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November 10, 2026
U.S. October Median CPI up 3.7% annualized, confirming CPI strength was broad based
November 10, 2026 8:19 PM UTC
Emphasizing the disappointing nature of the October CPI, the 0.3% rise in the Cleveland Fed’s Median CPI is consistent with the core CPI released earlier and the annualized pace of 3.7% is a 5-month high.
Bank of Canada Minutes from October 28 - Proceeding carefully
November 10, 2026 7:06 PM UTC
Minutes from the Bank of Canada meeting on October 28, which saw policy tightened by 25bps to 2.50%, do not provide many surprises. The BoC saw the outlook for inflation as much stronger than in its previous Monetary Policy Report produced in July, while the growth outlook had improved modestly. S
Bank of Canada Minutes from October 28 - Proceeding carefully
November 10, 2026 7:06 PM UTC
Minutes from the Bank of Canada meeting on October 28, which saw policy tightened by 25bps to 2.50%, do not provide many surprises. The BoC saw the outlook for inflation as much stronger than in its previous Monetary Policy Report produced in July, while the growth outlook had improved modestly. S
U.S. October CPI - 50bps now set to be debated at December FOMC
November 10, 2026 2:14 PM UTC
October CPI has come in stronger than expected at 0.4% overall with a third straight 0.3% rise in the core rate ex food and energy. Earlier today Fed’s Waller suggested that a 0.3% core increase would justify a 50bps tightening in December. That looks sure to be debated, particularly after October
U.S. October CPI - 50bps now set to be debated at December FOMC
November 10, 2026 2:14 PM UTC
October CPI has come in stronger than expected at 0.4% overall with a third straight 0.3% rise in the core rate ex food and energy. Earlier today Fed’s Waller suggested that a 0.3% core increase would justify a 50bps tightening in December. That looks sure to be debated, particularly after October
FX Daily Strategy: N America, Nov 10
November 10, 2026 10:13 AM UTC
Risk attempts to bounce on oil and tech lift, but outlook still unclear
Back from the noise, EUR/USD not far from 1.12 pivot, and DXY stuck in a 1 figure range
Positioning does remain heavily defensive, especially on yen risk crosses
US CPI offers some normality. On-consensus results anticipated