Institutional
ING, Institutional
Hungarian Forint: Inflation surprise and HUF dynamics – ING
ING’s Frantisek Taborsky highlights that Hungarian inflation rebounded to 1.3% in August but stayed below expectations and the NBH’s forecast, with price growth seen remaining under target this year. Markets are focused on a potential pause in rate cuts and a lower inflation target ahead of Euro adoption, while EUR/HUF could move back above 364 […]
by Currency Hedger
- 0 Comments
- 2 months ago
Dankse Bank, Institutional
Equities: Tech leadership with Astra boost – Danske Bank
Danske Bank notes European equities were broadly flat on Monday, with the Stoxx 600 unchanged and OMX Nordic slightly higher, while Asian markets rallied in thin trading as US markets were closed for Labor Day. The bank highlights strong performance in technology, particularly semi-conductors and AI-linked hardware, while rising bond yields weighed on real estate […]
by Currency Hedger
- 0 Comments
- 2 months ago
Institutional, OCBC
Euro: Range-bound risks against US Dollar with ECB focus – OCBC
OCBC’s Christopher Wong notes EUR/USD is holding near 1.16 as a softer US Dollar (USD) and firmer Euro-area data offset higher Oil prices. Strong expectations for a 25bp European Central Bank (ECB) hike and improving Euro-area sentiment are seen limiting Euro downside in the near term, though elevated Oil and political uncertainty in Germany keep […]
by Currency Hedger
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- 2 months ago
Institutional, MUFG
Japanese Yen: Strengthens against US Dollar on BoJ outlook – MUFG
MUFG’s Michael Wan notes the Japanese Yen has strengthened below 154 against the US Dollar (USD), its firmest level since February, as markets price faster Bank of Japan tightening. A 25 bps hike at the 18 September Bank of Japan (BoJ) meeting is seen largely priced, with focus shifting to future rate guidance. Wan projects […]
by Currency Hedger
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- 2 months ago
Institutional
Oil Nears $100 per Barrel, USD/JPY Tumbles Again.
USDJPY and OIL charts, D1 interval The pair recently plunged below its 200-day EMA (red line), moving into a downtrend. Following yesterday’s decline, we are seeing another downward impulse of a similar magnitude today. However, the candle’s long lower wick suggests that USDJPY may have reacted to support in the 152–153 area, where price action […]
by Currency Hedger
- 0 Comments
- 2 months ago
Institutional, Metals
Copper is breaking ATH. What does KGHM have to say about this.
Copper prices have soared to record highs, breaking through the US$14,530 per tonne barrier on the London Metal Exchange (LME). Despite disappointing data from China – which traditionally drives demand for industrial metals – the market is experiencing an unprecedented short squeeze and a supply panic. Against the backdrop of a global scramble for physical […]
by Currency Hedger
- 0 Comments
- 2 months ago
Energies, Institutional
Iran’s warns economic warfare will be met by maritime exclusion zone
Secretary of Iran’s Supreme National Security Council, Mohsen Rezaei, warned on Tuesday that Tehran would respond to what it calls US “economic warfare” by imposing a maritime exclusion zone across the Persian Gulf. “Economic warfare will be met by a maritime exclusion zone across the Persian Gulf to the blockade perimeter,” said Rezaei, adding the […]
by Currency Hedger
- 0 Comments
- 2 months ago
GBP, Institutional
U.K Chancellor keeps Budget under wraps, as he promotes growth, growth, growth
John Healey’s first speech as Chancellor has had a minimal effect on UK Gilt markets. The 2-year yield is up less than 2 basis points this morning, and the 10-year Gilt yield is up by 1bp, in line with the movement in yields elsewhere. Sterling is also up a notch, but overall, the new Chancellor […]
by Currency Hedger
- 0 Comments
- 2 months ago
Institutional, JPY, Technical Analysis
Chart of the Day – USD/JPY lowest since February – what stands behind the decline?
The yen continues its appreciation, which began on September 2. On a weekly basis, the Japanese currency has strengthened against the US dollar by over 3%. Figure 1: G10 Currency Performance (31.08.2026 – 07.09.2026) Source: XTB Research, 07.09.2026 Shift in Fundamentals? There are many indications that the move was not the result of direct market […]
by Currency Hedger
- 0 Comments
- 2 months ago
Institutional, JPY, Technical Analysis
USDJPY drops 1% breaking 155
USDJPY pair sets lowest levels since February, breaking through previous intervention levels from August The USDJPY pair recorded another dynamic drop today of over 1%, breaking through previous post-intervention lows (155.23) and the psychological barrier of 155.00, reaching the 154 level. The yen is at its strongest against the US dollar since February, even despite […]
by Currency Hedger
- 0 Comments
- 2 months ago