Topic: FX research
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Dollar eases as BoJ takes centre stage
Tech rout fuels haven bid as yen eyes BoJ. Aussie dollar eyes another rate move. Firms stay upbeat as pricing pressure heats up.
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US growth reinforces the dollar’s policy edge
US data raise the cost of Fed patience. Strong growth keeps December hike in play. ECB faces a difficult balancing act today. Loonie gains capped by deep yield deficit.
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The Fed’s pause, the ECB’s problem
Fed pause, data test ahead. ECB faces a difficult balancing act today. UK Budget offers no major surprise, sterling steady.
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Hawkish dissents fail to salvage US dollar from pause
Fed pause triggers classic sell the hold reaction. RBA divergence keeps Aussie outfront. Kiwi slides after surprise RBNZ hold.
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Fed-BoC double-header leaves FX trading December
Fed-BoC double-header puts rate paths in focus. Fed hold leaves US dollar focus on December. Priced-in BoC hike raises bar for loonie.
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All eyes on the Fed
Hawkish winds favor dollar. ECB policy trade-offs cloud the outlook. All eyes on the UK Budget.