FX Daily Strategy: Asia, May 10th

May 9, 2024 9:00 PM UTC

GBP unlikely to extend losses on UK GDP
More risk of NOK gains than losses on CPI
CAD may start to underperform on the crosses
USD strength to start to wane

FX Daily Strategy: APAC, May 10th

May 9, 2024 3:15 PM UTC

GBP unlikely to extend losses on UK GDP
More risk of NOK gains than losses on CPI
CAD may start to underperform on the crosses
USD strength to start to wane

FX Daily Strategy: N America, May 9th

May 9, 2024 8:57 AM UTC

Some risk of more dovish BoE stance
EUR/GBP risks to the upside
JPY weakness looks unlikely to persist
US jobless claims the US data focus

FX Daily Strategy: Europe, May 9th

May 9, 2024 5:53 AM UTC

Some risk of more dovish BoE stance
EUR/GBP risks to the upside
JPY weakness looks unlikely to persist
US jobless claims the US data focus

FX Daily Strategy: Asia, May 9th

May 8, 2024 9:00 PM UTC

Some risk of more dovish BoE stance
EUR/GBP risks to the upside
JPY weakness looks unlikely to persist
US jobless claims the US data focus

FX Daily Strategy: APAC, May 9th

May 8, 2024 3:11 PM UTC

Some risk of more dovish BoE stance
EUR/GBP risks to the upside
JPY weakness looks unlikely to persist
US jobless claims the US data focus

FX Daily Strategy: N America, May 8th

May 8, 2024 8:59 AM UTC

SEK dips on Riksbank
German production data supports EUR
JPY still struggling to show general strength
AUD may test upside, but break higher still looks unlikely at this stage

FX Daily Strategy: Europe, May 8th

May 8, 2024 5:20 AM UTC

SEK upside risks on Riksbank
German production data may underpin EUR
JPY still struggling to show general strength
AUD may test upside, but break higher still looks unlikely at this stage

FX Daily Strategy: Asia, May 8th

May 7, 2024 9:00 PM UTC

SEK upside risks on Riksbank
German production data may underpin EUR
JPY still struggling to show general strength
AUD may test upside, but break higher still looks unlikely at this stage

FX Daily Strategy: APAC, May 8th

May 7, 2024 3:08 PM UTC

SEK upside risks on Riksbank
German production data may underpin EUR
JPY still struggling to show general strength
AUD may test upside, but break higher still looks unlikely at this stage

FX Weekly Strategy: May 6th-10th

May 6, 2024 10:07 AM UTC

USD/JPY returns to previous highs after BoJ action
Further downside seen for USD/JPY
USD could also slip lower against riskier currencies
SEK may rise as Riksbank leaves rate hike until June
GBP vulnerable to more dovish BoE stance

FX Weekly Strategy: Europe, May 6th-10th

May 6, 2024 4:20 AM UTC

USD/JPY returns to previous highs after BoJ action
Further downside seen for USD/JPY
USD could also slip lower against riskier currencies
SEK may rise as Riksbank leaves rate hike until June
GBP vulnerable to more dovish BoE stance

FX Weekly Strategy: Asia, May 6th-10th

May 5, 2024 9:00 PM UTC

USD/JPY returns to previous highs after BoJ action
Further downside seen for USD/JPY
USD could also slip lower against riskier currencies
SEK may rise as Riksbank leaves rate hike until June
GBP vulnerable to more dovish BoE stance

FX Weekly Strategy: APAC, May 6th-10th

May 5, 2024 5:00 PM UTC

USD/JPY returns to previous highs after BoJ action
Further downside seen for USD/JPY
USD could also slip lower against riskier currencies
SEK may rise as Riksbank leaves rate hike until June
GBP vulnerable to more dovish BoE stance

FX Weekly Strategy: May 6th-10th

May 3, 2024 3:13 PM UTC

USD/JPY returns to previous highs after BoJ action
Further downside seen for USD/JPY
USD could also slip lower against riskier currencies
SEK may rise as Riksbank leaves rate hike until June
GBP vulnerable to more dovish BoE stance

