CHF

Why JPY Is No Longer a Good Funding Currency in 2025: The Case for CHF

For years, the Japanese yen (JPY) has been a preferred funding currency in carry trades due to its ultra-low interest rates and stability. However, 2025 presents a drastically different environment. The shift in global monetary policies, and Japan’s evolving economic conditions have weakened the appeal of JPY as a funding currency. At the same time, […]

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EUR/USD, Tariffs, and Market Reactions: Why I’m Neutral for Now

How EUR/USD Has Reacted to Tariff Announcements and Why I’m Neutral for Now The foreign exchange market is an intricate web of reactions, expectations, and recalibrations, especially when it comes to major currency pairs like EUR/USD. Over the past few tariff announcements, we’ve observed a pattern: the U.S. dollar spikes initially, only to fade as

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Fundamental view on EUR and CHF currencies

Two central bank (ECB, SNB) rate decisions and forward views are going to be published on 12th December. Regardless of the forward statements tomorrow I think Euro economy is weak and there are political uncertainties in France and Germany and the Swiss economy being dependent on Euro, we have seen weakness in the Swiss economy

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