The USD/JPY pair has typically exhibited a positive correlation with US Treasury yields, especially since the early 2000s. When US yields...

**As seen in Online Tools > IMM Positioning, get full access now! Leveraged funds showed mixed sentiment across currencies. They...

**As seen in Online Tools > FX Factors, get full access now! Historically, August is a month associated with increased stock market...

Despite the easing of market tensions in early summer, the USD remained on the back foot and was not following the lead of short-term...

In DM, stay short USD vs. EUR, Antipodeans, CAD and JPY, the latter as a defensive hedge. Stay overweight Scandi FX vs. EUR on cheap...

The composition is shifting significantly. For example, many of the US's major trading partners, including Japan, Korea, China, Canada,...

**As seen in Online Tools > Risk Map, get full access now! Our macro catalysts map for the week ahead flags FOMC meeting minutes, the...

**As seen in Online Tools > IMM Positioning, get full access now! The latest week has shown a notable increase in the positioning of...

**As seen in Online Tools > Calendar, get full access now! The economic calendar for Wednesday August 20 holds U.K. inflation figures,...

**As seen in Online Tools > FX Session, get full access now! The range and average performance metrics outlined below utilize the dollar...

Without stronger and more lasting stimulus measures, particularly the ones targeting service consumption, sustaining the momentum from...

The JGB market is now factoring in more than just fiscal expansion. Indeed, investors are also wary of a renewed drop in liquidity. Even...

**As seen in Online Tools > Chart Grid, get full access now! cablefxm.co.uk Yen crosses remain within recent range as election risks push...

During the summer, especially in July and August, trading activity typically declines as numerous market participants, such as...

we’re seeing early signs of movements. China was hit with the most punitive tariffs of all U.S. trade partners again, and saw a steep...

The Banxico differential versus the Fed funds rate is 3.7%. That’s some 100bp below the 15yr average. The all-time low was 2.9%, back in...

Canadian pension funds’ overall FX hedge ratio is low in levels terms, and also relative to peers ( Hedge ratios were at the bottom of...

Data from G10FX returns vs USD, volatility, rates and macro indicators stand as of June 2025 close to represent 1H drivers. This post...

**As seen in Online Tools > Risk Map , get full access now! cablefxm.co.uk Main macroeconomic catalysts ahead: U.K. Inflation Rate: The...

The SNB will be forced to take rates negative again when it next meets for a policy decision in September. Some think that a hot...