Podcasts about usd jpy

Today, a look at the steep JPY sell-off post Bank of Japan rate hike as the market was gunning for a firmer commitment to BoJ hiking and a stronger US dollar was already weighing in the background. Also, the BoE surprised slightly dovishly but moved to stabilize the long end of the UK yield curve. Also, we look at the pivotal situation for US stocks as we navigate triple witching ahead of next week's action. This and more on today's podcast, which is hosted by Saxo Global Head of Macro Strategy John J. Hardy Links John's latest The FX Trader piece looking at the Bank of Japan reaction, Bank of England meeting and USDJPY technicals. The Real Eisman Playbook podcast poo-poohs the idea that AI security concerns are the real driver of Anthropic's call for a "slowdown".  And FTAlphaville is out joining the dots with its latest AI cross-commitment diagram showing how all of the AI companies financing is interconnected. Read daily in-depth market updates from the Saxo Market Call and the Saxo Strategy Team here. Please reach out to us at marketcall@saxobank.com for feedback and questions. Click here to open an account with Saxo. Intro music by AShamaluevMusic DISCLAIMER This content is marketing material. Trading financial instruments carries risks. Always ensure that you understand these risks before trading. This material does not contain investment advice or an encouragement to invest in a particular manner. Historic performance is not a guarantee of future results. The instrument(s) referenced in this content may be issued by a partner, from whom Saxo Bank A/S receives promotional fees, payment or retrocessions. While Saxo may receive compensation from these partnerships, all content is created with the aim of providing clients with valuable information and options.

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Today, noting the significant technical break lower for USDJPY and what may come next, with spiking energy prices somewhat of a headwind for JPY bulls and for global risk sentiment in general. At what point could energy prices suddenly seize more of the market's attention bandwidth? Elsewhere, we look into the record copper price, which is partially related to Hormuz Strait woes, Amazon's abuses of its monopoly status, geopolitics and much more. Hosting today's pod is Saxo Global Head of Macro Strategy John J. Hardy.  Links John's The FX Trader piece from today, focusing mostly on the yen. Cory Doctorow carves up Amazon for its "payola" practices and aggressive extraction of profits, even for shipping, from the sellers on its platform. Here's a podcast that goes into where risk may be hiding in the cozy relationship between some insurance companies and private credit outfits.  Read daily in-depth market updates from the Saxo Market Call and the Saxo Strategy Team here. Please reach out to us at marketcall@saxobank.com for feedback and questions. Click here to open an account with Saxo. Intro music by AShamaluevMusic DISCLAIMER This content is marketing material. Trading financial instruments carries risks. Always ensure that you understand these risks before trading. This material does not contain investment advice or an encouragement to invest in a particular manner. Historic performance is not a guarantee of future results. The instrument(s) referenced in this content may be issued by a partner, from whom Saxo Bank A/S receives promotional fees, payment or retrocessions. While Saxo may receive compensation from these partnerships, all content is created with the aim of providing clients with valuable information and options.  

Steve discusses the Japanese yen's recent strength and why investors using it as a funding vehicle should re-examine their sensitivity to further appreciation.Speaker:- Steve Brice, Global Chief Investment Officer, Standard Chartered Bank  For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.

Iran warned that economic warfare will be met with a maritime exclusion zone from the Persian Gulf to the blockade perimeter, and said it has the ability to strike ships participating in the US blockade.Yemeni forces reportedly launched ballistic missile and drone attacks on targets in Saudi Arabia, including around Khamis Mushait, Abha airport and King Khalid Airbase.Canada's retaliatory tariffs on US goods took effect as scheduled, while US President Trump called for a halt to US sales of Bombardier aircraft.USD/JPY extended declines and briefly dipped beneath the 153.00 level as the yen continues to strengthen amid BoJ rate hike expectations; Japanese GDP was revised higher and wage growth beat expectations. APAC stocks traded mixed in the absence of a lead from Wall Street; European equity futures indicate a flat cash market open.Looking ahead, highlights include German Trade Balance (Jul), US ADP Employment Change Weekly. Speakers include ECB's Elderson, BoE's Bailey, Ramsden, Greene & Taylor. Supply from the Netherlands, Germany & the US.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Send us Fan MailDollar/yen drops to 154, supported by BoJ hike bets, but move looksstretched. Oil jumps again on ME newsflow; risk of $100 WTI oil price isrising. Markets prepare for Thursday's buybacks and US data. Goldstabilizes at $4,400, bitcoin drops below $80k again.Risk Warning: Our services involve a significant risk and can result in the loss of your invested capital. *T&Cs apply.Please consider our Risk Disclosure: https://www.xm.com/goto/risk/enRisk warning is correct at the time of publication and may change. Please check our Risk Disclosure for an up to date risk warningReceive your daily market and forex news analysis directly from experienced forex and market news analysts! Tune in here to stay updated on a daily basis: https://www.xm.com/weekly-forex-review-and-outlookIn-depth forex news analysis on all major currencies, such as EUR/USD, USD/JPY, GBP/USD, USD/CHF, USD/CAD, AUD/USD

Today, most interesting to note that the positive US jobs report was unable to inspire sustained new highs in US treasury yields or spark a US dollar rally, with USDJPY even breaking down below critical support to start the week as US markets are closed for the extended Labor Day holiday. Elsewhere, AI hardware stocks are trying to get back their mojo as OpenAI has released its latest model. More on the earnings and macro focus for the week ahead and much more also on today's pod, which is hosted by Saxo Global Head of Macro Strategy John J. Hardy. Links An X post by "JH" describing the alarming copper supply shortage that must be overcome, likely with a tremendous price signal, if we are to continue building out AI and electrifying our economies. OpenAI's chief scientist with a piece on the prospects of AI achieving new levels of super-human intelligence and the implications in a piece somewhat ominously titled An Alien Mind. In the wake of watershed Germany elections at the weekend in Saxony-Anhalt and other events across Europe and elsewhere, Michael Every's latest piece follows the threads connecting political events across Europe and around the world.  Read daily in-depth market updates from the Saxo Market Call and the Saxo Strategy Team here. Please reach out to us at marketcall@saxobank.com for feedback and questions. Click here to open an account with Saxo. Intro music by AShamaluevMusic DISCLAIMER This content is marketing material. Trading financial instruments carries risks. Always ensure that you understand these risks before trading. This material does not contain investment advice or an encouragement to invest in a particular manner. Historic performance is not a guarantee of future results. The instrument(s) referenced in this content may be issued by a partner, from whom Saxo Bank A/S receives promotional fees, payment or retrocessions. While Saxo may receive compensation from these partnerships, all content is created with the aim of providing clients with valuable information and options.  

