Société Générale
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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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Chinese Yuan: Strengthens into US–China summit – Societe Generale
Societe Generale analysts observe USD/CNY trading below 6.80, with the Chinese Yuan at its strongest level since February 2023 ahead…
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USD/JPY: Recovery risks for carry trades – Societe Generale
Societe Generale analysts argue that the Japanese Yen remains significantly undervalued versus the Dollar on a purchasing power parity basis,…
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AUD/USD: Consolidation risk after RBA pause – Societe Generale
Societe Generale strategists note AUD/USD has pulled back after the Reserve Bank of Australia (RBA) delivered a third 25bp hike to 4.35%…
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ECB: Oil shock complicates rate path – Societe Generale
Societe Generale strategists expect the European Central Bank (ECB) to keep rates unchanged today despite a hawkish bias after past…
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USD/INR: 95.23 retest risk grows amid INR pressure – Societe Generale
Societe Generale analysts discuss persistent headwinds for the Indian Rupee (INR) against US Dollar (USD) as India faces large Oil…
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USD: Conflict duration shapes performance – Societe Generale
Societe Generale’s Kit Juckes notes the US Dollar (USD) is currently soft as markets react to hopes of a Gulf…
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Brent: Pullback phase and key levels – Societe Generale
Societe Generale strategists note that Brent has retreated from recent highs after President Trump extended the Iran ceasefire indefinitely, with…
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Fed: Warsh hearing and term premium concerns – Societe Generale
Societe Generale’s Kenneth Broux frames Kevin Warsh’s confirmation hearing as pivotal for US rates, with markets focused on potential changes to…
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UK: Energy shock weighs on outlook – Societe Generale
Societe Generale economists describe a quiet week in the UK, with Gilt yields easing as markets trimmed Bank of England…
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