USD: inflation matters
The US midterm elections dominated the price action in the USD at the start of theweek. While some results are…
Read MoreJPY: first round to the MoF
The MoF looks increasingly like it has won the first round in the battle to supportthe JPY, with USD/JPY remaining…
Read MoreUSD: of Fed leads and policy lags
The latest round of G10 central bank policy meetings has clearly put the Fed in thepole position for the title…
Read MoreCHF: no reserve against its appeal
The CHF remains among the laggards of the G10 FX space in Q422. Amidst fairlyresilient risk appetite, the widening gap…
Read MoreNZD: inflated expectations?
The NZ rates market is more than 60% priced for a 75bp rate hike by the RBNZnext week. Inflation remained…
Read MoreNZD: labour market pushing the RBNZ towards a 75bp rate hike
The RBNZ was the first G10 central bank to start hiking rates and has beenaggressive with its rate hikes. The…
Read MoreEUR: still some backing in the balance
November started just like October ended, with the EUR being on the back foot.The EUR failed to capitalise on reports…
Read MoreUSD: when a pivot is not a pivot
Ahead of its November policy meeting, our economist and the market consensusexpect the Fed to hike rates by 75bp and…
Read MoreUSD: Housing data becoming more relevant
The rally in global equities yesterday pushed some high-beta currencies higher: inG10, the New Zealand dollar and Swedish krona had…
Read MoreEUR: Domestic picture remains grim
EUR/USD has been stabilising in the 0.98-0.99 area after the rally from 0.9700, likelyreflecting some positioning adjustments more than any…
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