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[FRX] Forex market outlook - 27 May 2022

[FRX] The DXY slipped in European trading, as the USD staged a mixed performance against its fellow G-10 peers. The hawkish tone of the US 4 May FOMC meeting minutes was somewhat tempered by the message that front-loaded 50bps Fed funds rate moves in the coming months would allow for a pause of sorts in Sep. - Please see our forex market outlook below.
5/26/2022 5:43:33 PM

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[FRX] Forex market outlook update - 26 May 2022

[FRX] The DXY is slipping in early-Europe, as the greenback trades mixed against its fellow G-10 peers. The hawkish tone of the US 4 May FOMC meeting minutes was somewhat tempered by the message that front-loaded 50bps Fed funds rate moves in the coming months would allow for a pause of sorts in Sep. So, upcoming remarks from Fed policy makers for the next several weeks will be crucial in determining the behaviour of the greenback alongside geopolitics and risk sentiment, but for now we remain moderately bullish on the currency's m-t outlook. The immediate focus now is on the US weekly initial claims data and second estimates of Q1 GDP growth and the PCE deflator. Please see our forex market outlook update below,
5/26/2022 11:17:57 AM

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[BRL] A very hawkish BCB not enough for appreciation

[BRL] The BRL has strengthened past the key USD/BRL 5.00 level, to the USD/BRL 4.80 area, supported by a visibly more aggressive BCB, especially in the aftermath of the latest mid-May IPCA-15 inflation data, the headline reading a bit higher than expected (0.59% m/m, 12.20% y/y with a much smaller m/m rise thanks to lower energy prices although food prices continued to rise sharply). The minutes of the last Copom meeting three weeks ago were even more hawkish, reiterating that the deterioration in inflation data and expectations 'reinforces the cautious monetary policy stance and emphasizes the uncertain scenario.' The BCB's 100bps rate hike at the time (its tenth straight hike, the Selic policy rate raised to 12.75%, up 1075bps since March 2021) was accompanied by a hawkish statement and signalling of another rate hike in June. The minutes of the meeting reinforced our view that another rate hike in June will not be the last, the minutes pointing out that '�an additional deterioration was observed in both the short-term inflationary dynamics and the longer-term projections.'
5/26/2022 10:51:27 AM

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[MKT] Market/Forex Technical Overview

[MKT] Market/Forex Technical Overview
5/26/2022 10:22:26 AM

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IDEAglobal clients have been asking if we could make some revisions to the FX service on Thomson Reuters (IDEAFX). In response we have added a number of benefits for you:

Streamlined product structure for ease of use.

Reordered technical pages to allow users to more quickly review our technical calls on major FX pairs.

Daily CNH analysis (IDEAFX70) in light of the surge in FX volume seen in the offshore market over recent quarters.

Download the IDEAFX product guide here.

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