Topic: Market Insights
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Yen and carry trades await BoJ direction
Terminal rate guidance to dictate yen direction. Hawkish Fed leaves the dollar playing catch-up. BoJ risk looms over AUD carry.
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Hawkish Fed stance ignites Dollar rally
A fiercely independent Fed unleashes the Dollar. Hawkish Fed threatens to stop out CAD shorts. Mexican Peso struggles on shrinking carry.
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It’s unanimous: Hawkish Fed hike lifts the dollar
Who let the hawks out? Fed flexes, euro slips. BoE faces a high bar for hawkish surprise.
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A fiercely independent Fed unleashes the dollar
Fed independence powers dollar breakout. Aussie drops on yield pressure. Imminent Bank of Japan decision limits Dollar surge.
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FX markets await more than a Fed hike
Fed hike leaves markets with harder questions. Widening policy gap drives USD/CAD higher. Surging volatility fractures the peso’s carry regime.
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Just deliver, Warsh
For the US dollar, it’s hike or nothing. Euro downside risks building. Inflation lands, sterling waits.