The report highlights a market rally following a U.S.-Iran ceasefire agreement and anticipates a busy week of central bank decisions, including the Federal Reserve and Bank of Japan. The author maintains a cautious stance on USD and suggests favor for specific cross-currency trades.
Key Takeaways
- 1.U.S. and Iran reached an interim ceasefire agreement, leading to a de-escalation in Middle East tensions and downward pressure on oil prices.
- 2.Market focus is shifting to upcoming central bank meetings, particularly the Fed under the new Chair, and Bank of Japan's rate decision.
Table of Contents
- G10 FX
- Country Specific Disclosures
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Authors
Laoise Ni Thighearnaigh
Securities
USDCHFEUR/GBP
Themes
Geopolitical De-escalationCentral Bank Policy Uncertainty
Regions
Middle EastEuropeAsia PacificUnited StatesIranSwitzerland