Forex: All News & Analysis

The Bank of Japan's FX Intervention: Mechanism, Impact, and Historical Precedent

Bank of Japan's FX intervention. Explains the mechanism: MOF sets policy, BoJ executes. Details how interventions are funded (reserves vs. FBs) and their dual channels: Portfolio Balance and Signaling. Discusses why ZIRP limits effectiveness, making Signaling and credibility key. Includes historical precedents (2003-04 JPY-weakening, 2022/2024 JPY-strengthening).

27-11-2025 15:26 GMT by Zain Vawda

Markets Today: German Consumer Sentiment Improves, Gold Holds Near 2-Week Highs, Thanksgiving Holiday in the US

Asian shares extended gains, while European stocks were mostly flat ahead of the ECB minutes. Key movers include Puma (shares up 13% on buyout rumors). The US dollar is weakening ahead of the Thanksgiving holiday, set for its largest weekly drop in four months. Oil fell slightly on ceasefire hopes, and gold is stable near 2-week highs

27-11-2025 10:01 GMT by Zain Vawda

North American mid-week Market update – December FOMC rate cut hopes saves the Market

Mid-Week update for North-American Markets – A return of the Doves boosted the struggling Stock Market while the Dollar might have posted a top. Taking a close look at NA index and currency performance combined with a USD/CAD intraday chart to spot what's next for American Markets.

26-11-2025 20:34 GMT by Elior Manier

Gold (XAU/USD) Price Up 2.5% for the Week. Is a Break of $4200/oz a Certainty?

Gold (XAU/USD) maintains a robust uptrend near two-week highs, supported by aggressive market expectations of US Federal Reserve monetary easing. The article details foundational drivers, a strong technical outlook with an RSI above 50, and key near-term resistance/support levels.

26-11-2025 18:14 GMT by Zain Vawda

Forex technicals: GBP/JPY nears 15-month peak in rally ; Intervention from the Bank of Japan?

GBP/JPY is getting bought, driven by recent trends for the UK and Japan. PM Takaichi approved a massive $¥21$ trillion stimulus, which paradoxically increases pressure on the BoJ for a rate hike by Dec 18th. Meanwhile, the UK Budget's fiscally conservative stance is boosting the Pound, making it a top performer. If the current rally extends, the pair will target its July 2024 peak. We dive into a multi-timeframe analysis of GBP/JPY.

26-11-2025 17:47 GMT by Elior Manier

Markets Today: RBNZ Cut Rates, Gold Hits Two-Week Highs, FTSE 100 Trades Above 200-day MA Ahead of UK Budget

RBNZ cut rates, but strong Australian inflation lifted the AUD, while the NZD also jumped. Asian and European stocks extended gains, boosted by US rate cut hopes and Ukraine peace talks, ahead of the UK Budget. Gold hit a two-week high on a weaker dollar, and oil prices rose slightly. The Fed's Beige Book is due later today.

26-11-2025 08:29 GMT by Zain Vawda

US Dollar takes a hit as Dovish Fed U-turn boosts AUD, EUR, and JPY outlook

The U.S. Dollar is reversing its month-long rally. Recent weak U.S. data—including misses in Retail Sales, PPI, and Private Labor Data—has confirmed the Fed's more protective tone. We analyze the strong reversals this shift has caused in major FX pairs (USD/JPY, EUR/USD, AUD/USD).

25-11-2025 21:12 GMT by Elior Manier

UK Budget 2025 Preview: Fiscal Drag, Wealth Tax, and Market Impact on GBP & Gilts

Previewing the Labour government's November 26 UK Budget. Chancellor Rachel Reeves faces a £20–30 billion fiscal hole, compelling the use of "stealth" taxation via fiscal drag and new wealth taxes (Capital Gains Tax, 'mansion tax'). This analysis explores the pressure from the OBR downgrade and the critical market implications for the British Pound (GBP/USD) and UK Gilts.

25-11-2025 14:46 GMT by Zain Vawda

Gold Price Forecast: Bullion rallies to $4,118 key level as markets increase Fed rate cut bets

Currently trading at $4,118 per troy ounce, gold has started the week on an encouraging note, finding support in Monday’s session. Rallying by staggering 1.70% in yesterday’s trading, which, albeit by recent accounts, seems to be perfectly normal, dovish comments made by Fed Williams last week have offered a new lease of life to current gold upside.

25-11-2025 13:05 GMT by Christian Norman

Markets Today: Rate Cut Bets Surge, FTSE 100 Eyes Retest of 200-day MA, Geopolitics and US Retail Sales in Focus

Global stock markets rise on rate cut expectations from the Federal Reserve. Asian shares post modest gains, while European stocks are subdued ahead of key US economic data like producer inflation and retail sales. The report also covers a stable US dollar, falling oil prices, and rising gold prices on "dovish" Fed comments. Geopolitical developments in the Russia-Ukraine conflict and technical analysis for the FTSE 100 are also discussed.

