Stay ahead of the markets with insights from our strategists and portfolio managers.

Market Insights

Filter
Japanese Yen Seems Unemotional after Fed’s Hints at Monetary Policy Turnaround, as BoJ Keeps Slightly Negative Interest Rate in Place
Jan 24, 2024
The Japanese yen consolidated as the Bank of Japan issued a restrictive statement that it is expected to withdraw i...
Transitory Dollar Weakness Temporarily Pushed Yen and Other Asian/Pacific Currencies Higher
Dec 07, 2023
The USD/JPY pair experienced a significant correction of around 1.5% lately.
HAMAS-Israeli War Oil Impact: ‘There is Definitely Going to Be a Fear Trade Put in Place’
Oct 09, 2023
Markets are braced for a continuous ascension of oil prices after Hamas launched a deadly terrorist attack on Israe...
Spectacular Sight of the Falling Yen May Be Interrupted by BoJ’s Interventions – First since October
Sep 27, 2023
The widening interest rate differential between the U.S. and Japan has pushed the yen lower since the Federal Reser...
WTI Crude Oil Hits its 10-months High on OPEC+’s Decision to Extend Production Cuts
Sep 06, 2023
U.S. oil futures settled Tuesday at their highest level since November, propped up by news that Saudi Arabia and Ru...
With Oil Prices Being Cool So Far on Quota Reductions, OPEC+ Producers Weigh More Production Cuts
Jun 05, 2023
Oil prices have finally tilted towards a more consecutive growth after Sunday’s OPEC+ decision: currently frontal m...
Japanese Yen and Australian Dollar Diverge on Respective Central Bank Policies and Outlooks
May 02, 2023
The Japanese yen continued its sharp downward slide on Tuesday, May 2, hitting its 15-year low against the euro, as...
U.S. Dollar vs Japanese Yen: If “Ifs” and “Buts” Were Candies and Nuts, We’d All Have Merry Christmas
Apr 10, 2023
Selling the dollar for the yen was the main trade idea at Morgan Stanley as of end-March as investors await confirm...
OPEC+ Showed Accord to Push Oil Back towards USD100 Mark
Apr 03, 2023
As many investors and traders know by now, OPEC+ announced “unexpected” production cuts of more than 1 million barr...
Crude Gets Unexpected Boost from Iraqi Kurdistan-Turkey Pipeline’s Shutdown
Mar 28, 2023
Despite grim forecasts, crude oil pushed higher overnight as sentiment was given a boost by the rescue of SVB Finan...
Export Plunge and Asia’s Growing Demand will Bolster Crude Oil Price Hike to USD 110/bbl in 2023, According to UBS
Jan 04, 2023
Crude oil prices were on a roller coaster ride in 2022, going north of $130/barrel in March amid geopolitical escal...
Japanese Yen: Year in Review and General Outlook
Dec 29, 2022
USD/JPY rose 0.3% to 133.72, as of this writing, bouncing back after dropping as low as 130.58 just over a week ago...
Show more