Japanese Yen: Structural support from regional flows – BNY
BNY’s Geoff Yu notes that Japanese Yen (JPY) strength is reshaping APAC (Asia-Pacific) FX dynamics by easing prior effective exchange...
BNY’s Geoff Yu notes that Japanese Yen (JPY) strength is reshaping APAC (Asia-Pacific) FX dynamics by easing prior effective exchange...
BNY’s Geoff Yu notes that Eurozone assets remain supported by steady composite PMI readings and improving signs in German demand,...
BNY’s Geoff Yu notes that the July FOMC-driven Dollar hedging impulse has largely run its course, with early signs of...
BNY’s Geoff Yu says JPY selling has largely run its course, while USD/JPY’s return toward 160 keeps intervention risk firmly...
Geoff Yu at BNY argues that upcoming German CPI and Eurozone flash CPI are critical for European Central Bank expectations,...
Geoff Yu at BNY highlights that Middle East tensions and constrained traffic through the Strait of Hormuz are keeping key...
BNY's Geoff Yu notes that month-end rebalancing flows leave the British Pound (GBP) vulnerable, with GBP seen as particularly exposed after strong...
Geoff Yu at BNY notes that improving flows through the Strait of Hormuz are easing Oil supply fears and supporting...
BNY’s Geoff Yu argues that Euro strength is amplifying import price pass-through risks for Poland, with EUR/PLN gains feeding into...
BNY’s Geoff Yu notes that stronger Oil prices have improved Norway’s terms of trade, but EUR/NOK gains have pushed up...