The US dollar has been on the backfoot recently. Underperforming US economic data and speculation that the Fed won't hike rates seem to be the two key issues here....
The yen seems to be in no-man's land at the moment. The underlying preference of the market is probably to buy US dollar/yen, but the intervention threat is ever-present...
Many analysts have long argued that interest rate guidance by central bankers is counterproductive except for those times when rates are stuck at the zero lower...
In many respects, the AI boom is mimicking the dot.com boom of 25-30 years ago. Back then the US dollar soared. Will it be a repeat performance this time?
The upside for the US dollar appears limited as the strong performance of carry trades weighs on funding currencies, including the US dollar. However, changes at...
The Standard Bank has lifted its forecasts for the US dollar. Previously, it had expected modest US dollar strength to persist over coming months but now it has pushed...
There are a large number of crosscurrents at play in the FX market this week. They include the backdrop of the US-Iran deal to reopen the Strait of Hormuz, a test of...
These include the breakdown of the ceasefire in Iran, the AI-related stock slump and the possibility of higher policy rates from the Fed.
The best guide to current sentiment surrounding the US dollar and the best clues to its future direction line in US dollar/renminbi.
Bond and currency markets have been dominated by the fallout from the conflict in Iran so far this year. But if the first half of the year proves to be all about the...
The US dollar continues to inch ahead and that poses two particular problems. The first is for the Japanese authorities as they try to prevent a decisive break of...
The FX market has numerous factors to focus on this week: the Middle East conflict, a tide of central bank rate decisions, and earnings releases from major US tech...
With the US dollar just about back down to where it was at the start of the Middle East conflict, it seems clear that geopolitical strains like this are unable to move...
The US dollar has risen following the failure of US/Iran peace talks last Friday and the US Administration’s decision to block the Straits of Hormuz. But many analysts...
The Middle East conflict has taught us a lot about the FX market. Some moves we might have suspected beforehand, but some moves have still been a surprise.
Many analysts doubt that this is going to change in the short-term. However, they still remain focussed on a longer-term structural downtrend for the US dollar;...
The US/Israeli attacks on Iran and Iran's response will likely have both short and long-run consequences for currencies.
The vulnerability for the US dollar in US tariffs does not lie in issues such as their scope, economic harm, or even their legality. Instead, the vulnerability lies in...
The US dollar has been set back by the US Supreme Court’s decision to rule the bulk of the tariffs illegal. Many analysts doesn’t see this as a fatal blow to the US...
For once it seems that the US dollar is not the key focus right now. Japan’s election and its implications for the yen are in the spotlight while political...
US dollar weakness could open up scope for rate cuts; not least from the ECB. However, we need to bear in mind that the US dollar is not just falling.
We saw another sharp rise in global risk aversion last week following US threats to take Greenland and impose tariffs. In the end, neither happened. But what the threats...
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