FX Daily Strategy
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May 22, 2026
May 21, 2026
FX Daily Strategy: N America, May 21st
May 21, 2026 9:00 AM UTC
Eying risk and bonds out of Nvidia, auction and Minutes
Big picture, have some seen re-pricings within established ranges (EUR/USD 1.15-1.20 give or take)
Need to see more decisive developments on Iran and/or asset volatility to be making new strides
Global PMI data in focus
FX Daily Strategy: Europe, May 21st
May 21, 2026 4:21 AM UTC
Eying risk and bonds out of Nvidia, auction and Minutes
Big picture, have some seen re-pricings within established ranges (EUR/USD 1.15-1.20 give or take)
Need to see more decisive developments on Iran and/or asset volatility to be making new strides
Global PMI data in focus
May 20, 2026
FX Daily Strategy: Asia, May 21st
May 20, 2026 9:00 PM UTC
Eying risk and bonds out of Nvidia, auction and Minutes
Big picture, have some seen re-pricings within established ranges (EUR/USD 1.15-1.20 give or take)
Need to see more decisive developments on Iran and/or asset volatility to be making new strides
Global PMI data in focus
FX Daily Strategy: APAC, May 21st
May 20, 2026 3:04 PM UTC
Eying risk and bonds out of Nvidia, auction and Minutes
Big picture, have some seen re-pricings within established ranges (EUR/USD 1.15-1.20 give or take)
Need to see more decisive developments on Iran and/or asset volatility to be making new strides
Global PMI data in focus
May 19, 2026
FX Daily Strategy: N America, May 19th
May 19, 2026 9:14 AM UTC
Erratic Iran headlines continues, glass half full and empty reads
Stretched positioning still dominates, keeping dollar propped
Oil still sets the tone, but along with other areas of risk build up
UK labour market soft, favouring BoE caution; Burnham reassures
Canada CPI likewise seen implying little im
FX Daily Strategy: Europe, May 19th
May 19, 2026 4:06 AM UTC
Some better Iran headlines help mkt work off o/s moves, but not getting carried away
Bar clear positive news, stretched positioning still dominates providing capping
Oil still sets the tone, but along with other areas of risk build up
UK has labour market data, Canada CPI, neither seen implying pressur
May 18, 2026
FX Daily Strategy: Asia, May 19th
May 18, 2026 9:00 PM UTC
Some better Iran headlines help mkt work off o/s moves, but not getting carried away
Bar clear positive news, stretched positioning still dominates providing capping
Oil still sets the tone, but along with other areas of risk build up
UK has labour market data, Canada CPI, neither seen implying pressur
FX Daily Strategy: APAC, May 19th
May 18, 2026 3:29 PM UTC
Some better Iran headlines help mkt work off o/s moves, but not getting carried away
Bar clear positive news, stretched positioning still dominates providing capping
Oil still sets the tone, but along with other areas of risk build up
UK has labour market data, Canada CPI, neither seen implying pressur
May 15, 2026
May 14, 2026
May 13, 2026
May 12, 2026
FX Daily Strategy: N America, May 12th
May 12, 2026 9:25 AM UTC
Volatility keeps compressing though maybe some tensions showing at the edges
No shift in ranges and trends yet, but if the fever breaks, USD and JPY correct
US CPI data to keep the Fed in defensive wait and see mode
GBP plays the 'political short' trade as gilts spike, though spec mkt was positioned
Foc
FX Daily Strategy: Europe, May 12th
May 12, 2026 4:16 AM UTC
Volatility keeps compressing while the 'dash for compute' o/b rally and options arm wrestle goes on
No break in trend but if the fever breaks, USD and JPY correct
US CPI data to keep the Fed in defensive wait and see mode
Focus starts to turn to US-China meetings
May 11, 2026
FX Daily Strategy: Asia, May 12th
May 11, 2026 9:00 PM UTC
Volatility keeps compressing while the 'dash for compute' o/b rally and options arm wrestle goes on
No break in trend but if the fever breaks, USD and JPY correct
US CPI data to keep the Fed in defensive wait and see mode
Focus starts to turn to US-China meetings
FX Daily Strategy: APAC, May 12th
May 11, 2026 4:55 PM UTC
Volatility keeps compressing while the 'dash for compute' o/b rally and options arm wrestle goes on
No break in trend but if the fever breaks, USD and JPY correct
US CPI data to keep the Fed in defensive wait and see mode
Focus starts to turn to US-China meetings
May 10, 2026
May 08, 2026
May 07, 2026
FX Daily Strategy: Asia, May 8th
May 7, 2026 9:00 PM UTC
US and Canadian employment data offer some USD upside risks
Focus remains on US/Iran negotiations with some good news already priced in
Japanese wage data could support BoJ rate hike expectations
GBP vulnerable to political fallout from local elections
FX Daily Strategy: APAC, May 8th
May 7, 2026 2:48 PM UTC
US and Canadian employment data offer some USD upside risks
Focus remains on US/Iran negotiations with some good news already priced in
Japanese wage data could support BoJ rate hike expectations
GBP vulnerable to political fallout from local elections
May 06, 2026
FX Daily Strategy: N America, May 6th
May 6, 2026 9:20 AM UTC
Slightly stronger USD favoured on ADP data
Middle East risks suggest equities and riskier currencies vulnerable, but hopes of US/Iran deal maintain positive sentiment for now
JPY weakness against European currencies looks increasingly hard to justify
GBP strength against the EUR is likely reaching its