Commerzbank’s Tatha Ghose analyses Turkey’s June trade figures, highlighting a 26.2% year-on-year widening of the trade deficit to USD 10.4…
United Overseas Bank’s (UOB) Quek Ser Leang notes USD/SGD slipped to 1.2809 but closed near 1.2821, with intraday bias still…
Geoff Yu at BNY sees Brazil and Mexico operating in a more comfortable policy environment after the Fed decision, with…
Commerzbank analyst Michael Pfister examines recent joint US–Japan intervention to support the Japanese Yen. He notes confirmation that US authorities…
United Overseas Bank’s (UOB) Quek Ser Leang highlights GBP/USD’s volatile session, with a spike from 1.3401 to 1.3481 and scope…
Societe Generale analysts Michael Haigh and Jeremy Sellem describe how Red Sea and Bab al-Mandab security risks are forcing Oil…
ING’s Chris Turner notes that despite sizeable joint FX intervention in USD/JPY and lower Oil prices, the US Dollar (USD)…
Danske Research Team notes that equity indices have been broadly unchanged over the summer, but sector rotations have been significant.…
MUFG’s Michael Wan highlights that the Japanese Yen (JPY) has strengthened sharply, with USD/JPY dropping from around 164 after suspected…
Commerzbank’s FX Research team reports that Brent Oil opened over 7% lower under USD84 into the Asian session after President…
United Overseas Bank’s (UOB) Quek Ser Leang observes EUR/USD rebounded sharply after a dip to 1.1453, with scope to extend gains toward…
TD Securities’ Robert Both and Emma Lawrence note that stronger-than-expected Canadian Gross Domestic Product (GDP) data support a brighter growth outlook but…
ING’s Chris Turner describes USD/JPY’s rollercoaster, with a 3% drop on reported Japanese intervention followed by a near 2% rebound.…
Scotiabank’s FX team notes EUR/USD is drifting toward 1.15 after a Fed‑driven rally, with euro area CPI broadly in line…
Commerzbank’s Volkmar Baur notes that EUR/USD has broken back above 1.15 for the first time since mid-June as Eurozone Gross…
ING analysts Warren Patterson and Ewa Manthey note that Oil prices have pulled back, with ICE Brent dropping below $90/bbl…
DBS Group Research economist Radhika Rao notes India’s onshore markets are being pulled between higher Oil prices and improving capital…
UOB strategists highlight that the Bank of England (BoE) kept its policy rate at 3.75%, with Governor Bailey stressing no…
ING’s Francesco Pesole writes that EUR/USD broke above 1.150 as broad Dollar weakness persisted, even as the Euro underperformed some G10 peers…
Commerzbank’s Volkmar Baur reports that Japan’s Ministry of Finance intervened in FX markets, with apparent US Treasury support, to address…
MUFG’s Derek Halpenny highlights that the Federal Reserve’s decision to leave rates unchanged, and Chair Warsh’s failure to clearly justify the pause,…
ING’s Knightley and Turner highlight that a neutral‑hawkish Fed hold has slightly weakened the Dollar, reversing positioning that had shifted toward a…
ABN AMRO strategists analyze the latest Federal Reserve decision to keep the federal funds rate at 3.5-3.75%. They highlight dissenting…
BNY’s Geoff Yu reports that Reserve Bank of Australia (RBA) Assistant Governor Sarah Hunter described Australia’s Consumer Price Index (CPI)…
Commerzbank’s FX Research team, including Charlie Lay and colleagues, notes that the Dollar Index fell and EUR/USD climbed after the Federal Reserve…
