FX Daily Strategy: Asia, May 14th

May 13, 2025 9:00 PM UTC

AUD the biggest beneficiary of continued risk positive tone
JPY decline slowing and some stabilisation seen
CHF and EUR look vulnerable

FX Daily Strategy: APAC, May 14th

May 13, 2025 3:20 PM UTC

AUD the biggest beneficiary of continued risk positive tone
JPY decline slowing and some stabilisation seen
CHF and EUR look vulnerable

FX Daily Strategy: N America, May 13th

May 13, 2025 8:56 AM UTC

US CPI the main focus, but implications less clear
Weaker data might be seen as USD positive
GBP little changed after mixed labour market data
JPY weakness reaching extremes

FX Daily Strategy: Europe, May 13th

May 13, 2025 4:28 AM UTC

US CPI the main focus, but implications less clear
Weaker data might be seen as USD positive
GBP may slip lower on softer labour market data
JPY weakness reaching extremes

FX Daily Strategy: Asia, May 13th

May 12, 2025 9:00 PM UTC

US CPI the main focus, but implications less clear
Weaker data might be seen as USD positive
GBP may slip lower on softer labour market data
JPY weakness reaching extremes

FX Daily Strategy: APAC, May 13th

May 12, 2025 3:00 PM UTC

US CPI the main focus, but implications less clear
Weaker data might be seen as USD positive
GBP may slip lower on softer labour market data
JPY weakness reaching extremes

FX Weekly Strategy: May 12th-16th

May 12, 2025 8:57 AM UTC

US CPI the focus but probably too early for much tariff impact
USD still likely to be favoured if CPI on the high side
GBP can extend recent recovery against the EUR
AUD needs positive US/China news to restore bullish tone

FX Weekly Strategy: Europe, May 12th-16th

May 12, 2025 4:44 AM UTC

US CPI the focus but probably too early for much tariff impact
USD still likely to be favoured if CPI on the high side
GBP can extend recent recovery against the EUR
AUD needs positive US/China news to restore bullish tone

FX Weekly Strategy: Asia, May 12th-16th

May 11, 2025 9:00 PM UTC

US CPI the focus but probably too early for much tariff impact
USD still likely to be favoured if CPI on the high side
GBP can extend recent recovery against the EUR
AUD needs positive US/China news to restore bullish tone

FX Weekly Strategy: APAC, May 12th-16th

May 11, 2025 5:00 PM UTC

US CPI the focus but probably too early for much tariff impact
USD still likely to be favoured if CPI on the high side
GBP can extend recent recovery against the EUR
AUD needs positive US/China news to restore bullish tone

FX Weekly Strategy: May 12th-16th

May 9, 2025 2:56 PM UTC

US CPI the focus but probably too early for much tariff impact
USD still likely to be favoured if CPI on the high side
GBP can extend recent recovery against the EUR
AUD needs positive US/China news to restore bullish tone

FX Daily Strategy: N America, May 9th

May 9, 2025 9:31 AM UTC

JPY weakness looks aberrant but could still extend
Japanese wage data will be a focus
CAD starting to look vulnerable to weak employment data
NOK has potential to recover further unless CPI weakens more than expected

FX Daily Strategy: Asia, May 9th

May 8, 2025 9:00 PM UTC

JPY weakness looks aberrant but could still extend
Japanese wage data will be a focus
CAD starting to look vulnerable to weak employment data
NOK has potential to recover further unless CPI weakens more than expected

FX Daily Strategy: APAC, May 9th

May 8, 2025 3:25 PM UTC

JPY weakness looks aberrant but could still extend
Japanese wage data will be a focus
CAD starting to look vulnerable to weak employment data
NOK has potential to recover further unless CPI weakens more than expected

FX Daily Strategy: N America, May 8th

May 8, 2025 9:02 AM UTC

BoE and Riksbank the main focuses
BoE cut seen, but GBP performance may hinge on growth forecasts
Riksbank unlikely to cut but market will watch Riksbank rate path forecast
JPY still looks to have the most potential for gains

