Forex Analysis

FX: real terms

After the impulsive run, the USD (DXY) will likely retreat at least to 81.50;

Weekly Commentary

The events of the last week reinforced the message thatconditions for the New Zealand economy have softenedsince the start of the year.

Weekly Economic & Financial Commentary

U.S. Review What Was That Noise? • Since Chair Yellen’s comment a few weeks ago that recent price jumps were “noisy,

FX Quant Fund Positioning Data

SG FX Enhanced Risk Premia continues to hold a sizable long dollar.

BoC State of Play: Slowing Inflation Validates BOC’s Scenario

Canada’s inflation slowed to a year-over-year pace of 2.1% in July, validating the Bank of Canada’s scenario attributing the recent acceleration to

Weekly Report

Draghi “Put” in place Developments this week have only strengthened our opinion that in themedium-term EUR will continue to depreciate.

EUR Mid-day Analysis

We think the Euro has already factored a portion of today’s “potentially” dovish ECB talk at the Jackson Hole meeting.

CHF Mid-day Analysis

While the Swiss was oversold and deserving of a bounce, the upside might be limited by fresh tensionsin the Ukraine.

JPY Mid-day Analysis

Not surprisingly, the Yen has garnered some technical short covering in the wake of renewed geopolitical tensions in the Ukraine,

USD Mid-day Analysis

Dollar has fallen back from this week’s highs off a combination of Yellen speech fears and classicweekending profit-taking.

CAD Mid-day Analysis

The Canadian Dollar is put back under some modest liquidation pressure in the wake ofthe fresh tensions in the Ukraine.

GBP Mid-day Analysis

The Ukraine events have undermined global equities and they have also undermined the Pound.