Barclays Capital FX Strategy Research notes that the June flash euro area inflation (Friday) will allow markets to reassess expectations regarding the ECB, which has so far shown caution and disappointed market expectations for more changes in forward guidance.

CIBC FX Strategy Research notes that the BoJ hasn’t been inhaling bonds at quite the same pace recently, and that has some thinking a subtle change in policy is afoot.

In that regard CIBC argues that it seems premature Read More →