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LMAX Group blog - FX industry thought leadership

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  • Weekend attack fuels geopolitical tension

    The world starts the new week in a different place than where it was as things closed out in the previous week. Geopolitical tension has ramped up significantly on the back of the Hamas attack on Israel, and the market is now concerned how this could blow-up into a much bigger risk. Audio Update Technical […]

  • Positioning into Friday event risk

    There haven’t exactly been any signs out there to support this latest mild recovery in risk assets into the end of the week. Higher for longer Fed policy should still be a thing, and economic data out of Europe and the UK was not pretty on Thursday. Audio Update Technical highlights EURUSD Downside limited from […]

  • Can the recovery hold up?

    It’s been a really tough go for risk assets over the past several sessions. Any time we’ve seen any attempt at a rebound, the rally is sold rather quickly and its back again to risk off flow. As we head into North America on this Thursday, risk assets are trying their best to hold onto […]

  • Soft US ADP inspires market reversal

    The market has been getting some relief as the week moves on, with stocks recovering and currencies pushing up against the Buck. We had already seen an improvement in sentiment after a round of PMI data in many of the major economies around the globe came in better than expected. Audio Update Technical highlights EURUSD […]

  • Investors looking for reversal day

    PMI reads out of the Eurozone and UK came in on the better side of expectation, which perhaps has helped to inspire an overdue recovery in currencies against the Buck and some overdue risk on flow. Wrap-Up Call

  • Long-term US yields to 16 year high

    Risk markets haven’t been able to get any relief as signs continue to point to a slower global economy going up against a relatively solid US economy, which means significant monetary policy divergence and a less investor friendly higher for longer Fed outlook. Audio Update Technical highlights EURUSD Downside limited from here GBPUSD Strong support […]

  • What to make of the return of risk on flow

    The market has been looking for any excuse to sell the US Dollar and buy back into stocks. On Thursday, it got what it was looking for, in the form of a soft run of US economic data, highlighted by a downward revision to the personal consumption component of GDP. Audio Update Technical highlights EURUSD […]

  • Mild profit taking on Dollar longs

    Most of the price action into the North American open is about some position squaring from shorter-term accounts. The US Dollar has run hard and fast over the past several sessions, and with plenty of US data ahead, these traders don’t want to get caught as victims to any sharp reversals. Wrap-Up Call

  • Stagflation risk ramping up

    US yields continue to drive higher in the face of a Fed monetary policy outlook that continues to press higher for longer, despite escalating growth concerns. Fresh yearly highs in the price of oil and a sixth session of declines in banking and real estate stocks have only added to stagflation fears. Audio Update Technical […]

  • Investors less bullish as Buck continues to run

    US equity futures have been trying their best to recover from Tuesday’s sharp setbacks but haven’t been able to muster much at all. It seems all of the price action in the currency market could be preventing investors from wanting to be too aggressive in buying any dips. Wrap-Up Call

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