Send us Fan MailStrong jobs report fails to boost dollar as traders look to CPI data instead. Yen stays bid, gold on the slide again. Euro steady after far-right win in Germany, ECB decision awaited. Oil edges higher as US-Iran attacks continue.Risk Warning: Our services involve a significant risk and can result in the loss of your invested capital. *T&Cs apply.Please consider our Risk Disclosure: https://www.xm.com/goto/risk/enRisk warning is correct at the time of publication and may change. Please check our Risk Disclosure for an up to date risk warningReceive your daily market and forex news analysis directly from experienced forex and market news analysts! Tune in here to stay updated on a daily basis: https://www.xm.com/weekly-forex-review-and-outlookIn-depth forex news analysis on all major currencies, such as EUR/USD, USD/JPY, GBP/USD, USD/CHF, USD/CAD, AUD/USD

Today, a look at the very confusing comments from the Fed's Waller, who waxed dovish so soon after Chair Warsh's recent hawkish musings that the market doesn't know what to do with the next FOMC meeting. Gold and crypto rose sharply on Waller's comments. Also, important incoming US jobs data today for the US treasury market, but especially for USDJPY after the big move higher in the JPY this week, which arguably has more fundamental support than previous rounds of official intervention were able to provide. This and much more on today's pod, especially on another good day for Tesla and whether we are at some kind of Cybercab inflection point. Hosting today is Saxo Global Head of Macro Strategy John J. Hardy. Links Bloomberg discusses the odd meeting of Japan's largest (and word's largest) pension fund and whether this means a raise of allocation to Japanese government bonds, with this story likely an important contributor to the recent JPY rally. A Tech Crunch article discusses Tesla's polling the market for anyone interested in operating Cybercab fleets. I didn't cover on today's pod that apparently, the post-Cybercab event coverage late yesterday was somewhat negative.  Read daily in-depth market updates from the Saxo Market Call and the Saxo Strategy Team here. Please reach out to us at marketcall@saxobank.com for feedback and questions. Click here to open an account with Saxo. Intro music by AShamaluevMusic DISCLAIMER This content is marketing material. Trading financial instruments carries risks. Always ensure that you understand these risks before trading. This material does not contain investment advice or an encouragement to invest in a particular manner. Historic performance is not a guarantee of future results. The instrument(s) referenced in this content may be issued by a partner, from whom Saxo Bank A/S receives promotional fees, payment or retrocessions. While Saxo may receive compensation from these partnerships, all content is created with the aim of providing clients with valuable information and options.

Crude futures kept afloat but with gains limited following the previous day's two-way trade and with a lack of major new geopolitical developments.USD/JPY recouped some losses after sliding as the yen recently outperformed due to intervention risks and hawkish BoJ rate hike bets.Norway's USD 2.3tln sovereign wealth fund manager has proposed an overhaul of its government bond portfolio that could see it cut its holdings of US Treasuries by about USD 80bln, as it looks to other types of debts to try to boost returns, according to FT.APAC stocks took impetus from the positive global risk sentiment and lower yield environment; European equity futures indicate a flat cash market open.Looking ahead, highlights include German Factory Orders (Jul), EZ Retail Sales (Jul), US Jobs Report (Aug), Canadian Jobs Report (Aug). Speakers include BoE Governor Bailey & ECB's Lane.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Send us Fan MailDollar sinks as Fed's Waller backs September hold. Stocks, cryptos and gold rally as bond yields retreat from highs. Oil prices stay elevated amid lack of diplomacy in Middle East. All eyes now on the August jobs report. US CPI takes center stage this week as traders look for fresh clues on the Fed's next move, with US PPI and the ECB decision also in focus. Japan's GDP, China's inflation data and the US Treasury's 30-year bond auction and larger bond buybacks are also on the radar. Gain insight into potential market direction, trading strategy considerations, risk management, and key levels to watch in this week's market outlook.Risk Warning: Our services involve a significant risk and can result in the loss of your invested capital. *T&Cs apply.Please consider our Risk Disclosure: https://www.xm.com/goto/risk/enRisk warning is correct at the time of publication and may change. Please check our Risk Disclosure for an up to date risk warningReceive your daily market and forex news analysis directly from experienced forex and market news analysts! Tune in here to stay updated on a daily basis: https://www.xm.com/weekly-forex-review-and-outlookIn-depth forex news analysis on all major currencies, such as EUR/USD, USD/JPY, GBP/USD, USD/CHF, USD/CAD, AUD/USD

Send us Fan MailUS CPI takes center stage this week as traders look for fresh clues on the Fed's next move, with US PPI and the ECB decision also in focus. Japan's GDP, China's inflation data and the US Treasury's 30-year bond auction and larger bond buybacks are also on the radar. Gain insight into potential market direction, trading strategy considerations, risk management, and key levels to watch in this week's market outlook.Risk Warning: Our services involve a significant risk and can result in the loss of your invested capital. *T&Cs apply.Please consider our Risk Disclosure: https://www.xm.com/goto/risk/enRisk warning is correct at the time of publication and may change. Please check our Risk Disclosure for an up to date risk warningReceive your daily market and forex news analysis directly from experienced forex and market news analysts! Tune in here to stay updated on a daily basis: https://www.xm.com/weekly-forex-review-and-outlookIn-depth forex news analysis on all major currencies, such as EUR/USD, USD/JPY, GBP/USD, USD/CHF, USD/CAD, AUD/USD

US President Trump said the renewed campaign against Iran would not continue for too long and that oil prices would come down; Trump added the US was prepared to conduct another attack on Iran.US President Trump said he has very productive things to talk about with China President Xi, adding it "Will be very exciting and great".Crude futures lacked firm direction after marginally gaining in two-way trade yesterday amid somewhat mixed comments from US President Trump.USD/JPY extended on the prior day's decline with the pair breaching the 158.00 level to the downside after the Japanese currency was supported on Wednesday.APAC stocks eventually traded mixed after initially posting gains; European equity futures indicate a marginally negative open.Looking ahead highlights include Swiss CPI (Aug), GDP (Aug), Global S&P Services and Composite PMI Final (Aug), EU PPI (Jul), US Challenger Layoffs (Aug), Trade Balance (Jul), Jobless Claims, ISM Services PMI (Aug), Atlanta Fed GDP (Q3), Canadian Trade Balance (Jul). Speakers include Fed's Waller, Hammack & Goolsbee, RBA's Jones & Hunter. Supply from Spain & France.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Send us Fan MailYen rallies after hawkish BoJ and dovish Fed remarks; Waller eyed next.Yields slide after Fed's Williams calms nerves, lifts stocks. Oil prices easeback after Trump hints Iran strikes won't last “too long”. Gold jumps asdollar remains on the backfoot.Risk Warning: Our services involve a significant risk and can result in the loss of your invested capital. *T&Cs apply.Please consider our Risk Disclosure: https://www.xm.com/goto/risk/enRisk warning is correct at the time of publication and may change. Please check our Risk Disclosure for an up to date risk warningReceive your daily market and forex news analysis directly from experienced forex and market news analysts! Tune in here to stay updated on a daily basis: https://www.xm.com/weekly-forex-review-and-outlookIn-depth forex news analysis on all major currencies, such as EUR/USD, USD/JPY, GBP/USD, USD/CHF, USD/CAD, AUD/USD

