Forex Analysis

Morning FX Market Commentary

USD/JPY drops below short term support At the end of last week, the dollar remained in the defensive. USD/JPY dropped below the 98.27 support,

Fed, BoE and ECB all meet in the week ahead

Central bank meetings will as always garner huge market interest. However, in reality no monetary policy changes are expected from either the BoE, ECB or Fed this week,

FX Daily

Market movers today • The calendar is thin today. The most interesting release is US pending home sales,

Weekly Forex & Interest Rate Outlook

NZD/USD upward momentum remains strong, pointing to a test of the June peak of 0.8137 this week.

Crossing the Rubicon

The Reserve Bank’s stance on monetary policy has come into line with our long-held views – all now agree that the housing and construction booms will provoke inflation.

Mid-day FX Market Analysis

USD: The Dollar was able to make a modest rebound from a 5-week low this morning, but remains squarely on the defensive heading into this weekend.

The Global Macro Pulse

The overnight fall in the USD, seemingly in response to a Hilsenrath article in the WSJ arguing the Fed will be dovish in its coming FOMC meeting,

Morning FX Market Commentary

Dollar hit by soft Hilsenrath comments On Thursday, it looked as if EUR/USD would hold its recent consolidation pattern near the 1.32 level as the IFO and

German IFO improves modestly in July

The German IFO survey improved modestly in July. The headline business climate index rose to 106.2 from 105.9,

FX Daily

Market movers today • In terms of data releases we have a relatively thin calendar.

Macro Tactics

Markets have enjoyed a brief respite from volatility this week, but next week has the potential to change the balance with the

CNY: Where to now?

It has become overwhelmingly clear that the strengthening in the CNY against the dollar has once again paused.