Banks
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Australian Dollar: Crowded longs face event risk – Societe Generale
Kit Juckes at Societe Generale highlights that speculative positioning in the Australian Dollar is the largest long since 2013, built…
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Fed : PCE data and hawkish rhetoric in focus – Deutsche Bank
Deutsche Bank economists flag Thursday’s US personal income and spending report, including core PCE, as the key data for the Federal…
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Canadian Dollar: Oil gains offer limited support – HSBC
HSBC analysts discuss why the Canadian Dollar (CAD) has not strengthened significantly despite higher Oil prices, highlighting structural constraints in…
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US Dollar: Resilience and geopolitical risks – MUFG
MUFG’s Lloyd Chan notes that higher US 2-year yields and elevated Brent prices are supporting broader USD strength, with markets…
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Euro: Neutral range consolidation versus US Dollar – UOB
UOB’s Quek Ser Leang and Lee Sue Ann describe EUR/USD as firming after a brief dip to 1.1575, with upward…
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Brent: Deal hopes reshape supply outlook – Commerzbank
Commerzbank’s FX Research team, including Charlie Lay and Dr. Henry Hao, notes that Brent Oil has been volatile as markets…
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British Pound: Rebound on easing fiscal and inflation fears – MUFG
MUFG’s Lee Hardman highlights a strong recovery in the Pound and gilts as UK fiscal and inflation concerns ease. GBP/USD has bounced…
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US Dollar Index: Consolidation below key resistance – OCBC
OCBC’s FX Strategist Christopher Wong notes the Dollar Index eased as lower UST yields and softer Oil prices reduced safe-haven…
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Euro: Growth worries cap upside against US Dollar – Rabobank
Rabobank’s Senior FX Strategist Jane Foley highlights that weak French and German PMI data have undermined Eurozone growth expectations and led markets…
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Australian Dollar: Jobs miss secures June pause – TD Securities
TD Securities analysts note Australia’s April jobs report disappointed, with a 18.6k employment drop and unemployment jumping to 4.5% despite…
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