Safe Havens Gain Favor Amid Geopolitical Tensions And U.S. Election Uncertainty, Gold Above $2400/Oz, DXY Slips

Weekly Report: what happened at FXF last week (0715-0719)?

Asset Allocation Committee Outlook Q3 2024: Policy And Politics

Asset Allocation Committee Outlook Q3 2024: Policy And Politics. Neuberger Berman says political and market volatility is likely to rise in the second half of the year. We are concerned that the U.S. Federal Reserve may wait too long to make its first rate cut.

Weekly Report: what happened at FXF last week (0708-0712)?

Weekly Report: what happened at FXF last week (0701-0705)?

ETFs to Boost Gains Amid Rising Rate Cut Expectations

Weekly Report: what happened at FXF last week (0624-0628)?

July 2024 Monthly

July brings new governments in the UK and France, a new European Commission, and China's Third Plenum session. The US policy mix stands out with loose fiscal policy and tight monetary policy, contributing to the dollar's strength. Emerging market currencies faced a heavier bias in June. The best policy mix for a currency is loose monetary and fiscal policy.

Will The PCE Deflator Really Contain New Information?

The Greenback Consolidates While Sustaining A Break Against The Yen

The dollar is sporting a softer profile today against all the G10 currencies except the Swedish krona. The dollar has sustained its push above JPY160 against the Japanese yen. All the large bourses fell in the Asia-Pacific region but India. Europe's STOXX 600 is off for a third consecutive session. The US 10-year Treasury yield is firm above 4.33%.

USD Pushes Above JPY160

The dollar is firm, and the market is challenging the JPY160 level. A strong monthly inflation print boosts the chances of a rate hike in Australia. The Aussie dollar is the main exception to the greenback's strength today. Asia Pacific bourses advanced, with Australia's market being the outlier.

Nervous Calm Hangs Over The Markets

Weekly Report: what happened at FXF last week (0617-0621)?

U.S. Dollar Offered, But Intra-Day Momentum Indicators Are Stretched

Week Ahead: Politics, Economics, And The Yen

Policy divergence: Switzerland cuts interest rates for second time this year

Weekly Report: what happened at FXF last week (0610-0614)?

Week Ahead: Political Anxiety Runs High Giving The Dollar A Lift

Despite softer inflation readings and lower interest rates, the US dollar performed well against the euro, sterling, and yen. Political anxiety in France and the UK, along with economic highlights from central bank meetings, impacted currency markets. The Australian dollar, Chinese yuan, Japanese yen, euro, and Mexican peso all faced challenges.

Weekly Report: what happened at FXF last week (0603-0607)?

Weekly Report: what happened at FXF last week (0527-0531)?