Currency Analysis & Opinion

China using Russia to get at the US as trade tensions rise; Threat of leadership challenge weighing on sterling; BoE tomorrow likely to be uneventful. US futures are trading relatively unchanged...

Wednesday September 12: Five things the markets are talking aboutIt’s ‘hump’ day and despite the contained trading ranges across the various asset classes, investors have a lot to...

Emerging markets are a disparate group based on their various economic narratives. But as investors seek to decrease their risk to the asset class, EM stress is growing with the risk that current...

Market OverviewFinancial markets continue to run in this air of caution amidst the backdrop of trade tensions where there is seemingly a lack of willingness to take on risk. This comes despite a...

By Kathy Lien, Managing Director of FX Strategy for BK Asset Management.It was an extremely volatile day for sterling. Taking a look at how GBP/USD traded on an intraday basis, there were at least 3...

Market UpdateThis morning saw European equity indices fall sharply with the DAX hitting a new multi-month low, before bouncing back noticeably. Risk assets were once again hit amid rising trade...

GBP plunges after initial post-data gains; EUR edges lower despite better sentiment surveys; Brexit, US/China tariffs and US/EU negotiations remain in focus. The start of the European session has been...

Brexit continues to grab attention: still unsolved are the customs union and the Irish border.A pound rally remains driven by talk, thus driving currency volatility higher. For now the trend is...

Sterling broadly held onto Monday’s gains as Tuesday got underway, Michel Barnier’s pound-whisperer act sending the currency to multi-week peaks.The EU’s chief negotiator had said...

Market OverviewThere is a sense of a more positive appetite for risk that has taken hold across the forex markets today. This has crept in as reports that the White House is preparing another meeting...

Brexit optimism sends pound to 5 week highIts been a good day for the pound all round. Not only is the UK economy bouncing along at a stronger pace than forecast, but, according to EU Chief Negotiator...

The pound is rallying on Monday and for the second time in a couple of weeks, it’s the EU chief Brexit negotiator – Michel Barnier – that’s responsible. Sterling has become...

September is a busy month in the Forex market where economic performance and monetary policy divergences is becoming very apparent.Last week we had the Reserve Bank of Australia and Bank of Canada...

Market OverviewAs if we did not already know it, Donald Trump seems to want to continue to ramp up the rhetoric in the trade dispute with China. Perhaps what we did not know was that Trump is willing...