FX Markets Chart Pack FX Markets Chart Pack (Aug. 2024) Weaker-than-expected US data and a dovish shift from the FOMC have led to a sharp fall in interest rate expectations in the US, driving the dollar down as the market turmoil at the start of August has... 30th August 2024 · 1 min read
FX Markets Chart Pack FX Markets Chart Pack (Jul. 2024) The US dollar has remained rangebound against most other major currencies in July, even as expected interest rates have fallen sharply in the US in the wake of softer inflation and employment data... 2nd August 2024 · 1 min read
FX Markets Chart Pack FX Markets Chart Pack (May. 2024) The US dollar has fallen back across the board in May as expected interest rate differentials have shifted against the US vis-à-vis many other economies, and risk sentiment has recovered. Overall, the... 31st May 2024 · 1 min read
FX Markets Chart Pack FX Markets Chart Pack (Apr. 2024) The US dollar has made further gains against most major currencies over the past month or so. Interest rate expectations have continued to pick up in the US and in most places outside Asia, weighing... 30th April 2024 · 1 min read
FX Markets Chart Pack FX Markets Chart Pack (Feb. 2024) The US dollar has made further gains against most major currencies over the past month or so. Interest rate expectations have edged higher in the US and in most places outside Asia, weighing... 28th February 2024 · 1 min read
FX Markets Chart Pack FX Markets Chart Pack (Jan. 2024) After its sharp fall at the end of 2023, the US dollar has risen against most major currencies so far this year. Interest rate expectations have rebounded a bit in the US and in most places outside... 30th January 2024 · 1 min read
FX Markets Chart Pack FX Markets Chart Pack - November 2023 Despite a rebound over recent days, the dollar fell sharply in November and, in aggregate, is now roughly flat on the year as a whole. With interest rate expectations shifting down decisively in the... 30th November 2023 · 1 min read
FX Markets Chart Pack FX Markets Chart Pack (Oct. 2023) The dollar stayed strong in October but failed to add much to its broad-based rally since July. We think elevated US yields are likely to keep the greenback on the front foot, particularly if risk... 31st October 2023 · 1 min read
FX Markets Chart Pack FX Markets Chart Pack (Aug. 2023) Our FX Markets Chart Pack has been updated with the latest data and our analysis of recent developments. The dollar has rebounded in August but remains broadly unchanged on the year so far. We... 31st August 2023 · 1 min read
FX Markets Chart Pack FX Markets Chart Pack (Jul. 2023) The dollar remains broadly unchanged on the year so far, but we continue to think that it (and the yen) will rally over the second half of the year as the long-anticipated recessions finally takes... 31st July 2023 · 0 mins read
FX Markets Chart Pack Crosswinds continue in currency markets The US dollar has rebounded in recent weeks as resilient US economic data and renewed hawkish noises from the FOMC have revived the “higher for longer” narrative, shifting relative interest rate... 31st May 2023 · 8 mins read
FX Markets Chart Pack We think a rebound in the US dollar is still on the cards The US dollar has weakened again over the past month or so, leaving it only somewhat higher in trade-weighted terms since the start of its rally at the start of 2022. In other words, the greenback has... 26th April 2023 · 10 mins read
FX Markets Chart Pack We expect the US dollar to continue to edge higher Stronger-than-expected data out of the US have pushed up US yields more than elsewhere and drove the greenback higher against most currencies for the first time since its cyclical peak in October of... 23rd February 2023 · 11 mins read
FX Markets Chart Pack We still think safe-haven demand will push up the USD Optimism around China’s rapid re-opening and stronger-than-expected data out of Europe have put continued pressure on the US dollar over the past month or so. In turn, we have revised down our... 26th January 2023 · 11 mins read
FX Markets Chart Pack We expect the dollar to rebound in the new year The dollar has stabilised over the past month after its sharp fall in November, and we continue to think that a slowing global economy and worsening risk sentiment will lead to another (possibly final... 21st December 2022 · 9 mins read
FX Markets Chart Pack US dollar skids on rebound in risk sentiment Renewed optimism in global markets – in large part tied to hopes for a Fed “pivot” – pushed the US dollar down against most major currencies last month. But with a global recession on the horizon, we... 1st December 2022 · 11 mins read
