Macro
Why the market consensus on an interest rate hike might be wrong?
The first Federal Open Market Committee (FOMC) meeting under new Federal Reserve Chair Kevin Warsh was one of the most talked-about events in financial markets this ye...
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Yen awaits intervention. The dollar continues to lead.
Weekly Macro Overview: The world after the memorandum, new faces at the Fed, and the era of a strong dollar
A decisive week lies ahead. What are the scenarios for DXY?
The week ahead: Central banks in focus amid hot labor market data
After the mathematician from the North American labor market indicators
If the deal is done, do they call off the rate hikes? Doesn't look like it
All Posts
Why the market consensus on an interest rate hike might be wrong?
The first Federal Open Market Committee (FOMC) meeting under new Federal Reserve Chair Kevin Warsh was one of the mos...
Jun 23, 2026
Yen awaits intervention. The dollar continues to lead.
Dollar maintains advantage, market braces for possible Japanese intervention, and pound gets political support
Global...
Jun 23, 2026
Weekly Macro Overview: The world after the memorandum, new faces at the Fed, and the era of a strong dollar
This week marked one of the most significant macroeconomic turning points of 2026. The market effectively shifted fro...
Jun 19, 2026
A decisive week lies ahead. What are the scenarios for DXY?
The US dollar continues to consolidate near its highest levels since the escalation of the conflict in the Middle Eas...
Jun 13, 2026
The week ahead: Central banks in focus amid hot labor market data
Last week concluded with strong employment reports from the US and Canada, which significantly reshaped market expect...
Jun 07, 2026
After the mathematician from the North American labor market indicators
Friday, June 6, 2026 – Weekly Analysis
On Friday, North America received two unexpectedly strong labor market reports...
Jun 07, 2026
If the deal is done, do they call off the rate hikes? Doesn't look like it
The world is once again holding its breath in anticipation of a US-Iran deal that could, in theory, restore oil flow...
May 31, 2026
The US plans to buy 5% of all Bitcoins – and pay in gold?
Trump recently called for a physical audit of the gold reserves in Fort Knox. This is no coincidence—this very gold c...
May 31, 2026
The dollar strengthens, AUD and EUR lose ground
The foreign exchange market is gradually entering a new phase of monetary policy re-evaluation. While a few months ag...
May 22, 2026
Not only interventions... Review of the situation around Jena
The Japanese yen remains under sustained pressure, despite attempts to curb currency weakening through foreign exchan...
May 22, 2026
US inflation is back in the market spotlight
The April CPI in the U.S. was one of the most important macroeconomic releases in recent months. After a period of re...
May 12, 2026
FX Market Outlook from Analysts at MUFG
Source:
MUFG Monthly Foreign Exchange Outlook — May 2026This material is based on MUFG Research and adapted for educa...
May 03, 2026
JPY: Japan's Forex Intervention and Its Market Impact Limits
This week has been a turning point for the yen, not due to a change in monetary policy, but due to direct government ...
Apr 30, 2026
Central Bank Week: Fed, BoC, ECB, BoE, and BoJ in a Policy Pause Phase
The end of April 2026 became one of the most important moments for the foreign exchange market, as several key centra...
Apr 28, 2026
Oil spread. What's wrong with oil prices?
Two Markets, Two Truths
When you Google the price of oil, you see the so-called paper price—Brent futures, currently ...
Apr 20, 2026
Rates. Court. Compensation
U.S. companies paid over $160 billion in tariffs that the Supreme Court declared illegal in February. Now it's time t...
Apr 20, 2026
Market's premature optimism. Justified or not?
The current dynamics of financial markets are increasingly diverging from classical fundamental models and becoming m...
Apr 15, 2026
De-escalation failed
The current dynamics of the foreign exchange market are shaped less by fundamental data and more by the gap between e...
Apr 09, 2026
NFP isn't what it used to be... Why is +178k exactly zero?
Headline vs. Reality
According to the Bureau of Labor Statistics:
NFP: +178k
Unemployment rate: 4.3%
Partic...
Apr 05, 2026
EURUSD - what to expect?
This week marked a turning point in the macroeconomic context, as the market simultaneously experienced a geopolitica...
Mar 20, 2026
The State of the US Labor Market. A Dilemma for Central Banks and Escalation in the Middle East
Geopolitics, Labor Market, and Central Bank Week: New Macro Signals for Markets
In recent days, a combination of f...
Mar 15, 2026
US labor market in February
The US economy lost 92,000 jobs in February 2026, marking the largest employment reduction in four months. This figur...
Mar 08, 2026
Review of forecasts against the backdrop of geopolitical risks. Overview of institutions
Current Macro Situation in the FX Market: Review by ING, MUFG and Investing Live
Geopolitical tensions in the Middle...
Mar 05, 2026
Central Banks. Changing the tune and choosing a new song
Can the Fed Hike Rates in 2026: How Geopolitics and Oil Changed the Monetary Trajectory
Just a few months ago, the ...
Mar 03, 2026
USA vs. Iran. Oil and Gold
When the US and Israel strike Iran, and Tehran retaliates against Israeli territory, American bases in the region, an...
Mar 03, 2026
TTT - Tariffs Trump Trouble
US Tariff Policy After 2025: Supreme Court Decision, New Tariffs, and Global Consequences
In 2025–2026, US tariff pol...
Mar 03, 2026