Divergent Markets (Page 9)

Base Currency Dossier tiers

Base Currency Dossier - NZD - March 31, 2026

Divergent Markets

Executive Summary NZD/USD trades at 0.5725, near 4-month lows and approximately 15% below OECD PPP fair value…

69 min read Mar 31, 2026

Base Currency Dossier tiers

Base Currency Dossier - NOK - March 31, 2026

Divergent Markets

Executive Summary The Norwegian krone is experiencing a regime shift driven by Norges Bank's dramatic hawkish pivot on…

65 min read Mar 31, 2026

Base Currency Dossier tiers

Base Currency Dossier - JPY - March 31, 2026

Divergent Markets

Executive Summary The Japanese yen trades at ~159.8 against the US dollar (USD/JPY convention: rising = JPY weakening), representing…

69 min read Mar 31, 2026

Base Currency Dossier tiers

Base Currency Dossier - GBP - March 31, 2026

Divergent Markets

Executive Summary GBP/USD trades at 1.3212, down 3.5% over three months and below its 200-day MA…

67 min read Mar 31, 2026

Base Currency Dossier tiers

Base Currency Dossier - EUR - March 31, 2026

Divergent Markets

Executive Summary EUR/USD trades at ~1.148, down 4.6% from the January 2026 high of 1.2019, caught…

64 min read Mar 31, 2026

Base Currency Dossier tiers

Base Currency Dossier - CHF - March 31, 2026

Divergent Markets

Executive Summary The Swiss franc trades near decade-highs against both USD and EUR, with USD/CHF at 0.7974…

63 min read Mar 31, 2026

Base Currency Dossier tiers

Base Currency Dossier - CAD - March 31, 2026

Divergent Markets

Executive Summary USD/CAD trades at 1.3929 as of March 31, 2026, with the Canadian dollar caught in a…

65 min read Mar 31, 2026

Base Currency Dossier tiers

Base Currency Dossier - AUD - March 31, 2026

Divergent Markets

Executive Summary The Australian dollar trades at 0.6845 against the US dollar, down 4% from its March 11 high…

66 min read Mar 31, 2026

FX Macro Analysis paid

FX Macro Analysis - March 31, 2026

Divergent Markets

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26 min read Mar 31, 2026

public

FX Weekly Update #1 - March 30, 2026

Divergent Markets

Trump's 10-day extension of the Iran strike pause through April 6 dominated FX markets this week, briefly…

3 min read Mar 30, 2026

Weekly Update paid

FX Mid-Cycle Review #1 - March 30, 2026

Divergent Markets

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21 min read Mar 29, 2026

public

FX Macro Brief - March 11, 2026

Divergent Markets

The RBA hiked 25bp to 4.10% on March 17 in a razor-thin 5-4 split, its second consecutive…

2 min read Mar 11, 2026