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October 30, 2025
FX Daily Strategy: Asia, Oct 31st
October 30, 2025 10:00 PM UTC
EUR still biased lower despite solid data and more upbeat ECB
JPY weakness at extremes but little to halt the trend
FX intervention possible but without it only a turn in equities likely to trigger JPY recovery
Equities likely a driver of FX after tech results
FX Daily Strategy: APAC, Oct 31st
October 30, 2025 4:14 PM UTC
EUR still biased lower despite solid data and more upbeat ECB
JPY weakness at extremes but little to halt the trend
FX intervention possible but without it only a turn in equities likely to trigger JPY recovery
Equities likely a driver of FX after tech results
ECB Review: Hedging its Bets, Hoping to Stay in a Good Place
October 30, 2025 3:23 PM UTC
There ie nothing tangible in the ECB update today to suggest that a further easing is likely at the next meeting on Dec 17-18. However, amid a hint of what we think is a complacent upgrade about the EZ’s resilience alongside a perceived reduction in global risks, the easing window has not been c
Turkiye: Macroeconomic Problems Limit Long Term Growth
October 30, 2025 12:25 PM UTC
Bottom line: We forecast 3.5%-4.0% GDP growth in Turkiye in the 2026-2030 period. We are concerned with the macroeconomic problems will stay critical until 2027/2028, including stubborn inflation, trade and budget deficits, and weakening Turkish Lira (TRY). Despite growing population and young labor
Preview: Due October 31 - Canada August GDP - A flat month to follow the first rise in four months
October 30, 2025 12:24 PM UTC
We expect August Canadian GDP to be unchanged after a 0.2% July increase that followed three straight monthly declines in Q2. If September is also unchanged that would imply a modest annualized gain of around 0.7% in Q3 after a negative Q2. The Bank of Canada forecast Q3 GDP at 0.5% annualized.
Eurozone Flash GDP Review: The Haves and the Have-Nots
October 30, 2025 10:25 AM UTC
It continues to be the case that, for an economy that has seen repeated upside surprises and apparently above trend growth, now some 1.3% in the year to Q3, GDP data do not seem to have had much impact is shaping, let alone dominating, ECB policy thinking save to encourage a Council view of EZ eco