FX
Exclusive USD - oil prices and the Fed
The US’s energy exporter status likely helped renew the USD’s safe haven credentials at the start of the Iran war
Exclusive USD/JPY - here we go again?
The US July CPI inflation data tomorrow is billed as the most important economic data release of the week. For the Japanese authorities this is almost certainly the case.
Exclusive GBP - data watching
There is a fairly wide spread of estimates for Q2 UK GDP from contributors to the Bloomberg survey.
Exclusive EUR - can it/should it strengthen?
At the end of last month EUR/USD lurched higher. On Friday, the currency pair traded at its highest levels since June 17.
Exclusive CFTC FX speculators' positioning: USD — Up and down
USD net longs have increased for the third week a row, to the highest level since December 2022.
Exclusive USD/JPY - whose problem?
FX markets were dominated at the start of the week by the news of the concerted intervention by the Japanese and US governments to soften USD/JPY.