This report provides a daily overview of G10 FX markets, emphasizing continued US dollar strength and a tactical approach to G10 and EM currency pairings. It notes cautious positioning ahead of US CPI data and upcoming ECB and BoJ policy signals.
Key Takeaways
- 1.Maintaining dollar length in G10 and selling USD rallies versus EM currencies.
- 2.BoJ headlines suggest a rate hike in June, but potential dovish signals on quantitative tightening could pressure the JPY.
- 3.Market is in a wait-and-see mode ahead of critical US inflation data.
Table of Contents
- G10 FX
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Authors
Laoise Ni Thighearnaigh
Securities
USDEUR
Themes
Monetary PolicyGeopoliticsUS Economic Growth
Regions
GlobalAsia PacificEuropeUnited StatesJapanAustralia