Send us Fan MailDollar rallies as US-Iran strikes lift oil and bolster Fed hike bets. Yenrebounds as BoJ Gov. Ueda appears ready to raise interest rates. Kiwi fallsas RBNZ hikes, but appears less hawkish than expected. Wall Street andgold tumble amid renewed inflation fears.Risk Warning: Our services involve a significant risk and can result in the loss of your invested capital. *T&Cs apply.Please consider our Risk Disclosure: https://www.xm.com/goto/risk/enRisk warning is correct at the time of publication and may change. Please check our Risk Disclosure for an up to date risk warningReceive your daily market and forex news analysis directly from experienced forex and market news analysts! Tune in here to stay updated on a daily basis: https://www.xm.com/weekly-forex-review-and-outlookIn-depth forex news analysis on all major currencies, such as EUR/USD, USD/JPY, GBP/USD, USD/CHF, USD/CAD, AUD/USD

US Treasury Secretary Bessent told Japanese officials that rate hikes are needed, according to NHK; a Japanese MoF official expects the BoJ to act on the economy and not on US influence.Nikkei 225 traded indecisively; USD/JPY traded rangebound, and 10yr JGB futures followed the declines in global peers.Crude futures remained underpinned after gaining yesterday; UKMTO received a report of an incident involving a tanker and military forces in the Indian Ocean off Oman.APAC stocks traded with a mild negative bias amid higher prices and yields; European equity futures indicate a lower cash market open.Looking ahead, highlights include German Retail Sales (Jul), Global S&P Manufacturing PMI Final (Aug), EZ CPI Prelim (Aug), US ISM Manufacturing PMI (Aug), JOLTS Job Openings (Jul), Atlanta Fed GDP (Q3), US Midterm Primary Elections in Massachusetts, Speakers include Fed's Barr & ECB's Vujcic. Supply from Germany. Earnings from Dell & Palo Alto.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Send us Fan MailDollar pulls back despite increasing probability of September Fed hike. Oil prices and Treasury yields rise as Middle East hostilities escalate. Yen hovers around 160 per dollar as Bessent ramps up BoJ pressure. Wall Street slips amid US-Iran tensons and rising Treasury yields.Risk Warning: Our services involve a significant risk and can result in the loss of your invested capital. *T&Cs apply.Please consider our Risk Disclosure: https://www.xm.com/goto/risk/enRisk warning is correct at the time of publication and may change. Please check our Risk Disclosure for an up to date risk warningReceive your daily market and forex news analysis directly from experienced forex and market news analysts! Tune in here to stay updated on a daily basis: https://www.xm.com/weekly-forex-review-and-outlookIn-depth forex news analysis on all major currencies, such as EUR/USD, USD/JPY, GBP/USD, USD/CHF, USD/CAD, AUD/USD

Send us Fan MailWarsh's hawkish speech revives September hike expectations. Dollarrallied on Friday as equities, gold and bitcoin retreated. Markets stabilizetoday amidst a light US data calendar. Oil rises again as US-Iran militaryoperations cancel diplomacy push.Risk Warning: Our services involve a significant risk and can result in the loss of your invested capital. *T&Cs apply.Please consider our Risk Disclosure: https://www.xm.com/goto/risk/enRisk warning is correct at the time of publication and may change. Please check our Risk Disclosure for an up to date risk warningReceive your daily market and forex news analysis directly from experienced forex and market news analysts! Tune in here to stay updated on a daily basis: https://www.xm.com/weekly-forex-review-and-outlookIn-depth forex news analysis on all major currencies, such as EUR/USD, USD/JPY, GBP/USD, USD/CHF, USD/CAD, AUD/USD

Send us Fan MailSentiment perks up ahead of Warsh's Jackson Hole speech. Equities gain, dollar and gold steady. Yen subdued despite hot Tokyo CPI data, focus on G20 finance meeting. Oil slips as Hormuz flows rise, Iran and Oman reach deal despite US standoff.Risk Warning: Our services involve a significant risk and can result in the loss of your invested capital. *T&Cs apply.Please consider our Risk Disclosure: https://www.xm.com/goto/risk/enRisk warning is correct at the time of publication and may change. Please check our Risk Disclosure for an up to date risk warningReceive your daily market and forex news analysis directly from experienced forex and market news analysts! Tune in here to stay updated on a daily basis: https://www.xm.com/weekly-forex-review-and-outlookIn-depth forex news analysis on all major currencies, such as EUR/USD, USD/JPY, GBP/USD, USD/CHF, USD/CAD, AUD/USD

Send us Fan MailGet ready for one of the biggest trading weeks of September as markets focus on the US Nonfarm Payrolls (NFP), Eurozone CPI inflation, Bank of Canada (BoC), Reserve Bank of New Zealand (RBNZ), and US ISM PMI data. In this week's market outlook, we break down how these major economic events could impact the US dollar and its pairs, gold, oil, bitcoin, stocks, and Federal Reserve rate expectations.Stay ahead of market volatility with XM's weekly analysis and discover the key risks and opportunities traders should watch in the days ahead.Risk Warning: Our services involve a significant risk and can result in the loss of your invested capital. *T&Cs apply.Please consider our Risk Disclosure: https://www.xm.com/goto/risk/enRisk warning is correct at the time of publication and may change. Please check our Risk Disclosure for an up to date risk warningReceive your daily market and forex news analysis directly from experienced forex and market news analysts! Tune in here to stay updated on a daily basis: https://www.xm.com/weekly-forex-review-and-outlookIn-depth forex news analysis on all major currencies, such as EUR/USD, USD/JPY, GBP/USD, USD/CHF, USD/CAD, AUD/USD

Send us Fan MailUS data and Nvidia earnings provide mixed signals for markets. Muted risk appetite persists as geopolitical concerns linger. Dollar holds weekly gains ahead of Jackson Hole and Warsh's speech. Yen remains under pressure as investors await Tokyo CPI.Risk Warning: Our services involve a significant risk and can result in the loss of your invested capital. *T&Cs apply.Please consider our Risk Disclosure: https://www.xm.com/goto/risk/enRisk warning is correct at the time of publication and may change. Please check our Risk Disclosure for an up to date risk warningReceive your daily market and forex news analysis directly from experienced forex and market news analysts! Tune in here to stay updated on a daily basis: https://www.xm.com/weekly-forex-review-and-outlookIn-depth forex news analysis on all major currencies, such as EUR/USD, USD/JPY, GBP/USD, USD/CHF, USD/CAD, AUD/USD

Send us Fan MailDollar rebounds ahead of key PCE inflation data. Loonie resumes slide as oil prices tumble. Wall Street turns cautious ahead of Nvidia earnings. Bitcoin emerges above 80k but pulls back.Risk Warning: Our services involve a significant risk and can result in the loss of your invested capital. *T&Cs apply.Please consider our Risk Disclosure: https://www.xm.com/goto/risk/enRisk warning is correct at the time of publication and may change. Please check our Risk Disclosure for an up to date risk warningReceive your daily market and forex news analysis directly from experienced forex and market news analysts! Tune in here to stay updated on a daily basis: https://www.xm.com/weekly-forex-review-and-outlookIn-depth forex news analysis on all major currencies, such as EUR/USD, USD/JPY, GBP/USD, USD/CHF, USD/CAD, AUD/USD

