USD flows: USD rises after stronger PPI

August 14, 2025 12:46 PM UTC

USD up after stronger PPI

NOK flows: NOK marginally higher after Norges Bank leaves rates unchanged

August 14, 2025 8:12 AM UTC

Rates left unchanged as expected. Statement indicates view unchanged from June. NOK remains good longer term value

GBP flows: GBP gains on better than expected GDP

August 14, 2025 6:16 AM UTC

Better than expected June and Q2 UK GDP suggests scope for EUR/GBP to test 0.86 

USD/JPY flows: JPY Gains

August 14, 2025 4:41 AM UTC

US Treasury Secretary Scott Bessent criticised Bank of Japan saying its time to hike rates

USD flows: USD soft in early trade

August 13, 2025 7:50 AM UTC

USD weakening as equities extend gains on dovish Fed view

JPY, AUD flows: JPY soft, AUD firm as equities move to new highs

August 13, 2025 6:38 AM UTC

A new high in the S&P 500 overnight maintains the risk positive tone in FX markets

USD/JPY flows: Moderate PPI

August 13, 2025 4:21 AM UTC

Japan July PPI +0.2% m/m & +2.6% y/y
China hits Canadian canola with 75.8% tariffs

AUD/USD flows: Steady wage growth

August 13, 2025 1:56 AM UTC

Australian Q2 2025 Wage Price Index 0.8% q/q

USD flows: USD slightly lower on broadly neutral data

August 12, 2025 12:40 PM UTC

US CPI data broadly as expected, with core a tad firm. USD generally lower

GBP flows: GBP gains slightly on UK labour market data, but downside favoured

August 12, 2025 6:29 AM UTC

UK labour market data mixed but UK rate expectations look too hawkish

AUD/USD flows: RBA Cut by 25bps

August 12, 2025 4:47 AM UTC

RBA cuts cash rate by 25 bps to 3.60%
Broad risk mood steady

USD/JPY flows: Another 90 days for Chinese tariffs

August 12, 2025 1:08 AM UTC

Trump confirmed he extends China tariff pause for another 90 days

IMM Commitment of Traders Reports w/e August 5th

August 11, 2025 7:20 AM UTC

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

NOK flows: NOK recovered slighty on stronger CPI

August 11, 2025 6:39 AM UTC

July CPI slightly on the strong side, but NOK remains weak

AUD/USD flows: Chinese Property Sector Took another Beating

August 11, 2025 3:35 AM UTC

China South City ordered to liquidate

USD/JPY flows: Report that Nvidia, AMD to pay 15% export tax to US

August 11, 2025 12:59 AM UTC

Report that Nvidia, AMD to pay 15% export tax to US

USD, CAD flows: CAD lower on drop in employment

August 8, 2025 12:56 PM UTC

July employment drops 40.8k but underlying trend still mildly positive

USD, CAD flows: CAD in focus as employment report approaches

August 8, 2025 6:51 AM UTC

CAD remains resilient but USD/CAD upside risks persist

AUD/USD flows: Geopolitical concern reignites

August 8, 2025 3:29 AM UTC

Reports Prime Minister Netanyahu’s proposal for the occupation of Gaza City approved

USD/JPY flows: Got a refund

August 8, 2025 12:57 AM UTC

Japanese trade negotiator Akazawa got a refund

AUD/USD flows: Tariff man continues to strike

August 7, 2025 5:31 AM UTC

Trump promises very large, 100%, tariffs to come on chips and semiconductors 
Trump is threatening China with an extra 25% tariff over Russia oil buys

USD/JPY flows: Extra 15% tariff?

August 7, 2025 2:06 AM UTC

Reports that Trump is going to hit Japan with an extra 15% tariff

AUD/USD flows: Risk Positive

August 6, 2025 5:12 AM UTC

The broad risk sentiment is positive on Wednesday

USD/JPY flows: Wage growth rebound

August 6, 2025 3:09 AM UTC

Japan ruling party LDP Taro Kono says higher rates are needed to bolster the yen
Labor Cash Earning 2.5% y/y

AUD/USD flows: Regional sentiment upbeat

August 5, 2025 4:59 AM UTC

Regional equities are upbeat
Australian June Household spending +0.5% m/m

USD/JPY flows: More trade talks

August 5, 2025 3:58 AM UTC

Japan's Akazawa is yet to confirm the tariff agreement with the US

IMM Commitment of Traders Reports w/e July 27th

August 4, 2025 7:38 AM UTC

Net speculative long JPY positioning falls further, EUR speculative longs significant, CHF speculative positioning short despite CHF strength

USD, JPY, CHF flows: JPY recovery has legs, CHF under a little pressure

August 4, 2025 7:33 AM UTC

Quiet start, CHF softer, JPY has potential to gain more longer term

AUD/USD flows: Risk atmosphere improves

August 4, 2025 5:06 AM UTC

Broader risk atmosphere improves
Australian private inflation survey 2.6% y/y

USD/JPY flows: Minor Rebound after Friday's Bloodbath

August 4, 2025 2:58 AM UTC

USD/JPY recovered minor Friday's losses

USD flows: USD hit by downward revisions to employment

August 1, 2025 1:14 PM UTC

Big downward revisions to May and June employment data undermine labour market perceptions and weaken the USD

USD, CAD, CHF, JPY flows: CAD, CHF hit by tariffs, JPY still weak

August 1, 2025 7:12 AM UTC

CAD and CHF marginally weaker after higher tariff announcement, JPY still weak but verbal intervention has started

USD/JPY flows: Verbal Intervention Heard

August 1, 2025 5:00 AM UTC

Japan Finance Minister Kato says he is alarmed over FX moves, driven by speculators

USD/CAD flows: No TACO

August 1, 2025 1:49 AM UTC

Trump hit Canada with 35% tariff, 39% for Switzerland

JPY flows: USD/JPY gains continue

July 31, 2025 1:00 PM UTC

USD/JPY continues higher with longer term trend traders potentially being squeezed

JPY flows: JPY firmer o/n but little impact from BoJ

July 31, 2025 6:42 AM UTC

USD/JPY a little lower overnight but decline came pre-BoJ. Increase in inflation forecast maintains lieklihood of future tightening, but little indication that tightening is imminent. 

USD/JPY flows: BoJ on hold as expected

July 31, 2025 4:33 AM UTC

BOJ leaves rate at 0.5% as expected

AUD/USD flows: Another Deal Boost U.S. equities

July 31, 2025 1:52 AM UTC

Australia June Retail Sales +1.2% m/m
Trump announces a trade deal with South Korea

CAD flows: CAD steady after BoC

July 30, 2025 2:30 PM UTC

USD/CAD not much changed with BoC cautious

USD flows: USD gains on stronger US data

July 30, 2025 12:43 PM UTC

US GDP above consensus, but H1 still quite soft. USD modestly firmer

EUR, USD, JPY, CAD flows: Better Eurozone data may provide some EUR support

July 30, 2025 6:56 AM UTC

Stornger French GDP and German retail sales help stabilise EUR

USD/JPY flows: Tsunami warning issued

July 30, 2025 5:12 AM UTC

Tsunami warnings have been issued across much of Japan's eastern coastline

AUD/USD flows: Range bound

July 29, 2025 5:05 AM UTC

U.S. Commerce Secretary Howard Lutnick said a 90-day extension to the U.S.–China trade truce was the likely outcome of ongoing negotiations in Stockholm

USD/JPY flows: Trump shortens Russia-Ukraine peace deadline to 12 days

July 29, 2025 2:49 AM UTC

Trump shortens Russia-Ukraine peace deadline to 12 days