Insights

July was shaped by geopolitical risk and shifting central bank tone. Escalating tensions around Iran and the Red Sea kept oil prices elevated, supporting commodity currencies while pressuring energy importers …

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 …