FX Daily Strategy: N America, May 3rd

May 3, 2024 9:04 AM UTC

USD to get support from US employment report
ISM services should be neutral, but some downside risks
JPY strength to continue long run, but some consolidation may be seen near term
NOK has upside scope despite recent weakness with Norges Bank likely to remain steady

FX Daily Strategy: Asia, May 3rd

May 2, 2024 9:00 PM UTC

USD to get support from US employment report
ISM services should be neutral, but some downside risks
JPY strength to continue long run, but some consolidation may be seen near term
NOK has upside scope despite recent weakness with Norges Bank likely to remain steady

FX Daily Strategy: APAC, May 3rd

May 2, 2024 3:12 PM UTC

USD to get support from US employment report
ISM services should be neutral, but some downside risks
JPY strength to continue long run, but some consolidation may be seen near term
NOK has upside scope despite recent weakness with Norges Bank likely to remain steady

FX Daily Strategy: North America, May 2nd

May 2, 2024 9:22 AM UTC

Europe returns to digest the FOMC impact
USD may start to suffer of market sees loss of economic momentum
JPY most favoured, but EUR also has upside potential
CHF decline depends more on European recovery than SNB

FX Daily Strategy: Europe, May 2nd

May 2, 2024 5:53 AM UTC

Europe returns to digest the FOMC impact
USD may start to suffer of market sees loss of economic momentum
JPY most favoured, but EUR also has upside potential
CHF decline depends more on European recovery than SNB

FX Daily Strategy: Asia, May 2nd

May 1, 2024 9:00 PM UTC

Europe returns to digest the FOMC impact
USD may start to suffer of market sees loss of economic momentum
JPY most favoured, but EUR also has upside potential
CHF decline depends more on European recovery than SNB

FX Daily Strategy: APAC, May 2nd

May 1, 2024 3:15 PM UTC

Europe returns to digest the FOMC impact
USD may start to suffer of market sees loss of economic momentum
JPY most favoured, but EUR also has upside potential
CHF decline depends more on European recovery than SNB

FX Daily Strategy: N America, May 1st

May 1, 2024 8:58 AM UTC

FOMC the focus, Fed expected to be more hawkish
Risk may be to USD downside, as market already priced for hawkish shift
ADP unlikely to move markets
Macklem could impact the CAD

FX Daily Strategy: Europe, May 1st

May 1, 2024 5:51 AM UTC

FOMC the focus, Fed expected to be more hawkish
Risk may be to USD downside, as market already priced for hawkish shift
ADP unlikely to move markets
Macklem could impact the CAD

FX Daily Strategy: Asia, May 1st

April 30, 2024 9:00 PM UTC

FOMC the focus, Fed expected to be more hawkish
Risk may be to USD downside, as market already priced for hawkish shift
ADP unlikely to move markets
Macklem could impact the CAD

FX Daily Strategy: APAC, May 1st

April 30, 2024 2:59 PM UTC

FOMC the focus, Fed expected to be more hawkish
Risk may be to USD downside, as market already priced for hawkish shift
ADP unlikely to move markets
Macklem could impact the CAD

FX Daily Strategy: N America, April 30th

April 30, 2024 9:14 AM UTC

Eurozone GDP outperforms consensus...
...with CPI also marginally firm
EUR/USD only modestly bid for now
USD/JPY still has a lot of potential downside, but patience needed

FX Daily Strategy: Europe, April 30th

April 30, 2024 5:13 AM UTC

Eurozone HICP may have mild upside risks…
…but GDP risks look to be to the downside
EUR/USD unlikely to move far from 1.07
USD/JPY still has a lot of potential downside, but patience needed

FX Daily Strategy: Asia April 30th

April 29, 2024 9:00 PM UTC

Eurozone HICP may have mild upside risks…
…but GDP risks look to be to the downside
EUR/USD unlikely to move far from 1.07
USD/JPY still has a lot of potential downside, but patience needed

