FX Daily Strategy: Asia, Aug 20

August 19, 2026 3:00 PM UTC

USD breaks weaker after Treasury buyback move, might have done some damage on the s/t charts
Whether 'bond put' or 'dollar debasement' narrative, neither helping dollar near-term

FX Daily Strategy: N America, Aug 19

August 19, 2026 8:53 AM UTC

Australian Q2 Wage Growth Under Spotlight
May Kill Room for Aussie to extend gains
Can Intervention Keep the Lid on USD/JPY

FX Daily Strategy: Asia, Aug 19

August 18, 2026 3:00 PM UTC

Australian Q2 Wage Growth Under Spotlight
May Kill Room for Aussie to extend gains
Can Intervention Keep the Lid on USD/JPY

FX Daily Strategy: N America, Aug 18

August 18, 2026 9:06 AM UTC

Summer doldrums allow mkt to entertain both low vol risk/dollar and Iran standoff at the same time - though tensions start to show
Canada trade talks remain a key event for the week
EUR/CHF checked by stiffer resistance at Dec25 highs, but only corrective

FX Daily Strategy: Asia, Aug 18

August 17, 2026 3:25 PM UTC

Summer doldrums allow mkt to entertain both low vol risk/dollar and Iran standoff at the same time, for now
Canada trade talks remain a key event for the week
EUR/CHF checked by stiffer resistance at Dec25 highs, but only corrective

FX Weekly Strategy: N America, Aug 17-21

August 17, 2026 8:58 AM UTC

Canada trade deadline a wildcard, but skew has been favouring a short CAD squeeze
FOMC Minutes may give more insight to Fed debate
US yield retreat chips at $ longs, although also supports summer low vol risk (for now...)

FX Weekly Strategy: Asia, Aug 17-21

August 14, 2026 3:14 PM UTC

Canada trade deadline a wildcard, but skew has been favouring a short CAD squeeze
FOMC Minutes may give more insight to Fed debate
US yield retreat chips at $ longs, although also supports summer low vol risk (for now...)
Various/CHF still trend up...

FX Daily Strategy: N America, Aug 14

August 14, 2026 9:21 AM UTC

U.S. July Retail Sales still resilient
DXY Extending cautious trade
USD/JPY Room to extend gains Capped By Intervention

FX Daily Strategy: Asia, Aug 14

August 13, 2026 3:00 PM UTC

U.S. July Retail Sales still resilient
DXY Extending cautious trade
USD/JPY Room to extend gains Capped By Intervention

FX Daily Strategy: N America, Aug 13

August 13, 2026 9:10 AM UTC

UK GDP holds up, though recent trend still stagnates
US CPI unexciting, though unexciting enough to leave dollar unshaken
The volatility slide and gold/silver/metals rally helping out AUD at present
Norge Bank on hold and ahead of the curve

FX Daily Strategy: Asia, Aug 13

August 12, 2026 2:57 PM UTC

UK GDP due, large downside surprise risks from heatwave could kneejerk sterling lower
US CPI unexciting, though unexciting enough to limit US short-end and $ for now
The volatility slide and gold/silver/metals rally helping out AUD at present
Norge Bank seen on hold and ahead of the curve

FX Daily Strategy: N America, Aug 12

August 12, 2026 10:14 AM UTC

U.S. July Another subdued month for CPI 
Could end the Choppy trade of DXY
USD/JPY Still room to extend gains

FX Daily Strategy: Asia, Aug 12

August 11, 2026 3:00 PM UTC

U.S. July Another subdued month for CPI 
Could end the Choppy trade of DXY
USD/JPY Still room to extend gains

FX Daily Strategy: N America, Aug 11

August 11, 2026 9:07 AM UTC

An argument for looking for a short CAD squeeze risk ahead
RBA offers no big surprises
Wed's US CPI, as well as Iran, dominate the weekly outlook still

FX Daily Strategy: Asia, Aug 11

August 10, 2026 2:44 PM UTC

An argument for looking for a short CAD squeeze risk ahead
RBA the main interest Tues, no chance of a hike priced in. 
Wed's US CPI, as well as Iran, dominate the weekly outlook still

FX Weekly Strategy: N America, Aug 10-14

August 10, 2026 8:59 AM UTC

Outside of Iran, focus turns to key US CPI. Trend has been for very few core upside surprises
UK sees GDP, heatwave risks downside surprise, GBP kneejerk
Japan eyes BoJ comments from last meeting, to read the appetite for a Sep hike
Gold and silver still attempting to breakout higher from base

