FX Daily Strategy: Asia, January 6th

January 5, 2026 10:00 PM UTC

EUR could slip on softer preliminary CPI data
JPY still range bound but upside risks dominate
GBP strength is hard to trust
AUD gains well founded but may require more equity strength to extend

FX Daily Strategy: APAC, January 6th

January 5, 2026 4:12 PM UTC

EUR could slip on softer preliminary CPI data
JPY still range bound but upside risks dominate
GBP strength is hard to trust
AUD gains well founded but may require more equity strength to extend

FX Weekly Strategy: January 5th-9th

January 5, 2026 9:58 AM UTC

 US employment report the main focus, mildly stronger than expected gain seen
EUR could slip on weaker HICP
CAD strength could fade after recent outperformance
JPY weakness still needs intervention to reverse it
NOK looks attractive near long term lows

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

January 5, 2026 4:08 AM UTC

 US employment report the main focus, mildly stronger than expected gain seen
EUR could slip on weaker HICP
CAD strength could fade after recent outperformance
JPY weakness still needs intervention to reverse it
NOK looks attractive near long term lows

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

January 4, 2026 10:00 PM UTC

 US employment report the main focus, mildly stronger than expected gain seen
EUR could slip on weaker HICP
CAD strength could fade after recent outperformance
JPY weakness still needs intervention to reverse it
NOK looks attractive near long term lows

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

January 4, 2026 6:00 PM UTC

 US employment report the main focus, mildly stronger than expected gain seen
EUR could slip on weaker HICP
CAD strength could fade after recent outperformance
JPY weakness still needs intervention to reverse it
NOK looks attractive near long term lows

FX Weekly Strategy: N America, December 22nd - January 2nd

December 22, 2025 10:55 AM UTC

USD should be well supported by Q3 GDP
JPY the focus as it hits new lows in real trade-weighted terms
Japanese FX intervention looks necessary to reverse JPY weakness – probability of intervention now high
AUD and NOK look undervalued

FX 2 Weekly Strategy: Europe, December 22nd - January 2nd

December 22, 2025 4:00 AM UTC

USD should be well supported by Q3 GDP
JPY the focus as it hits new lows in real trade-weighted terms
Japanese FX intervention looks necessary to reverse JPY weakness – probability of intervention now high
AUD and NOK look undervalued

FX 2 Weekly Strategy: Asia, December 22nd - January 2nd

December 21, 2025 10:00 PM UTC

USD should be well supported by Q3 GDP
JPY the focus as it hits new lows in real trade-weighted terms
Japanese FX intervention looks necessary to reverse JPY weakness – probability of intervention now high
AUD and NOK look undervalued

FX 2 Weekly Strategy: APAC, December 22nd - January 2nd

December 21, 2025 6:00 PM UTC

USD should be well supported by Q3 GDP
JPY the focus as it hits new lows in real trade-weighted terms
Japanese FX intervention looks necessary to reverse JPY weakness – probability of intervention now high
AUD and NOK look undervalued

FX 2 Weekly Strategy: December 22nd - January 2nd

December 19, 2025 3:25 PM UTC

USD should be well supported by Q3 GDP
JPY the focus as it hits new lows in real trade-weighted terms
Japanese FX intervention looks necessary to reverse JPY weakness – probability of intervention now high
AUD and NOK look undervalued

FX Daily Strategy: N America, December 19th

December 19, 2025 10:11 AM UTC

BoJ rate hike is not enough to reverse JPY decline
Forward guidance to be watched, but intervention may be necessary
GBP likely to hold gains as long as retail sales aren’t terrible
AUD may extend recovery on lower US yields

FX Daily Strategy: Asia, December 19th

December 18, 2025 10:00 PM UTC

BoJ rate hike may not be enough to reverse JPY decline
Forward guidance to be watched, but intervention may be necessary
GBP likely to hold gains as long as retail sales aren’t terrible
AUD may extend recovery on lower US yields

FX Daily Strategy: APAC, December 19th

December 18, 2025 4:11 PM UTC

BoJ rate hike may not be enough to reverse JPY decline
Forward guidance to be watched, but intervention may be necessary
GBP likely to hold gains as long as retail sales aren’t terrible
AUD may extend recovery on lower US yields

FX Daily Strategy: N America, December 18th

December 18, 2025 10:03 AM UTC

BoE likely to be more dovish than expected after latest data
Scope for EUR/GBP to test above 0.88
NOK looks too weak vs SEK and EUR
JPY may see a bounce ahead of BoJ

FX Daily Strategy: Europe, December 18th

December 18, 2025 5:22 AM UTC

BoE likely to be more dovish than expected after latest data
Scope for EUR/GBP to test above 0.88
NOK looks too weak vs SEK and EUR
JPY may see a bounce ahead of BoJ

FX Daily Strategy: Asia, December 18th

December 17, 2025 10:00 PM UTC

BoE likely to be more dovish than expected after latest data
Scope for EUR/GBP to test above 0.88
NOK looks too weak vs SEK and EUR
JPY may see a bounce ahead of BoJ

FX Daily Strategy: APAC, December 18th

December 17, 2025 4:06 PM UTC

BoE likely to be more dovish than expected after latest data
Scope for EUR/GBP to test above 0.88
NOK looks too weak vs SEK and EUR
JPY may see a bounce ahead of BoJ