Send us Fan MailMiddle East tensions and US debt unease keep investors vigilant. Tariffsreturn to the spotlight, while AI concerns linger ahead of Nvidia earnings.Dollar weakness pauses, but sentiment remains bearish. Gold and bitcoinrally as US data take centre stage.Risk Warning: Our services involve a significant risk and can result in the loss of your invested capital. *T&Cs apply.Please consider our Risk Disclosure: https://www.xm.com/goto/risk/enRisk warning is correct at the time of publication and may change. Please check our Risk Disclosure for an up to date risk warningReceive your daily market and forex news analysis directly from experienced forex and market news analysts! Tune in here to stay updated on a daily basis: https://www.xm.com/weekly-forex-review-and-outlookIn-depth forex news analysis on all major currencies, such as EUR/USD, USD/JPY, GBP/USD, USD/CHF, USD/CAD, AUD/USD

Send us Fan MailGold rallies even as dollar halts decline amid heightened uncertainties. Iran's president calls for end to war ahead of new US sanctions, oil slips. US-Canada trade talks break down, loonie tumbles as trade war escalates. Treasuries await Jackson Hole and details on ‘fiscal consolidation'. Stocks struggle under weight of negative newsflow, eye Nvidia earnings.Risk Warning: Our services involve a significant risk and can result in the loss of your invested capital. *T&Cs apply.Please consider our Risk Disclosure: https://www.xm.com/goto/risk/enRisk warning is correct at the time of publication and may change. Please check our Risk Disclosure for an up to date risk warningReceive your daily market and forex news analysis directly from experienced forex and market news analysts! Tune in here to stay updated on a daily basis: https://www.xm.com/weekly-forex-review-and-outlookIn-depth forex news analysis on all major currencies, such as EUR/USD, USD/JPY, GBP/USD, USD/CHF, USD/CAD, AUD/USD

APAC stocks were mixed as the region attempted to shrug off the broadly negative handover from Wall Street; European equity futures indicate an uneventful open.In FX, DXY marginally softened, and USD/JPY was choppy overnight following the mostly in-line Japanese inflation data for July.10yr UST futures lingered around the prior day's trough, Bund futures mildly retreated, and 10yr JGB futures tracked previous declines in global peers.Crude futures were contained overnight amid a lack of major fresh developments; spot gold resumed its recent choppy performance above the USD 4,500/oz level.Looking ahead, highlights include Global S&P Flash PMIs (Aug), UK Retail Sales (Jul), PSNB (Jul), EU Negotiated Wage Growth (Q2), Canadian Retail Sales (Jun), EU Consumer Confidence Flash (Aug), BoC SLOS (Q2). Credit rating updates from Fitch on Poland, Moody's on the Netherlands and Sweden.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Description: Join Jane Kavanagh from AIB's Corporate Treasury desk alongside David McNamara, Chief Economist, for the latest edition of AIB Market Talk. The discussion explores the evolving global economic landscape, the outlook for interest rates and inflation, developments across currency markets, and what it all means for Ireland's economy in the months ahead. In this episode, the panel discusses:• Ongoing geopolitical tensions and their impact on oil prices, inflation and global markets  • Why major economies have remained resilient despite inflationary pressures and economic uncertainty  • Diverging growth trends between the US and Europe, including the growing influence of AI-led investment  • The latest outlook for central banks, including the ECB, Federal Reserve, Bank of England and Bank of Japan  • What changing interest rate expectations could mean for borrowers, businesses and financial markets  • Recent developments in currency markets, including EUR/USD and USD/JPY, and the drivers behind market volatility  • The impact of energy prices on inflation, economic growth and consumer confidence  • Ireland's economic performance, including business activity, employment trends and investment growth  • Emerging developments in the labour market, including the potential influence of AI on employment trends  • Why Ireland's strong public finances and underlying economic fundamentals continue to support resilience despite an uncertain global backdropVisit our website and subscribe to receive AIB's Economic Analysis direct to your inbox. Our full legal disclaimer can be viewed here https://aib.ie/fxcentre/podcast-disclaimer. Registered in Ireland: No: 24173 Allied Irish Bank p.l.c is regulated by the Central Bank of IrelandAIB Customer Treasury Services is a registered business name of Allied Irish Banks, p.l.c. Registered Office: 10 Molesworth Street, Dublin 2 

Lee Hardman, Senior Currency Analyst, and Henry Cook, Senior Economist, discuss why the yen has quickly given intervention driven gains over the past week. In addition, they discuss the resilience of the UK economy to the negative energy price shock and impact on BoE policy.   

Pakistan's key mediator has held a second meeting with Iran's Foreign Minister Araghchi and is seeking to extend the 60-day truce, according to an informed source cited by Al Arabiya.Strait of Hormuz authority rejected US claims and said the waterway remains blocked until Iran's conditions are met, according to Press TV.Crude futures initially declined but clambered off worst levels, with price action indecisive amid the absence of any major geopolitical updates overnight.USD/JPY saw a bout of mild pressure late in the session after Bloomberg sources said that the Takaichi government is said to support a faster BoJ rate hike.APAC stocks were predominantly in the green as the region took its cue from the mild positive handover from Wall Street; European equity futures indicate a positive cash market open.Looking ahead, highlights include UK GDP (Jun/Q2), Trade Balance (Jun), Swedish/Spanish Inflation Final (Jul), EU Industrial Production (Jun), US Initial Jobless Claims (Aug/08), PPI (Jul), Norges Bank Policy Announcement (Aug). Speakers include Fed's Hammack & Barkin, Norges Bank's Bache. Supply from the US. Earnings from Applied Materials, RWE, Antofagasta & Maersk.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

The Strait of Hormuz authority rejected US claims and said the waterway remains blocked until Iran's conditions are met, according to Press TV.USD/JPY saw a bout of mild pressure late in the session after Bloomberg sources said that the Takaichi government is said to support a faster BoJ rate hike.US equity futures mixed, with the NQ giving back some of Wednesday's gains.DXY flat; NOK softens as the Norges Bank leaves rates unchanged but signalled progress on inflation.Fixed income benchmarks muted heading into US PPI and a US 30-year auction.Energy benchmarks steadily fall as geopolitical headlines quieten down.Looking ahead, highlights include US Initial Jobless Claims (Aug/08), PPI (Jul). Speakers include Fed's Hammack & Barkin. Supply from the US. Earnings from Applied Materials.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Derek Halpenny, Head of Research Global Markets EMEA & International Securities sits down with James Roulston in FX Institutional Sales to discuss the FX and rates impact following the much weaker than expected US jobs report. Derek also outlines the implications for USD/JPY following the joint intervention last week and highlights using historic examples why joint intervention matters but policy and fundamentals matter more.

