FX Daily - Soft USD Awaits CPI for Next Directional Cue
The USD retains a soft undertone overall but trade is on the quiet side to start the week and tomorrow’s US CPI report—and no data of note today—...
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US CPI Reaction: Headache for Powell not so much markets
Today’s US CPI report was clearly hawkish on the surface, but looking closely, it is not all too demoralizing for those betting on continued...
211 Views
Positioning Watch – Bye Bye Japanese Consensus Case?
Hello everyone, and welcome back to our weekly positioning watch, which today will start at the growing number of BoJ officials who are now...
235 Views
Energy Cable #60: Copper getting some help from China?
Take aways: Chinese deflation and high USD rates really putting a damper on copper; Interesting divergence in the USD and crude oil; Russia not...
388 Views
US Inflation Watch: OER a one-off?
We see US inflation printing at 0.37% MoM in headline terms and 0.26% MoM in core terms. That leaves us in line with consensus, but with a...
245 Views