FX Daily Strategy: N America, December 17th

December 17, 2025 9:55 AM UTC

UK CPI a downside risk for GBP
Softer equities to weigh on riskier currencies
JPY to benefit in more risk negative conditions
AUD still represents value

FX Daily Strategy: Europe, December 17th

December 17, 2025 5:37 AM UTC

UK CPI a downside risk for GBP
Softer equities to weigh on riskier currencies
JPY to benefit in more risk negative conditions
AUD still represents value

FX Daily Strategy: Asia, December 17th

December 16, 2025 10:00 PM UTC

UK CPI a downside risk for GBP
Softer equities to weigh on riskier currencies
JPY to benefit in more risk negative conditions
AUD still represents value

FX Daily Strategy: APAC, December 17th

December 16, 2025 3:50 PM UTC

UK CPI a downside risk for GBP
Softer equities to weigh on riskier currencies
JPY to benefit in more risk negative conditions
AUD still represents value

FX Daily Strategy: N America, December 16th

December 16, 2025 9:40 AM UTC

US employment data likely mixed and of limited impact
JPY and AUD remain the most attractive G10 currencies
PMIs favour GBP
UK labour market data mixed

FX Daily Strategy: Europe, December 16th

December 16, 2025 4:06 AM UTC

US employment data likely mixed and of limited impact
JPY and AUD remain the most attractive G10 currencies
PMIs likely to be fairly neutral
GBP vulnerable to UK labour market data

FX Daily Strategy: Asia, December 16th

December 15, 2025 10:00 PM UTC

US employment data likely mixed and of limited impact
JPY and AUD remain the most attractive G10 currencies
PMIs likely to be fairly neutral
GBP vulnerable to UK labour market data

FX Daily Strategy: APAC, December 16th

December 15, 2025 4:27 PM UTC

US employment data likely mixed and of limited impact
JPY and AUD remain the most attractive G10 currencies
PMIs likely to be fairly neutral
GBP vulnerable to UK labour market data

FX Weekly Strategy: N America, December 15th-19th

December 15, 2025 11:40 AM UTC

Employment report may have small USD positive impact

FX Weekly Strategy: Europe, December 15th-19th

December 15, 2025 5:00 AM UTC

Employment report may have small USD positive impact

FX Weekly Strategy: Asia, December 15th-19th

December 14, 2025 10:00 PM UTC

Employment report may have small USD positive impact

FX Weekly Strategy: APAC, December 15th-19th

December 14, 2025 6:00 PM UTC

Employment report may have small USD positive impact

FX Weekly Strategy: December 15th-19th

December 12, 2025 3:53 PM UTC

Employment report may have small USD positive impact

FX Daily Strategy: N America, December 12th

December 12, 2025 10:20 AM UTC

UK GDP weaker than expected in October
GBP downside favoured longer term, but little near term risk
JPY could benefit from tech jitters
NOK/SEK dip towards year’s lows looks hard to extend

FX Daily Strategy: Asia, December 12th

December 11, 2025 10:00 PM UTC

UK GDP may recovery after September dip
GBP downside favoured longer term, but little near term risk
JPY could benefit from tech jitters
NOK/SEK dip towards year’s lows looks hard to extend

FX Daily Strategy: APAC, December 12th

December 11, 2025 4:05 PM UTC

UK GDP may recovery after September dip
GBP downside favoured longer term, but little near term risk
JPY could benefit from tech jitters
NOK/SEK dip towards year’s lows looks hard to extend

FX Daily Strategy: N America, December 11th

December 11, 2025 10:09 AM UTC

AUD dragged by poor employment data
USD risks on claims mostly to the upside
BoJ needs to intervene to halt JPY weakness
EUR/CHF may settle into a range near term

FX Daily Strategy: Europe, December 11th

December 11, 2025 4:00 AM UTC

AUD dragged by poor employment data
USD risks on claims mostly to the upside
BoJ needs to intervene to halt JPY weakness
EUR/CHF may settle into a range near term

FX Daily Strategy: Asia, December 11th

December 10, 2025 10:00 PM UTC

AUD still likely to be well supported on soldi employment data
USD risks on claims mostly to the upside
BoJ needs to intervene to halt JPY weakness
EUR/CHF may settle into a range near term

FX Daily Strategy: APAC, December 11th

December 10, 2025 4:09 PM UTC

AUD still likely to be well supported on soldi employment data
USD risks on claims mostly to the upside
BoJ needs to intervene to halt JPY weakness
EUR/CHF may settle into a range near term

FX Daily Strategy: N America, December 10th

December 10, 2025 9:48 AM UTC

FOMC likely to cut 25bps but with dissents
Market may see the move as a “hawkish ease”
USD has upside scope, but JPY weakness looks extreme
CAD unlikely to be impacted by BoC

FX Daily Strategy: Europe, December 10th

December 10, 2025 4:00 AM UTC

FOMC likely to cut 25bps but with dissents
Market may see the move as a “hawkish ease”
USD has upside scope, but JPY weakness looks extreme
CAD unlikely to be impacted by BoC