Weekly CFTC Sentiment Report - Speculative Sentiment Turns USD Bullish
Market sentiment continues to shift in favour of the USD, according to the latest Commitments of Traders data from the CFTC for the week through...
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Monthly FX Outlook – September 2024
The US dollar (USD) has underperformed in the third quarter, reflecting a constellation of factors that have shaken up currency trading and...
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The Week at a Glance: Rates might stay higher for a bit longer (in the US)
Happy Monday!Over the weekend, tensions in the Middle East eased after an Israeli strike that notably avoided Iran’s crude infrastructure. This...
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FX Forecast Update—October 2023
We are revising our forecasts for the major currencies along with updated economic forecasts (see tables on page 3 and here for the Forecast Update).
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Portfolio Watch: October reflation or October disinflation?
The USD has regained ground alongside USD rates since the 50bp from the Fed in September, which reignited both growth- and inflation expectations...
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