Topic: FX research
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A sanguine response in the face of Fed pressure
Holding pattern. The puzzle of a positive day that didn’t deliver. Rally resumed.
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Calm through the chaos
Markets stay eerily calm as political heat rises – hawkish Fed signals, safe‑haven metals surge, FX slumps, and oil whipsaws on geopolitical shocks.
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Greenback keeps control
Greenback holds the high ground. Euro softens as consolidation deepens. The puzzle of a positive day that didn’t deliver.
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Aussie rebounds from two-week lows as US shares recover
US shares recover on AI-driven gains. Inflation expectations ease but remain above RBA band. China’s Xi hosts wave of global leaders.
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Dollar bears grapple with ‘run hot policy’
Dollar bears grapple with growth expectations. Trade rhetoric threatens Canadian growth rebound. New 2026 highs.
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Still running hot
Dollar bears grapple with growth expectations. Volatility too quiet for comfort. Gilts lean into the soft patch.