AUSTRALIA, AUD, COAL, AND IRON ORE
Aussie has a NEUTRAL outlook as domestic labor cools against a backdrop of sticky inflation and a restrictive monetary policy
EURO AREA, AND EUR
Euro has a NEUTRAL outlook as resilient economic growth and hawkish rate hike expectations balance against severe energy supply risks
UNITED KINGDOM, AND GBP
Pound has a NEUTRAL outlook as sticky energy inflation and rising gilt yields battle a visibly cooling domestic labor market
NEW ZEALAND, NZD, AND DAIRY
Kiwi has a NEUTRAL outlook as strong expectations for another central bank rate hike are offset by a weakening labor market and looming election…
CANADA, CAD, AND OIL
Loonie has a NEUTRAL outlook as robust domestic employment and energy support clash with aggressive US tariff threats.
JAPAN, AND JPY
The yen’s outlook is neutral as weaker-than-expected economic growth counters aggressive pricing for further BoJ hikes
SWITZERLAND, CHF, AND GOLD
CHF is neutral as safe-haven and steady domestic growth offset ultra-low domestic inflation and an anchored zero-rate monetary policy.
UNITED STATES, AND USD
USD has a NEUTRAL outlook as cooling labor data and sluggish spending collide with persistent safe-haven flows and lingering inflation risks
Forex Planning WN34 August 17th to 23rd
The US Dollar Succumbs to Deflationary Forces
Forex Planning for WN33 August 10th to 16th
The Dollar Bleeds as Payrolls Plunge and Safe Havens Surge
Forex Planning for WN32 August 3rd to 9th
The Greenback Fractures Under Softening Macro Data

July 2026

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