FX Weekly Strategy: Asia, Aug 10-14

August 7, 2026 3:55 PM UTC

Outside of Iran, focus turns to key US CPI. Trend has been for very few core upside surprises
UK sees GDP, heatwave risks downside surprise, GBP kneejerk
Japan eyes BoJ comments from last meeting, to read the appetite for a Sep hike
Gold and silver still attempting to breakout higher from base

FX Daily Strategy: N America, Aug 7

August 7, 2026 10:04 AM UTC

U.S. July Non-Farm Payrolls Stronger than June
Canada August Employment Another positive month
USD/JPY Directionless With Looming Intervention Threat

FX Daily Strategy: Asia, Aug 7

August 6, 2026 3:00 PM UTC

U.S. July Non-Farm Payrolls Stronger than June
Canada August Employment Another positive month
USD/JPY Directionless With Looming Intervention Threat

FX Daily Strategy: N America, Aug 6

August 6, 2026 9:26 AM UTC

A familiar story of waiting for an unclear deal, amid a neede-ly backdrop; dollar still slanted long and heavy
An argument that gold and especially silver poised for a breakout from base
Payrolls Friday next other focal point, largely mid-to-low tier data Thursday

FX Daily Strategy: Asia, Aug 6

August 5, 2026 3:00 PM UTC

A familiar story of waiting for an unclear deal, amid a neede-ly backdrop; dollar still slanted long and heavy
An argument that gold and especially silver poised for a breakout from base
Payrolls Friday next other focal point, largely mid-to-low tier data Thursday

FX Daily Strategy: N America, Aug 5

August 5, 2026 9:04 AM UTC

June Labor Cash Earning Critical for BoJ
So as NZ Wage Growth
U.S. July ADP Employment suggests some slowing
ISM Services Keeping to a tight range

FX Daily Strategy: Asia, Aug 5

August 4, 2026 3:00 PM UTC

June Labor Cash Earning Critical for BoJ
So as NZ Wage Growth
U.S. July ADP Employment suggests some slowing
ISM Services Keeping to a tight range

FX Daily Strategy: N America, Aug 4

August 4, 2026 9:28 AM UTC

US admin may be more fickle, but joint intervention has tended to work...
Waiting for payrolls. Is CHF now the most responsive to US data? 
Oil and NOK continue to be marked to US gyrations on Iran

FX Daily Strategy: Asia, Aug 4

August 3, 2026 3:26 PM UTC

US admin may be more fickle, but joint intervention has tended to work...
Waiting for payrolls. Is CHF now the most responsive to US data? 
Oil and NOK continue to be marked to US gyrations on Iran

FX Weekly Strategy: N America, Aug 3-7

August 3, 2026 9:04 AM UTC

USD/JPY remains the pivotal focus after the joint intervention 
US payrolls the main data focus with a quite week elsewhere

FX Weekly Strategy: Asia, Aug 3-7

July 31, 2026 3:17 PM UTC

USD/JPY remains the pivotal focus after intervention and sources reports threatening more
US payrolls the main data focus with a quite week elsewhere

FX Daily Strategy: N America, Jul 31

July 31, 2026 9:14 AM UTC

BoJ largely as expected, minor lift to Sep pricing
Focus will return to Geopolitics

FX Daily Strategy: Asia, Jul 31

July 30, 2026 3:00 PM UTC

Market Hoping for More Hawkish Forward Guidance from BoJ
Or USD/JPY Will be Disappointed
Focus will return to Geopolitics

FX Daily Strategy: N America, Jul 30

July 30, 2026 9:02 AM UTC

FOMC, US Iran action, and earnings provide the backdrop
Focus turns to the BoE (seen unchanged), then BoJ
CHF vs JPY becoming an interesting topic 

FX Daily Strategy: Asia, Jul 30

July 29, 2026 3:41 PM UTC

FOMC, US Iran action, and earnings provide the backdrop
Focus then turns to the BoE (seen unchanged), and EZ GDP and CPI data
CHF vs JPY becoming an interesting topic 

FX Daily Strategy: N America, Jul 29

July 29, 2026 9:07 AM UTC

Unchanged policy with an unspoken tightening bias for FOMC 
Will See DXY Trading Cautiously
Another Moderate But Above Target Read for Australian CPI