Lloyds Bank: Payrolls, OPEC and dollar strength
Another solid US employment report on Friday and subsequent price action suggests that the broader USD can move into a consolidation/correction phase, with US...
Changing view on sterling: early elections a game-changer
This morning's announcement from PM May of a snap general election on the 8th June is in our view a game-changer for both the...
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...
Rabobank on the BoE and GBP
In September, GBP was the best performing G10 currency on the back of the step up in hawkish commentary from the BoE. In our...
Macr-On vs Le Pen is Risk-On
The first round results of the French election threw the market no surprises. Emmanuel Macron has come first and Marine Le Pen has come...
ING: Window of opportunity on EUR
The spotlight today is on the release of the Sep ECB minutes (1330 CET). While historically these post-meeting minutes have had a pretty muted...
ING: Today’s FOMC will set the tone for the year
A 25bp hike, taking the Fed Funds target range to 0.75-1.00%, is fully priced for tonight’s FOMC (18GMT/19CET). There will be plenty of fresh...
Credit Suisse: AUDUSD near to key resistance zone
Australian 4Q16 house price data (ABS) released overnight underscored the RBA’s assessment that “there had been a build-up of risks associated with the housing...
HSBC on RBA decision. The next move is set to be up
The RBA held its cash rate steady at 1.50%, which was no surprise. However, for some, the neutral tone of the post-meeting statement, which...
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...
