Topic: FX research
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Decoding the current US dollar unwind
Decoding the current US dollar unwind. Energy costs drive March inflation higher. Whiplash headlines, limited follow-through.
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Diplomatic dialogue stalls once again
Decoding the current US dollar unwind. Whiplash headlines, limited follow-through. Sterling whipsawed by geopolitical reversals.
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FX markets hit as Strait of Hormuz remains closed, Aussie retreats from highs
Global sentiment weakens as US seizes Iranian ship. Yen pressure builds as Japan stays cautious. Key inflation in focus this week, with NZ standout.
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Peace hopes fuel risk rally
Shock, not awe: a brief Hormuz blockade lifted oil and the USD, but markets shrugged. Volatility cooled, oil reversed, equities hit records, and the dollar slipped—raising doubts markets ran ahead of diplomacy.
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Dollar stays soft as geopolitical fears subside
Five sessions of gains as geopolitical fears subside. Resilient, but still waiting for conviction. Regaining its carry allure.
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De‑escalation narrative awaits validation
Markets stall asymmetrically as de-escalation awaits confirmation. Resilient, but still waiting for conviction. Sterling holds, but upside lacks conviction.