Overview - The USD was lifted by a strong US non-farm payroll. Middle East worries persisted.
April 02, 2026
North American Summary and Highlights 2 Apr
April 2, 2026 7:01 PM UTC
Overview - The USD remained firmer after Trump’s Wednesday speech but edged off its highs in part due to Iranian claims that it was working with Oman to allow traffic through the Strait of Hormuz.
FX Daily Strategy: Asia, April 3rd
April 2, 2026 3:00 PM UTC
U.S. March Non-Farm Payrolls Forecast revised up on returning strikers DXY Lower in profit-taking
Psychology for major markets Apr 2
April 2, 2026 9:38 AM UTC
Risk sacked by Trump
FX Daily Strategy: N America, April 2nd
April 2, 2026 9:36 AM UTC
Market Spotlight Remain on Middle East Volatility continuing for U.S. February Trade Balance USD/JPY Inch Distance From Intervention
Asia Summary and Highlights 2 Apr
April 2, 2026 5:33 AM UTC
Nothing new from Trump's speech
FX Daily Strategy: Europe, April 2nd
April 2, 2026 4:26 AM UTC
Market Spotlight Remain on Middle East Volatility continuing for U.S. February Trade Balance USD/JPY Inch Distance From Intervention
April 01, 2026
North American Summary and Highlights 1 Apr
April 1, 2026 7:46 PM UTC
Overview - The USD slipped on Middle East peace hopes, but corrected late ahead of an address from Trump.
FX Daily Strategy: Asia, April 2nd
April 1, 2026 3:00 PM UTC
Market Spotlight Remain on Middle East Volatility continuing for U.S. February Trade Balance USD/JPY Inch Distance From Intervention
FX Daily Strategy: N America, April 1st
April 1, 2026 10:21 AM UTC
Short vs Long Iran War U.S. March Weekly ADP data rising modestly U.S. February Autos and gasoline Retail Sales to rise DXY Approaching strong resistance
Psychology for major markets Apr 1
April 1, 2026 8:53 AM UTC
Risk mood improving
Asia Summary and Highlights 1 April
April 1, 2026 4:26 AM UTC
Risk mood improves on Wednesday
FX Daily Strategy: Europe, April 1st
April 1, 2026 3:10 AM UTC
Short vs Long Iran War U.S. March Weekly ADP data rising modestly U.S. February Autos and gasoline Retail Sales to rise DXY Approaching strong resistance
March 31, 2026
North American Summary and Highlights 31 Mar
March 31, 2026 7:42 PM UTC
Overview - The USD slipped, particularly versus EUR and JPY, on reduced fears of escalation in the Middle East conflict.
FX Daily Strategy: Asia, April 1st
March 31, 2026 3:00 PM UTC
Short vs Long Iran War U.S. March Weekly ADP data rising modestly U.S. February Autos and gasoline Retail Sales to rise DXY Approaching strong resistance
FX Daily Strategy: N America, March 31st
March 31, 2026 9:20 AM UTC
Short vs Long Iran War EZ Headline HICP to Surge but Core to Slip Back Canada January GDP Flat on the month and near flat yr/yr
Psychology for major markets Mar 31
March 31, 2026 6:40 AM UTC
Trump triumph?
Asia Summary and Highlights 31 Mar
March 31, 2026 4:58 AM UTC
Risk remain undecided on the lack of geopolitical clarity Trump open to ending war without Hormuz opening Japan Tokyo Core & Core-Core CPI 1.7% y/y, Headline 1.4%
FX Daily Strategy: Europe, March 31st
March 31, 2026 4:22 AM UTC
Short vs Long Iran War EZ Headline HICP to Surge but Core to Slip Back Canada January GDP Flat on the month and near flat yr/yr
March 30, 2026
North American Summary and Highlights 30 Mar
March 30, 2026 7:29 PM UTC
Overview - Middle East worries persisted keeping the USD mostly bid, though USD/JPY saw some slippage.
FX Daily Strategy: Asia, March 31st
March 30, 2026 3:00 PM UTC
Short vs Long Iran War EZ Headline HICP to Surge but Core to Slip Back
FX Weekly Strategy: N America, March 30th-April 3rd
March 30, 2026 9:14 AM UTC
U.S. March Non-Farm Payrolls Back to subdued trend U.S. March ADP rising modestly And other Slate of U.S. Data EZ Headline HICP to Surge but Core to Slip Back
Psychology for major markets Mar 30
March 30, 2026 7:57 AM UTC
No peace over the weekend
Asia Summary and Highlights 30 Mar
March 30, 2026 4:33 AM UTC
Japan’s FX chief Atsushi Mimura warns authorities are ready to take “decisive” action if speculative moves persist
FX Weekly Strategy: Europe, March 30th-April 3rd
March 30, 2026 4:03 AM UTC
U.S. March Non-Farm Payrolls Back to subdued trend U.S. March ADP rising modestly And other Slate of U.S. Data EZ Headline HICP to Surge but Core to Slip Back
March 27, 2026
North American Summary and Highlights 27 Mar
March 27, 2026 7:28 PM UTC
Overview - Middle East worries persisted with the main FX development being USD/JPY breaking above 160.