Click the link http://kalshi.com/r/MOSES or download the Kalshi App and use code MOSES to sign up and trade today! Checkout WAWD on Substack: https://whatarewedoingonthedesk.substack.com/OTT On this week's podcast, Danny Moses speaks with Nicole Kagan, head of research at Kalshi, about her path from Bridgewater to Oxford and then to Kalshi to help build the contract-writing and research functions. Kagan explains how Kalshi sources market ideas internally, from partners, and from users, then evaluates whether a contract is objective, economically justified, and resolvable, often reusing pre-certified templates or submitting new rules for CFTC self-certification. She discusses how Kalshi reviews underperforming markets, prioritizes price discovery, and can keep low-volume markets live. They cover Kalshi's prediction markets conference, institutional hedging examples, and Fed research finding Kalshi markets more accurate on inflation and Fed funds, including an FOMC pricing divergence versus CME futures. Moses highlights Kalshi's research links and AI/compute work, then shares his weekly Kalshi picks focused on the Bank of Japan and USD/JPY. -- ABOUT THE SHOW For decades, Danny has seen it all on Wall Street and has built his reputation on integrity, curiosity and skepticism that he will bring with him each week. Having traded through the Great Financial Crisis and being featured in "The Big Short" is only part of the experiences Danny wants to share with the listener. This weekly podcast cuts through market noise, offering entertaining and informative discussions with expert guests giving their views of the financial world and the human side of it. Whether you're a seasoned investor or just getting started, On The Tape provides something for all listeners. Follow Danny on X: @dmoses34 The financial opinions expressed are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on this content. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in 'On The Tape' carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose. Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.

Click the link http://kalshi.com/r/MOSES or download the Kalshi App and use code MOSES to sign up and trade today!Checkout WAWD on Substack: https://whatarewedoingonthedesk.substack.com/OTTOn this week's podcast, Danny Moses speaks with Nicole Kagan, head of research at Kalshi, about her path from Bridgewater to Oxford and then to Kalshi to help build the contract-writing and research functions. Kagan explains how Kalshi sources market ideas internally, from partners, and from users, then evaluates whether a contract is objective, economically justified, and resolvable, often reusing pre-certified templates or submitting new rules for CFTC self-certification. She discusses how Kalshi reviews underperforming markets, prioritizes price discovery, and can keep low-volume markets live. They cover Kalshi's prediction markets conference, institutional hedging examples, and Fed research finding Kalshi markets more accurate on inflation and Fed funds, including an FOMC pricing divergence versus CME futures. Moses highlights Kalshi's research links and AI/compute work, then shares his weekly Kalshi picks focused on the Bank of Japan and USD/JPY.--ABOUT THE SHOWFor decades, Danny has seen it all on Wall Street and has built his reputation on integrity, curiosity and skepticism that he will bring with him each week. Having traded through the Great Financial Crisis and being featured in "The Big Short" is only part of the experiences Danny wants to share with the listener. This weekly podcast cuts through market noise, offering entertaining and informative discussions with expert guests giving their views of the financial world and the human side of it. Whether you're a seasoned investor or just getting started, On The Tape provides something for all listeners.Follow Danny on X: @dmoses34The financial opinions expressed are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on this content.Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in 'On The Tape' carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose.Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service. Hosted on Acast. See acast.com/privacy for more information.

A US base in Kuwait was reportedly struck; UKMTO received a report of an incident 20 nautical miles northeast of Oman's Al Khasab. Additionally, a dry bulk carrier was reportedly hit by a projectile near the Strait of Hormuz. Iranian President said Tehran would defend its borders but does not seek to expand the war, according to state media.10yr JGB futures saw two-way trade, in which it briefly fell over 60 ticks on a weak 10yr JGB auction, before trimming losses.US equity futures are modestly higher, with PLTR and ON benefiting from strong earnings.DXY regains the 100.00 handle, USD/JPY nears 158.00 as 155.00 becomes the new floor.Energy benchmarks continue to climb amid US-Iran uncertainty.Looking ahead, highlights include US/Canadian Trade Balance (Jun), US JOLTS (Jun), Atlanta Fed GDP (Q3), New Zealand Jobs Report (Q2). Comments from Fed's Paulson. Earnings from Pfizer, Caterpillar, Merck, AMD & SpaceX.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

US President Trump announced over the weekend that he cancelled strikes on Iran at the request of Tehran and other Middle East countries, subject to making a rapid deal; crude futures slumped 6% at the open.Japan's Finance Ministry said it conducted coordinated yen-buying intervention with the US on Friday and won't hesitate to conduct further forex intervention with the US; USD/JPY continued to decline and briefly dipped beneath the 156.00 handle.US President Trump, when asked regarding the US intervening in the yen, said the US is intervening because the US has a good relationship with Japan.APAC stocks were mostly lower despite the geopolitical relief from Trump's cancellation of Iran strikes; US equity futures gained, and European equity futures indicate a higher cash market open.Looking ahead, highlights include Global S&P Manufacturing PMI Final (Jul), German Retail Sales (Jun), Swiss Inflation (Jul), US ISM Manufacturing PMI (Jul), Atlanta Fed GDP (Q3), and US Treasury Financing Estimates. Earnings from Palantir and ONSemi.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

August 3, 2026 | Season 8 | Episode 24A market can look calm right up until it doesn't, and this week's setup shows why. We start with the big drivers that hit all at once: the Federal Reserve holding interest rates steady, a bond market that reacts to credibility as much as data, and a fresh wave of headlines out of Iran that immediately changes the tone for oil, stocks, and risk appetite. If you follow geopolitics and markets, the Strait of Hormuz and the path of crude prices are not abstract. They are inputs into inflation expectations, Treasury yields, and equity multiples.Then we zoom out to something most investors don't spend enough time on: the psychology behind leadership. I walk through how Winston Churchill's early combat and war-correspondent years built a risk tolerance and communication style that later shaped real decisions, and how Donald Trump's New York City tabloid era taught him to treat media attention as leverage. The takeaway is practical: if you want to anticipate how policy is messaged and how pressure is handled, you study the blueprint, not just the latest headline.From there, we get tactical on what moved markets: the rare US and Bank of Japan currency intervention that jolts USD/JPY and flows directly into the Treasury market, plus the AI trade unwind that shows how leverage and margin calls can force liquidation even when a thesis is directionally right. We also break down big tech earnings from Microsoft, Amazon, Alphabet, Meta, and Apple to separate AI capital expenditures from real AI monetization. Finally, we close with a second major investing theme gaining speed: GLP-1 obesity drugs and why the next wave, including oral pills, could reshape healthcare and markets.If this helps you think more clearly about risk, rates, tech earnings, and the narratives that move prices, subscribe, share the episode, and leave a review with your biggest takeaway.** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice. For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-formFollow and Like Us on Youtube, Facebook, Twitter, and LinkedIn | @HeroldLantern

 Steve discusses the recent volatility of USD-JPY and four key questions investors need to consider when trying to figure out whether this is the end of the Yen carry trade. Speaker:- Steve Brice, Global Chief Investment Officer, Standard Chartered Bank  For the latest market insights, visit our on-the-go Market Views or subscribe to Standard Chartered Wealth Insights on YouTube.

Today, a look at the market returning to its past form as AI-related hardware stocks ripped higher even as the median stock on the S&P 500 posted a negative day. Also, a look at the many interesting earnings reports up next week, a rundown of the action in FX after massive USDJPY intervention and a Bank of Japan meeting and much more. Today's pod is hosted by Saxo Global Head of Macro Strategy John J. Hardy. John's The FX Trader piece from today.  About twice per week (in normal times, hopefully soon to resume), you will find links discussed on the podcast and a chart-of-the-day over at the John J. Hardy substack. Read daily in-depth market updates from the Saxo Market Call and the Saxo Strategy Team here. Please reach out to us at marketcall@saxobank.com for feedback and questions. Click here to open an account with Saxo. Intro music by AShamaluevMusic DISCLAIMER This content is marketing material. Trading financial instruments carries risks. Always ensure that you understand these risks before trading. This material does not contain investment advice or an encouragement to invest in a particular manner. Historic performance is not a guarantee of future results. The instrument(s) referenced in this content may be issued by a partner, from whom Saxo Bank A/S receives promotional fees, payment or retrocessions. While Saxo may receive compensation from these partnerships, all content is created with the aim of providing clients with valuable information and options.

