FX Daily Strategy: Asia, Jul 22

July 21, 2026 3:00 PM UTC

UK Fiscal Policy and the New Chancellor
DXY Cautious trade on Geopolitical Uncertainty
USD/JPY Still in Consolidation 

FX Daily Strategy: Americas, Jul 21

July 21, 2026 9:52 AM UTC

Iran/U.S. Escalating 
USD/JPY Coiled below 162.70/84 highs

Psychology for major markets July 19

July 21, 2026 7:54 AM UTC

Iran says any decision to reopen the Strait of Hormuz depends on security considerations

FX Daily Strategy: Europe, Jul 21

July 21, 2026 5:26 AM UTC

Iran/U.S. Escalating 
USD/JPY Coiled below 162.70/84 highs

FX Daily Strategy: Asia, Jul 21

July 20, 2026 3:00 PM UTC

Iran/U.S. Escalating 
USD/JPY Coiled below 162.70/84 highs

FX Weekly Strategy: Americas, Jul 20-24

July 20, 2026 9:55 AM UTC

ECB meeting main event, though Lagarde will be reluctance to provide a clear hint on the September meeting. 
Tech correction could be more relevant this week, watching performance of broader market and volatility
New UK PM takes over and confirms cabinet. Sterling already bought the rumour near-term?

Psychology for major markets July 18

July 20, 2026 7:01 AM UTC

Oil jumps on more rockets

FX Weekly Strategy: Europe, Jul 20-24

July 20, 2026 4:50 AM UTC

ECB meeting main event, though Lagarde will be reluctance to provide a clear hint on the September meeting. 
Tech correction could be more relevant this week, watching performance of broader market and volatility
New UK PM takes over and confirms cabinet. Sterling already bought the rumour near-term?

FX Weekly Strategy: Asia, Jul 20-24

July 17, 2026 2:34 PM UTC

ECB meeting main event, though Lagarde will be reluctance to provide a clear hint on the September meeting. 
Tech correction could be more relevant this week, watching performance of broader market and volatility
New UK PM takes over and confirms cabinet. Sterling already bought the rumour near-term?

FX Daily Strategy: N America, Jul 17

July 17, 2026 9:00 AM UTC

Slate of U.S. Data
DXY Leaning lower in consolidation
Would Not be As Important As Middle East

Psychology for major markets July 17

July 17, 2026 7:13 AM UTC

Looks like a vibrant weekend

FX Daily Strategy: Europe, Jul 17

July 17, 2026 5:04 AM UTC

Slate of U.S. Data
DXY Leaning lower in consolidation
Would Not be As Important As Middle East

FX Daily Strategy: Asia, Jul 17

July 16, 2026 3:00 PM UTC

Slate of U.S. Data
DXY Leaning lower in consolidation
Would Not be As Important As Middle East

Psychology for major markets July 16

July 16, 2026 9:21 AM UTC

No improvment in the Middle East

FX Daily Strategy: N America, Jul 16

July 16, 2026 8:56 AM UTC

Approaching Japan holiday, so (idle?) speculation might kick in again
Dollar was over-owned, leaks out when headlines quiet

FX Daily Strategy: Europe, Jul 16

July 16, 2026 4:31 AM UTC

Approaching Japan holiday, so (idle?) speculation might kick in again
Dollar still a little over-owned, while also prone to spikes

FX Daily Strategy: Asia, Jul 16

July 15, 2026 2:41 PM UTC

Approaching Japan holiday, so (idle?) speculation might kick in again
Dollar still a little over-owned, while also prone to spikes

FX Daily Strategy: N America, Jul 15

July 15, 2026 8:56 AM UTC

Bank of Canada policy decision in focus
U.S. June PPI Should See Some fading from recent strength
USD/JPY Above 162.00 return focus to 162.70/84 highs

Psychology for major markets July 15

July 15, 2026 7:30 AM UTC

Middle East Headlines Somewhat Quiet

FX Daily Strategy: Europe, Jul 15

July 15, 2026 4:30 AM UTC

Reduced energy risk may see more attention on trade for Bank of Canada 
U.S. June PPI Should See Some fading from recent strength
USD/JPY Above 162.00 return focus to 162.70/84 highs

FX Daily Strategy: Asia, Jul 15

July 14, 2026 3:00 PM UTC

Reduced energy risk may see more attention on trade for Bank of Canada 
U.S. June PPI Should See Some fading from recent strength
USD/JPY Above 162.00 return focus to 162.70/84 highs

FX Daily Strategy: N America, Jul 14

July 14, 2026 8:50 AM UTC

Market summer-lulled or too relaxed, time will tell; arm-wrestle and entrenching expensive abnormality can't go on forever without consequences
Short and caught kiwi still a bright spot, hawkish comments fuel further
Japan GPIF story also slumbers but one to watch
Main focus for the week arrives with U

Psychology for major markets July 14

July 14, 2026 7:36 AM UTC

Oil Stay Elevated

FX Daily Strategy: Europe, Jul 14

July 14, 2026 4:56 AM UTC

Market summer-lulled, too relaxed, or ice-cool worldly - time will tell; arm-wrestle can't go on forever without consequences
Short and caught kiwi still a bright spot
Japan GPIF story also slumbers but one to watch
Main focus for the week arrives with US CPI and Warsh testimony

