OCBC sees resilient US Dollar ahead of Fed, favours FX crosses as oil limits downside - VT Markets

US Dollar: Limited downside as Fed caution persists – OCBC - FXStreet

FX Daily: Dollar shrugs off oil sell-off

The desk sees the dollar's recent strength as underpinned by solid fundamentals, particularly the outlook from the Federal Reserve, despite a significant drop in oil prices. Per the full note from ing-think, tomorrow's FOMC is outlined as a pivotal point for FX markets, potentially laying the groundwork for a shift in monetary policy. Data trends show a resilience in the dollar, reversing nearly all weekend losses and reflecting a pivot away from energy prices toward central bank dynamics. This strengthens the case for dollar resilience, especially as tightening expectations gain traction from economic data rather than solely energy pricing.

OCBC sees ECB ‘insurance’ hike priced in, capping euro as oil and geopolitics drive risks - VT Markets

OCBC sees ECB ‘insurance’ hike priced in, capping euro as oil and geopolitics drive risks - VT Markets