FUNDAMENTAL OVERVIEWUSD:The US dollar regained some ground at the start of the week as both Trump and Iran rejected the respective war-ending proposals calling ...
Our mandate requires us to act if inflation expectations de-anchorData will decide the ECB's decision in JuneBaseline included two rate hikesThe ECB has already...
In very close contact with Japan's ministry of financeWe both believe forex volatility is undesirableJapan economic fundamentals are very strong and resilientTh...
The ranges of estimates are important in terms of market reaction because when the actual data deviates from the expectations, it creates a surprise effect. Ano...
The US-Iran conflict continues to drag on and at this stage, it looks like nothing will change for at least another week. After keeping somewhat steadier yester...
EUROPEAN SESSIONIn the European session, the only highlight is the German ZEW index. The data is expected to show the third contraction in a row due to the situ...
Looking at the price action, I'm not very inclined to chalk this up to another intervention round. That being said, one can argue that with each intervention pl...
There are just a couple of expiries to take note of on the day, as highlighted in bold below.They are for EUR/USD at the 1.1745-50 levels. These don't tie too m...
Bessent comments on Twitter/X:"In my meeting with Minister @satsukikatayama , I was pleased to reaffirm the strong economic partnership between the United State...
Japan is estimated to have spent over $60 billion in intervening in the market recently and they don't have very much to show for it. The intervention efforts s...
What are investment banks expecting in US April inflation data? (It ain't pretty)Alphabet plans first yen bond sale to fund $190 billion AI spending pushRecap -...