Lee Hardman, Senior Currency Analyst, and Abdul-Ahad Lockhart, Currency Analyst, discuss the fallout for the FX market from this week's Fed, BoJ and BoE policy meetings. How have the latest developments impacted the outlook for USD/JPY?

Japan fired a $74 billion warning shot at the forex market—but USD/JPY ignored it.In this episode, we uncover why Japan's intervention didn't create a lasting reversal, what's really driving yen weakness, and the key factor that could determine whether Japan steps back into the market again.Support the show by leaving a rating/reviewYour Trading Coach - Akil

The Best Forex Pair? Everyone Gets This Wrong  Podcast: Find out more about Blueberry Markets – Click Here Find out more about my Online Video Forex Course Book a Call with Andrew or one of his team now Click Here to Attend my Free Masterclass #643: The Best Forex Pair? Everyone Gets This Wrong In this video: 00:22 – What is the best Forex pair to trade? 00:59 – Don't limit your trading opportunities. 01:55 – Give yourself a higher probability of success. 02:25 – An example of Strength and Weakness. 03:50 – What are the current market conditions? 04:25 – Look at multiple FX pairs. 05:06 – Check out my new Masterclass. 05:15 – Book a call to talk with us. 05:28 – Blueberry Markets as a Forex Broker. Hey, traders! Do you know what the best forex pair is to trade? If you don’t, listen up. I’ve got some interesting news to cover for you. Hey there, Traders! It’s Andrew Mitchem here at The Forex Trading Coach with video and podcast number 643. What is the best Forex pair to trade? Now, I’ve been asked 4 times this week already by 4 different people. And it’s the same question. It is, Andrew, can you tell me please, what’s the best forex pair to trade? What should I be looking at? Now, what it does show me is that unfortunately, there’s a lack of knowledge out there by so many people when it comes to trading, and they just always want to know what is the answer? What’s the best thing, what time frame, what pair? What’s my stop loss? Where should my profit target be? All those type of things. And it unfortunately shows that most people don’t do enough research into trading. Don't limit your trading opportunities. And the problem is, is that people see the major currencies like the EUR/USD or the USD/JPY, and they think that’s the only pair I should trade. And I suppose, in all honesty, when I started, you know, it was the GBP/USD, the USD/CHF, the USD/JPY, and then later on the EUR/USD. And everybody thought those were the 4 pairs you should focus on trading. And the issue is, why just those 4 pairs? Now, when you think about it, all 4 of those that I’ve just mentioned are all US dollar dominated. And therefore, if you focus on pairs that are just US dollar dominated, you’re not giving yourself a very good chance of success because they’re all likely to move, much of the time, in the same direction. And because it depends if the US is strong or the US is weak. Give yourself a higher probability of success. And as a trader, I like to give myself the best probability chance of success. So when it comes to which pair is the right 1 to trade, I don’t get aligned to any pair. I look at all the different pairs and you can very quickly scan through the charts, looking to see if there’s a suitable trade there, yes or no. And the other reason I do that on a daily basis is because I also prefer to trade with strength and weakness. An example of Strength and Weakness. Now, give you an example. Let’s focus again on the EUR/USD. What happens if for today the Euro is really strong and the US is really strong, and that’s the only pair that you look at? Then you’re trading 2 strong pairs together, and you see how the problem might come. 1, you’re unlikely to get many setups or good setups. And what happens if you buy the EUR/USD because the Euro’s got some strength, but you also know now that, and you would know this only if you look at more pairs. If you don’t look at more pairs, you’re not going to know this. The US dollar has got strength. So why would you be buying the EUR/USD if you know that the US dollar has got strength? And so, what about other pairs in the market? What about pairs like the CAD/JPY or the NZD/CHF? And so by analyzing multiple markets at the same time, you can soon understand which pairs are strong, which pairs are weak because, doesn’t it make more sense to trade a strong currency against a weak currency? And so that, to me, adds more basis to my trading. And again, it’s just adding more and more probability to my trading. So when someone says to me, what’s the best pair? I can’t answer it. And of course, there’s more things on top of this, you know, to consider. What are the current market conditions? It depends on the day, what’s happening in the market right now, what news has been, what news there might be coming up, what time frame chart you’re looking at, what’s the conditions? What’s the time of year? Right now we’re in the Northern Hemisphere summer. Does that mean that there’s less price action in maybe, say, the Franc and the Euro? Maybe. You know, so all these things have got to come into it. What’s the characteristic of the market right now? And so by picking 1 or 2 pairs and giving you that as the answer, that’s not me doing my job. That’s not what I suggest you do. Look at multiple FX pairs. I suggest that you scan through multiple pairs and give yourself a high-quality chance of a successful trade. Use strength and weakness. Use candle patterns. Don’t limit yourself to just something against the US dollar. It’s not a wise idea. And so there’s a lot more you can be doing to help yourself there. And if you do want to look at pairs that include the US dollar, why not look at things like the AUD/USD or the NZD/USD? Because maybe if that US is still strong, maybe the Aussie and Kiwi are weak that day. So therefore you might be selling the AUD/USD or the NZD/USD. So all these things can certainly massively help you. Check out my new Masterclass. If you’d like to find out how we do this, and you’d like to learn from the way that we trade, have a look at my On-Demand Masterclass. I’ll put a link to that here. Book a call to talk with us. If you’d like to book a call to speak to myself or 1 of my team, we’re more than happy to do that. And we can cater for people right around the world. So it doesn’t matter what time zone you’re on, you can book a time with us and I’ll put a link to that also here. Blueberry Markets as a Forex Broker. If you’re out there looking for a really good broker where you can trade multiple time frames, multiple markets, multiple currency pairs, and non-forex markets as well, have a look at Blueberry Markets. I’ll put a link to them here as well. So that’s it for this week. This is Andrew Mitchem at The Forex Trading Coach, keeping you on the right side of your trades and putting probability in your favor. Episode Title: #643: The Best Forex Pair? Everyone Gets This Wrong Find out more about Blueberry Markets – Click Here Find out more about my Online Video Forex Course Book a Call with Andrew or one of his team now Click Here to Attend my Free Masterclass

