Subscribe
Get insight into the latest trends and developments in global currency markets with breaking news updates and research reports delivered right to your inbox.
Latest Analysis
Market wobbles return
18 March, 2026
• Negative vibes. Another jump in energy prices & upward repricing in interest rates dampened risk sentiment. USD firmer. AUD & NZD underperform.• Macro news. Asia exposed to higher energy costs....
Fed holds rates, downplays oil price-driven shift in risk calculus
18 March, 2026
The Federal Reserve left interest rates unchanged this afternoon and did little to acknowledge an Iran war-driven shift in the balance of risks facing the US economy in the accompanying statement, suggesting...
Bank of Canada holds, signals willingness to look through energy price shock
18 March, 2026
As markets had overwhelmingly anticipated, the Bank of Canada left its policy settings on hold this morning, and expressed concern over persistent weakness in the Canadian economy, suggesting that policymakers...
Oil prices slip slightly, bolstering market confidence
18 March, 2026
Financial markets are turning cautiously optimistic this morning as oil prices stabilise and investors position for a raft of central bank decisions. Several tankers registered to non-aligned countries...
RBA's inflation worry
17 March, 2026
• Improved mood. Despite ongoing Middle East issues & high oil prices risk sentiment has improved. Softer USD & a RBA hike supports the AUD.• RBA hikes. Another 25bp rate rise delivered yesterday....
RBA: Inflation battle continues
17 March, 2026
After being ‘strategically timid’ during its last tightening cycle the RBA looks to be taking fewer chances when it comes to its renewed battle against inflation with another 25bp rate hike announced today....
Dollar firms as Iranian attacks intensify
17 March, 2026
Good morning. The dollar is recovering from yesterday’s losses as crude prices ricochet higher following a series of Iranian strikes on energy infrastructure in the Persian Gulf and near the Strait...
Markets reverse higher as Strait of Hormuz blockage shows signs of easing
16 March, 2026
There was lots of drama over the weekend. Sinners. One Battle After Another. A Shakespearean tragedy. The Secret Agent. Mr Nobody Against Putin. And that was just the Middle East — the Oscars were on too.
Markets...
Middle East & RBA in focus this week
15 March, 2026
• Market nerves. Higher oil prices & Middle East developments dampened risk sentiment on Friday. USD firmer. NZD & AUD underperform.• Macro events. Central banks in the spotlight this week. High...
Dollar powers higher as conflict stretches on
13 March, 2026
The Federal Reserve’s preferred inflation measure landed in line with expectations in January, but left markets mostly unmoved, given that it predated the Iran conflict and was stale on arrival....