FX Daily Strategy: Europe, May 8th

May 8, 2025 4:23 AM UTC

BoE and Riksbank the main focuses
BoE cut seen, but GBP performance may hinge on growth forecasts
Riksbank unlikely to cut but market will watch Riksbank rate path forecast
JPY still looks to have the most potential for gains

FX Daily Strategy: Asia, May 8th

May 7, 2025 9:00 PM UTC

BoE and Riksbank the main focuses
BoE cut seen, but GBP performance may hinge on growth forecasts
Riksbank unlikely to cut but market will watch Riksbank rate path forecast
JPY still looks to have the most potential for gains

FX Daily Strategy: APAC, May 8th

May 7, 2025 2:39 PM UTC

BoE and Riksbank the main focuses
BoE cut seen, but GBP performance may hinge on growth forecasts
Riksbank unlikely to cut but market will watch Riksbank rate path forecast
JPY still looks to have the most potential for gains

FX Daily Strategy: N America, May 7th

May 7, 2025 8:51 AM UTC

FOMC the focus but limited scope for reaction
USD remains under pressure on a broad front
AUD may have most potential for gains in risk neutral markets
SEK unlikely to be moved by CPI
CHF the less attractive safe haven

FX Daily Strategy: Europe, May 7th

May 7, 2025 4:34 AM UTC

FOMC the focus but limited scope for reaction
USD remains under pressure on a broad front
AUD may have most potential for gains in risk neutral markets
SEK unlikely to be moved by CPI
CHF the less attractive safe haven

FX Daily Strategy: Asia, May 7th

May 6, 2025 9:00 PM UTC

FOMC the focus but limited scope for reaction
USD remains under pressure on a broad front
AUD may have most potential for gains in risk neutral markets
SEK unlikely to be moved by CPI
CHF the less attractive safe haven

FX Daily Strategy: APAC, May 7th

May 6, 2025 3:00 PM UTC

FOMC the focus but limited scope for reaction
USD remains under pressure on a broad front
AUD may have most potential for gains in risk neutral markets
SEK unlikely to be moved by CPI
CHF the less attractive safe haven

FX Weekly Strategy: May 5th-9th

May 6, 2025 8:56 AM UTC

Central bank meetings unlikely to deliver surprises
Equity market recovery may be overdone
JPY has potential for gains
SEK and CHF look expensive

FX Weekly Strategy: Europe, May 5th-9th

May 6, 2025 3:46 AM UTC

Central bank meetings unlikely to deliver surprises
Equity market recovery may be overdone
JPY has potential for gains
SEK and CHF look expensive

FX Weekly Strategy: Asia, May 5th-9th

May 4, 2025 9:00 PM UTC

Central bank meetings unlikely to deliver surprises
Equity market recovery may be overdone
JPY has potential for gains
SEK and CHF look expensive

FX Weekly Strategy: APAC, May 5th-9th

May 4, 2025 5:00 PM UTC

Central bank meetings unlikely to deliver surprises
Equity market recovery may be overdone
JPY has potential for gains
SEK and CHF look expensive

FX Weekly Strategy: May 5th-9th

May 2, 2025 3:20 PM UTC

Central bank meetings unlikely to deliver surprises
Equity market recovery may be overdone
JPY has potential for gains
SEK and CHF look expensive

FX Daily Strategy: N America, May 2nd

May 2, 2025 8:47 AM UTC

US employment report the main focus
Mild upside risks relative to consensus suggesting a positive USD bias
USD strength nevertheless starting to looked stretched against the JPY
GBP strength may also be close to its peak

FX Daily Strategy: Asia, May 2nd

May 1, 2025 9:00 PM UTC

US employment report the main focus
Mild upside risks relative to consensus suggesting a positive USD bias
USD strength nevertheless starting to looked stretched against the JPY
GBP strength may also be close to its peak

FX Daily Strategy: APAC, May 2nd

May 1, 2025 3:03 PM UTC

US employment report the main focus
Mild upside risks relative to consensus suggesting a positive USD bias
USD strength nevertheless starting to looked stretched against the JPY
GBP strength may also be close to its peak

