OANDA, New York based forex trading serving provider recently revealed in an announcement that it has made a new addition to its APAC region senior level leadership team. As per statement released by the firm…
USD/ZAR to 15.50 by year-end 2026: the 3%…
Thesis: USD/ZAR reaches 15.50 by December 31, 2026 in the base case (15.10 bull, 16.80 bear) because the South African Reserve Bank's 3% inflation target keeps the policy rate at 7% while headline CPI falls…
EUR/JPY to 179 by year-end: the vanishing carry…
EUR/JPY falls to 179.00 by December 31, 2026 in the base case, 172.00 in the yen-strong case, and 190.00 in the yen-weak case. The mechanism is a policy spread that has not moved in nine…
USD/JPY capped near 160.30 into Jackson Hole: the…
USD/JPY holds a 157.30–160.30 band into the September Federal Open Market Committee (FOMC) meeting, with a base case of 160.30 by September 30, 2026, a bull case of 163.91 and a bear case of 156.68.…
USD/JPY to 163.50 by September 30: intervention’s half-life
USD/JPY reaches 163.50 by September 30, 2026 in the base case, 166.00 in the bull case, and 153.50 in the bear case. The mechanism is arithmetic rather than narrative: the July 31 joint intervention moved…
GBP/JPY to 205 by Q4 2026: the carry-cushion…
GBP/JPY reaches 205 by December 31, 2026 in the base case, 196 in the bear case and 224 in the bull case. The mechanism is a carry cushion that has stopped compensating for the tail:…
USD/MXN to 17.90 by Q4 2026: the carry-compression…
USD/MXN to 17.90 by Q4 2026. Base case 17.90, bull case 18.50, bear case 17.00. The mechanism is carry compression — but running from the US side, not the Mexican one: Banxico is anchored at…
USD/JPY to 164 by year-end 2026: the hike-that-failed…
Base case: USD/JPY at 164 by year-end 2026, bull case 168, bear case 155. The mechanism is that the Bank of Japan's (BOJ) 25 basis-point hike to 1.00% removed roughly a tenth of a rate…
USD/JPY to 165 by end-Q3 2026: the carry-versus-intervention…
USD/JPY trades near 162.20 with a base case of 165 by end-Q3 2026. The mechanism is arithmetic, not sentiment: the Federal Reserve sits at 3.50%–3.75% with a hawkish dot plot while the Bank of Japan…