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

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: Europe, August 14th

August 14, 2025 4:17 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

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: Europe, August 13th

August 13, 2025 4:29 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

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: Europe, August 12th

August 12, 2025 5:38 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 may reverse some recent gains on softer 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

FX Weekly Strategy: August 11th-15th

August 11, 2025 8:38 AM 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 Weekly Strategy: Europe, August 11th-15th

August 11, 2025 4:44 AM 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 Weekly Strategy: Asia, August 11th-15th

August 10, 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 Weekly Strategy: APAC, August 11th-15th

August 10, 2025 5:00 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 Weekly Strategy: August 11th-15th

August 8, 2025 3:16 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: N America, August 8th

August 8, 2025 9:20 AM UTC

Looks Like a Quiet Friday
But the Tariff Man Does Not Sleep
Employment Data Could Weakens the Loonie
Inflation Expectation Could Support DXY

FX Daily Strategy: Asia, August 8th

August 7, 2025 4:00 PM UTC

Looks Like a Quiet Friday
But the Tariff Man Does Not Sleep
Employment Data Could Weakens the Loonie
Inflation Expectation Could Support DXY

FX Daily Strategy: N America, August 7th

August 7, 2025 9:55 AM UTC

Labour Market Softness to Trigger Further BoE Cut
U.S. Jobless Claims May still be low
Could see some JPY Weakness

FX Daily Strategy: Asia, August 7th

August 6, 2025 4:00 PM UTC

Labour Market Softness to Trigger Further BoE Cut
U.S. Jobless Claims May still be low
Japanese Household Spending Should See Modest Growth
Could see some JPY Weakness

FX Daily Strategy: N America, August 6th

August 6, 2025 9:55 AM UTC

Labor Cash Earning Regain Traction
A Few Fed Speakers May Have a Change of Mind 
Rather Empty Calendar let Trump to Move Market

FX Daily Strategy: Asia, August 6th

August 5, 2025 4:00 PM UTC

Labor Cash Earning Remains Critical for BoJ Decision
A Few Fed Speakers May Have a Change of Mind 
Rather Empty Calendar let Trump to Move Market

FX Daily Strategy: N America, August 5th

August 5, 2025 9:55 AM UTC

ISM services may provide some USD support
JPY remains the most likely beneficiary of any risk or USD weakness
EUR/USD may remain broadly steady
CHF can fall further

FX Daily Strategy: Asia, August 5th

August 4, 2025 9:00 PM UTC

ISM services may provide some USD support
JPY remains the most likely beneficiary of any risk or USD weakness
EUR/USD may remain broadly steady
CHF can fall further

FX Daily Strategy: APAC, August 5th

August 4, 2025 2:54 PM UTC

ISM services may provide some USD support
JPY remains the most likely beneficiary of any risk or USD weakness
EUR/USD may remain broadly steady
CHF can fall further

FX Weekly Strategy: August 4th-8th

August 4, 2025 9:10 AM UTC

GBP under pressure but may manage recovery
JPY to benefit as risk sentiment continues to decline
CHF may see delayed reaction to tariff announcement
EUR/USD picture unclear

FX Weekly Strategy: Europe, August 4th-8th

August 4, 2025 4:12 AM UTC

GBP under pressure but may manage recovery
JPY to benefit as risk sentiment continues to decline
CHF may see delayed reaction to tariff announcement
EUR/USD picture unclear

FX Weekly Strategy: Asia August 4th-8th

August 3, 2025 9:00 PM UTC

GBP under pressure but may manage recovery
JPY to benefit as risk sentiment continues to decline
CHF may see delayed reaction to tariff announcement
EUR/USD picture unclear

FX Weekly Strategy: APAC August 4th-8th

August 3, 2025 5:00 PM UTC

GBP under pressure but may manage recovery
JPY to benefit as risk sentiment continues to decline
CHF may see delayed reaction to tariff announcement
EUR/USD picture unclear

FX Weekly Strategy: August 4th-8th

August 1, 2025 3:24 PM UTC

GBP under pressure but may manage recovery
JPY to benefit as risk sentiment continues to decline
CHF may see delayed reaction to tariff announcement
EUR/USD picture unclear

FX Daily Strategy: North America, August 1st

August 1, 2025 9:12 AM UTC

US employment report likely to show another solid month
USD recovery may still have further to run
JPY weakness still related to equity market strength…
…but also reflects squeeze of speculative positions.

FX Daily Strategy: Asia, August 1st

July 31, 2025 9:00 PM UTC

US employment report likely to show another solid month
USD recovery may still have further to run
JPY weakness still related to equity market strength…
…but also reflects squeeze of speculative positions.

FX Daily Strategy: APAC, August 1st

July 31, 2025 3:07 PM UTC

US employment report likely to show another solid month
USD recovery may still have further to run
JPY weakness still related to equity market strength…
…but also reflects squeeze of speculative positions.

FX Daily Strategy: N America, July 31st

July 31, 2025 9:09 AM UTC

BoJ kept rates on hold as expected
JPY upside favoured as equities edge lower
EUR still has potential to correct lower
AUD weakness should fade as we approach 0.6400

FX Daily Strategy: Europe, July 31st

July 31, 2025 5:26 AM UTC

BoJ kept rates on hold as expected
JPY upside favoured as equities edge lower
EUR still has potential to correct lower
AUD weakness should fade as we approach 0.6400

FX Daily Strategy: Asia, July 31st

July 30, 2025 9:00 PM UTC

BoJ meeting has potential for more hawkish tone
JPY upside favoured as equities edge lower
EUR still has potential to correct lower
AUD weakness should fade as we approach 0.6400
The BoJ meeting is the most significant event for Thursday. While no-one expects any change in policy, it’s clear that Ueda

FX Daily Strategy: APAC, July 31st

July 30, 2025 3:07 PM UTC

BoJ meeting has potential for more hawkish tone
JPY upside favoured as equities edge lower
EUR still has potential to correct lower
AUD weakness should fade as we approach 0.6400
The BoJ meeting is the most significant event for Thursday. While no-one expects any change in policy, it’s clear that Ueda

FX Daily Strategy: N America, July 30th

July 30, 2025 8:42 AM UTC

Australian CPI Treads Lower
No change given uncertainty on tariffs for FOMC 
Bank of Canada Hold after firm data with uncertainty high
U.S. Q2 GDP Rebounding from a negative Q1

FX Daily Strategy: Europe, July 30th

July 30, 2025 4:59 AM UTC

Australian CPI Treads Lower
No change given uncertainty on tariffs for FOMC 
Bank of Canada Hold after firm data with uncertainty high
U.S. Q2 GDP Rebounding from a negative Q1