FX Fundies Cheat Sheet for November 17 – 21, 2025
After the longest U.S. government shutdown in history finally ended, currency markets face a new challenge: figuring out what comes next.
After the longest U.S. government shutdown in history finally ended, currency markets face a new challenge: figuring out what comes next.
As shown on today’s USD/CHF chart, the US dollar has dropped against the Swiss franc to its lowest level in three months. In December, the pair has declined by around 1.9%. This move reflects not only US dollar weakness—driven by expectations of further Federal Reserve rate cuts in 2026—but also the strength of the franc,…
USD/JPY failure to have a clear break below 140.25 coupled with BoJ Governor Ueda’s cautious rhetoric has increased the odds of a mean reversion rebound. A swift increase in large speculators’ net bullish open positioning in the JPY futures market to a 5-year high makes the USD/JPY vulnerable to a short squeeze. Watch the key…
Central banks and climate change are now closely linked in global financial strategies. As climate change impacts grow, central banks realize the urgent need to act. They recognize that climate change threatens financial stability, global markets, and economies. Sustainable finance has become an essential focus, shaping strategies for a greener, more resilient financial system. European…
The euro is steady on Monday. EUR/USD is trading at 1.0714 in the North American session, up 0.10% on the day. French election triggers market turmoil France’s financial markets took a tumble late last week, as investors are nervous about the snap parliamentary election at the end of June. There are fears that the extreme…
Food stamps were cut this week and it looks like air travel is next. Sources cited by Reuters say the Federal Aviation Administration is working to hammer out details of flight cuts that will start tomorrow. That’s going to make a different subset of voters angry and might even get politicians to start working together….
The United Arab Emirates experienced a slight moderation in private sector loan growth in August 2024, with the rate of increase settling at 8.17%, compared to the previous year-over-year growth rate of 8.40% recorded in the same month. The updated data, released on December 4, 2024, highlights a marginal deceleration in the financial sector’s expansion…