FX: Dollar dances in the dark
Expectations of Fed rate hikes have driven dollar gains over the last few months. Our call is that these trends reverse over the next quarter
FX Daily: FOMC minutes can reinforce dollar floor
Markets don't look very concerned about US-Iran re-escalation
FX Daily: Sterling catches a break
Dollar holds up quite well even though Warsh said little at Sintra yesterday
Comments from new Fed Chair Kevin Warsh can keep the dollar bid today
Calmer markets are allowing several currencies to take a breather against the strong dollar
FX Daily: AI jitters add fuel to USD rally
FX Daily: Focus remains on yen and sterling
Still king – why the petrodollar isn't going anywhere soon
Per la BCE non è il momento di andare in vacanza
Eurozona, la produzione industriale cala a maggio
FX Daily: Dollar enjoys Fed's hawkish adjustment
FX Daily: Kevin Warsh holds the keys to dollar resilience
FX Daily: Euro already prices a hawkish ECB
FX Daily: Dollar support broadens
FX Daily: A much more cautious de-escalation trade
Bonds have rallied, but USD moves have been contained
High rates and commodity exposure preferred in FX
Investors are favouring currencies with high interest rates and positive exposure to energy
FX Daily: Hawkish Fed repricing propels USD higher
FX Daily: Impact of US CPI mostly depends on equities
FX Daily: Back on the rollercoaster
FX Daily: Remarkable resilience of risk assets
FX Daily: It's good to be hawkish
FX Daily: Powell’s last act might carry a hawkish tint
