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FX Viewpoint: Various Landing Scenarios & the USD

FX Viewpoint: Various Landing Scenarios & the USD

Challenging inflation and growth dynamics point to rising policy uncertainty as the global monetary tightening cycle matures. As the data has evolved, so too has the debate over which landing scenario will ultimately come to fruition later this year: “hard landing,” “soft landing,” or “no landing.”
ACY Securities | 411 일 전
FX Compass

FX Compass

Last week's US core PCE data surprised us with an upside surprise, prompting me to expect a further increase in US terminal rate expectations and consequently, the strength of the USD.
ACY Securities | 411 일 전
RBA Predicted to Slash Interest Rates 7 Times in 2024-2025

RBA Predicted to Slash Interest Rates 7 Times in 2024-2025

Nathan Bray has a look at the Australian Dollar and Economy after the recent CPI data release suggests that prices are falling. The monthly Consumer Price Index (CPI) indicator rose 7.4 per cent in the year to January 2023, according to the latest data from the Australian Bureau of Statistics (ABS).
ACY Securities | 412 일 전
A Hawkish Fed Is Supporting the US Dollar

A Hawkish Fed Is Supporting the US Dollar

The US Dollar is moving higher, as risk aversion and interest rate differentials boost the currency. Duncan Cooper from ACY Securities made his debut on 'the trade' to discuss the US Dollar, along with a few currency pairs.
ACY Securities | 412 일 전
BIG PICTURE USD EUR GBP JPY

BIG PICTURE USD EUR GBP JPY

Rising geopolitical risks in China is triggering large-scale damage to China-sensitive assets, despite improving growth data there. Meanwhile, US labor data remains firm, ISM has upside risks and used car prices may rise again. The perfect storm is brewing in favor of the dollar, at least, near term.
ACY Securities | 412 일 전
USD: A Sharp Rebound for the US Dollar in February

USD: A Sharp Rebound for the US Dollar in February

The FX market had a quiet start to the week, with the Swedish krona and pound being the best performers yesterday. However, for the month as a whole, the US dollar has shown strength, staging a strong rebound after a significant sell-off between September and February.
ACY Securities | 412 일 전