1 hour ago

AUD/USD: Positive AUD theme despite fading risk – BNY

BNY’s Head of Markets Macro Strategy Bob Savage flags AUD/USD as another Dollar-positive rebalancing candidate. While AUD has seen mostly net buying since late January, inflows have been light and positioning less stretched than in other carry or hard-asset currencies.
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2 hours ago

USD/JPY: Dovish BoJ risks cap recovery – OCBC

OCBC strategists Sim Moh Siong and Christopher Wong note that dovish-leaning Bank of Japan nominees have reinforced concerns that policy normalisation may lag, weighing on the Japanese Yen even as it remains fundamentally undervalued.
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