FX Daily: USD needs a spark for the next leg lower
Markets are seeking some more convincing headlines on a de-escalation in the Middle East
FX Daily: Central bankers need to talk tough
It looks too early to expect a major sell off in the dollar, with negotiations yet to start
FX Daily: Headline-driven trading continues
Headline FX-driven trading continues and comments from Iran probably carry more weight now
The Reserve Bank of Australia is the first G10 central bank to deliver a rate hike on the back of rising energy prices
Despite the overriding narrative of a structural move away from the dollar, we suspect losses are more cyclical
FX Daily: Rare earth exports now the lightning rod for trade
FX Daily: A glimmer of light for France and the euro
FX Daily: Swiss National Bank faces limited options to weaken franc
Per la BCE non è il momento di andare in vacanza
Eurozona, la produzione industriale cala a maggio
Fed e BCE, i movimenti delle banche centrali spingono in alto l’EUR/USD. La…
Pressure builds on the dollar
FX Daily: Liquidity-fuelled rally trumps geopolitics
Euro globale, come siamo messi 100 giorni dopo il discorso di Lagarde?
FX Daily: Cautious peace optimism fails to lift euro
US macro remains more important for EUR/USD
FX Daily: Powell’s tough talk powers dollar rally
Despite two dissenting votes, the Fed delivered a broadly hawkish hold, with Chair Powell remaining firm on his inflation call
Gli USA crescono e l’UE frena. Così il cambio euro/dollaro può scendere…
FX Daily: Long euro trade is stress-tested
FX Daily: Still no guidance by the ECB, but watch for FX comments
FX Daily: US-JPN deal good for risk assets but is mixed news for the yen
July ECB cheat sheet: Currency heatwave
FX Daily: Time to take tariffs more seriously?
