FX Daily Strategy: Asia, September 10th

September 9, 2024 9:00 PM UTC

GBP has some downside risks on UK labour market data
NOK still looks cheap unless CPI surprises on the downside
JPY remains well bid but upside break unlikely short term

FX Daily Strategy: APAC, September 10th

September 9, 2024 3:05 PM UTC

GBP has some downside risks on UK labour market data
NOK still looks cheap unless CPI surprises on the downside
JPY remains well bid but upside break unlikely short term

FX Weekly Strategy: Asia, Sep 9th-13th

September 6, 2024 2:00 PM UTC

U.S. August CPI Subdued 
PPI In line with the underlying trend
More Mixed Messages for UK GDP 
Japan GDP Unlikely to Change BoJ's Mind

FX Daily Strategy: N America, September 6

September 6, 2024 10:00 AM UTC

All Eyes Will be on U.S. NFP
And determine USD/JPY's Next Leg
Also including all JPY pairs

FX Daily Strategy: Asia, September 6

September 5, 2024 2:00 PM UTC

All Eyes Will be on U.S. NFP
And determine USD/JPY's Next Leg
Also including all JPY pairs

FX Daily Strategy: N America, September 5

September 5, 2024 10:00 AM UTC

U.S. ADP Employment slowing but not sharply
U.S. ISM Unlikely to match strong S&P Services PMI
Growth in Labor Cash Earning Should Support JPY
Bullock Buffers Aussie Weakness 

FX Daily Strategy: Asia, September 5

September 4, 2024 2:00 PM UTC

U.S. ADP Employment slowing but not sharply
U.S. ISM Unlikely to match strong S&P Services PMI
Growth in Labor Cash Earning Should Support JPY
Bullock Will Likely Buffer Aussie Weakness 

FX Daily Strategy:N America, September 4

September 4, 2024 10:00 AM UTC

A Third Straight 25bps Easing for Bank of Canada 
U.S. July Trade Deficit to resume deteriorating trend
Australian Q GDP Likely To Disappoint
USD/JPY Waiting for Breakout

FX Daily Strategy: Asia, September 4

September 3, 2024 2:00 PM UTC

A Third Straight 25bps Easing for Bank of Canada 
U.S. July Trade Deficit to resume deteriorating trend
Australian Q GDP Likely To Disappoint
USD/JPY Waiting for Breakout

FX Daily Strategy: N America, September 3

September 3, 2024 10:00 AM UTC

U.S. ISM Manufacturing higher but still subdued
USD/JPY Gains in Asia but to Consolidate pre U.S. employment report
Antipodeans to Fresh Yearly High

FX Daily Strategy: Asia, September 3

September 2, 2024 2:00 PM UTC

U.S. ISM Manufacturing higher but still subdued
USD/JPY Continue to Consolidate
Antipodeans to Fresh Yearly High

September 2, 2024 9:55 AM UTC

Geopolitical Risk Lingers 
U.S. August NFP To be Less weak 
And a slate of U.S. Data
Could Sway the DXY

FX Weekly Strategy: Sep 2nd-6th

August 30, 2024 1:00 PM UTC

Geopolitical Risk Lingers 
U.S. August NFP To be Less weak 
And a slate of U.S. Data
Could Sway the DXY

FX Daily Strategy: N America, August 30th

August 30, 2024 9:35 AM UTC

US PCE prices the main data on Friday
Hard to see major changes in market expectations for ECB or Fed policy
CAD may renew gains on Canadian GDP

FX Daily Strategy: Asia, August 30th

August 29, 2024 9:00 PM UTC

German CPI data ulls EUR/USD lower
EUR/USD looks fair based on current yield spreads
GBP supported by relatively hawkish BoE, but looks expensive
USD may have upside scope as data continues to show solid growth

FX Daily Strategy: APAC, August 30th

August 29, 2024 2:43 PM UTC

German CPI data ulls EUR/USD lower
EUR/USD looks fair based on current yield spreads
GBP supported by relatively hawkish BoE, but looks expensive
USD may have upside scope as data continues to show solid growth

FX Daily Strategy: North America, August 29th

August 29, 2024 9:10 AM UTC

German CPI data ulls EUR/USD lower
EUR/USD looks fair based on current yield spreads
GBP supported by relatively hawkish BoE, but looks expensive
USD may have upside scope as data continues to show solid growth

FX Daily Strategy: Europe, August 29th

August 29, 2024 4:50 AM UTC

Eurozone CPI data unlikely to have much impact on ECB expectations
EUR/USD looks fair based on current yield spreads
GBP supported by relatively hawkish BoE, but looks expensive
USD may have upside scope as data continues to show solid growth

FX Daily Strategy: Asia, August 29th

August 28, 2024 9:00 PM UTC

Quiet calendar on Wednesday suggests no major moves
CHF and GBP strength have been notable in recent days
CHF strength hard to justify, but could extend a little further on technical
GBP benefiting from relative hawkish expectations on policy, but looks toppy

FX Daily Strategy: APAC, August 29th

August 28, 2024 2:55 PM UTC

Quiet calendar on Wednesday suggests no major moves
CHF and GBP strength have been notable in recent days
CHF strength hard to justify, but could extend a little further on technical
GBP benefiting from relative hawkish expectations on policy, but looks toppy

