Author: TerraBullMarkets

Forex Trade Ideas 22nd May – USDJPY Analysis FX markets opened Thursday under a markedly different backdrop from just one week ago. The US Dollar continues to feel the weight of Moody’s downgrade, Congressional wrangling over a debt-expanding tax bill and a soft-patch in US data, while Federal-Reserve commentary remains resolutely “wait-and-see.” Conversely, the Japanese...

Forex Outlook 21st May – High Conviction Trade Ideas Global FX markets have opened the mid-week session on a defensive footing after Moody’s stripped the United States of its last “AAA” sovereign rating, U.S.–China tech friction re-intensified and safe-haven demand resurfaced. The dollar index has slipped back under 100.0 as traders fold rate-cut expectations back...

Forex Outlook 20th May – 5 Conviction Trade Ideas Forex Outlook 20th May: Global FX markets are starting the week with a markedly defensive tone. Moody’s surprise downgrade of US sovereign credit to Aa1 has amplified questions over Washington’s fiscal trajectory, while a dovish repricing of Federal Reserve expectations continues to drain support for the...

Forex Outlook 19th May – High Conviction Trade Ideas Financial markets open the week on a defensive footing. Moody’s surprise downgrade of the US sovereign rating to Aa1 has intensified risk-aversion, knocking US-equity futures, steepening the Treasury curve and trimming the US-Dollar’s post-tariff-truce advance. At the same time, policy rhetoric diverges sharply: Bank of Japan...

Forex Traders Brace for Data and G7 – 19 – 24 May The coming week throws just about every macro catalyst a currency desk could ask for: a G7 finance-ministers’ summit in Banff, four major inflation prints, two Asia-Pac central-bank meetings and the first global snapshot of May economic activity via Thursday’s flash PMIs. Liquidity may be thinner than usual because several European markets enjoyed an Ascension Day holiday on Friday, but event risk is anything but light. The dollar’s fork in the road The US dollar spent most of May trudging sideways as traders weighed modestly softer data against…

Forex Market Outlook May 16 2025 Global forex markets remain dominated by the dual narratives of U-turning inflation in the US and the growth renaissance unfolding in the UK and, to a lesser degree, China-linked Asia-Pac. April’s softer-than-forecast US CPI and a surprise drop in PPI have tempered fears that tariff-driven cost-pressures would re-ignite price...

High-Conviction GBPUSD Swing Trade Idea Sterling’s early-week advance versus the US dollar has survived a fresh dump of UK macro data, leaving GBP/USD comfortably perched just beneath the psychological 1.33 level. This morning’s release showed UK Q1 GDP expanded 0.7 % q/q  beating consensus of 0.6 %, its fastest quarterly pace in six quarters, while...

5 High‑Conviction Forex Trade Ideas Global FX markets continue to recalibrate after the one–two punch of Monday’s US‑China tariff truce and Tuesday’s softer‑than‑expected US CPI release. Dollar bulls have surrendered some of their early‑week gains while yields drift lower, even as Federal‑Reserve rate‑cut expectations remain modestly delayed. In Europe, firmer German data and a still‑hawkish...

5 Dynamic Forex Trade Ideas for Tariff Truce Global FX markets are resetting after Monday’s euphoric rally sparked by the 90‑day US‑China tariff truce. The knee‑jerk surge in risk assets pushed the USD to a one‑month high, lifted high‑beta crosses such as AUD/JPY and CAD/JPY, and left policy‑sensitive majors (EUR, GBP) nursing losses. Heading into Tuesday’s...

3 Conviction Trade Ideas – Monday 12th May A 90‑day suspension of tit‑for‑tat tariffs between Washington and Beijing has jolted global FX markets into a classic “risk‑on” rotation. Carry and commodity currencies—led by the Australian and Canadian dollars—have surged, while traditional havens such as the yen continue to unwind last month’s defensive premium. Simultaneously, the Federal Reserve’s hawkish...