Forex Analysis
USD/JPY Analysis
Earlier this week, Morgan Stanley shifted away from the bearish USD/JPY view they have held since January.
FX Quant Fund Positioning Data
During the week the SG FX Enhanced Risk Premia increased the long dollar position and substantially cut the long NZD position.
Weekly Report
Shift in message As was expected there were no real fireworks at the last FOMC meeting.
EUR Mid-day Analysis
The Euro is doing comparatively well given this morning’s lukewarm Euro zone data,
CHF Mid-day Analysis
The Swiss is doing well to hold its ground above the 1.1000 level, and received a mild bounce from thismorning’s lukewarm Euro zone PMI reading.
JPY Mid-day Analysis
The Yen is holding its ground above key support at the 0.9700 level for now, but has shown few signs of
USD Mid-day Analysis
A relatively quiet overnight session has left the Dollar with an inside-day trading range and within striking distance of new high ground,
CAD Mid-day Analysis
Slumping commodity prices and risk appetites have not been kind to the Canadian,
GBP Mid-day Analysis
The Pound continues to get hammered this morning as it remains on-course to post a second straight sizable weekly loss.
Central European Daily
Regional currencies weaker across the board The CNB to keep targeting the koruna until 2016 Regional currencies have been weaker across the board recently,
The Global Macro Pulse
G10 FX has traded sideways. USDJPY is at 102.89, EURUSD is trading 1.3388, and AUDUSD is flat to its Asian open at 0.9295.
FI Eye-Opener: All eyes on US wage growth
Bond yields tried to rise yesterday on the back of a report showing wage pressures picking up in the US (see more below),