FX Strategy Update July 20–24, 2026 | Geopolitical Risk Takes Center Stage Previous Week’s Performance: +91,725 USD
FX Strategy Update July 20–24, 2026 | Geopolitical Risk Takes Center Stage Previous Week’s Performance: +91,725 USD ■ Market Theme for the Week Ahead The biggest question for next week is: Is the recent surge in oil prices temporary, or the beginning of a new trend? Last week, both the U.S. CPI and PPI came […]
Today’s Market Outlook FX Markets Remain Unusually Quiet Despite Equity Weakness and Rising Middle East Risks
Today’s Market Outlook FX Markets Remain Unusually Quiet Despite Equity Weakness and Rising Middle East Risks ■ Market Overview The foreign exchange market remains surprisingly calm. Since the beginning of July, the U.S. dollar rally has lost momentum, with the Dollar Index gradually drifting lower. USD/JPY continues to trade above 162, while EUR/USD remains in […]
Today’s Market Outlook Dollar Weakness and Yen Weakness Intersect as Markets Turn to U.S. PPI and Middle East Risks
Today’s Market Outlook Dollar Weakness and Yen Weakness Intersect as Markets Turn to U.S. PPI and Middle East Risks ■ Market Overview The Tokyo session has been shaped by a combination of U.S. dollar weakness and Japanese yen weakness. Yesterday’s U.S. CPI report came in below market expectations, pushing Treasury yields lower and triggering broad […]
Today’s Market Outlook All Eyes on U.S. CPI: Will Stronger Inflation Trigger Another Wave of Dollar Buying?
Today’s Market Outlook All Eyes on U.S. CPI: Will Stronger Inflation Trigger Another Wave of Dollar Buying? ■ Market Overview The U.S. dollar rally has paused ahead of today’s inflation report. Yesterday, renewed tensions in the Middle East triggered another wave of safe-haven dollar buying. President Trump adopted a more aggressive stance toward Iran and […]
Today’s Market Outlook Can Safe-Haven Dollar Buying and Japan Selling Extend Further? Markets Focus on GPIF Headlines and Middle East Tensions
Today’s Market Outlook Can Safe-Haven Dollar Buying and Japan Selling Extend Further? Markets Focus on GPIF Headlines and Middle East Tensions ■ Market Overview Markets opened the week with safe-haven demand for the U.S. dollar competing against renewed selling pressure on Japanese assets. Reports over the weekend that tensions between the United States and Iran […]
From Easing Middle East Risks to a Hawkish Fed: The Dollar Reclaims Center Stage
From Easing Middle East Risks to a Hawkish Fed: The Dollar Reclaims Center Stage Market Overview The market narrative has shifted significantly this week. Until recently, the dominant theme was: “Middle East tensions.” This week, however, the focus has moved to: “Expectations of further Federal Reserve tightening.” The United States and Iran completed the signing […]
USD/JPY Approaches 160 Again as Middle East Risks Ease Slightly
USD/JPY Approaches 160 Again as Middle East Risks Ease Slightly USD/JPY has risen into the upper 159 range and is once again approaching the psychologically important 160 level. The main drivers behind the move are: Ongoing interest rate differentials between the United States and Japan Risk appetite supported by strong equity markets A renewed expansion […]
Oil-Led Nervous Market at the Start of the Week | USD/JPY Battles Around 159
Oil-Led Nervous Market at the Start of the Week | USD/JPY Battles Around 159 ■ Market Overview The market opened the week with oil as the primary driver. Iran showing a negative stance toward negotiations Renewed concerns over a potential closure of the Strait of Hormuz Approaching temporary ceasefire deadline → Geopolitical risks are once […]
At the start of next week, a calmer trading atmosphere is anticipated, taking into account the Middle Eastern situation and the economic events later in the week.
At the start of next week, a calmer trading atmosphere is anticipated, taking into account the Middle Eastern situation and the economic events later in the week. The markets are breathing a sigh of relief as tensions between Israel and Iran did not escalate over the weekend. Equity markets in Asia and U.S. stock futures […]