Forex

AUD/JPY firmed modestly on Wednesday, climbing around 0.4% as the Reserve Bank of Australia's (RBA) hawkish stance continues to underpin the Australian Dollar (AUD) side of the…

BNY’s EMEA Macro Strategist Geoff Yu reports that Latin American sovereign debt positioning in global portfolios has climbed to multi-year highs, with combined holdings in Brazil,…

Norwegian Cruise Line Holdings (NCLH) doesn't do anything quietly. The company that pioneered "Freestyle Cruising" back in 1966 delivered a very un-freestyle moment for its bears…

Standard Chartered’s Madhur Jha and Ethan Lester highlight that around 80% of global trade moves via sea routes, with Asia, and particularly China, increasingly dominant in port…

BNY’s EMEA Macro Strategist Geoff Yu notes that FX risk appetite and carry trades have stayed resilient despite weaker global equities, with investors adding to overheld…

The Japanese Yen (JPY) weakens against the US Dollar (USD) on Wednesday, with USD/JPY climbing nearly 0.78% as renewed demand for the Greenback underpins the pair. At the time of…

Key pointsThe current selloff isn’t “AI is over” — it’s a rotation from AI pioneers priced for perfection toward AI enablers with nearer-term cashflows and pricing power.Asia’s…

Rabobank’s Senior US Strategist Philip Marey expects the FOMC to deliver three 25 bps cuts in 2026, but now sees the easing cycle starting in June rather than March. Stronger US…

The Minutes of the United States (US) Federal Reserve’s (Fed) January 27-28 monetary policy meeting will be published on Wednesday at 19:00 GMT. The US central bank decided to…

EUR/GBP trades on the back foot on Wednesday as the Euro comes under pressure following media reports that Christine Lagarde may step down as head of the European Central Bank…