Fundamental / Economic Backdrop (short-term)
A key driver for EUR/USD remains the interplay between the monetary policy outlook of the European Central Bank (ECB) and the Federal Reserve (Fed). When markets price increasing odds of U.S. dollar weakness (e.g. rate cuts, softer U.S. data), that tends to support EUR/USD — in 2025 there has be…
Month: December 2025
USDCHF – 01/12/2025
Fundamental / Economic Backdrop (short term)
The recent environment for USD/CHF shows a mix of forces — some favouring the Swiss franc (CHF), some putting pressure on the US dollar (USD). Key drivers:
Growing market expectations of a rate cut by the Federal Reserve (Fed) appear to be weighing on the dollar. As of ear…