FX

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.
Research

Exclusive Banxico Post-Decision Report: Pledge to hold
Banxico left the policy rate unchanged at 6.50% on August 6.
Research

Exclusive AUD/USD - waiting for clues
Despite a move lower today, AUD/USD has been gently trending higher since the start of July.
Research

Australia agribusiness monthly August 2026: War impacts fuel and grain prices
Here are the main highlights for some of Australia’s key commodities and economic influences this month.
Update

New Zealand agribusiness monthly August 2026: Good prices, but plenty to watch
Here are the main highlights for some of New Zealand’s key commodities and economic influences this month.
Update

Exclusive GBP squaring the circle
The pound is the third worst performing G10 currency on a 1-month view after the CHF and the USD.
Research
