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...
ING’s Chris Turner notes that US real yields and the US Dollar (USD) fell after a confusing FOMC press conference,...
Deutsche Bank notes that the Federal Reserve’s (Fed) on-hold decision and limited detail from Chair Warsh sparked a sharp steepening...
UOB’s SGD NEER model shows the index at 1.68% above the midpoint of the policy band, after ending the previous...
ING’s Warren Patterson and Ewa Manthey highlight that speculative net long positions in LME Copper increased notably in the latest...
BNY reports that renewed Iranian–U.S. hostilities lifted Brent above 3%, reviving the inflation channel but remaining secondary to Fed and...
DBS Bank’s Philip Wee notes that Dollar bulls have built substantial long USD positions ahead of the FOMC, encouraged by...