US struck Iran overnight, Trump said they will do so again on Wednesday night. Adding, they will hit power plants and bridges next week unless Iran negotiates.IRGC targeted weapons/storage in Bahrain and Kuwait, US positions in Jordan and the Fifth Fleet Command HQ. Iran said it is a mistake to think military action will force them to talk.Brent +0.8% on the above, USD failed to benefit with CPI continuing to weigh, USTs rangebound though Bunds came under modest pressure.APAC stocks were firmer as the US CPI read-across outweighed fresh US-Iran strikes, to the continued benefit of US futures, though Europe points lower, Euro Stoxx 50 -0.2%.GBP and EUR led on the softer USD, USD/JPY briefly moved below 162.00Looking ahead, highlights include Swedish CPIF Final (Jun), Spanish CPI Final (Jun), EZ Industrial Production (May), US PPI (Jun), BoC Policy Announcement (Jul), Fed Beige Book (Jul), Speakers including Fed's Williams, Musalem, Warsh & Cook, BoC Governor Macklem, BoE's Pill, ECB's Nagel, Supply from Germany, Earnings from United Airlines, BlackRock, Elevance Health, Johnson & Johnson, Morgan Stanley, PNC Financial Services, BNY Mellon.Click for the Newsquawk Week Ahead.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Daniel Lam looks at USD/JPY, its key drivers, Bank of Japan rate hike expectations and the ‘intervention' silver bullet from the central bank.Speaker: - Daniel Lam, Head, Cross-Asset Derivative Strategy, Standard Chartered Bank For the latest market insights, visit our on-the-go Market Views or subscribe to Standard Chartered Wealth Insights on YouTube.

Asia-Pac stocks initially started the session with broad gains, but later reversed. Crude futures started the week on the back foot.Islamabad is the more likely option for the next round of US-Iran technical talks, with July 11th expected to be the date, Fox reported.OPEC+ agreed to raise output targets by an additional 188k bpd, in line with the group's plan to reverse output curbs.Ship-tracking data showed that at least 8 ships attempting to leave the Strait of Hormuz turned back, with the reasons unknown.European equity futures are indicative of a flat/slightly softer open with the Euro Stoxx 50 futures down 0.1% after cash closed +0.8% on Friday.Looking ahead, highlights include German Factory Orders (May), EU Retail Sales (May), US S&P Services/Composite PMI Final (Jun), and ISM Services PMI (Jun). Speakers include Fed's Waller, BoE's Mann, ECB's Schnabel, Lagarde and Lane.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Islamabad is the more likely option for the next round of US-Iran technical talks, with July 11th expected to be the date, Fox reported.OPEC+ agreed to raise output targets by an additional 188k bpd, in line with the group's plan to reverse output curbs.European equity futures trade tentatively; US equity futures are indicative of a stronger open, NQ +1%.G10s are mostly lower against the USD. USD/JPY continues to rise, and sits back above the 162.30 mark.Fixed benchmarks trade with very mild gains, with USTs awaiting ISM Services.Looking ahead, highlights include US S&P Services/Composite PMI Final (Jun), and ISM Services PMI (Jun). Speakers include Fed's Waller, BoE's Mann, ECB's Schnabel, Lagarde and Lane.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

US President Trump warned that Iran has some missiles left and that they could wipe those out. It was separately suggested that Trump made it clear Iran cannot impose fees on the Strait of Hormuz.APAC stocks gained, with strength seen in the KOSPI (+4.6%); European equity futures are indicative of a slightly firmer open.DXY traded subdued at around 100.70; USD/JPY holds just above the 161.00 mark, taking a breather following recent pressure.US and China are moving towards reducing tariffs on each other's agricultural products, Semafor reported.Highlights include Global S&P Services/Composite PMI Final (Jun), BoE DMP (Jun), Speakers including ECB's Lagarde & BoE's Bailey.Holiday: US Independence Day. Newsquawk audio and headline service will stop at 18:15BST/13:15EDT, however, Newsquawk widgets will continue to function as usual.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Today, we look at the drivers of the stronger US dollar as it pulls to new highs for the year and what may be holding back USDJPY from participating in the greenback rally as those forty-year highs from 2024 approach. Elsewhere, yesterday's US equity market session was so far mostly only a one-off meltdown in high momentum stocks, with the median stock positive on the day. Massive interest and potential implications in how the market reacts to Micron earnings after the US equity market close today. This and more on today's pod, which is hosted by Saxo Global Head of Macro Strategy John J. Hardy. Link WSJ looks at China's attempt to "lure the world to the yuan" - and it's not just Iran and Russia that is taking the bait. About twice per week (in normal times, hopefully soon to resume), you will find links discussed on the podcast and a chart-of-the-day over at the John J. Hardy substack. Read daily in-depth market updates from the Saxo Market Call and the Saxo Strategy Team here. Please reach out to us at marketcall@saxobank.com for feedback and questions. Click here to open an account with Saxo. Intro music by AShamaluevMusic DISCLAIMER This content is marketing material. Trading financial instruments carries risks. Always ensure that you understand these risks before trading. This material does not contain investment advice or an encouragement to invest in a particular manner. Historic performance is not a guarantee of future results. The instrument(s) referenced in this content may be issued by a partner, from whom Saxo Bank A/S receives promotional fees, payment or retrocessions. While Saxo may receive compensation from these partnerships, all content is created with the aim of providing clients with valuable information and options.  

US President Trump reiterated that they are making a deal with Iran and will see how it goes. Though he pushed back on Iranian claims that there will be no IAEA inspectors at their nuclear facilities. Brent Aug'26 -0.8%.US Secretary of State Rubio said the Lebanon file is separate from the agreement with Iran and that the US will deal directly with the Lebanese government. He added that Iran will not able to charge tolls when a final deal is agreed upon.Israeli Ambassador to the US said Israel-Lebanon talks over the ceasefire are a "train wreck".APAC stocks traded mixed, whilst European equity futures are indicative of a slightly weaker open.DXY extends higher and trades towards 101.50, USD/JPY holds around 161.60.Looking ahead, highlights include German Ifo (Jun), Riksbank Minutes (Jun), BoC Minutes (Jun), Fed Bank Stress Test Report.Speakers including RBA's Hauser, BoE's Breeden & Dhingra, BoC's Rogers, ECB's Cipollone, Supply from UK, Italy, Germany & US, Earnings from Micron.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Today, a huge vibe shift overnight as Korean memory stocks come unglued Tuesday, sending US equity market futures into a tailspin. Is this just a bit of retrenchment ahead of Micron's earnings Wednesday after the close or is the market at risk of a bigger air-pocket? Elsewhere, the US dollar is breaking higher, but with USDJPY not participating at the moment on fears of intervention after Bessent-Katayama call. Also, some follow up thoughts on climate after yesterday's super El Niño / AMOC collapse discussion and more. Today's pod hosted by Saxo Global Head of Macro Strategy John J. Hardy. Links discussed on today's podcast and our Chart of the Day can be found on the John J. Hardy substack (within two to four hours from the time of the podcast release). Read daily in-depth market updates from the Saxo Market Call and the Saxo Strategy Team here. Please reach out to us at marketcall@saxobank.com for feedback and questions. Click here to open an account with Saxo. Intro music by AShamaluevMusic DISCLAIMER This content is marketing material. Trading financial instruments carries risks. Always ensure that you understand these risks before trading. This material does not contain investment advice or an encouragement to invest in a particular manner. Historic performance is not a guarantee of future results. The instrument(s) referenced in this content may be issued by a partner, from whom Saxo Bank A/S receives promotional fees, payment or retrocessions. While Saxo may receive compensation from these partnerships, all content is created with the aim of providing clients with valuable information and options.