FX Daily Strategy: N America, August 28th

August 28, 2024 9:02 AM UTC

Quiet calendar on Wednesday suggests no major moves
CHF and GBP strength have been notable in recent days
CHF strength hard to justify, but could extend a little further on technical
GBP benefiting from relative hawkish expectations on policy, but looks toppy

FX Daily Strategy: Europe, August 28th

August 28, 2024 4:32 AM UTC

Quiet calendar on Wednesday suggests no major moves
CHF and GBP strength have been notable in recent days
CHF strength hard to justify, but could extend a little further on technical
GBP benefiting from relative hawkish expectations on policy, but looks toppy

FX Daily Strategy: Asia August 28th

August 27, 2024 9:00 PM UTC

Quiet calendar on Wednesday suggests no major moves
CHF and GBP strength have been notable in recent days
CHF strength hard to justify, but could extend a little further on technical
GBP benefiting from relative hawkish expectations on policy, but looks toppy

FX Daily Strategy: APAC, August 28th

August 27, 2024 3:07 PM UTC

Quiet calendar on Wednesday suggests no major moves
CHF and GBP strength have been notable in recent days
CHF strength hard to justify, but could extend a little further on technical
GBP benefiting from relative hawkish expectations on policy, but looks toppy

FX Daily Strategy: Asia, August 27th

August 26, 2024 5:05 PM UTC

Rather Empty Calendar Suggest Flows and Momentum Guides
USD/JPY Close to Downside Breakout
Geopolitical Tension to Keep Risk Currency in Check

FX Weekly Strategy: August 26-30th

August 26, 2024 10:00 AM UTC

U.S. Preliminary Q2 GDP still Marginally stronger 
PCE prices a close call between 0.1% and 0.2%
And a slate of other U.S. Data for the week
Along with Germany and EZ Inflation
Canada GDP a second straight quarter of moderate growth

FX Weekly Strategy: August 26-30th

August 23, 2024 3:55 PM UTC

U.S. Preliminary Q2 GDP still Marginally stronger 
PCE prices a close call between 0.1% and 0.2%
And a slate of other U.S. Data for the week
Along with Germany and EZ Inflation
Canada GDP a second straight quarter of moderate growth

FX Weekly Strategy: August 19th - 23rd

August 23, 2024 1:00 PM UTC

U.S. Preliminary Q2 GDP still Marginally stronger 
PCE prices a close call between 0.1% and 0.2%
And a slate of other U.S. Data for the week
Along with Germany and EZ Inflation
Canada GDP a second straight quarter of moderate growth

FX Daily Strategy: N America, August 23rd

August 23, 2024 10:00 AM UTC

Powell speech at Jackson Hole the focus
Risk of mildly more hawkish stance than the market is pricing in
EUR/USD may struggle to hold above 1.11
Ueda speech moderate recent JPY weakness

FX Daily Strategy: Europe, August 23rd

August 23, 2024 5:39 AM UTC

Powell speech at Jackson Hole the focus
Risk of mildly more hawkish stance than the market is pricing in
EUR/USD may struggle to hold above 1.11
Ueda speech moderate recent JPY weakness

FX Daily Strategy: Asia, August 23rd

August 22, 2024 9:00 PM UTC

Powell speech at Jackson Hole the focus
Risk of mildly more hawkish stance than the market is pricing in
EUR/USD may struggle to hold above 1.11
Ueda speech could moderate recent JPY weakness

FX Daily Strategy: APAC, August 23rd

August 22, 2024 3:06 PM UTC

Powell speech at Jackson Hole the focus
Risk of mildly more hawkish stance than the market is pricing in
EUR/USD may struggle to hold above 1.11
Ueda speech could moderate recent JPY weakness

FX Daily Strategy: N America, August 22nd

August 22, 2024 9:06 AM UTC

PMI data to dominate sentiment on Thursday
European data needs to show some improvement to justify recent EUR strength
US claims data also of interest
NOK unlikely to benefit from GDP data despite undervaluation

FX Daily Strategy: Europe, August 22nd

August 22, 2024 4:00 AM UTC

PMI data to dominate sentiment on Thursday
European data needs to show some improvement to justify recent EUR strength
US claims data also of interest
NOK unlikely to benefit from GDP data despite undervaluation

FX Daily Strategy: Asia August 22nd

August 21, 2024 9:00 PM UTC

PMI data to dominate sentiment on Thursday
European data needs to show some improvement to justify recent EUR strength
US claims data also of interest
NOK unlikely to benefit from GDP data despite undervaluation

FX Daily Strategy: APAC August 22nd

August 21, 2024 2:59 PM UTC

PMI data to dominate sentiment on Thursday
European data needs to show some improvement to justify recent EUR strength
US claims data also of interest
NOK unlikely to benefit from GDP data despite undervaluation

FX Daily Strategy: N America, August 21st

August 21, 2024 8:49 AM UTC

Focus on benchmark revisions to US payroll data – risks on the downside
FOMC minutes will also be watched ahead of Powell speech this week
AUD and JPY still have scope for further gains against generally weak USD
NOK should start to play catch-up

FX Daily Strategy: Europe, August 21st

August 21, 2024 5:11 AM UTC

Focus on benchmark revisions to US payroll data – risks on the downside
FOMC minutes will also be watched ahead of Powell speech this week
AUD and JPY still have scope for further gains against generally weak USD
NOK should start to play catch-up