| FX Monthly |
Updated Date
|
|---|
| 2025, Issue 10: Hold, Cut or Pause? November’s FX Crosswinds |
11/11/2025
|
| 2025, Issue 9: October Cross-Currents — Data, Seasonality & Geopolitics in FX |
3/10/2025
|
| 2025, Issue 8: Parsing the Risk of US Sep FOMC Inflection |
2/9/2025
|
| 2025, Issue 7: Navigating US Exceptionalism, Divergence, and Defensive Demand |
2/6/2025
|
| 2025, Issue 6: July Risk Reloaded - Fed, Tariffs and Geopolitics Collide |
2/7/2025
|
| 2025, Issue 5: Shifting Signals - Global Trade and USD Recalibration |
2/6/2025
|
| 2025, Issue 4: Caught Between Trade War and Deals |
7/5/2025
|
| 2025, Issue 3: Bracing for Broader Tariffs |
2/6/2025
|
| 2025, Issue 2: Tariff Threats vs. Softening US Exceptionalism |
3/3/2025
|
| 2025, Issue 1: Pricing in Trump 2.0 |
27/01/2025
|
| 2024, Issue 10: Navigating US Tail Risk |
30/10/2024
|
| 2024, Issue 9: A Data Dependent Path and US Elections in Play |
01/10/2024
|
| 2024, Issue 8: Fed Matters |
02/09/2024
|
| 2024, Issue 7: US Election Phase Intensifies |
01/08/2024
|
| 2024, Issue 6: While Pockets of USD Resilience Linger… |
01/07/2024
|
| 2024, Issue 4: Watching US Data and Central Bank Intervention Risks |
02/05/2024
|
| 2024, Issue 3: US Soft Landing and Central Bank Deliberations |
02/04/2024
|
| 2024, Issue 2: Monitoring US and China Policy Developments |
03/03/2024
|
| 2024, Issue 1: Between US Outperformance and Rate Cut Bets |
26/1/2024
|
| 2023, Issue 10: US Fed Policy and Geopolitical Headwinds |
01/11/2023
|
| 2023, Issue 9: Higher-For-Longer Phase |
03/10/2023
|
| 2023, Issue 8: Still Facing China and US Headwinds |
310/8/2023
|
| 2023, Issue 7: "Peak Rate Hike" Phase |
01/08/2023
|
| 2023, Issue 6: Awaiting China Stimulus |
30/6/2023
|
| 2023, Issue 5: Fed Pause Possibly in Sight |
010/6/2023
|
| 2023, Issue 4: Awaiting Fresh Stresses |
02/05/2023
|
| 2023, Issue 4: Awaiting Fresh Stresses |
02/05/2023
|
| 2023, Issue 3: Traversing Inflation, Growth and Financial Stability Concerns |
04/04/2023
|
| 2023, Issue 2: "A Fine-Tuning Fed Rate Hike" Environment |
03/02/2023
|
| 2023, Issue 1: All About the US, China and Commodities |
27/01/2023
|
| 2022, Issue 10: Pivot Play Risks |
01/11/2022
|
| 2022, Issue 9: Safety First |
03/10/2022
|
| 2022, Issue 8: Stuck Between Tightening Pressures and Growth Fears |
31/08/2022
|
| 2022, Issue 7: Facing Recession with No Fear…? |
29/07/2022
|
| 2022, Issue 6: Global Recession Risk Rises |
01/07/2022
|
| 2022, Issue 5: Whack-a-Mole on Risk Triggers |
01/06/2022
|
| 2022, Issue 4: USD and RMB Extremes |
04/05/2022
|
| 2022, Issue 3: Pricing in Risk Premium |
01/04/2022
|
| 2022, Issue 2: Fed Rate Hike & Russia-Ukraine Conflict Will Dominate |
01/03/2022
|
| 2022, Issue 1: Faster Fed Supportive of USD Bulls for Now |
31/01/2022
|
| 2021, Issue 10: Uneven Policy Normalisation Gets Underway Globally |
03/11/2021
|
| 2021, Issue 9: Interim Hurdles for USD Bears |
01/10/2021
|
| 2021, Issue 8: Fed Taper Time-Bomb Partly Defused |
31/08/2021
|
| 2021, Issue 7: Will USD Bears Assert? |
30/07/2021
|
| 2021, Issue 6: Focus on Delta and Dollar |
01/07/2021
|
| 2021, Issue 5: Shifts in Central Bank Tones |
31/05/2021
|
| 2021, Issue 4: Seasonality Risks and Opportunities |
30/04/2021
|
| 2021, Issue 3: Selectively Fade Dollar Strength |
31/03/2021
|
| 2021, Issue 2: Both Sides of A Coin to Reflation Trade |
26/02/2021
|
| 2021, Issue 1: USD Finds Interim Support |
29/01/2021
|
| 2020, Issue 10: Focusing on Growth Momentum Post US Election |
30/10/2020
|
