FX Daily Strategy
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April 02, 2025
April 01, 2025
March 31, 2025
March 30, 2025
March 28, 2025
March 27, 2025
March 26, 2025
March 25, 2025
FX Daily Strategy: N America, March 25th
March 25, 2025 9:58 AM UTC
USD and equity recovery looks partly technical
Conference Board consumer confidence could determine if rally extends on Tuesday
EUR will be focused on IFO, which looks low relative to the PMI
JPY weakness looks excessive but unlikely to turn while equities gain
FX Daily Strategy: Europe, March 25th
March 25, 2025 3:36 AM UTC
USD and equity recovery looks partly technical
Conference Board consumer confidence could determine if rally extends on Tuesday
EUR will be focused on IFO, which looks low relative to the PMI
JPY weakness looks excessive but unlikely to turn while equities gain
March 24, 2025
FX Daily Strategy: Asia, March 25th
March 24, 2025 10:00 PM UTC
JPY still has potential for gains unless market sentiment improves
EUR may get some support from PMIs
US PMI, trade and confidence data has potential for more impact than usual
GBP may be vulnerable to CPI and fiscal update
AUD tone has weakened but big picture still looks positive
FX Daily Strategy: APAC, March 25th
March 24, 2025 3:57 PM UTC
JPY still has potential for gains unless market sentiment improves
EUR may get some support from PMIs
US PMI, trade and confidence data has potential for more impact than usual
GBP may be vulnerable to CPI and fiscal update
AUD tone has weakened but big picture still looks positive
FX Weekly Strategy: March 24th-28th
March 24, 2025 10:08 AM UTC
JPY still has potential for gains unless market sentiment improves
EUR may get some support from PMIs
US PMI, trade and confidence data has potential for more impact than usual
GBP may be vulnerable to CPI and fiscal update
AUD tone has weakened but big picture still looks positive
FX Weekly Strategy: Europe, March 24th-28th
March 24, 2025 3:53 AM UTC
JPY still has potential for gains unless market sentiment improves
EUR may get some support from PMIs
US PMI, trade and confidence data has potential for more impact than usual
GBP may be vulnerable to CPI and fiscal update
AUD tone has weakened but big picture still looks positive
March 23, 2025
FX Weekly Strategy: Asia, March 24th-28th
March 23, 2025 10:00 PM UTC
JPY still has potential for gains unless market sentiment improves
EUR may get some support from PMIs
US PMI, trade and confidence data has potential for more impact than usual
GBP may be vulnerable to CPI and fiscal update
AUD tone has weakened but big picture still looks positive
FX Weekly Strategy: APAC, March 24th-28th
March 23, 2025 6:00 PM UTC
JPY still has potential for gains unless market sentiment improves
EUR may get some support from PMIs
US PMI, trade and confidence data has potential for more impact than usual
GBP may be vulnerable to CPI and fiscal update
AUD tone has weakened but big picture still looks positive
March 21, 2025
FX Weekly Strategy: March 24th-28th
March 21, 2025 4:05 PM UTC
JPY still has potential for gains unless market sentiment improves
EUR may get some support from PMIs
US PMI, trade and confidence data has potential for more impact than usual
GBP may be vulnerable to CPI and fiscal update
AUD tone has weakened but big picture still looks positive
March 20, 2025
FX Daily Strategy: N America, March 20th
March 20, 2025 10:02 AM UTC
Some downside risks for GBP on BoE meeting
CHF/JPY could slip lower on SNB cut
SEK likely unmoved by Riksbank but some weakness could be seen versus EUR and NOK
AUD more driven by regional risk sentiment than domestic employment data
Philly Fed could hurt the USD if it echoes Empire manufacturing weakne
FX Daily Strategy: Europe, March 20th
March 20, 2025 4:04 AM UTC
Some downside risks for GBP on BoE meeting
CHF/JPY could slip lower on SNB cut
SEK likely unmoved by Riksbank but some weakness could be seen versus EUR and NOK
AUD more driven by regional risk sentiment than domestic employment data
Philly Fed could hurt the USD if it echoes Empire manufacturing weakne
March 19, 2025
FX Daily Strategy: Asia, March 20th
March 19, 2025 10:00 PM UTC
Some downside risks for GBP on BoE meeting
CHF/JPY could slip lower on SNB cut
SEK likely unmoved by Riksbank but some weakness could be seen versus EUR and NOK
AUD more driven by regional risk sentiment than domestic employment data
Philly Fed could hurt the USD if it echoes Empire manufacturing weakne
FX Daily Strategy: APAC, March 20th
March 19, 2025 4:17 PM UTC
Some downside risks for GBP on BoE meeting
CHF/JPY could slip lower on SNB cut
SEK likely unmoved by Riksbank but some weakness could be seen versus EUR and NOK
AUD more driven by regional risk sentiment than domestic employment data
Philly Fed could hurt the USD if it echoes Empire manufacturing weakne
March 18, 2025
March 17, 2025
FX Weekly Strategy: March 17th-21st
March 17, 2025 9:54 AM UTC
SNB likely to be the only central bank to move rates this week
Some upside risks to the USD form the Fed…
…but downside risks to GBP from the BOE
BoJ to wait for more evidence on wages
USD should hold its own unless there is clearer evidence of growth weakness