External broker reports(aggregated public sources), Scotiabank

Scotiabank

External broker reports(aggregated public sources)

Scotiabank’s global foreign exchange strategy team provides in-depth regional insights and macro-economic analysis for G10 and advanced economies, Asia Pacific, and Latin America. Find technical and fundamental strategy reports focused on trade ideas, market risks, and the unfolding macro outlook. Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

FX & Rates

<ul><li>The aggregate USD short position narrowed an impressive $4.3bn in the week ended August 5, its fourth consecutive week of narrowing.</li><li>The pace appears to be accelerating, and this week’s adjustment reflected USD-positive changes against all of the reporting currencies with the exception of MXN.</li><li>The aggregate USD short position is now at $7bn, a fraction of the $18.6bn position that represented the recent wides from early July. </li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

The aggregate USD short position narrowed an impressive $4.3bn in the week ended August 5, its fourth consecutive week of narrowing.The pace appears to be accelerating, and this week’s adjustment reflected USD-positive changes against all of the reporting currencies with the exception of MXN.The aggregate USD short position is now at $7bn, a fraction of the $18.6bn position that represented the recent wides from early July. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

CFTC Weekly Sentiment Report - USD Short Covering Accelerates As GBP Bear Bet Builds

External broker reports(aggregated public sources), Mizuho

Mizuho

Mizuho Bank is a leading global bank with one of the largest customer bases in Japan, and an extensive international network covering financial and business centers around the world. Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

<ul><li>USD/JPY rise gained momentum in July</li><li>Before the House of Councillors election, financial markets were focused on the possibility of a major defeat for the LDP and Komeito, leading to the resignation of the Ishiba administration and political instability</li><li>This was ruled out when Prime Minister Ishiba announced he would continue in office</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

USD/JPY rise gained momentum in JulyBefore the House of Councillors election, financial markets were focused on the possibility of a major defeat for the LDP and Komeito, leading to the resignation of the Ishiba administration and political instabilityThis was ruled out when Prime Minister Ishiba announced he would continue in officeContent is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Podcast Exploring Themes Driving Global Markets, Nomura - The Week Ahead

Nomura – The Week Ahead

Podcast Exploring Themes Driving Global Markets

Nomura - The Week Ahead

We explore the main themes that will drive global markets over the coming week, discussing the key market moving events and risks to keep on your radar.

Macroeconomics

<ul><li>Recent tariff announcements reflect cautious optimism on the US Dollar and inflation risks</li><li>Tariff rates of 16-17% could lead to gradual pass through to prices, impacting inflation in the coming months</li><li>Q2 GDP growth rebounded, but domestic final demand slowed, suggesting a gradual economic slowdown in the US, while Canada faces economic challenges and BoC takes a dovish stance</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Recent tariff announcements reflect cautious optimism on the US Dollar and inflation risksTariff rates of 16-17% could lead to gradual pass through to prices, impacting inflation in the coming monthsQ2 GDP growth rebounded, but domestic final demand slowed, suggesting a gradual economic slowdown in the US, while Canada faces economic challenges and BoC takes a dovish stanceThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Podcast by Bilal Hafeez, Macro Hive

Macro Hive Conversations With Bilal Hafeez

Podcast by Bilal Hafeez

Macro Hive

We talk economics and markets with leading policymakers and investors.

Talking Economics and Markets

<ul><li>Phil Suttle is a leading global economist and founder of Suttle Economics</li><li>The US economy is experiencing below trend growth, potentially due to a slowdown in labor supply</li><li>The Federal Reserve is focused on the unemployment rate as a key indicator for potential easing of monetary policy</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Phil Suttle is a leading global economist and founder of Suttle EconomicsThe US economy is experiencing below trend growth, potentially due to a slowdown in labor supplyThe Federal Reserve is focused on the unemployment rate as a key indicator for potential easing of monetary policyThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Ep. 319: Phil Suttle on Slowing US, Delayed Tariff Impacts and China Investment

<ul><li>The aggregate USD short position narrowed a meaningful $3.2bn in the week ended July 22, achieving its first notable w/w improvement since early June.</li><li>The USD’s $14.3bn aggregate short position is now at the narrower end of its range since mid April, however the aggregate still obscures clear divergences in sentiment across each of the individual reporting currencies.</li><li>The bullish EUR position remains the largest of the net longs at $18.4bn and is roughly twice the size of the next largest bull bet, the $9.1bn JPY net long. </li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

The aggregate USD short position narrowed a meaningful $3.2bn in the week ended July 22, achieving its first notable w/w improvement since early June.The USD’s $14.3bn aggregate short position is now at the narrower end of its range since mid April, however the aggregate still obscures clear divergences in sentiment across each of the individual reporting currencies.The bullish EUR position remains the largest of the net longs at $18.4bn and is roughly twice the size of the next largest bull bet, the $9.1bn JPY net long. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

GBP Net Long Collapses To Flat, Narrowing USD Short In Quiet Week

United States

The euro is the official currency of the European Economic & Monetary Union.  The US dollar is the official currency of the United States of America.

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CFTC Weekly Sentiment Report - USD Short Covering Accelerates As GBP Bear Bet Builds

The aggregate USD short position narrowed an impressive $4.3bn in the week ended August 5, its fourth consecutive week of narrowing.

Scotiabank

Forex Medium-Term Outlook(Aug, 2025)

USD/JPY rise gained momentum in July. Before the House of Councillors election, financial markets were focused on the possibility of a major defeat...

Mizuho

The Week Ahead – Is Trump Winning?

The US Dollar is reflecting positive sentiment and avoiding worst case tariff scenarios, while Fed Chair Powell remains cautious on inflation risks...

Nomura – The Week Ahead

Ep. 319: Phil Suttle on Slowing US, Delayed Tariff Impacts and China Investment

Phil Suttle, founder of Suttle Economics and global economist, discusses the impact of Trump's policies on the labor force supply and predicts...

Macro Hive Conversations With Bilal Hafeez

GBP Net Long Collapses To Flat, Narrowing USD Short In Quiet Week

The aggregate USD short position narrowed a meaningful $3.2bn in the week ended July 22, achieving its first notable w/w improvement since early June.

Scotiabank

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