BoE won’t be as hawkish as expected, which will weaken the pound, ING experts...

The last few weeks were a period of strong strengthening of the British currency. Interestingly, this happened despite numerous obstacles, such as the fuel...

Inflation down under

Here come the inflation numbers – New Zealand tomorrow, then Australia next Wednesday. These are especially big events in the Antipodes, given both countries...

JPY acting out

The JPY has not been behaving itself this year, decoupling from its famous relationship with US yields. US 10Y nominal yields and the US-Japan...

Societe Generale: An excess of Euro longs?

CFTC data show another jump to a new multi-year high in long Euro positions on the IMM, trumping Friday’s jobs data. It's hard to...

Correlation between EURUSD and EURGBP back to normal

Equity indices are still making new highs, cheering the low level of Treasury yields (and the implied low level of terminal Fed Funds) while paying...

Commerzbank’s bearish view on EURUSD

EUR/USD’s outlook stays negative, the market last week closed below 1.1662 the 17th August low and is struggling very near term to regain this...

EURGBP consolidation?

EUR crosses generally edged higher yesterday after notably peripheral spreads tightened on the back of the Italian rating upgrade, and as the dust settled...

ING Daily Forex Strategy

In another brilliant speech by an ECB official, the central bank's Chief Economist Peter Praet spoke in New York yesterday and shed important light...

UBS: Preview of the September FOMC Minutes

The FOMC met September 19 to 20 and announced that they would begin the normalization of their balance sheet in October. The FOMC left...

Deutsche Bank Trade Idea of the week

Rates pricing for the RBA remains too hawkish, in our view, with 40bps of tightening baked into the curve for next year. Our economists expect...

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