Currency Analysis & Opinion

General market themeAs we mentioned in our analysis yesterday the focus has turned to Europe over the past 24 hours as the release of important reports from the Eurozone and the UK attracted...

Often with markets it’s a case of knowing whether the tail is wagging the dog. In other words, to what degree is the turmoil in markets a reflection of the financial risks and real economy, or...

By Kathy Lien, Managing Director of FX Strategy for BK Asset Management. Now that the holidays in Asia and North America are behind us, currencies are once again on the move. The relief rally in...

Theory into practiseNegative interest rates were once confined to the models and thought experiments of economic academics.But in recent times this most unconventional of monetary policy tools has...

General market themeThe dollar remained in control during the first 24 hours of trading this week, extending its gains on the back of the strong Retail Sales report last Friday. Yesterday there was a...

This week’s sheer number of top-tier economic data from the UK economy means the focus will be on sterling, which has been pounded recently because of receding expectations about a Bank of...

General market themeOn Friday the price action revolved mainly around the dollar as the market participants were focused on the US currency in light of the Retail Sales report. The consumer report was...

First, about last week’s forecast:- the forecast for EUR/USD panned out 100% – the pair remained in a sideways trend until mid-week, then, after Fed Chairwoman Janet Yellen’s speech,...

The US dollar has fallen quite sharply in recent days on receding expectations about another Federal Reserve rate increase this year. The dollar’s weakness has been clearly evident in the...

By Kathy Lien, Managing Director of FX Strategy for BK Asset Management. For the first time in 10 trading days, the U.S. dollar ended the week higher against the Japanese yen thanks to...

By Kathy Lien, Managing Director of FX Strategy for BK Asset Management.Will the U.S. dollar ever stop falling? The answer is -- of course -- that it will. But the real question to ask is when. Since...

The various ways that major economies are dealing with sustained global weakness comes out in the policies enacted by their representative Central Banks, with some of the latest moves exemplifying the...

By Kathy Lien, Managing Director of FX Strategy for BK Asset Management.According to Janet Yellen, no decisions have been made about raising interest rates in March. But don’t be mistaken...