FX Daily Strategy: APAC, April 30th

April 29, 2024 3:17 PM UTC

Eurozone HICP may have mild upside risks…
…but GDP risks look to be to the downside
EUR/USD unlikely to move far from 1.07
USD/JPY still has a lot of potential downside, but patience needed

FX Weekly Strategy: April 29th - May 3rd

April 29, 2024 9:07 AM UTC

Focus on FOMC and US employment report
Scope for USD strength on strong US labour market data
JPY weakness is extreme but hard to buck the current correlations without intervention
NOK also looks too weak

FX Weekly Strategy: Europe, April 29th - May 3rd

April 29, 2024 4:38 AM UTC

Focus on FOMC and US employment report
Scope for USD strength on strong US labour market data
JPY weakness is extreme but hard to buck the current correlations without intervention
NOK also looks too weak

FX Weekly Strategy: Asia, April 29th - May 3rd

April 28, 2024 9:00 PM UTC

Focus on FOMC and US employment report
Scope for USD strength on strong US labour market data
JPY weakness is extreme but hard to buck the current correlations
NOK also looks too weak

FX Weekly Strategy: APAC, April 29th - May 3rd

April 28, 2024 5:00 PM UTC

Focus on FOMC and US employment report
Scope for USD strength on strong US labour market data
JPY weakness is extreme but hard to buck the current correlations
NOK also looks too weak

FX Weekly Strategy: April 29th - May 3rd

April 26, 2024 3:15 PM UTC

Focus on FOMC and US employment report
Scope for USD strength on strong US labour market data
JPY weakness is extreme but hard to buck the current correlations
NOK also looks too weak

FX Daily Strategy: N America, April 26th

April 26, 2024 9:15 AM UTC

JPY weakens as BoJ indicates no rush to tighten…
…potentially triggering FX intervention
EUR/USD well supported after better than expected Eurozone money data
SEK has scope to recover after Thursday dip following strong Swedish data

FX Daily Strategy: Asia, April 26th

April 25, 2024 9:00 PM UTC

JPY may weaken if BoJ indicates no rush to tighten…
…potentially triggering FX intervention
EUR/USD well supported but could suffer if Eurozone money data is weak
SEK has scope to recover after Thursday dip following strong Swedish data

FX Daily Strategy: APAC, April 26th

April 25, 2024 2:51 PM UTC

JPY may weaken if BoJ indicates no rush to tighten…
…potentially triggering FX intervention
EUR/USD well supported but could suffer if Eurozone money data is weak
SEK has scope to recover after Thursday dip following strong Swedish data

FX Daily Strategy: N America, April 25th

April 25, 2024 8:46 AM UTC

US Q1 GDP the main focus
USD risks weighted to the downside
JPY intervention risk rising, but may wait until after Fridays BoJ meeting
SEK has scope for gains after strong economic tendency survey

FX Daily Strategy: Europe, April 25th

April 25, 2024 5:23 AM UTC

US Q1 GDP the main focus
USD risks weighted to the downside
JPY intervention risk rising, but may wait until after Fridays BoJ meeting
SEK may need a better economic tendency survey to hold current levels

FX Daily Strategy: Asia, April 25th

April 24, 2024 9:00 PM UTC

US Q1 GDP the main focus
USD risks weighted to the downside
JPY intervention risk rising, but may wait until after Fridays BoJ meeting
SEK may need a better economic tendency survey to hold current levels

FX Daily Strategy: APAC, April 25th

April 24, 2024 2:54 PM UTC

US Q1 GDP the main focus
USD risks weighted to the downside
JPY intervention risk rising, but may wait until after Fridays BoJ meeting
SEK may need a better economic tendency survey to hold current levels

FX Daily Strategy: N America, April 24th

April 24, 2024 9:07 AM UTC

IFO needs to beat consensus to justify EUR/USD strength
EUR/JPY move to new highs may be temporary
Hotter CPI to Support Aussie in a Short Run

FX Daily Strategy: Europe, April 24th

April 24, 2024 4:54 AM UTC

IFO needs to beat consensus to justify EUR/USD strength
EUR/JPY move to new highs may be temporary
Hotter CPI to Support Aussie in a Short Run