FX Daily Strategy: N America, May 1st

May 1, 2025 8:55 AM UTC

US ISM the main focus on Mayday
USD risks on the downside if forward looking indicators point lower
JPY has the most potential for gains
Post-election CAD strength unlikely to persist

FX Daily Strategy: Europe, May 1st

May 1, 2025 5:49 AM UTC

US ISM the main focus on Mayday
USD risks on the downside if forward looking indicators point lower
JPY has the most potential for gains
Post-election CAD strength unlikely to persist

FX Daily Strategy: Asia, May 1st

April 30, 2025 9:00 PM UTC

US ISM the main focus on Mayday
USD risks on the downside if forward looking indicators point lower
JPY has the most potential for gains
Post-election CAD strength unlikely to persist

FX Daily Strategy: APAC, May 1st

April 30, 2025 3:09 PM UTC

US ISM the main focus on Mayday
USD risks on the downside if forward looking indicators point lower
JPY has the most potential for gains
Post-election CAD strength unlikely to persist

FX Daily Strategy: N America, April 30th

April 30, 2025 9:14 AM UTC

Wednesday a huge day for data, with US GDP the main focus
Net exports are likely very weak in Q1, but focus may be on final domestic demand
Eurozone GDP stronger than expected
AUD has upside scope 

FX Daily Strategy: Europe, April 30th

April 30, 2025 4:15 AM UTC

Wednesday a huge day for data, with US GDP the main focus
Net exports are likely very weak in Q1, but focus may be on final domestic demand
Eurozone GDP could undershoot consensus, undermining the EUR
AUD has upside scope if CPI fails to decline

FX Daily Strategy: Asia, April 30th

April 29, 2025 9:00 PM UTC

Spanish GDP could provide some EUR support ahead of the major data on Wednesday
Swedish GDP could allow some corrective weakness in the SEK
GBP strength could extend modestly
JPY to move higher longer term, but may range trade short term

FX Daily Strategy: APAC, April 30th

April 29, 2025 3:25 PM UTC

Spanish GDP could provide some EUR support ahead of the major data on Wednesday
Swedish GDP could allow some corrective weakness in the SEK
GBP strength could extend modestly
JPY to move higher longer term, but may range trade short term

FX Daily Strategy: N America, April 29th

April 29, 2025 9:08 AM UTC

Spanish GDP could provide some EUR support ahead of the major data on Wednesday
Swedish GDP could allow some corrective weakness in the SEK
GBP strength could extend modestly
JPY to move higher longer term, but may range trade short term

FX Daily Strategy: Europe, April 29th

April 29, 2025 4:43 AM UTC

Spanish GDP could provide some EUR support ahead of the major data on Wednesday
Swedish GDP could allow some corrective weakness in the SEK
GBP strength could extend modestly
JPY to move higher longer term, but may range trade short term

FX Daily Strategy: Asia, April 29th

April 28, 2025 9:00 PM UTC

Spanish GDP could provide some EUR support ahead of the major data on Wednesday
Swedish GDP could allow some corrective weakness in the SEK
GBP strength could extend modestly
JPY to move higher longer term, but may range trade short term

FX Daily Strategy: APAC, April 29th

April 28, 2025 3:13 PM UTC

Spanish GDP could provide some EUR support ahead of the major data on Wednesday
Swedish GDP could allow some corrective weakness in the SEK
GBP strength could extend modestly
JPY to move higher longer term, but may range trade short term

FX Weekly Strategy: April 28th - May 2nd

April 28, 2025 8:58 AM UTC

General risk recovery may be near an end
US GDP to be more significant than employment data
JPY correction likely to be near complete
EUR could benefit from relative GDP strength
CAD may be vulnerable if Liberals retain power
NOK has scope to return to end March levels

FX Weekly Strategy: Europe, April 28th - May 2nd

April 28, 2025 4:26 AM UTC

General risk recovery may be near an end
US GDP to be more significant than employment data
JPY correction likely to be near complete
EUR could benefit from relative GDP strength
CAD may be vulnerable if Liberals retain power
NOK has scope to return to end March levels