Weekly Report
EUR/USD (6E) — Divergent central bank policy expectations with Fed on hold and ECB signaling…
EUR range-bound near 1.20 as both Fed and ECB signal patience; markets await fresh catalysts
FX
Weekly Report
USD/JPY (6J) — Japanese 10-year yields at 21st century highs (2.26%) creating fiscal…
BOJ to maintain gradualist policy normalization with hold likely through Q1; yen consolidation with slight bearish bias on persistent USD strength and fiscal concerns
Weekly Report
GBP/USD (6B) — Bank of England February 5 rate decision with markets now pricing HOLD at 3.75%…
Neutral to mildly bullish consolidation expected with markets now pricing BoE HOLD at February 5 meeting as persistent 3.4% inflation forces hawkish recalibration while USD weakness provides tailwind
Weekly Report
AUD/USD (6A) — RBA hawkish regime shift with February 2-3 meeting now pricing 25bp hike to…
Rapidly shifting from bearish expecting RBA cuts toward constructive bullish recognizing inflation-driven hawkish floor creates unprecedented support with markets pricing 60-70% February hike probability