FX & Money Markets Now! (Asia)

October 07, 2025

Psychology for major markets Oct 07

October 7, 2025 10:05 AM UTC

JPY stays lower after the election of Takaichi as new LDP leader and PM. EUR down on French PM resignation and weak German orders

FX Daily Strategy: N America, Oct 7

October 7, 2025 8:58 AM 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: Europe, Oct 7

October 7, 2025 4:35 AM 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

October 06, 2025

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

Psychology for major markets Oct 06

October 6, 2025 10:22 AM UTC

JPY lower on the election of Takaichi as new LDP leader and PM. EUR down on French PM resignation

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

October 05, 2025

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

October 03, 2025

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

Psychology for major markets Oct 03

October 3, 2025 10:19 AM UTC

USD mostly 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: Europe, Oct 3

October 3, 2025 3:59 AM UTC

October 02, 2025

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

Psychology for major markets Oct 02

October 2, 2025 10:10 AM UTC

USD/JPY staying soft on government shutdown concerns and weak ADP, helped by some hawkish BoJ comments

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

October 01, 2025

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

Psychology for major markets Oct 01

October 1, 2025 10:18 AM UTC

USD/JPY staying soft on government shutdown concerns.

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

September 30, 2025

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

Psychology for major markets Sep 30

September 30, 2025 10:09 AM UTC

USD staying soft on government shutdown concerns.

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

RBA Review: Data Dependency Continues

September 30, 2025 8:17 AM UTC

The RBA meeting on September 30th keep rates at 3.6% and continue to point toward data dependency

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