JPY: THIS IS HOW IT STARTS US CPI AUG’26 PREVIEW DOES ECB’S SEP HIKE END THE RATE HIKE CYCLE THE WEEK AHEAD ECONOMIC DATA RELEASE 30TH AUG 2026 US NFP AUG’26 PREVIEW WARSH IS NOW HAWKISH BUT PROBABLY ITS STILL ALL TALK ONLY JACKSON HOLE: MAKE OR BREAK FOR WARSH THE WEEK AHEAD ECONOMIC DATA RELEASE 23RD AUG 2026

IS USD EXCEPTIONALISM OVER- A BIG NO

ADMIN || 21st July 2024

The recent weakness in DXY is an ideal opportunity to build DXY longs gradually as we enter the US election period. As it becomes clear that Trump and Republicans are going to sweep both Senate & Congress, this trend might gather pace. US growth is still higher than many of it’s G-10 peers & though slowing, might still provide the cushion for DXY to remain strong at least till Nov’24.

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