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Institutional
Dankse Bank, Institutional
US Dollar: Fed outlook stays data-dependent after Waller – Danske Bank
Danske Research Team highlights that Fed Governor Waller is inclined to keep rates unchanged in September if August inflation shows further progress, but would consider a hike if inflation comes in hot. His remarks pushed September hike pricing closer to a 50/50 call and weighed slightly on the Dollar, while strong ISM services data and the upcoming […]
by Currency Hedger
- 0 Comments
- 1 week ago
ING, Institutional
Oil: Elevated prices face fragile support – ING
ING analysts Warren Patterson and Ewa Manthey note that Oil prices, including ICE Brent above US$95/bbl, remain supported by heightened US-Iran tensions and robust Iraqi exports routed via the Strait of Hormuz. However, they highlight that if Hormuz flows remain uninterrupted and Saudi Arabia’s unchanged official selling prices signal looser fundamentals, upward pressure on Oil […]
by Currency Hedger
- 0 Comments
- 1 week ago
Institutional
Economic Calendar – Key NFP Report Takes Center Stage
Global equity and bond markets are eagerly awaiting the week’s main event – the publication of the U.S. non-farm payrolls (NFP) report for August. Yesterday’s session on Wall Street ended in positive territory following dovish comments from Federal Reserve Board Governor Christopher Waller, who signaled a readiness to hold or cut interest rates if incoming […]
by Currency Hedger
- 0 Comments
- 1 week ago
CommerzBank, Institutional
Japanese Yen: Policy signals support JPY against US Dollar – Commerzbank
Commerzbank’s Thu Lan Nguyen argues that recent interventions by Japanese authorities and the US Treasury have largely lost impact, with the Japanese Yen giving back gains against the Dollar and US yields returning to prior levels. She highlights unclear policy objectives and credibility issues, noting that fiscal concerns remain a headwind for the US Dollar […]
by Currency Hedger
- 0 Comments
- 1 week ago
Institutional
Can NFP Confirm Waller’s Dovish Turn?
📈 Stock Market 🏛️ Macroeconomics and Monetary Policy 🕊️ Geopolitics 👑 Commodities and Precious Metals 🪙 Cryptoassets
by Currency Hedger
- 0 Comments
- 1 week ago
Institutional, JPY
Japan’s Katayama says will closely monitoring bond markets with heightened urgency
Japanese Finance Minister (FM) Satsuki Katayama said on Friday that the officials will closely monitoring bond markets with heightened urgency. Key quotes Interest rate shifts driven by multiple market factors. Closely monitoring bond markets with heightened urgency. No comment on specific levels. Will aim to gradually lower debt-to-GDP ratio. Have emphasized to global leaders our […]
by Currency Hedger
- 0 Comments
- 1 week ago
BNY, Institutional
Euro: ECB succession and data support resilience – BNY
BNY’s Geoff Yu notes that Eurozone assets remain supported by steady composite PMI readings and improving signs in German demand, while speculation over ECB leadership succession grows. He highlights Friedrich Merz’s upcoming meeting with ECB officials and questions surrounding Christine Lagarde’s tenure and a possible German candidate for the presidency. Leadership questions meet steady PMIs […]
by Currency Hedger
- 0 Comments
- 2 weeks ago
CommerzBank, Institutional
Japanese Yen: BoJ meeting to decide JPY path – Commerzbank
Commerzbank’s Michael Pfister highlights renewed weakness in the Japanese Yen as USD/JPY repeatedly breaks above 160 despite record FX interventions. He argues that expectations for Bank of Japan rate hikes, rather than intervention, now drive the currency, with recent hawkish comments boosting speculation. Pfister warns that failure to deliver a hike at the upcoming BoJ […]
by Currency Hedger
- 0 Comments
- 2 weeks ago
ING, Institutional
Federal Reserve: September hike bias shifts – ING
ING’s James Knightley argues Kevin Warsh’s Jackson Hole speech has shifted the Federal Reserve’s reaction function toward a September rate hike, even though ING’s macro projections suggest the Fed could wait. The analysis highlights inflation above target, robust activity but pressured households, and concludes that a 25bp move is now more likely than a hold, […]
by Currency Hedger
- 0 Comments
- 2 weeks ago
Institutional
US Dollar: Near-term stabilization view – BBH
Brown Brothers Harriman’s (BBH) Elias Haddad notes the US Dollar (USD) is softer mainly against the Japanese Yen and Swiss Franc, with Brent Oil nearing $100. Haddad expects the Dollar to stabilize in the near term except versus the Japanese Yen, and sees elevated Fed rate hike pricing into the September FOMC, but ultimately anticipates […]
by Currency Hedger
- 0 Comments
- 2 weeks ago