Over the weekend, Iran shut the Strait of Hormuz amidst continued Israeli strikes on southern Lebanon. This led to Brent Aug'26 to gap higher by c. USD 2/bbl.Thereafter, attention turned to negotiations, which yielded progress and improved the geopolitical mood. Brent Aug'26 then moved into the red, currently -1.8%.China added 10 US firms to its export control list, including USA Rare Earths, while the Finance Ministry announced it would take relevant measures against 46 US companies in government procurement activities.European bourses trade tentatively alongside similar action across US equity futures.DXY is a touch firmer this morning; USD/JPY continues to rise, and eyes 162.00 to the upside.Global fixed benchmarks are mixed; Gilts digest UK PM Starmer's decision to resign.Looking ahead, highlights include Canadian Inflation (May), EU Consumer Confidence Flash (Jun), CNB Minutes (Jun), and speakers including Fed's Waller & ECB's Lagarde.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Why Trading Only EUR/USD Is Holding You Back  Podcast: Find out more about Blueberry Markets – Click Here Find out more about my Online Video Forex Course Book a Call with Andrew or one of his team now Click Here to Attend my Free Masterclass #637: Why Trading Only EUR/USD Is Holding You Back In this video: 00:25 – How many pairs do you trade? 01:00 – Don't focus on just 1 pair. 01:25 – I look at multiple pairs to trade every day. 01:57 – A trade example. 02:42 – A strategy needs to work on all pairs, all markets and all time frames. 03:14 – Trades from this week that I've taken. 04:15 – Don't take “B” grade setups. 04:52 – View our new look website and Masterclass. 05:03 – Client review testimonial videos. 06:35 – Trade and enjoy life. How many currency pairs should you look at as a trader? Should you just focus on 1 or 2 pairs, or should you look at multiple? Let’s talk about that and more right now. This is Andrew Mitchem here at The Forex Trading Coach with video and podcast number 637. How many pairs do you trade? So today I want to talk about currency pairs. And should you just focus on 1 or 2 pairs? And the reason I want to talk about that is I often hear about people that say, look, I just look at the EUR/USD. And that’s all I look at, and it’s all I want to focus on. And I hear other people that say to me, look, this strategy that I’ve got here, it only works on the USD/JPY on a 1-hour chart, for example. And I don’t understand why people do either of those. Don't focus on just 1 pair. To me, it doesn’t make any logical sense, because if you’re focusing on just 1 or 2 pairs, then what happens if those pairs are not moving particularly well at the time, or they’re not giving good setups? And the reason why a strategy should only work on 1 pair or 1 time frame again, doesn’t make any logical sense if you have a good sound technical strategy. I look at multiple pairs to trade every day. So for me, I’ve for many years now, over 20 years, constantly looked at multiple forex pairs on a daily basis. And the reason I do that is I’m scanning through the charts really quickly and then say 10 minutes, 15 minutes, I then scan through all the currency pairs and other non-forex markets on multiple time frame charts once a day. Or if I want to look twice a day, I can do exactly the same. So it might take a total of 30 minutes a day. And it gives me so many more high-quality setups. So as an example, let’s go back to the EUR/USD. A trade example. If you’re trading that and there’s nothing really showing on there, then maybe you should look at the EUR/CHF, EUR/GBP, EUR/NZD, EUR/AUD, EUR/CAD, EUR/JPY. Why would you focus on just the EUR/USD? And if you are out there looking for currency strength and weakness, you can’t tell if you’re looking at just the EUR/USD. Is the euro strong? Is the euro weak? Is the US strong? Is the US weak? Are they both strong? Are they both weak? And so you’re not giving yourselves a lot of chance of having a successful strategy long term if that becomes your limitation. A strategy needs to work on all pairs, all markets and all time frames. So for me as a technical trader, a strategy should work across all currency pairs, in fact all markets and all time frame charts as well. So whether you’re looking at, say, a daily chart or a weekly chart or a 4-hour chart or a 1-hour chart, the strategy, if you have a good sound strategy, should work across all those different time frame charts as well. And again, that opens up the possibility of more quality setups. Trades from this week that I've taken. Now, to give you a great example, over the last week or so, some of the forex pairs have been quite dreadful to trade. There’s not been a lot of price action. There’s been a lot of sideways movement, some indecision, and sometimes at the beginning of the weeks we’re now seeing some big gaps. And, you know, therefore, by having the ability to look at shorter time frame charts, we’re seeing a lot of good shorter time frame charts. My clients have been posting a lot of 2-hour charts and 30-minute charts recently that have been really good, but also go to the other extreme on the weekly charts. I’ve got 2 trades open on the S&P 500 and the Nasdaq 100 taken off the weekly charts at the beginning of this week. They are both in excellent, excellent profit, selling both of them and based on the weekly charts, I have that longer-term bias on those 2 pairs right now that they’re dropping, which they’re currently doing. And as I’m recording this video, both of them are in very good profit. Don't take “B” grade setups. So again, it comes back to not limiting yourself. Don’t be restrictive. Look at multiple pairs, multiple markets, multiple time frame charts. And if your strategy is good and sound and quality, then these setups will appear. And what that also does is it stops me taking what I call B-grade setups. If I see something that’s just not there, I don’t trade, but by having the ability to scan through those multiple markets and multiple time frame charts, I’m giving myself a higher probability chance of getting what I call an A-trade setup. It has all the things that I’m looking for in my favor. View our new look website and Masterclass. If you’d like to find out more, there’s a couple of things you can do. You can jump onto my masterclass. If you’ve not already been on that, have a look at the masterclass. I’ll put a link to that here as well. Client review testimonial videos. And over the last few weeks, we’ve had a lot of our more experienced traders from right around the world, experienced clients, jump on and have given some really nice review testimonial videos, which I’m starting to add to the website. Have a look at those. You know, people that have been with us for years that are doing really well from their trading, and people just like you who may have been a little bit confused or a bit lost when they first joined us, but now they have a community around them. They have a proven quality strategy with low risk, low drawdown and more importantly than anything, they now know as traders what to do by themselves. They know what charts to look at, when to look at them, and they know exactly how to enter and exit the market to give themselves a very low drawdown per trade and equal risk per trade, but also high reward-to-risk outcomes. So that to me is another important part of our success. The different markets, the different time frame charts, the 1 strategy and the community, the low drawdowns, high reward-to-risk. Put all that together, you’ve got yourself a winning strategy and a winning formula. So have a look at those videos. Have a look at the masterclass if you would like to find out more about how we do this, and if you’d like to come on board and join us here at The Forex Trading Coach, I’ll see you this time next week. This is Andrew Mitchem at The Forex Trading Coach. Enjoy trading again. Like I say each week now, get outside, enjoy the outdoors. That’s why I’m not doing these videos in front of the screen. Trade and enjoy life. You know, very often trade for 10-15 minutes a day. Get outside, work, family, music, sport, hobbies, whatever it is that you like doing, do that and your trading will take care of itself. Bye for now. Episode Title: #637: Why Trading Only EUR/USD Is Holding You Back Find out more about Blueberry Markets – Click Here Find out more about my Online Video Forex Course Book a Call with Andrew or one of his team now Click Here to Attend my Free Masterclass