FX Options Insights 4/12/24

EUR/USD's near-term expiry FX option implied volatility is facing downward pressure. Overnight, selling was observed at 11.5, with 1-week selling between 10.0 and 9.5, while the 1-month implied volatility dropped to 8.15 from 8.8 on Tuesday. These sales of implied volatility suggest a decrease in both actual volatility and expectations for the near term. There are notable FX option strike expiries clustered around 1.0500, which provide support for the spot price. Risk reversals indicate that while EUR/USD is somewhat vulnerable to downside movements, the risk is less pronounced in the near term. Significant option barriers are positioned at 1.0300, which may present a considerable challenge to overcome.

Near-term expiry USD/JPY implied volatility reached new highs since the US election. While the spot price declined, this increased demand, although the setbacks were not significant, especially with the recent recovery in spot prices. Cash-settled hedged FX options benefit from FX volatility, regardless of the market direction. Past realised volatility serves as a reliable benchmark for assessing implied volatility. Recently, historical volatility has been trending upward, which supports the implied volatility levels. Option traders are actively seeking FX volatility protection in anticipation of the upcoming Fed and BoJ meetings.