Currency Analysis & Comment

There is no clear catalyst for dollar strength towards the end of this week, but the pause in rotation from US to European equities and some caution ahead of the 2 April tariff event are probably...

The Fed revised its dot plot projections to two cuts in 2025, but guidance remains more hawkish than market pricing. We don’t expect Powell to get in the way of a dollar recovery if data allows...

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...

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...

The US dollar is weakening due to economic slowdown signs, political uncertainty, and Trump's trade policies. Markets are watching the Fed's interest rate decision, while Germany's stimulus plan...

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...

EUR/USD is drifting lower as the market mulls the whole host of inputs currently in play. The one-month EUR/USD risk reversal, marking the cost of a euro call option over an equivalent put option, is...

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...