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October 27, 2026 8:05 AM UTC
Quiet for news and action overnight, skew remains towards dollar firming
General rebalancing ahead of the central bank and event risks this week
1.1150 EUR/USD range low support ahead of the 14 Oct spike lows and 1.11
October 27, 2026 5:00 AM UTC
Dollar starts the week with a lift into event risk, as US tech and US yields see some bounce
BRL very much its own step adjustment, but does further reinforce a wider EM carry turn
Interesting one to monitor and to keep tabs on what sits on the other side
October 26, 2026 5:38 PM UTC
Dollar starts the week with a lift into event risk, as US tech and US yields see some bounce
BRL very much its own step adjustment, but does further reinforce a wider EM carry turn
Interesting one to monitor and to keep tabs on what sits on the other side
October 26, 2026 5:13 PM UTC
After August saw new home sales reach an 8-month high of 684k, we expect September to slip to 630k, which would be the lowest since a matching outcome in February. That would be down 7.9% from August though risk is that August’s 6.4% increase will be revised lower.
October 26, 2026 5:08 PM UTC
We expect a 3.5% increase in September durable goods orders after a below trend 0.1% decline in August. While aircraft are likely to lead the increase we expect a healthy 1.0% increase ex transport, also picking up from a below trend 0.2% rise in August.