FX
Exclusive JPY - faster?
Over the past few weeks the market has been debating whether the MoF is deliberating over a change of tactics with respect to how it can support the JPY.
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Exclusive GBP - new and old
UK markets have now had a few hours to react to PM Burnham’s new cabinet.
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Exclusive NOK - reassessing?
Norwegian price pressures were also more moderate than expected last month with the headline rate at 2.7% coming in below both the median expectation of 3.1%.
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Exclusive CFTC FX speculators' positioning: CAD - Not much too love
CAD net shorts have risen for ten straight weeks, to the highest since January 2025.
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Exclusive GBP - unashamedly judgemental
GBP investors appear willing to greet political change in the UK with hope and optimism - for now.
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Exclusive GBP - honeymoon?
On a 3-month view the pound is the second best performing G10 currency after the USD.
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