Breaking News
Get 50% Off 0
🧩 Based on my current watchlist, how should I diversify my portfolio?
Ask WarrenAI

Frantisek Taborsky

  • Analysis & Comment

Frantisek Taborsky's Comment & Analysis
A complete archive of Frantisek Taborsky's articles, including current analysis & comment.

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...
The US market reopens post-Thanksgiving with limited activity expected. The DXY strengthened slightly, correcting Wednesday’s sell-off. The Brazilian real hit an all-time low due to disappointing...
If anyone was expecting the US election result and UK budget to significantly impact the Fed and BoE policy message, they were let down by two consensus 25bp cuts and rather balanced guidance. In FX,...
January CPI data in Japan confirmed inflation remains above the Bank of Japan's 2.0% target. The yen “survived” the release, but remains around very weak levels and in FX intervention...
The Nvidia (NASDAQ:NVDA) led equity rally may now have to face the reality of higher rates, and we suspect high-beta currencies are at risk of corrections. Today, the focus will remain on Germany's...
Today sees one of the key event risks of the week – the annual US CPI benchmarks revisions. The Fed’s current position is that it is looking for confidence in the disinflation process....
The focus in FX markets today is on whether US employment continues on its benign downward path and represents the economy coming into ‘better balance’. Of interest will be whether...
FX markets continue to trade in a mixed fashion. The dollar is not quite sure whether it wants to rally on resilient US growth prospects or sell off in a world of lower market interest rates. Its path...
Rate expectations were not moved by slightly hotter-than-expected US CPI, and support for the dollar has mostly come through the risk-sentiment channel. Range-bound trading may persist despite...
The big yen rally has been exacerbated by positioning factors, but markets may keep speculating on a BoJ December hike unless Japanese officials protest against hawkish bets before the meeting. A...