FX Daily Strategy: Asia, Jun 5th

June 4, 2026 3:00 PM UTC

U.S. May Non-Farm Payrolls Slightly slower 
Canada May Employment A Modest Gain 
USD/JPY Has Room for test above 160

FX Daily Strategy: N America, Jun 4th

June 4, 2026 9:55 AM UTC

Tight ranges hold, though mood still defensive
USD/JPY dancing on the edge of 160. Greater scope for intraday noise and spoofing
Focus turning to US payrolls, mkt bias to upside

Psychology for major markets June 4

June 4, 2026 9:45 AM UTC

Israel-Lebanon Ceasefire?

FX Daily Strategy: Europe, Jun 4th

June 4, 2026 5:23 AM UTC

Tight ranges hold, though mood skewing more defensive
USD/JPY dancing on the edge of 160, bracing for a test above. Greater scope for intraday noise and spoofing
Swiss and Swedish CPI. Otherwise focus turning to US payrolls, mkt bias to upside

FX Daily Strategy: Asia, Jun 4th

June 3, 2026 9:00 PM UTC

Tight ranges hold, though mood skewing more defensive
USD/JPY dancing on the edge of 160, bracing for a test above. Greater scope for intraday noise and spoofing
Swiss and Swedish CPI. Otherwise focus turning to US payrolls, mkt bias to upside

FX Daily Strategy: APAC, Jun 4th

June 3, 2026 3:21 PM UTC

Tight ranges hold, though mood skewing more defensive
USD/JPY dancing on the edge of 160, bracing for a test above. Greater scope for intraday noise and spoofing
Swiss and Swedish CPI. Otherwise focus turning to US payrolls, mkt bias to upside

FX Daily Strategy: N America, June 3rd

June 3, 2026 9:55 AM UTC

U.S. Weekly ADP data remains firm
And Seasonal adjustments may provide a lift For ISM Service
DXY Choppy in range

Psychology for major markets June 3

June 3, 2026 8:29 AM UTC

Crossfire Continues

FX Daily Strategy: Asia, June 3rd

June 2, 2026 3:00 PM UTC

U.S. Weekly ADP data remains firm
And Seasonal adjustments may provide a lift For ISM Service
DXY Choppy in range

FX Daily Strategy: N America, Jun 2nd

June 2, 2026 9:56 AM UTC

Some calm after Lebanon intervention but uncertainties remain
Mkt remains a binary trade driven by dollar haven swings

Psychology for major markets June 2

June 2, 2026 9:38 AM UTC

Is the deal here yet

FX Daily Strategy: Europe, Jun 2nd

June 2, 2026 4:41 AM UTC

Breakdown over Lebanon a concern unless it's quickly neutralised
Has potential to escalate unless US intervenes
Mkt remains a binary trade driven by dollar haven swings

FX Daily Strategy: Asia, Jun 2nd

June 1, 2026 9:00 PM UTC

Breakdown over Lebanon a concern unless it's quickly neutralised
Has potential to escalate unless US intervenes
Mkt remains a binary trade driven by dollar haven swings

FX Daily Strategy: APAC, Jun 2nd

June 1, 2026 3:50 PM UTC

Breakdown over Lebanon a concern unless it's quickly neutralised
Has potential to escalate unless US intervenes
Mkt remains a binary trade driven by dollar haven swings

FX Weekly Strategy: N America, Jun 1st-5th

June 1, 2026 9:23 AM UTC

Focus on elusive MoU, dollar to slip if deal signed, though long-term outlook less clear cut
Oil crosses such as NOK/SEK also potential to key off resolution if/when seen 
Payrolls and ISM the key data out of the US, to show ongoing resilience
Outside of Iran, a large list of political tail risk event

Psychology for major markets June 1

June 1, 2026 8:26 AM UTC

Is the deal here yet

IMM Commitment of Traders Reports w/e May 26th

June 1, 2026 6:59 AM UTC

AUD/NZD position trimmed both sides but still large - further adjustments since
JPY shorts extend to highest since Jul24, albeit not that extreme in scale
GBP remained skewed short

FX Weekly Strategy: Europe, Jun 1st-5th

June 1, 2026 4:00 AM UTC

Focus on MoU, dollar to slip if deal signed, though long-term outlook less clear cut
Oil crosses such as NOK/SEK also potential to key off sustained pullback 
Payrolls and ISM the key data out of the US, to show ongoing resilience
Outside of Iran, a large list of political tail risk events across the

FX Weekly Strategy: Asia, Jun 1st-5th

May 29, 2026 9:00 PM UTC

Focus on MoU, dollar to slip if deal signed, though long-term outlook less clear cut
Oil crosses such as NOK/SEK also potential to key off sustained pullback 
Payrolls and ISM the key data out of the US, to show ongoing resilience
Outside of Iran, a large list of political tail risk events across the

