Currency Forecast

Markets are consolidating after a period of heightened volatility. In focus currently is President-elect Trump’s pick for the influential post of US Treasury Secretary. Given the large US budget...

The US dollar is surging—how high can it go? Is this unstoppable growth or a bubble about to burst? Discover the 5 key factors fueling this rally!

We are entering a period of calm in US macro news. This means that it’s mostly up to any positioning readjustment to keep the US dollar from rallying further. Growing focus will be on the eurozone...

The US dollar remains at risk of positioning-led corrections, but so far macro data and Fed communication have not offered any USD-negative catalyst. Yesterday, Fed Chair Powell emphasised the...

Markets were quick to buy US Dollar after a minor correction as US CPI was released yesterday. This move might reflect expectations for the coming year, as a USD-positive policy mix under Trump is...

So far this week, the FX markets have continued to head in the same direction of dollar strength following last week’s US election results. The dollar is strengthening amid expectations for a higher...

EUR/USD faces downward pressure with a break below 1.06 potentially signaling new lows for the year. US inflation data could provide the US dollar with more momentum, weighing on the euro. Key...

As the dust settles after last week’s US election results, global markets are settling into core trades of a firmer US dollar, higher US equities and higher terminal rate from the Fed. Importantly in...

In a world where the US Dollar still makes the world go round, it’s vitally important that investors pay attention to potential pivot points for the buck. There’s a reason why we call it King...

If anyone was expecting the US election result and UK budget to significantly impact the Fed and BoE policy message, they were let down by two consensus 25bp cuts and rather balanced guidance. In FX,...

The Japanese Yen has been weak versus the US Dollar over much of the past 2 years. However, that trend could be coming to an end if today’s chart pattern continues to play out. Today, we look at a...

We are revising our EUR/USD forecast lower following the Republican clean sweep. We assume that Trump will go ahead with both tax cuts and protectionism, with the latter triggering a dovish ECB...

After a day dominated by the resounding success of the Republican party, FX markets today return to the more familiar territory of central bank policy meetings. These take place in the US, UK,...

The US Dollar is the world’s reserve currency and, as such, it garners a lot of attention from traders, investors, and media. Out-sized moves in the US Dollar can lead to moves in all asset classes....