| 2020, Issue 9: COVID Resurgence and US Political Uncertainty to Undermine Sentiment |
30/09/2020
|
| 2020, Issue 8: Dollar Swings Dominate FX Moves |
31/08/2020
|
| 2020, Issue 7: Softer USD but Seasonality Trends Could Mitigate |
30/07/2020
|
| 2020, Issue 6: Winds are Blowing from Different Directions |
01/07/2020
|
| 2020, Issue 5: US-Sino Relations Share the COVID Stage |
01/06/2020
|
| 2020, Issue 4: Re-openings: Risks and Rewards |
30/04/2020
|
| 2020, Issue 3: Navigating COVID-19 – US as the New Epi-centre |
01/04/2020
|
| 2020, Issue 2: COVID-19 Goes Global |
31/01/2020
|
| 2020, Issue 1: When Will The nCoV Peak? |
28/02/2020
|
| 2019, Issue 10: Optimism on a Leash |
31/10/2019
|
| 2019, Issue 9: A Waiting Game |
30/09/2019
|
| 2019, Issue 8: Feud or Feint |
30/08/2019
|
| 2019, Issue 7: Trumping the Fed with the Tariff Card |
02/08/2019
|
| 2019, Issue 6: Stage Set for US Monetary Easing |
02/07/2019
|
| 2019, Issue 5: Trudging Through the Rifts |
31/05/2019
|
| 2019, Issue 4: Watch Out for Trade Deal and Green Shoots |
30/04/2019
|
| 2019, Issue 3: Easy Monetary Policy Lifebuoy Thrown |
29/03/2019
|
| 2019, Issue 2: Crunch Time for Trade and Brexit |
28/02/2019
|
| 2019, Issue 1: Asian FX Window of Opportunity |
31/01/2019
|
| 2018, Issue 10: US Politics Takes Centre-Stage in Nov |
31/10/2018
|
| 2018, Issue 9: Focus Shifts Towards Europe & UK |
28/09/2018
|
| 2018, Issue 8: Taking The Lead From RMB |
31/08/2018
|
| 2018, Issue 7: Opportunities in Trade War Environment |
31/07/2018
|
| 2018, Issue 6: Trade Deliberations Matter |
29/06/2018
|
| 2018, Issue 5: Watchful of Fed, Italy and EM Vulnerabilities |
31/05/2018
|
| 2018, Issue 4: US Policies In The Driver Seat |
30/04/2018
|
| 2018, Issue 3: Juggling Synchronised Growth vs. Higher Rate Concerns |
29/03/2018
|
| 2018, Issue 2: Familiar Uncertainties in a Normalizing World |
01/03/2018
|
| 2018, Issue 1: Staying The Synchronized Recovery Course |
31/01/2018
|
| 2017, Issue 10: Upside Risk from US Tax Reform Developments |
31/10/2017
|
| 2017, Issue 9: Inflation Expectations, Yield Differentials & China Take Centre-Stage in Oct |
02/10/2017
|
| 2017, Issue 8: Inflation Still in Focus as Growth Navigates Global Political Risks? |
31/08/2017
|
| 2017, Issue 7: Still Taking Cue from US Inflation? |
31/07/2017
|
| 2017, Issue VI: Will Policy Normalisation Gain Momentum? |
30/06/2017
|
| 2017, Issue V: Taking Cue from the Fed in June |
31/05/2017
|
| 2017, Issue IV: Will Growth Enthusiasm and Political Risks Ease in May? |
28/04/2017
|
| 2017, Issue III: Reflation Trade Still on Track Amid EU Political Risks |
31/03/2017
|
| 2017, Issue II: Making Sense of Potential US Tax Reforms, Fed Rate Hikes & Euro Political Risks |
28/02/2017
|
| 2017, Issue I: Waiting for Sustained Signs of Synchronised Export Recovery |
31/01/2017
|
| 2016, Issue X: Uneven USD Strength and Yield Curves in Focus |
31/10/2016
|
| 2016, Issue IX: Rising Volatility and Steeper Yield Curves |
30/09/2016
|
| 2016, Issue VIII: Will Asia Weather Sep FOMC? |
31/08/2016
|
| 2016, Issue VII: Are EM FX in a Sweet Spot? |
01/07/2016
|
| 2016, Issue VI: Should We be Worried About Post-Brexit Uncertainty |
30/06/2016
|
| 2016, Issue V: Cautious Eye on the Fed and UK Referendum |
31/05/2016
|
| 2016, Issue IV: The Elusive Dollar Strength |
29/04/2016
|
| 2016, Issue III: Will This Bullish "Mirage" Continue in April? |
01/04/2016
|
| 2016, Issue II: Busy, Busy March for Central Bank Credibility |
29/02/2016
|
| 2016, Issue I: Adapting to the China and Oil Odd-Curveballs |
29/01/2016
|
