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US Dollar: Hedging pressure builds on USD – BNY
BNY’s Geoff Yu notes that USD exposure is elevated across global portfolios, with strong buying in both equities and bonds generating sizeable rebalancing signals. The bank recommends increasing FX hedges instead of selling U.S. assets, as hedge ratios remain low and Dollar allocations high.
Federal Reserve: Hawkish hold may offer US Dollar limited support – BNY
BNY’s Geoff Yu highlights that markets face a genuinely live Federal Reserve (Fed) decision, with futures implying about a 35% chance of a hike and a hold still the base case.
Fed's Warsh: We will deliver the 2% target
At the post-meeting press conference, Fed Chair Kevin Warsh explains why policymakers decided to keep interest rates unchanged after the July meeting and takes questions from reporters about the decision.
US Dollar: Stretched positioning caps gains against peers – BNY
BNY’s Geoff Yu notes the US Dollar (USD) enters the Federal Open Market Committee (FOMC) with strong recent demand but stretched positioning, as cross-border buying and late-July spot demand remain supportive.
Federal Reserve: Hawkish hold could restore Dollar support – BBH
Brown Brothers Harriman’s Elias Haddad expects the Federal Open Market Committee to keep the federal funds target range unchanged at 3.50%-3.75% for a fifth consecutive meeting.
US Dollar: Fed hold to test recent resilience – ING
ING strategists Francesco Pesole and Frantisek Taborsky expect the Federal Reserve to keep rates unchanged, with two dissenters possibly voting for a hike, limiting downside in front-end USD rates.
Why is the US Dollar vulnerable when the Federal Reserve is expected to deliver a hawkish hold?
The US Dollar (USD) stands at a critical juncture as financial markets prepare for the Federal Open Market Committee's (FOMC) upcoming interest rate announcement.
Dow Jones futures gain ahead of Fed policy decision
Dow Jones futures gain 0.11% to trade around 53,000 during European trading hours on Wednesday. Meanwhile, S&P 500 futures rise 0.16% to trade near 7,480, though Nasdaq 100 futures decline 0.17%, trading near 27,870, respectively.
Equities: Record allocation sustains Dollar exposure – BNY
Geoff Yu at BNY reports that global equity allocations have reached a record share of portfolios, with United States (US) markets dominating both equity and fixed-income holdings.
US Dollar: Long positioning faces FOMC risk – DBS
DBS Bank’s Philip Wee notes that Dollar bulls have built substantial long USD positions ahead of the FOMC, encouraged by Brent’s sharp rebound and expectations of a surprise rate hike by Chairman Kevin Warsh.
US Dollar Index Price Forecast: Likely remain subdued as Fed’s policy decision awaited
The US Dollar (USD) trades marginally lower in the European trade on Wednesday, reflecting caution ahead of the Federal Reserve’s (Fed) monetary policy announcement at 18:00 GMT.
US Dollar: Hawkish Fed hold may support USD – MUFG
MUFG’s Lloyd Chan expects the Federal Open Market Committee (FOMC) to deliver a hawkish hold, with the Federal Reserve (Fed) keeping rates unchanged while stressing elevated inflation risks. He notes softer recent US data but highlights that markets still price some probability of a July hike.
United States Dollar Index (DXY) flat below 101.50 as bulls await FOMC amid Iran risks
The United States Dollar Index (DXY), which tracks the Greenback against a basket of currencies, is seen consolidating below the 101.50 level during the Asian session as traders await the outcome of a two-day FOMC meeting, due later this Wednesday.