The report provides a tactical update on G10 currency markets, maintaining a bullish outlook on the USD and specific long positions in AUD/NZD and USDCAD. It also highlights risks regarding potential political shifts in the UK and Japanese Ministry of Finance intervention in USDJPY.
Key Takeaways
- 1.Bullish on USD in G10, particularly against CHF.
- 2.Anticipating potential Japanese MoF intervention in USDJPY.
- 3.Long AUD/NZD view remains due to RV outperformance status.
Table of Contents
- G10 FX
- Country Specific Disclosures
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Authors
Laoise Ni Thighearnaigh
Securities
USDJPYBrent Crude
Themes
Central Bank DivergenceGeopolitical UncertaintyFX Carry Trades
Regions
Asia PacificEuropeUnited StatesJapanSwitzerland