Topic: Market Insights
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Yen volatility, and Central Bank decisions set FX tone
Intervention whispers, commodities ignite. BoJ stays put as one member pushes for a hike. Central banks and policy in focus
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The Greenland gear shift
Markets steadied as tariff tensions eased, JGBs slumped, and safe‑haven flows favoured the franc. AUD and NZD outperformed while JPY lagged, with the USD softening ahead of a closely watched Fed meeting.
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Fundamentals back in focus
Green shoots break through UK gloom. Positioning into the Fed meeting. Still no break from 1.17.
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Aussie, kiwi surge to new highs as relief rally extends
Greenland news boosts markets. Aussie climbs as RBA meeting heats up. Kiwi lifts as holiday spending cools.
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Diminishing returns
Diminishing returns. A courageous stroke of geo-economic arbitrage. Sterling’s bounce meets macro reality.