FX Daily Strategy: Asia, Oct 7

October 6, 2025 9:00 PM UTC

JPY weakness on Takaichi election looks overdone
EUR may have more downside on French political and fiscal deadlock
German orders numbers need to show a recovery in August

FX Daily Strategy: APAC, Oct 7

October 6, 2025 3:10 PM UTC

JPY weakness on Takaichi election looks overdone
EUR may have more downside on French political and fiscal deadlock
German orders numbers need to show a recovery in August

FX Weekly Strategy: Oct 6-10

October 6, 2025 8:57 AM UTC

LDP election could set the JPY tone
Still scope for substantial JPY recovery
NZD may manage correction higher on a 25bp RBNZ cut
European currencies largely rangebound

FX Weekly Strategy: Europe, Oct 6-10

October 6, 2025 4:16 AM UTC

LDP election could set the JPY tone
Still scope for substantial JPY recovery
NZD may manage correction higher on a 25bp RBNZ cut
European currencies largely rangebound

FX Weekly Strategy: Asia, Oct 6-10

October 5, 2025 9:00 PM UTC

LDP election could set the JPY tone
Still scope for substantial JPY recovery
NZD may manage correction higher on a 25bp RBNZ cut
European currencies largely rangebound

FX Weekly Strategy: APAC, Oct 6-10

October 5, 2025 5:00 PM UTC

LDP election could set the JPY tone
Still scope for substantial JPY recovery
NZD may manage correction higher on a 25bp RBNZ cut
European currencies largely rangebound

FX Weekly Strategy: Oct 6-10

October 3, 2025 3:43 PM UTC

LDP election could set the JPY tone
Still scope for substantial JPY recovery
NZD may manage correction higher on a 25bp RBNZ cut
European currencies largely rangebound

FX Daily Strategy: N America, Oct 3

October 3, 2025 9:16 AM UTC

ISM services could weigh on USD/JPY
EUR/JPY remains vulnerable to any equity correction
Ueda leaving token remark before LDP election
USD/CAD approaching 1.40 but gains beyond here likely to be difficult

FX Daily Strategy: Asia, Oct 3

October 2, 2025 9:00 PM UTC

Swiss CPI neutral but EUR/CHF basing
EUR/CHF basing near 0.93
JPY has scope for further gains
GBP recovery unlikely to last

FX Daily Strategy: APAC, Oct 3

October 2, 2025 2:54 PM UTC

Swiss CPI neutral but EUR/CHF basing
EUR/CHF basing near 0.93
JPY has scope for further gains
GBP recovery unlikely to last

FX Daily Strategy: N America, Oct 2

October 2, 2025 9:15 AM UTC

Swiss CPI neutral but EUR/CHF basing
EUR/CHF basing near 0.93
JPY has scope for further gains
GBP recovery unlikely to last

FX Daily Strategy: Europe, Oct 2

October 2, 2025 5:03 AM UTC

Swiss CPI could reignite talk of negative CHF rates
EUR/CHF basing near 0.93
JPY has scope for further gains
GBP recovery unlikely to last

FX Daily Strategy: Asia, Oct 2

October 1, 2025 9:00 PM UTC

Swiss CPI could reignite talk of negative CHF rates
EUR/CHF basing near 0.93
JPY has scope for further gains
GBP recovery unlikely to last

FX Daily Strategy: APAC, Oct 2

October 1, 2025 3:10 PM UTC

Swiss CPI could reignite talk of negative CHF rates
EUR/CHF basing near 0.93
JPY has scope for further gains
GBP recovery unlikely to last

FX Daily Strategy: N America, Oct 1

October 1, 2025 8:55 AM UTC

US government shutdown looks set to start on October 1
Typically, shutdown is seen as negative for USD/JPY
ADP data to take on higher profile if official employment data not being released due to shutdown
EUR/JPY also looks vulnerable if risk sentiment weakens

FX Daily Strategy: Europe, Oct 1

October 1, 2025 4:31 AM UTC

US government shutdown looks set to start on October 1
Typically, shutdown is seen as negative for USD/JPY
ADP data to take on higher profile if official employment data not being released due to shutdown
EUR/JPY also looks vulnerable if risk sentiment weakens

