Insights

Our June market commentary explores how a resurgent US dollar, stronger economic data and a hawkish shift from new Fed Chair Kevin Warsh reshaped currency markets. Against this backdrop, evolving …

Our latest market commentary explores how geopolitical tensions, energy disruption and shifting central bank expectations shaped currency markets in May. From renewed USD strength and Japanese intervention to rising pressure …

The ceasefire between the US and Iran unwound much of the US dollar’s safe-haven support, sending it back toward pre-conflict levels as risk sentiment recovered. This comes despite continued concerns …

In March, the USD appreciated vs all other G10 currencies in response to the Iran War. Speculation surrounding energy vulnerability and possible monetary policy response weighed most on net energy …