FX Daily -USD Mixed into Month-End, Eyes on NFP
The USD is mixed to slightly lower in quiet trade overnight. Stocks are trading in the green, mostly, while bond markets are weaker (rising yields...
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Macro Regime Indicator: PMIs to drive price action together with headline inflation
Every month, we assess the risk/reward in asset allocation via our Macro Regime Indicator framework, where we use our asset allocation model to...
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Positioning Watch – The Market’s Response to Another Fed Hike
Happy Saturday, and welcome back to our weekly positioning article, where we as always take you through the positioning data that we have found...
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FX Daily - USD Softer Ahead of ECB and US GDP, PCE
FX Market Update —The FOMC decision largely delivered on expectations —a 1/4 point hike and Chairman Powell stressing data dependency on future...
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FX Daily - USD Slips Ahead of the Fed
FX Market Update —The Fed is widely expected to tighten 25bps today, taking the Fed funds target rate to 5.50%, but markets will be more intently...
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