Insights

Weight of Uncertainty Sinks USD U.S trade policy and the global response to tariffs were a primary FX driver in March, but the focus on tariffs was less singular this …

Uneven tariff talk and weaker outlook weigh on USD tariffs remained front and centre throughout February as markets re-evaluated the credibility of Trump’s threats. Following the postponement of tariffs on …

The concept of stability in the Chinese currency has been of great interest to investors, especially since the introduction of the People’s Bank of China’s (“PBoC”) preferred measure of CNY …

DeepSeek AI sows uncertainty in FX markets economic data largely played second fiddle to the headlines this month, with FX price action driven primarily by President Trump’s tariff threats and …

In our quarterly commentary we take a detailed look at the drivers of developed and emerging markets currencies over the quarter, and share our analysis of events that may impact …

FOMC wraps up 2024 with hawkish cut Major central banks convened in droves ahead of the holidays, making their final policy decisions of the year and setting the tone for …