FX Weekly Strategy: APAC, Jun 1st-5th

May 29, 2026 3:14 PM UTC

Focus on MoU, dollar to slip if deal signed, though long-term outlook less clear cut
Oil crosses such as NOK/SEK also potential to key off sustained pullback 
Payrolls and ISM the key data out of the US, to show ongoing resilience
Outside of Iran, a large list of political tail risk events across the

FX Daily Strategy: N America, May 29th

May 29, 2026 9:22 AM UTC

Mkts waiting for Trump, hoping they aren't waiting for Godot
Weekend risk and month end maybe the main inhibitions Friday
EUR/USD poised at 1.165. Pop to 1.17 may need concrete news

Psychology for major markets May 29

May 29, 2026 7:46 AM UTC

Still waiting the deal to be signed

FX Daily Strategy: Asia, May 29th

May 28, 2026 9:00 PM UTC

Mkts waiting for Trump, hoping they aren't waiting for Godot
Weekend risk and month end maybe the main inhibitions Friday
EUR/USD poised at 1.165. Pop to 1.17 may need concrete news
Otherwise, focus on German inflation, and central bank speakers

FX Daily Strategy: APAC, May 29th

May 28, 2026 3:27 PM UTC

Mkts waiting for Trump, hoping they aren't waiting for Godot
Weekend risk and month end maybe the main inhibitions Friday
EUR/USD poised at 1.165. Pop to 1.17 may need concrete news
Otherwise, focus on German inflation, and central bank speakers

FX Daily Strategy: N America, May 28th

May 28, 2026 9:14 AM UTC

Pullback in oil sticking, overall, even if on fragile ground
Market remains a prisoner to the Iran headlines n/t

Psychology for major markets May 28

May 28, 2026 8:30 AM UTC

Iran maintains position that all frozen assets must be released without conditions

FX Daily Strategy: Asia, May 28th

May 27, 2026 9:00 PM UTC

Pullback in oil sticking, even if on fragile ground
Focus has been on some of the 'oil terms of trade crosses' and profit-taking
Market remains a prisoner to the Iran headlines n/t

FX Daily Strategy: APAC, May 28th

May 27, 2026 3:01 PM UTC

Pullback in oil sticking, even if on fragile ground
Focus has been on some of the 'oil terms of trade crosses' and profit-taking
Market remains a prisoner to the Iran headlines n/t

FX Daily Strategy: N America, May 27th

May 27, 2026 9:23 AM UTC

RBNZ Hawkish Hold
Could Support the Kiwi
Australia April CPI Remain Hot
But Unlikely Enough to Persuade RBA to Hike 

Psychology for major markets May 27

May 27, 2026 7:15 AM UTC

Headline Quiet

FX Daily Strategy: Asia, May 27th

May 26, 2026 3:00 PM UTC

RBNZ Likely More Hawkish
Could Support the Kiwi
Australia April CPI Remain Hot
But Unlikely Enough to Persuade RBA to Hike 

FX Weekly Strategy: May 25th-29th

May 26, 2026 9:00 AM UTC

Resilient equity markets preventing much FX movement…
…but sell in May and go away makes sense this year
European currencies vulnerable to any turn lower in risk sentiment
JPY remains favoured with BoJ protecting the downside

Psychology for major markets May 26

May 26, 2026 7:22 AM UTC

Optimism Building

IMM Commitment of Traders Reports w/e May 18th

May 26, 2026 7:17 AM UTC

Net long AUD position remains high by historical standards, NZD and CHF short.  EUR positioning suggests EUR downside risks based on historic correlations.

Psychology for major markets May 25

May 25, 2026 7:45 AM UTC

Optimism Building

FX Weekly Strategy: Europe, May 25th-29th

May 25, 2026 4:32 AM UTC

Resilient equity markets preventing much FX movement…
…but sell in May and go away makes sense this year
European currencies vulnerable to any turn lower in risk sentiment
JPY remains favoured with BoJ protecting the downside

FX Weekly Strategy: Asia, May 25th-29th

May 24, 2026 9:00 PM UTC

Resilient equity markets preventing much FX movement…
…but sell in May and go away makes sense this year
European currencies vulnerable to any turn lower in risk sentiment
JPY remains favoured with BoJ protecting the downside

FX Weekly Strategy: APAC, May 25th-29th

May 24, 2026 5:00 PM UTC

Resilient equity markets preventing much FX movement…
…but sell in May and go away makes sense this year
European currencies vulnerable to any turn lower in risk sentiment
JPY remains favoured with BoJ protecting the downside

FX Weekly Strategy: May 25th-29th

May 22, 2026 3:00 PM UTC

Resilient equity markets preventing much FX movement…
…but sell in May and go away makes sense this year
European currencies vulnerable to any turn lower in risk sentiment
JPY remains favoured with BoJ protecting the downside

FX Daily Strategy: N America, May 22nd

May 22, 2026 8:54 AM UTC

Japan National CPI Likely Shielded from Shock Now
And its impact on JPY Muted
DXY Remain Supported By Uncertainty