Chief Investment Strategist
Summary: This week, all eyes turn to US jobs data and Powell’s testimony, pivotal in gauging the Fed's trajectory. Despite potential dollar weakness from a NFP miss, FX focus may lean towards crosses over dollar pairs. EUR braces for ECB, while GBP awaits fiscal cues. China's policy direction during the two-sessions could sway AUD more than the yuan. Swiss CPI could impact March rate cut speculations, while NZD's carry appeal remains a steady beacon amidst the flux. Stay vigilant as the market interprets these key events, shaping FX trajectories in the week ahead.
Other recent Macro/FX articles:
4 Mar: Global Market Quick Take - Asia
28 Feb: Navigating Japanese equities: Strategies for hedging JPY exposure
26 Feb: Weekly FX Chartbook: Focus will shift back to inflation and rates trajectory
23 Feb: Nvidia momentum spills over to FX markets
21 Feb: Central bank divergence on the radar: Hawkish RBNZ, Dovish BOC and SNB
19 Feb: Macro & FX Podcast: How the debate about the US economy has shifted
19 Feb: Weekly FX Chartbook: Dollar rally looking stretched, bullish signals for NZD
15 Feb: Swiss Franc’s bearish view gets more legs
14 Feb: Sticky US inflation could make dollar strength more durable
13 Feb: Weekly FX Chartbook: US and UK disinflation story in focus, watch for ECB split widening
9 Feb: Japanese Yen is throwing a warning
8 Feb: FX 101: USD Smile and portfolio impacts from King Dollar
5 Feb: Weekly FX Chartbook: More and more reasons to stay long US dollar
1 Feb: FOMC out, BOE and NFP next – will the hawkish waves continue?
Quarterly Outlook
Chief Investment Strategist
Quarterly Outlook
Head of Fixed Income Strategy
Quarterly Outlook
Chief Investment Strategist
Quarterly Outlook
Chief Investment Strategist
Quarterly Outlook
Head of Commodity Strategy
Quarterly Outlook
Chief Investment Strategist
Quarterly Outlook
Chief Investment Strategist
Quarterly Outlook
Chief Investment Strategist
Quarterly Outlook
Head of Fixed Income Strategy
Quarterly Outlook
Head of Commodity Strategy
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