Forex Analysis
Scandi markets ahead: Dovish Riksbank ahead and dovish market pricing in Norway
In Sweden all focus will be on the monetary policy announcement Thursday at 09:30CET. Anything but a rate cut from
USD/JPY Analysis
The pair opened at Y101.47 this morning, just at the US session high traded on Friday and and then drifted lower in light dealings.
FX: let’s get real!
What if the euro zone inflation comes lower this week? Will EURUSD take another hit? Let’s think…
Leveraged Funds Positioning Data
The following are the key points in ANZ’s analysis for the latest speculative positioning report (positioning data is for the week ending 24 June).
As Good As It Gets?
We believe GDP growth is peaking about now. That view was reinforced strongly today with the release of ANZ’s business outlook which revealed a continued downtrend in business sentiment.
Weekly Forex & Interest Rate Outlook
NZD/USD Outlook: Up this week NZD/USD’s positive momentum remains strong and
Australian Markets Weekly – RBA and Retail Sales to Soften
A busy few weeks ahead, with key data – including Thursday’s retail sales – likely to show the economy has softened in recent months.
Weekly Commentary
Recent data give us no reason to expect the RBNZ to departfrom the plans it set out in June. Those plans include afollow-up hike in July,
FX Quant Fund Positioning Data
The following are the latest weekly positions updates on Societe Generale’s FX Quant Fund which runs systematic currency strategies by SocGen’s quant analysts.
Weekly CFTC Trader Positioning Data
• Traders are active in the most liquid currencies; with the largest positions reported as shorts in EUR ($10bn) and JPY ($9bn) and the net long GBP ($5bn) and AUD positions ($3bn);
Weekly Report
GBP has valid reasons to strengthen The UK’s semi-annual Financial Stability Report highlighted the risks behind UK’s high level of