FX Weekly Strategy: Asia, Jul 6-10

July 3, 2026 3:11 PM UTC

FOMC, ECB Minutes, RBNZ decision the highlights
Dollar ardour cools but spreads still in favour
NZD attempting to bounce if RBNZ plays ball
USD/JPY has done some n/t chart damage

FX Daily Strategy: Europe, Jul 3

July 3, 2026 4:39 AM UTC

Quiet Calendar Sees Focus Back at Middle East
DXY Further consolidation
USD/JPY and the Silent Interventions

FX Daily Strategy: Asia, Jul 3

July 2, 2026 3:00 PM UTC

Quiet Calendar Sees Focus Back at Middle East
DXY Further consolidation
USD/JPY and the Silent Interventions

FX Daily Strategy: N America, Jul 2

July 2, 2026 9:02 AM UTC

Payrolls in focus. Probably needs a 100k+/- surprise to prompt excitement
Friday's US holiday does indeed leave mkt wary of Japan intervention, and prompts early covering
EUR/GBP also does break key support, stretching sterling short covering

FX Daily Strategy: Asia, Jul 2

July 1, 2026 3:06 PM UTC

Payrolls in focus. Probably needs a 100k+/- surprise to prompt excitement
Friday's US holiday may leave mkt wary of Japan intervention, prompt some early covering
EUR/GBP still sitting on key support, risk of break remains

FX Daily Strategy: N America, July 1st

July 1, 2026 9:01 AM UTC

U.S. June ADP Employment remains healthy
ISM Manufacturing to Sustain May's bounce
Further USD/JPY Rally Could Trigger Intervention

FX Daily Strategy: Asia, July 1st

June 30, 2026 3:00 PM UTC

U.S. June ADP Employment remains healthy
ISM Manufacturing to Sustain May's bounce
Further USD/JPY Rally Could Trigger Intervention

FX Daily Strategy: N America, Jun 30th

June 30, 2026 9:09 AM UTC

Still in dollar consolidation/correction mode. Period end, options, wait for payrolls also
Spec mkt long dollars and at extreme for GBP. Latter could risk a squeeze

FX Daily Strategy: APAC, Jun 30th

June 29, 2026 3:21 PM UTC

Still in dollar consolidation/correction mode. Period end, options, wait for payrolls also
Spec mkt long dollars and at extreme for GBP. Latter could risk a squeeze
ECB conference, inflation data on the calendar

FX Weekly Strategy: N America, Jun 29 - Jul 3

June 29, 2026 9:06 AM UTC

EZ HICP seen peaking, US payrolls solid but flattered
Central bank get-together. Rate hike expectations easing in tandem
Dollar still firm, but market to finish unwinding overbought conditions

FX Weekly Strategy: Asia, Jun 29 - Jul 3

June 26, 2026 3:31 PM UTC

EZ HICP seen peaking, US payrolls solid but flattered
Central bank get-together. Rate hike expectations easing in tandem
Dollar still firm, but market to finish unwinding overbought conditions

FX Daily Strategy: N America, Jun 26th

June 26, 2026 9:10 AM UTC

U.S. May Advance Goods Trade Balance 
Tokyo core CPI picks up
USD/JPY Extend consolidation beneath 161.95 

FX Daily Strategy: Asia, Jun 26th

June 25, 2026 3:00 PM UTC

U.S. May Advance Goods Trade Balance 
Tokyo CPI TO Stay Low
USD/JPY Extend consolidation beneath 161.95 

FX Daily Strategy: Europe, Jun 25th

June 25, 2026 4:06 AM UTC

Australian Employment Market Unlikely to Persuade RBA
U.S. May Core PCE Prices to outperform CPI
No significant revision for U.S. Final Q1 GDP 
And other U.S. Data

FX Daily Strategy: Asia, Jun 25th

June 24, 2026 3:00 PM UTC

Australian Employment Market Unlikely to Persuade RBA
U.S. May Core PCE Prices to outperform CPI
No significant revision for U.S. Final Q1 GDP 
And other U.S. Data

FX Daily Strategy: N America, Jun 24th

June 24, 2026 9:14 AM UTC

Dollar remains firm, testing or clearing various levels
Focus on position corrections, Fed re-pricing spillover, and equities
Quiet calendar, US new home sales on the schedule

FX Daily Strategy: Asia, Jun 24th

June 23, 2026 9:00 PM UTC

Dollar remains firm, testing or clearing various levels
Focus on position corrections, Fed re-pricing spillover, and equities
AUD CPI, IFO and US new home sales on the schedule

FX Daily Strategy: APAC, Jun 24th

June 23, 2026 4:42 PM UTC

Dollar remains firm, testing or clearing various levels
Focus on position corrections, Fed re-pricing spillover, and equities
AUD CPI, IFO and US new home sales on the schedule

FX Daily Strategy: N America, Jun 23rd

June 23, 2026 9:03 AM UTC

U.S.-Iran, On and off
U.S. June S&P PMIs not quite as strong
USD/JPY in Intervention Zone