25-11-2025 09:55 GMT by Zain Vawda

US Dollar Index (DXY) Technical Outlook: Pivotal Week for the US Dollar as Acceptance Above 100.00 Remains Key

The US Dollar Index (DXY) faces a pivotal week hovering above the crucial 100.00 level. Technical analysis suggests a potential double-top pattern, while macroeconomic drivers include the short Thanksgiving week, Ukraine peace talks, and the upcoming Fed Beige Book, which could renew discussions about a December interest rate cut.

24-11-2025 13:49 GMT by Zain Vawda

USD/JPY, the upcoming UK budget and RBA/Fed monetary policy

As we start week 48, join OANDA Senior Market Analyst Kelvin Wong and podcast host Jonny Hart as they discuss the end-of-week rally in US equities, the upcoming UK budget on Wednesday, ever-changing expectations of the FOMC meeting in December, as well as the latest on the FX markets, including JPY and AUD.

24-11-2025 11:45 GMT by Christian Norman

Markets Weekly Outlook - UK Budget in Focus as Global Equities Eye Recovery

A review of a volatile week in global markets where US equities recovered despite rate cut uncertainty. The US Dollar saw a strong week, but FX intervention fears grew around the Japanese Yen. The outlook for the week ahead focuses on the highly anticipated UK budget, key data releases from China and Japan, and a quiet US Thanksgiving week. Also includes a technical analysis of the US Dollar Index (DXY).

21-11-2025 20:39 GMT by Zain Vawda

New dovish commentary from Fed Williams, bitcoin continues to slide and the week ahead

In today’s episode, join TraderNick and podcast host Jonny Hart as they discuss the latest market developments, including fresh dovish commentary from Fed officials, a continued slide in bitcoin price, and the so-called ‘AI bubble’.

21-11-2025 19:01 GMT by Christian Norman

EUR/USD technical analysis: Spotting Mean Reversion in the 2,000 pip Range

The EUR/USD is actively contracting into a tight 2,000-pip consolidation range between 1.15 and 1.17. Recent dollar demand from hawkish Fed repricing is being offset by dovish comments from NY Fed President Williams, which put the December rate cut back on the table (70% priced in). We analyze the EUR/USD in this rangebound, non-trending environment.

21-11-2025 13:59 GMT by Elior Manier

Euro Area Business Activity Remains Solid as EUR/USD Hovers Near Key Levels

Euro Area business activity remains solid in November, driven by services, but faces mixed signals with slowing new orders and rising costs. Q3 negotiated wages disappointed at 1.87% YoY. Technically, EUR/USD eyes a lower low, but this is contingent on the US Dollar Index not forming a double top. All eyes are on ECB President Lagarde's speech today regarding strengthening the Euro's world stage role.

21-11-2025 10:19 GMT by Zain Vawda

Bank of Japan on high alert: USD/JPY tests Key 158.00 Resistance

The USD/JPY pair is racing towards 158.00, up over 3% since November, driven by U.S. Dollar strength and the fiscally dovish stance of PM Takaichi. The rally persists despite high-level meetings and BoJ concern, forcing active pricing of intervention. Traders are testing the BoJ's resilience. We dive into a multi-timeframe analysis of USD/JPY from Weekly to intraday charts.

20-11-2025 16:59 GMT by Elior Manier

Markets Today: NFP in Focus as Rate Cut Bets Tumble, NVIDIA Earnings Boost Sentiment

Global markets rally on Nvidia's strong earnings, easing AI bubble fears. Asia and Europe see broad gains in tech and chip stocks. The US Dollar surges to a six-week high as hawkish Fed notes temper rate cut bets, pushing EUR, GBP, and JPY lower. Oil edges up on falling US supplies, but Gold is pressured. The focus now shifts to the long-delayed NFP report

20-11-2025 09:38 GMT by Zain Vawda

Nikkei 225: Bulls back in vogue with 4% “Takaichi Trade”rally

The Nikkei 225 is holding its medium-term uptrend as Japan’s yield-curve steepening, aggressive fiscal stimulus under PM Takaichi, and renewed yen weakness fuel foreign inflows. After retesting key support at 48,450, the index is building short-term bullish momentum, with a potential breakout above the 20-day moving average pointing toward 51,530 and 52,830.

20-11-2025 05:56 GMT by Kelvin Wong

North American mid-week Market update – US Data is finally back!

Mid-Week update for North-American Markets – US public data finally gets released after the Shutdown. The USD rallies while Stocks struggle. Taking a close look at NA index and currency performance combined with a USD/CAD intraday chart to spot what's next for American Markets.

19-11-2025 19:54 GMT by Elior Manier

Forex: all news & analysis