THINK economic and financial analysis

market

FX

Share

FX Daily: BoJ hike and China tariff threat unwinding
FX

FX Daily: BoJ hike and China tariff threat unwinding


President Trump surprises markets in Davos while the Bank of Japan delivers a hawkish 25bp hike

Francesco Pesole, Frantisek Taborsky and Chris Turner

FX
FX Daily: Market still mulling over Trump's first week

FX Daily: Market still mulling over Trump’s first week

The dollar correction has stalled as investors try to second-guess the timing of tariffs

Latest on FX

FX
Canada
Bank of Canada set to tread carefully with a 25bp cut

Bank of Canada set to tread carefully with a 25bp cut

The BoC is likely to cut the policy rate 25bp, but with potential US trade tariffs weighing on the growth outlook, we could see a return to more aggressive…
FX
FX Daily: Tentative tariff optimism keeps dollar under pressure

FX Daily: Tentative tariff optimism keeps dollar under pressure

A delay in tariff announcements is fuelling some tentative optimism

FX Talking

FX
FX Talking
G10 FX Talking: Dollar powers ahead
FX
FX Talking
LATAM FX Talking: 2025 will be non-vintage
FX
FX Talking
EMEA FX Talking: CEE currencies are coping admirably

More on FX

FX
Sweden
Sweden's Riksbank rate cut cycle nears its end as economy shows signs of life
Sweden’s Riksbank rate cut cycle nears its end as economy shows signs of life
FX
Rates
United Kingdom
UK: Our answers to the big questions of the past two weeks
UK: Our answers to the big questions of the past two weeks
FX
FX Daily: Day one volatility
FX Daily: Day one volatility
FX
Temporary relief on US trade triggers a dollar correction
Temporary relief on US trade triggers a dollar correction
FX
FX Daily: Executive decisions incoming
FX Daily: Executive decisions incoming
FX
FX Daily: All eyes on Monday’s inauguration
FX Daily: All eyes on Monday’s inauguration
FX
FX Daily: Focus is on the new US Treasury Secretary
FX Daily: Focus is on the new US Treasury Secretary
FX
Watch: Trump’s currency, your problem!