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Institutional
DBS, Institutional
Indian Rupee: GDP data to show resilience – DBS
DBS Group strategists Taimur Baig and Nathan Chow expect India’s 1QFY27 Gross Domestic Product (GDP) to confirm that the economy has weathered geopolitical disruptions better than initially feared. They note stronger consumption gauges, improving production, and ongoing support from services and exports, even as muted wealth effects, soft fuel demand and higher energy costs weigh […]
by Currency Hedger
- 0 Comments
- 2 weeks ago
Institutional, OCBC
Silver: Consolidation near resistance as positioning builds – OCBC
OCBC’s Christopher Wong describes Silver as constructive with room for participation to build, as ETF holdings and managed-money positioning rise from light levels. Technical bias is mildly bullish, but momentum is fading near the 70.60–72 resistance band. A decisive break higher, likely requiring softer yields and a weaker Dollar, could open a move towards 80.30. Mildly bullish […]
by Currency Hedger
- 0 Comments
- 2 weeks ago
CommerzBank, Institutional
US Dollar: Warsh speech risks asymmetric USD reaction – Commerzbank
Commerzbank’s Volkmar Baur notes the US Dollar has stabilized after last week’s setback, with Kevin Warsh’s Jackson Hole speech seen as the next key test. Baur expects little in terms of forward guidance on a September rate hike but highlights potential discussion of changing the Fed’s inflation measure away from the PCE deflator, which could […]
by Currency Hedger
- 0 Comments
- 2 weeks ago
Deutsche Bank, Institutional
Euro: Focus on Fed signals and Jackson Hole – Deutsche Bank
Deutsche Bank strategists note that EUR/USD traded at 1.165 as markets await Fed Chair Warsh’s Jackson Hole speech, which could shift expectations for the September Fed meeting. They highlight that market pricing still assigns a 35% probability to a hike, and recent Fed commentary shows a divide on how restrictive policy should be. Jackson Hole and divided […]
by Currency Hedger
- 0 Comments
- 2 weeks ago
Institutional, UOB
Japanese Yen: Range trading remains intact against US Dollar – UOB
United Overseas Bank’s (UOB) Quek Ser Leang and Lee Sue Ann note USD/JPY held in a narrow band around 159.35, with a slight uptick in upward momentum. They expect this to translate into trading between 159.15 and 159.65 rather than a sustained advance. Over the coming weeks, they maintain a neutral stance, looking for range-bound […]
by Currency Hedger
- 0 Comments
- 2 weeks ago
Institutional, TDS
New Zealand Dollar: Bearish stance maintained on rate hike pricing – TD Securities
TD Securities’ FX strategist Howard Du maintains a bearish New Zealand Dollar (NZD) bias, noting that Reserve Bank of New Zealand (RBNZ) tightening is largely priced and NZD positioning has normalized. They expect AUD/NZD to remain supported above 1.20 with a 1.22 year-end forecast, and see a high bar for NZD/USD to sustain gains above […]
by Currency Hedger
- 0 Comments
- 2 weeks ago
BNY, Institutional
Oil: Hormuz supply recovery eases risk premium – BNY
Geoff Yu at BNY notes that improving flows through the Strait of Hormuz are easing Oil supply fears and supporting a lower Brent price profile. Kuwait and Qatar have restored crude shipments to about 70% of pre-war levels, lifting total Hormuz flows. As more Gulf barrels reach the market, the disruption premium in Oil prices […]
by Currency Hedger
- 0 Comments
- 3 weeks ago
Institutional
Japanese Yen : Range holds with BoJ hike expectations – BBH
Brown Brothers Harriman’s (BBH Elias Haddad notes USD/JPY is stuck between resistance at 160.00 and support at the 200‑day moving average, as Bank of Japan (BoJ) officials maintain hawkish guidance and underlying inflation firms near the 2% target. Haddad expects a 25bps BoJ hike in September but argues a lower USD/JPY is more likely to […]
by Currency Hedger
- 0 Comments
- 3 weeks ago
Institutional, MUFG
Japanese Yen: Himino signals hawkish shift – MUFG
MUFG’s Derek Halpenny notes that the Japanese Yen reaction to Deputy Governor Himino’s speech was limited, even as his comments aligned with market expectations for a Bank of Japan rate hike in September. The BoJ is seen shifting toward a faster pace of tightening, with FX developments increasingly central to its inflation outlook, while Jackson Hole […]
by Currency Hedger
- 0 Comments
- 3 weeks ago
ING, Institutional
Australian Dollar: RBA hold view caps near-term upside against US Dollar – ING
ING’s Francesco Pesole highlights that the Australian Dollar (AUD) is the only G10 currency gaining this week as hotter July inflation and strong household spending fuel hawkish Reserve Bank of Australia (RBA) expectations. ING’s macro team still favours a prolonged RBA hold, expecting benign inflation and a steady Fed to reduce urgency, with AUD/USD targeted […]
by Currency Hedger
- 0 Comments
- 3 weeks ago