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/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…
US 2-year yield to 3.75% by year-end: the…
The US 2-year Treasury yield falls to 3.75% by December 31, 2026 in the base case, 3.40% in the bull case, and rises to 4.60% in the bear case. The mechanism is the unwind of…
EUR/USD to 1.13 by Q4 2026: the term-premium…
EUR/USD to 1.13 by Q4 2026. Consensus sits at 1.18–1.25 on the assumption that a narrowing rate gap does the work, but that case needs the Federal Reserve to cut. If US long yields rise…
Bank regulators give themselves 72 hours; banks get…
The Federal Reserve, Federal Deposit Insurance Corporation (FDIC) and Office of the Comptroller of the Currency (OCC) issued a joint statement on July 16, 2026 committing to notify banks of a compromise of confidential supervisory…
Fed’s skinny payment account won’t replace a bank…
Klarna filed for a US bank charter to end its WebBank dependence. Nubank is pushing for one too. Both are expensive, multi-year undertakings — and the Federal Reserve has just proposed something that looks like…
Copper to $11,100 by Q3 2026: the inventory-glut…
London Metal Exchange (LME) copper reaches $11,100/mt by September 30, 2026 in the base case, $10,500 in the bear case, and $13,000 in the bull case. The mechanism is a 540,000-tonne year-to-date build in visible…
Silver to $62 by Q3 2026: the ratio-compression…
Silver (XAG/USD) reaches $62/oz by September 30, 2026 in the base case, $73.60 in the bull case, and $48 in the bear case. The mechanism is gold-silver ratio compression from 69.2 towards 65 as June's…
EUR/USD to 1.12 by Q3 2026: the widening-gap…
EUR/USD falls to 1.1200 by September 30, 2026 in the base case, 1.1000 in the bear case, and 1.1700 in the bull case. The mechanism is a policy-rate gap of 125–150 basis points in the…