FX Daily Strategy: Asia, Jul 14

July 13, 2026 2:29 PM UTC

Market summer-lulled, too relaxed, or ice-cool worldly - time will tell; arm-wrestle can't go on forever without consequences
Short and caught kiwi still a bright spot
Japan GPIF story also slumbers but one to watch
Main focus for the week arrives with US CPI and Warsh testimony

IMM Commitment of Traders Reports w/e Jul 7

July 13, 2026 11:04 AM UTC

IMM data echoes recent trends, with market broadly long dollar, if euro neutral
NZD shorts even more extreme (3stdev +) into the RBNZ squeeze
GBP shorts also stayed large even as cross stretched range downside

FX Weekly Strategy: N America, Jul 13-17

July 13, 2026 9:06 AM UTC

Quiet summer markets, if some with idiosyncratic drivers
GPIF story is one to watch on USD/JPY. Market may be being underestimated it, for all its procedural issues
US CPI and Warsh testimony provides the calendar highlights

Psychology for major markets July 13

July 13, 2026 8:45 AM UTC

Bombs keep dropping

FX Weekly Strategy: Asia, Jul 13-17

July 10, 2026 3:27 PM UTC

Quiet summer markets, if some with idiosyncratic drivers
GPIF story is one to watch on USD/JPY. Market may be being underestimated it, for all its procedural issues
US CPI and Warsh testimony provides the calendar highlights

FX Daily Strategy: N America, Jul 10

July 10, 2026 8:50 AM UTC

Empty Calendar Sees Geopolitics in Driver Seat
World Cup to help sustain bounce in Canada Employment 
But the Loonie Still Chopping

Psychology for major markets July 10

July 10, 2026 8:23 AM UTC

Optimistic Persists Till the End of Week So Far

FX Daily Strategy: Europe, Jul 10

July 10, 2026 4:34 AM UTC

Empty Calendar Sees Geopolitics in Driver Seat
World Cup to help sustain bounce in Canada Employment 
But the Loonie Still Chopping

FX Daily Strategy: Asia, Jul 10

July 9, 2026 3:00 PM UTC

Empty Calendar Sees Geopolitics in Driver Seat
World Cup to help sustain bounce in Canada Employment 
But the Loonie Still Chopping

Psychology for major markets July 9

July 9, 2026 9:45 AM UTC

Does Iran want a Deal?

FX Daily Strategy: N America, Jul 9

July 9, 2026 9:12 AM UTC

FOMC Minutes and Trump Iran rhetoric to be digested
Oil and wider mkt left navigating the dangerous line between rhetoric and breakdown

FX Daily Strategy: Europe, Jul 9

July 9, 2026 4:30 AM UTC

FOMC Minutes to be digested, though again Trumped by Iran
Oil and wider mkt left gauging the dangerous line between rhetoric and breakdown
CAD and NOK were oversold so most responsive, EUR/USD proving a little trapped s/t
USD/JPY still in heads I win tails you lose mentality

FX Daily Strategy: Asia, Jul 9

July 8, 2026 2:08 PM UTC

FOMC Minutes to be digested, though again Trumped by Iran
Oil and wider mkt left gauging the dangerous line between rhetoric and breakdown
CAD and NOK were oversold so most responsive, EUR/USD proving a little trapped s/t
USD/JPY still in heads I win tails you lose mentality

Psychology for major markets July 8

July 8, 2026 9:11 AM UTC

Trump says Memorandum of Understanding with Iran is over

FX Daily Strategy: N America, Jul 8

July 8, 2026 8:59 AM UTC

RBNZ Hike by 25bps
Rate path Could Disappoint Kiwi Hawks
USD/JPY Remain in Intervention Zone

FX Daily Strategy: Europe, Jul 8

July 8, 2026 6:05 AM UTC

RBNZ Hike by 25bps
Rate path Could Disappoint Kiwi Hawks
USD/JPY Remain in Intervention Zone

FX Daily Strategy: Asia, Jul 8

July 7, 2026 3:00 PM UTC

RBNZ Hawkish Hold
Could Disappoint Kiwi Hawks
USD/JPY Remain in Intervention Zone

Psychology for major markets July 7

July 7, 2026 10:07 AM UTC

Another crude oil tanker reportedly damaged near Oman, around the Strait of Hormuz

FX Daily Strategy: N America, Jul 7

July 7, 2026 9:01 AM UTC

Dollar steadies, risk steadies, summer slowdown may be here
USD/JPY recoups - recovery time seems proportionate to scale of the drop
Thin calendar, Minutes and RBNZ still the later highlights

IMM Commitment of Traders Reports w/e Jun 30

July 7, 2026 8:25 AM UTC

Latest IMM data highlights market was still strongly spec GBP short - playing to the squeeze and EUR/GBP breakdown
NZD shorts also extended and so prone to bounce if RBNZ does not 'disappoint' 
JPY shorts remain at the highs - so still a short base for noise if/when jitters strikes, as US holiday sho