Currency Analysis & Opinion

By Kathy Lien, Managing Director of FX Strategy for BK Asset Management. It’s Election Day here in the U.S. and in a few hours we’ll know who becomes the 45th President of the United...

Market OverviewThe market view looks to be that with the FBI deciding not to prosecute Hillary Clinton over the use of a private email server, this now clears the way for her way to victory into the...

Last week’s High Court decision regarding a parliamentary vote and the triggering of Article 50 may highlight the deep political divisions within the UK, but traders want to know whether it is a...

For obvious reasons, the focus in the FX markets is on the dollar this week. Much has been said about it: if Clinton wins, this will happen and if Trump wins that will happen.The truth is, no one...

USD strength was witnessed over the Asia session earlier today as the FBI cleared Clinton on the email issue. However, the GBP/USD has been bought on dips as the trend switched from intra week bearish...

David Cameron staked his political career on the UK referendum and lost. Unfortunately, this hasn’t been the only consequence of his ill-fated confidence that the UK would vote...

By Kathy Lien, Managing Director of FX Strategy for BK Asset Management. Now that the Federal Reserve’s monetary policy meeting and U.S. nonfarm payrolls reports are behind us, investors can...

Market OverviewAfter several days of dollar correction, the bulls are starting to build support again which is starting to unwind some of the recent safe haven flows ahead of Non-Farm Payrolls. The...

Forget the Bank of England meeting today, it is all about politics as far as the pound is concerned. Sterling jumped across the board on news that the UK government has lost a High Court ruling on...

As explained in yesterday's article, the main reason for USD weakness now, is de-risking ahead of elections. Adding to lower than expected US ADP, we might assume that NFP too, will be lower then...

Market OverviewMarkets remain fearful of a Donald Trump victory and the dollar is under pressure. Safe haven assets such as US Treasuries, the Japanese yen and gold are rallying, whilst higher risk...

By Kathy Lien, Managing Director of FX Strategy for BK Asset Management. The U.S. dollar traded slightly higher after the FOMC meeting but the Federal Reserve failed to impress so the greenback still...

Well, no one had expected the Federal Reserve to raise rates just days before the presidential election and so it proved that way. The case for a December hike has “continued to...

Recent suggestions in the media that Trump is closing the gap in the polls ahead of the US election is putting further pressure on the MXN. Trump's plans are to do better trade deals with Mexico, and...