This report outlines G10 FX strategy heading into U.S. payrolls, favoring tactical USD longs despite recent month-end volatility. It highlights a cautious approach to JPY and commodity currencies while monitoring central bank rhetoric.
Key Takeaways
- 1.Market focus is shifting toward the upcoming U.S. payrolls (NFP) data and potential Federal Reserve commentary following month-end rebalancing.
- 2.The author maintains a tactical USD long bias, utilizing recent pullbacks to increase positions while remaining cautious on specific commodity-linked currencies.
Table of Contents
- G10 FX
- JPY
- CHF
- AUD
- NZD
- CAD
- SEK
- NOK
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Authors
Laoise Ni Thighearnaigh
Securities
USDCHFEURGBP
Themes
Central Bank CommunicationNFP AnticipationUS Dollar Exceptionalism
Regions
GlobalEuropeUnited StatesJapanAustralia