Currency Analysis & Comment

BoJ holds rates as the Yen struggles. Fed decision could Weigh on the US dollar. USD/JPY faces key resistance at 150.00. Looking for more actionable trade ideas to navigate the current market...

Market pricing suggests some dovish tweak in the Fed communication today, but we think Chair Powell will want to see hard evidence of a slowdown and will remain cautious for now. The US dollar can...

Stocks gave back all of Monday's gains and a bit more, with the S&P 500 finishing yesterday lower just over 1%. Of course, today at 2 PM ET, we get the FOMC meeting decision, the Summary of...

Key central bank meetings lie ahead, with the BOJ expected to hold rates. Japan’s GDP missed forecasts, with both quarterly and annualized figures falling short. USD/JPY tests 151 yen, with 155 yen...

The week started with another US data disappointment, as softer-than-expected retail sales added to worries about a deteriorating consumer picture. Today, geopolitical developments are in focus as...

Decades ago, a groundbreaking multilateral agreement recalibrated the US dollar, easing trade imbalances and reinvigorating domestic industry. Today, a similarly ambitious proposal draws on both...

Risk assets are a little calmer at the start of a new week. US Treasury Secretary Scott Bessent has tried calming some nerves by calling equity corrections healthy. But a combination of US activity...

The big news over the last month has been European leaders embracing fiscal stimulus. The prospect of looser eurozone fiscal policy and relatively tighter ECB policy (we now think the terminal rate...

Despite a cooler-than-expected US core CPI print yesterday, the US dollar is recovering some ground. The focus now shifts to PPI figures today as well as the discussion within the Senate to approve a...

USD/JPY rebounds but faces pressure from weak US data. 149.00-150.00 resistance key, downside risks remain. Inflation fears and trade risks keep volatility high. Get the AI-powered list of stock...

EUR/USD has surged at a fast pace in the past few days. Concerns about a US recession are rising. The US government's stance on tariffs remains unclear. Get the AI-powered list of stock picks that...

After a week when FX markets were very much dominated by events in Europe, focus this weeks shift to China. Chinese retaliatory trade measures against US agricultural goods have come into effect and...

The US dollar fell last week due to Trump's inconsistent trade policies and signs of a slowing economy. February's non-farm payroll data disappointed, with unemployment rising, increasing the...

This week's FX price action has been dominated by two stories: the re-rating of the euro (EUR/USD) on the back of looser fiscal and tighter monetary policy expectations and the weaker US...