But in the short term, JPY’s outlook remains clouded. Improved risk sentiment is encouraging JPY short-building even more, ...

The outcome of US-Iran nuclear talks today will be key to the direction of oil prices ...

Our latest consumer survey shows that many Europeans are sceptical about the benefits of increased government spending on defence and infrastructure ...

The Bank of Korea ended its easing cycle, highlighting a neutral stance. Today's signals from the Bank of Korea remain quite balanced. It stood pat and clearly closed the door for ...

After a Japanese newspaper highlighted PM Sanae Takaichi's tougher tone on future rate hikes, and following today's announcement of two dovish-leaning Bank of Japan board nominees, the yen fell ...

Ahead of today’s Nvidia earnings report, we think a miss could have wider risk sentiment and FX implications than a beat ...

Despite the overriding narrative of a structural move away from the dollar, we suspect losses are more cyclical ...

Economic sentiment in the eurozone has been improving lately. Various surveys show increased optimism about the economy at the moment. The European Commission economic sentiment indicator was far more ...

The Dutch government budget is getting a makeover to meet the NATO target with higher taxes and cuts elsewhere. The ...

It looks too early to expect the dollar to receive broad support from these themes, and Asian FX could find new friends It ...

For many years, Romania’s labour market looked exceptionally resilient: employment rose, wages grew quickly, and unemployment stayed low. This was driven by consumption supported by fiscal expansion, ...

Oil prices weakened yesterday amid hopes that the US and Iran will find a diplomatic solution to their standoff. However, the build-up of US military assets in the Middle East means the risk of action ...