header background

LMAX Group blog - FX industry thought leadership

header background

Global FX Insights

Next 24 hours: Investors will keep focusing on reduced geopolitical risk

Today’s report: Things could have been a lot worse over the weekend

The run of Dollar demand has resulted in fresh yearly highs against many currencies. We had already seen a wave of Dollar demand on the back of a repricing of Fed rate expectations, and in recent days, geopolitical factors have played into even more Dollar demand.   read report

download report

Wake-up call

Today’s report: Serious risks to consider into the weekend

On Thursday, we highlighted the fact that investors are desperate to use anything to justify the Fed needing to get back to moving to more rate cuts than less in 2024. And on Thursday, as per our commentary, US producer prices were all of a sudden that big deal economic data that normally isn’t a big deal.   read report

download report

Wake-up call

Next 24 hours: US producer prices take spotlight over ECB decision

Today’s report: About US CPI fallout, producer prices, and bitcoin

US rate expectations have seen another wild repricing in the aftermath of this latest hot US CPI print. The market is now looking for just 42 basis points of cuts in 2024, almost another full basis point of a cut since only last Friday.   read report

download report

Wake-up call

Next 24 hours: US CPI data expected to shake things up

Today’s report: Volatility expected to pick up on Wednesday

The early portion of this week has been relatively tame, with the market not wanting to make any fresh bets on direction until more clarity comes later today in the anticipated US economic data. We have however highlighted an interesting disconnect between the rates market and currency market.   read report

download report

Wake-up call

Next 24 hours: Traders point to dovish Fed speak to reconcile price action

Today’s report: How much are investors ignoring the signs?

There is every sense right now that the market is doing its very best to hold off on reacting too much to recent economic data out of the US that would suggest the Fed should be considering less rate cuts in 2024 than what is currently being priced.   read report

download report

Wake-up call

Any opinions, news, research, analyses, prices or other information ("information") contained on this Blog, constitutes marketing communication and it has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Further, the information contained within this Blog does not contain (and should not be construed as containing) investment advice or an investment recommendation, or an offer of, or solicitation for, a transaction in any financial instrument. LMAX Group has not verified the accuracy or basis-in-fact of any claim or statement made by any third parties as comments for every Blog entry.

LMAX Group will not accept liability for any loss or damage, including without limitation to, any loss of profit, which may arise directly or indirectly from use of or reliance on such information. No representation or warranty is given as to the accuracy or completeness of the above information. While the produced information was obtained from sources deemed to be reliable, LMAX Group does not provide any guarantees about the reliability of such sources. Consequently any person acting on it does so entirely at his or her own risk. It is not a place to slander, use unacceptable language or to promote LMAX Group or any other FX and CFD provider and any such postings, excessive or unjust comments and attacks will not be allowed and will be removed from the site immediately.

Sign up for Global FX Insights, the daily market commentary from LMAX Group

Your information will not be distributed or shared with third parties