FX Daily Strategy: Asia, Oct 1

September 30, 2025 9:00 PM UTC

US government shutdown could be USD negative
JPY has most scope to benefit
EUR unlikely to move on CPI data
GBP vulnerable

FX Daily Strategy: APAC, Oct 1

September 30, 2025 3:00 PM UTC

US government shutdown could be USD negative
JPY has most scope to benefit
EUR unlikely to move on CPI data
GBP vulnerable

FX Daily Strategy: N America, Sep 30th

September 30, 2025 8:56 AM UTC

US government shutdown could be USD negative
JPY has most scope to benefit
EUR unlikely to move on CPI data
GBP vulnerable

FX Daily Strategy: Europe, Sep 30th

September 30, 2025 4:53 AM UTC

US government shutdown could be USD negative
JPY has most scope to benefit
EUR unlikely to move on CPI data
GBP vulnerable

FX Daily Strategy: Asia, Sep 30th

September 29, 2025 9:00 PM UTC

USD continues to follow Trump 1.0
Payroll data a focus, if it is released
European currencies may be most vulnerable to further USD gains
CHF could come under some pressure
AUD focus on the RBA

FX Daily Strategy: APAC, Sep 30th

September 29, 2025 3:26 PM UTC

USD continues to follow Trump 1.0
Payroll data a focus, if it is released
European currencies may be most vulnerable to further USD gains
CHF could come under some pressure
AUD focus on the RBA

FX Weekly Strategy: Sep 29th - Oct 3rd

September 29, 2025 8:47 AM UTC

USD continues to follow Trump 1.0
Payroll data a focus, if it is released
European currencies may be most vulnerable to further USD gains
CHF could come under some pressure
AUD focus on the RBA

FX Weekly Strategy: Europe, Sep 29th - Oct 3rd

September 29, 2025 3:34 AM UTC

USD continues to follow Trump 1.0
Payroll data a focus, if it is released
European currencies may be most vulnerable to further USD gains
CHF could come under some pressure
AUD focus on the RBA

FX Weekly Strategy: Asia, Sep 29th - Oct 3rd

September 28, 2025 9:00 PM UTC

USD continues to follow Trump 1.0
Payroll data a focus, if it is released
European currencies may be most vulnerable to further USD gains
CHF could come under some pressure
AUD focus on the RBA

FX Weekly Strategy: APAC, Sep 29th - Oct 3rd

September 28, 2025 5:00 PM UTC

USD continues to follow Trump 1.0
Payroll data a focus, if it is released
European currencies may be most vulnerable to further USD gains
CHF could come under some pressure
AUD focus on the RBA

FX Weekly Strategy: Sep 29th - Oct 3rd

September 26, 2025 3:19 PM UTC

USD continues to follow Trump 1.0
Payroll data a focus, if it is released
European currencies may be most vulnerable to further USD gains
CHF could come under some pressure
AUD focus on the RBA

FX Daily Strategy: N America, Sep 26th

September 26, 2025 8:59 AM UTC

Japanese Tokyo CPI holds steady 
US PCE data could see more USD positive moves
Canadian GDP to provide short term CAD support only
Yield spreads suggest downside risks for EUR/USD

FX Daily Strategy: Asia, Sep 26th

September 25, 2025 9:00 PM UTC

Japanese Tokyo CPI may moderate JPY weakness for now
US PCE data could see more USD positive moves
Canadian GDP to provide short term CAD support only
Yield spreads suggest downside risks for EUR/USD

FX Daily Strategy: APAC, Sep 26th

September 25, 2025 2:42 PM UTC

Japanese Tokyo CPI may moderate JPY weakness for now
US PCE data could see more USD positive moves
Canadian GDP to provide short term CAD support only
Yield spreads suggest downside risks for EUR/USD

FX Daily Strategy: N America, Sep 25th

September 25, 2025 8:52 AM UTC

US GDP data could take the edge off USD strength
USD gains not driven by higher US yields
JPY weakness remains a major feature
SNB could protest CHF strength

FX Daily Strategy: Europe, Sep 25th

September 25, 2025 5:26 AM UTC

US GDP data could take the edge off USD strength
USD gains not driven by higher US yields
JPY weakness remains a major feature
SNB could protest CHF strength