FX Weekly Strategy: Asia, March 30th-April 3rd
March 27, 2026 3:00 PM UTC
U.S. March Non-Farm Payrolls Back to subdued trend U.S. March ADP rising modestly And other Slate of U.S. Data EZ Headline HICP to Surge but Core to Slip Back
FX Daily Strategy: N America, March 27th
March 27, 2026 10:10 AM UTC
Geopolitical Tension in the Centre Cautious trade in DXY USD/JPY May Retest High and Challenge 160
Psychology for major markets Mar 27
March 27, 2026 9:21 AM UTC
No peace over the weekend
Asia Summary and Highlights 27 Mar
March 27, 2026 5:01 AM UTC
Japan’s Finance Minister Katayama signaled a stepped-up policy response to rising market volatility Trump pauses Iran energy strikes for 10 days Cyclone Narelle disrupts 8% of global LNG supply from Australia
FX Daily Strategy: Europe, March 27th
March 27, 2026 4:32 AM UTC
Geopolitical Tension in the Centre Cautious trade in DXY USD/JPY May Retest High and Challenge 160
March 26, 2026
North American Summary and Highlights 26 Mar
March 26, 2026 7:51 PM UTC
Overview - The USD was modestly stronger with Middle East tensions increasing.
FX Daily Strategy: Asia, March 27th
March 26, 2026 3:00 PM UTC
Geopolitical Tension in the Centre Cautious trade in DXY USD/JPY May Retest High and Challenge 160
FX Daily Strategy: N America, March 26th
March 26, 2026 10:12 AM UTC
USD Choppy trade to Give Way if Geopolitical Breakthrough USD/JPY Another Area to Watch Out How Hawkish Will the Norges Bank Sound?
Psychology for major markets Mar 26
March 26, 2026 9:01 AM UTC
Cracks Showing
Asia Summary and Highlights 26 Mar
March 26, 2026 5:34 AM UTC
Trump says Iran is negotiating and want a deal
FX Daily Strategy: Europe, March 26th
March 26, 2026 4:29 AM UTC
USD Choppy trade to Give Way if Geopolitical Breakthrough USD/JPY Another Area to Watch Out How Hawkish Will the Norges Bank Sound?
March 25, 2026
North American Summary and Highlights 25 Mar
March 25, 2026 7:39 PM UTC
Overview - The USD picked up with the US and Iran clearly remaining far apart regarding any potential peace deal.
FX Daily Strategy: Asia, March 26th
March 25, 2026 3:00 PM UTC
USD Choppy trade to Give Way if Geopolitical Breakthrough USD/JPY Another Area to Watch Out How Hawkish Will the Norges Bank Sound?
FX Daily Strategy: N America, March 25th
March 25, 2026 10:15 AM UTC
Australia CPI More Relevant Than Ever UK CPI The Calm Before the Storm? U.S. Q4 Current Account Correction from record pre-tariff deficit
Psychology for major markets Mar 25
March 25, 2026 5:36 AM UTC
Consolidating the uncertainty
Asia Summary and Highlights 25 Mar
March 25, 2026 4:28 AM UTC
Australian February CPI 3.7% y/y BoJ minutes reinforce gradual but ongoing rate hike bias Iran proposes regional military alliance excluding US and Israel
FX Daily Strategy: Europe, March 25th
March 25, 2026 4:26 AM UTC
Australia CPI More Relevant Than Ever UK CPI The Calm Before the Storm? U.S. Q4 Current Account Correction from record pre-tariff deficit
March 24, 2026
North American Summary and Highlights 24 Mar
March 24, 2026 7:37 PM UTC
Overview - FX movements were modest though the USD and oil rose on a report of US troops being sent to the Gulf.
FX Daily Strategy: Asia, March 24th
March 24, 2026 3:00 PM UTC
Australia CPI More Relevant Than Ever UK CPI The Calm Before the Storm? U.S. Q4 Current Account Correction from record pre-tariff deficit
FX Daily Strategy: N America, March 24th
March 24, 2026 10:15 AM UTC
Trump "TACO"ed? Going to Be Swaying DXY U.S. March S&P PMIs Likely Meaningless for Market
Psychology for major markets Mar 24
March 24, 2026 7:46 AM UTC
Consolidating the uncertainty
Asia Summary and Highlights 24 Mar
March 24, 2026 5:32 AM UTC
Gulf states edge toward war with Iran as Saudi signals imminent entry
FX Daily Strategy: Europe, March 24th
March 24, 2026 3:41 AM UTC
Trump "TACO"ed? Going to Be Swaying DXY U.S. March S&P PMIs Likely Meaningless for Market
March 23, 2026
North American Summary and Highlights 23 Mar
March 23, 2026 7:52 PM UTC
Overview - The USD slipped after Trump postponed an assault on Iranian power plants, claiming progress was being made in talks with Iran, though Iran talks were taking place.
