View:
November 10, 2026
FX Daily Strategy: Europe, Nov 10
November 10, 2026 7:54 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
November 09, 2026
UK Q3 GDP Preview - Strong Growth Expected in Q3 But Thereafter?
November 9, 2026 7:09 PM UTC
Despite higher energy costs, growing uncertainty and tighter financial conditions, the UK economy likely continued to grow rapidly in Q3. We expect quarter on quarter growth to have increased by 0.7%, in line with estimates produced by the BoE in last week’s Monetary Policy Report (see Figure 1).
UK Q3 GDP Preview - Strong Growth Expected in Q3 But Thereafter?
November 9, 2026 7:09 PM UTC
Despite higher energy costs, growing uncertainty and tighter financial conditions, the UK economy likely continued to grow rapidly in Q3. We expect quarter on quarter growth to have increased by 0.7%, in line with estimates produced by the BoE in last week’s Monetary Policy Report (see Figure 1).
FX Daily Strategy: Asia, Nov 10
November 9, 2026 4:15 PM 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
Preview: Due November 10 - U.S. October CPI - A more moderate month
November 9, 2026 1:04 PM UTC
We expect more subdued CPI in October after two straight disappointing 0.3% gains in the core rate, with October’s core rate seen at 0.2%, 0.22% before rounding. Gasoline prices have seen only a marginal rise on the month, and we expect overall CPI to also rise by 0.2%, though at 0.24% before roun
FX Weekly Strategy: N America, Nov 9-13
November 9, 2026 10:05 AM UTC
Focus remains on AI-risk. Nasdaq attempted to bounce but hasn't broken weak structure yet
US CPI, a relatively sedate month expected. Only partial offset to payrolls, though mmkt /bonds still more impulsively driven by risk
Even if some reactive consolidation, hard to pivot from defensive view on FX r