FX Daily Strategy:Europe, Jun 23rd

June 23, 2026 4:09 AM UTC

U.S.-Iran, On and off
U.S. June S&P PMIs not quite as strong
USD/JPY in Intervention Zone

FX Daily Strategy: Asia, Jun 23rd

June 22, 2026 4:00 PM UTC

U.S.-Iran, On and off
U.S. June S&P PMIs not quite as strong
USD/JPY in Intervention Zone

FX Weekly Strategy: N America, Jun 22-26

June 22, 2026 9:03 AM UTC

No significant revision for U.S. Q1 GDP 
U.S. May Core PCE Prices to outperform CPI
And A Slate of U.S. Data
Canada May CPI A further lift from energy 

FX Weekly Strategy: Asia, Jun 22-26

June 19, 2026 3:00 PM UTC

No significant revision for U.S. Q1 GDP 
U.S. May Core PCE Prices to outperform CPI
And A Slate of U.S. Data
Canada May CPI A further lift from energy 

FX Daily Strategy: N America, Jun 19th

June 19, 2026 9:09 AM UTC

Market Focus Stays in Middle East
Japan national CPI Remains Compressed
USD/JPY Consolidating, Tilted Higher

FX Daily Strategy: Asia, Jun 19th

June 18, 2026 3:00 PM UTC

Market Focus Stays in Middle East
National CPI Remain Compressed
USD/JPY Consolidating, Tilted Higher

FX Daily Strategy: N America, Jun 18th

June 18, 2026 10:43 AM UTC

FOMC lives up to the hype, dollar breaks higher
Otherwise focus turns to the UK, with data, BoE and by-election. 
SNB as expected, Norges Bank a little hawkish but NOK focus elsewhere

FX Daily Strategy: Asia, Jun 18th

June 17, 2026 8:25 PM UTC

FOMC lives up to the hype, dollar breaks higher
Otherwise focus turns to the UK, with data, BoE and by-election. 
SNB seen unchanged and CHF comments to be ignored unless escalated

FX Daily Strategy: APAC, Jun 18th

June 17, 2026 2:20 PM UTC

FOMC projections and press conference to set the broad tone
Otherwise focus turns to the UK, with data, BoE and by-election. Sterling mood has improved
SNB seen unchanged and CHF comments to be ignored unless escalated

FX Daily Strategy: N America, Jun 17th

June 17, 2026 9:17 AM UTC

FOMC Dropping the easing bias
U.S. May Retail Sales a pull back
Riksbank Mild Tightening Bias to Persist But Not Exercised
UK CPI Peaking

FX Daily Strategy: Europe, Jun 17th

June 17, 2026 4:35 AM UTC

FOMC Dropping the easing bias
U.S. May Retail Sales a pull back
Riksbank Mild Tightening Bias to Persist But Not Exercised
UK CPI Peaking

FX Daily Strategy: Asia, Jun 17th

June 16, 2026 3:00 PM UTC

FOMC Dropping the easing bias
 U.S. May Retail Sales a pull back
Riksbank Mild Tightening Bias to Persist But Not Exercised
UK CPI Peaking

FX Daily Strategy: N America, Jun 16th

June 16, 2026 9:37 AM UTC

Since Iran kicked off, gold holds on to the biggest remaining losses, SEK next
BoJ delivers the expected hike, later taper, and minor tweaked statement - little impact seen
RBA likewise largely on-message 
Broader dollar tone still waiting on the new era Fed, market tread water prior

FX Daily Strategy: Asia, Jun 16th

June 15, 2026 9:00 PM UTC

Since Iran kicked off, gold holds on to the biggest remaining losses, SEK next
BoJ in focus, 25bp hike universally expected, attention on statement and bond program
RBA tone also to be scrutinised. 
Broader dollar tone still waiting on the new era Fed

FX Daily Strategy: APAC, Jun 16th

June 15, 2026 3:20 PM UTC

Since Iran kicked off, gold holds on to the biggest remaining losses, SEK next
BoJ in focus, 25bp hike universally expected, attention on statement and bond program
RBA tone also to be scrutinised. 
Broader dollar tone still waiting on the new era Fed

FX Weekly Strategy: N America, Jun 15-19

June 15, 2026 9:10 AM UTC

US-Iran deal moves forward, albeit with detail still to pin down and ongoing external tensions
Dollar regains some break levels, albeit waiting to hear from the Fed
Fed packs in many layers of uncertainty, scope for volatility; mkt may assume 'dots' will be conservative and Iran-contingent
BoJ walks a

FX Weekly Strategy: Europe, Jun 15-19

June 15, 2026 4:50 AM UTC

Outcome on Iran pivotal and will colour perceptions of other key events
Dollar pairs hold off break levels, regain on kneejerk if deal sealed, failure back otherwise 
Fed packs in many layers of uncertainty, scope for volatility; mkt may assume 'dots' will be conservative and Iran-contingent
BoJ walks