The US dollar’s latest surge reflects geopolitical stress more than shifting rate expectations. As energy shocks ripple through markets, the...

India is considering returning to buying Russian amassed in floating storage in Asia as the war in Iran and Tehran’s...

China’s oil imports hit record highs in 2025 at 11.55 million bpd. Rising oil prices and surging freight rates may...

Escalation in the Middle East has reignited haven demand, sending gold and oil sharply higher. While the US dollar firmed,...

The United States and Israel launched coordinated military strikes on Iran - Operation Epic Fury - on February 28th, targeting...

The FX tape tells you everything about the character of this shock. We have not seen disorderl yair pockets across...

If you can’t feel the uncertainty and the volatility in the markets now, then you must be living under a...

The FX fallout from the attack on Iran has been relatively limited so far, with the a little stronger and...

rose to 1.1790 on Monday. The US dollar attempted to strengthen, but part of its rally was subsequently trimmed. Demand...

It is likely to be a busy and volatile week of trading, given rising geopolitical uncertainty, the Treasury’s unrelenting need...