weaken as US PMIs likely to fall
USD/JPY remains the main candidate for a big move

FX Daily Strategy: APAC, August 21st

August 20, 2025 3:00 PM UTC

EUR may slip if Eurozone PMIs suffer from EU/US trade deal
USD could be vulnerable to gains in continuing claims
USD may also weaken as US PMIs likely to fall
USD/JPY remains the main candidate for a big move

Psychology for major markets Aug 20

August 20, 2025 10:02 AM UTC

Quiet conditions awaiting economic news

FX Daily Strategy: N America, August 20th

August 20, 2025 9:18 AM UTC

NZD slump on dovish RBNZ
SEK downside risks on Riksbank
EUR/GBP biased higher on UK CPI
Rangebound market needs evidence of US labor market weakness to break ranges

FX Daily Strategy: Asia, August 20th

August 19, 2025 9:00 PM UTC

NZD may slip lower on RBNZ
SEK downside risks on Riksbank
EUR/GBP biased higher on UK CPI
Rangebound market needs evidence of US labor market weakness to break ranges

FX Daily Strategy: APAC, August 20th

August 19, 2025 3:07 PM UTC

NZD may slip lower on RBNZ
SEK downside risks on Riksbank
EUR/GBP biased higher on UK CPI
Rangebound market needs evidence of US labor market weakness to break ranges

Psychology for major markets Aug 19

August 19, 2025 10:02 AM UTC

Quiet conditions awaiting economic news

FX Daily Strategy: N America, August 19th

August 19, 2025 9:06 AM UTC

Canadian CPI unlikely to have a significant impact
Recent USD/CAD recovery approaching its limits
US housing starts trend to remain soft
JPY weakness to continue until risk premia rise

FX Daily Strategy: Asia, August 19th

August 18, 2025 9:00 PM UTC

Canadian CPI unlikely to have a significant impact
Recent USD/CAD recovery approaching its limits
US housing starts trend to remain soft
JPY weakness to continue until risk premia rise

FX Daily Strategy: APAC, August 19th

August 18, 2025 2:53 PM UTC

Canadian CPI unlikely to have a significant impact
Recent USD/CAD recovery approaching its limits
US housing starts trend to remain soft
JPY weakness to continue until risk premia rise

Psychology for major markets Aug 18

August 18, 2025 9:57 AM UTC

Quiet conditions awaiting economic news

FX Weekly Strategy: August 18th-22nd

August 18, 2025 8:59 AM UTC

 PMIs a focus but EUR/USD looking rangebound
DXY continues to follow Trump 1.0
JPY upside scope still looks to depend on equity turn
GBP has some downside risks on CPI

IMM Commitment of Traders Reports w/e August 12th

August 18, 2025 7:04 AM UTC

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

FX Weekly Strategy: Europe, August 18th-22nd

August 18, 2025 4:06 AM UTC

 PMIs a focus but EUR/USD looking rangebound
DXY continues to follow Trump 1.0
JPY upside scope still looks to depend on equity turn
GBP has some downside risks on CPI

FX Weekly Strategy: Asia, August 18th-22nd

August 17, 2025 9:00 PM UTC

 PMIs a focus but EUR/USD looking rangebound
DXY continues to follow Trump 1.0
JPY upside scope still looks to depend on equity turn
GBP has some downside risks on CPI

FX Weekly Strategy: APAC, August 18th-22nd

August 17, 2025 5:00 PM UTC

 PMIs a focus but EUR/USD looking rangebound
DXY continues to follow Trump 1.0
JPY upside scope still looks to depend on equity turn
GBP has some downside risks on CPI

FX Weekly Strategy: August 18th-22nd

August 15, 2025 3:15 PM UTC

 PMIs a focus but EUR/USD looking rangebound
DXY continues to follow Trump 1.0
JPY upside scope still looks to depend on equity turn
GBP has some downside risks on CPI

Psychology for major markets Aug 15

August 15, 2025 10:11 AM UTC

USD edging a little lower ahea dof US data

FX Daily Strategy: N America, August 15th

August 15, 2025 8:38 AM UTC

JPY gains on surprisingly strong 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: Europe, August 15th

August 15, 2025 4:23 AM UTC

JPY gains on surprisingly strong 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: 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