FX Daily Strategy: Asia, Sep 25th

September 24, 2025 9:00 PM UTC

US GDP data could take the edge off USD strength
USD gains not driven by higher US yields
JPY weakness remains a major feature
SNB could protest CHF strength

FX Daily Strategy: APAC, Sep 25th

September 24, 2025 3:14 PM UTC

US GDP data could take the edge off USD strength
USD gains not driven by higher US yields
JPY weakness remains a major feature
SNB could protest CHF strength

FX Daily Strategy: N America, Sep 24th

September 24, 2025 9:05 AM UTC

Japanese PMI disappoints
JPY continues to look substantially undervalued
IFO makes German PMI look suspect
US home sales data could renew USD downside pressure

FX Daily Strategy: Europe, Sep 24th

September 24, 2025 4:55 AM UTC

Japanese PMI could support rate hike expectations
JPY continues to look substantially undervalued
EUR might need above consensus IFO to hold current levels
US home sales data could renew USD downside pressure

FX Daily Strategy: Asia, Sep 24th

September 23, 2025 9:00 PM UTC

Japanese PMI could support rate hike expectations
JPY continues to look substantially undervalued
EUR might need above consensus IFO to hold current levels
US home sales data could renew USD downside pressure

FX Daily Strategy: APAC, Sep 24th

September 23, 2025 3:10 PM UTC

Japanese PMI could support rate hike expectations
JPY continues to look substantially undervalued
EUR might need above consensus IFO to hold current levels
US home sales data could renew USD downside pressure

FX Daily Strategy: N America, Sep 23rd

September 23, 2025 8:54 AM UTC

PMI data the focus but US data of limited interest
European data seen as more relevant
SEK resilient despite Riksbank rate cut
JPY weakness remains extreme

FX Daily Strategy: Europe, Sep 23rd

September 23, 2025 5:15 AM UTC

PMI data the focus but US and UK data of limited interest
Eurozone data seen as more relevant, but unlikely to move far
SEK may benefit from Riksbank keeping rates on hold
JPY weakness remains extreme

FX Daily Strategy: Asia, Sep 23rd

September 22, 2025 9:00 PM UTC

PMI data the focus but US and UK data of limited interest
Eurozone data seen as more relevant, but unlikely to move far
SEK may benefit from Riksbank keeping rates on hold
JPY weakness remains extreme

FX Daily Strategy: APAC, Sep 23rd

September 22, 2025 3:11 PM UTC

PMI data the focus but US and UK data of limited interest
Eurozone data seen as more relevant, but unlikely to move far
SEK may benefit from Riksbank keeping rates on hold
JPY weakness remains extreme

FX Weekly Strategy: Sep 22nd-26th

September 22, 2025 8:50 AM UTC

Limited impact likely from S&P PMIs, though weaker US numbers seen
JPY may manage a small recovery, but turn in equities needed to reverse weak trend
SEK could be vulnerable to Riksbank rate cut
Little chance of SNB action, but EUR/CHF may have found a near term base

FX Weekly Strategy: Europe, Sep 22nd-26th

September 22, 2025 4:16 AM UTC

Limited impact likely from S&P PMIs, though weaker US numbers seen
JPY may manage a small recovery, but turn in equities needed to reverse weak trend
SEK could be vulnerable to Riksbank rate cut
Little chance of SNB action, but EUR/CHF may have found a near term base

FX Weekly Strategy: Asia, Sep 22nd-26th

September 21, 2025 9:00 PM UTC

Limited impact likely from S&P PMIs, though weaker US numbers seen
JPY may manage a small recovery, but turn in equities needed to reverse weak trend
SEK could be vulnerable to Riksbank rate cut
Little chance of SNB action, but EUR/CHF may have found a near term base

FX Weekly Strategy: APAC, Sep 22nd-26th

September 21, 2025 5:00 PM UTC

Limited impact likely from S&P PMIs, though weaker US numbers seen
JPY may manage a small recovery, but turn in equities needed to reverse weak trend
SEK could be vulnerable to Riksbank rate cut
Little chance of SNB action, but EUR/CHF may have found a near term base