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September 30, 2026

Weekly Chart EUR/USD Update: Room for consolidation above fresh year low, before further losses unfold
Paying Article

September 30, 2026 1:53 PM UTC

Anticipated losses have reached critical support at the 1.1325 monthly low of 24 June and the 1.1355 Fibonacci retracement

U.S. GDP, Income, Spending and PCE Price revisions mostly encouraging, but Trade Deficit is rising
Paying Article

September 30, 2026 1:51 PM UTC

The final Q2 GDP report and August’s personal income and spending data are notable for historical revisions going back to 2021. The news in the revisions is generally encouraging, with upward revisions to GDP and real disposable income but downward revisions to PCE prices, led by non-market prices

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U.S. GDP, Income, Spending and PCE Price revisions mostly encouraging, but Trade Deficit is rising
Paying Article

September 30, 2026 1:51 PM UTC

The final Q2 GDP report and August’s personal income and spending data are notable for historical revisions going back to 2021. The news in the revisions is generally encouraging, with upward revisions to GDP and real disposable income but downward revisions to PCE prices, led by non-market prices

Continuum Economics Calendar October 2026
Paying Article

September 30, 2026 1:00 PM UTC

Data and Events Calendar October 2026.

EUR/USD, GBP/USD flows - PCE prices revised down as suspected; Germany confirmed higher
Paying Article

September 30, 2026 12:42 PM UTC

Mixed data, PCE price downward revisions, Germany upside, tending to stem the dollar 
Cable seeing the greatest benefit, with short positioning and GDP data helping firm Nov hike expectations

U.S. September ADP Employment - Consistent with lower initial claims
Paying Article

September 30, 2026 12:30 PM UTC

September’s ADP estimate of private sector employment of 90k is on the firm side of expectations and a 3-month high for the ADP report. It leaves us comfortable with our 100k forecasts for both private sector and overall non-farm payrolls. 

Chart USD/CHF Update: Balanced beneath fresh year high
Paying Article

September 30, 2026 9:15 AM UTC

Anticipated gains have posted a fresh year high around 0.8355

EUR/USD flows - National CPI figures coming in high; timing still a near-term focus
Paying Article

September 30, 2026 9:15 AM UTC

EZ national CPI prints coming in high; keeps mkt juggling odds, mindful of Lagarde's 'measured' guidance
Fed side of the equation also in balance after Williams less urgent - key data ahead

Chart USD Index DXY Update: Consolidating gains - any pullback to remain limited
Paying Article

September 30, 2026 8:42 AM UTC

The test of resistance at the 101.50 range highs and the 101.65 monthly high of 28 July has given way to a drift lower

Chart AUD/USD Update: Prices remain under pressure
Paying Article

September 30, 2026 8:22 AM UTC

Little change, as mixed intraday studies turn near-term sentiment cautious and prompt choppy trade around 0.6975

Chart USD/JPY Update: Leaning lower in USD- and JPY-driven trade
Paying Article

September 30, 2026 8:10 AM UTC

Consolidation is giving way to anticipated losses

Chart EUR/USD Update: Fresh year low
Paying Article

September 30, 2026 7:57 AM UTC

The anticipated test of critical support within the broad 1.1325 - 1.1355 range has given way to a fresh year low around 1.1310~

Chart GBP/USD Update: Limited tests higher
Freemium Article

September 30, 2026 7:37 AM UTC

The anticipated test of support at 1.3200 has given way to a bounce

USD/JPY, AUD/NZD, GBP/USD flows - Period end, CPI data a main focal point
Paying Article

September 30, 2026 7:16 AM UTC

USD/JPY dips in Asia on period end JPY demand
AUD extends pullback through RBA, as CPI data comes in below mkt
UK GDP revised up, GBP still trying to level
Focus on EZ national CPI prints, early headlines on the upside

September 29, 2026

North American Summary and Highlights 29 September
Paying Article

September 29, 2026 7:45 PM UTC

Overview - The USD saw some gains despite soft data but took a hit as Fed’s Williams raised some doubt over whether a further tightening would be seen in October. 

U.S. Fed's Williams - No urgency to tighten again
Paying Article

September 29, 2026 6:19 PM UTC

Williams has tempered the hawkish tone coming from most Fed speakers, suggesting October's decision is data-dependent.

Preview: Due October 14 - U.S. September CPI - Stronger, but with a slower core rate
Paying Article

September 29, 2026 6:03 PM UTC

We expect a stronger rise of 0.6% in overall CPI in September, but a moderate 0.2% increase ex food and energy. Before rounding we expect the respective gains to be 0.57% and 0.19%. The latter would be a significant slowing from August’s 0.29%, but the former would be the strongest since April.

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Preview: Due October 14 - U.S. September CPI - Stronger, but with a slower core rate
Paying Article

September 29, 2026 6:02 PM UTC

We expect a stronger rise of 0.6% in overall CPI in September, but a moderate 0.2% increase ex food and energy. Before rounding we expect the respective gains to be 0.57% and 0.19%. The latter would be a significant slowing from August’s 0.29%, but the former would be the strongest since April.

EZ HICP Review: Higher Inflation Ahead. How Will the ECB Respond?
Paying Article

September 29, 2026 4:27 PM UTC

Headline annual inflation is likely to increase again in September given the push from higher oil and gas prices. CPI numbers from member countries such as Spain already point to a likely strong jump in the EZ September while the increase in the European Commission Selling Prices indicator also back

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EZ HICP Review: Higher Inflation Ahead. How Will the ECB Respond?
Paying Article

September 29, 2026 4:26 PM UTC

Headline annual inflation is likely to increase again in September given the push from higher oil and gas prices. CPI numbers from member countries such as Spain already point to a likely strong jump in the EZ September while the increase in the European Commission Selling Prices indicator also back

Chart USD/CAD Update: Overstretched studies suggest potential for consolidation
Freemium Article

September 29, 2026 2:50 PM UTC

Anticipated gains have reached congestion resistance at 1.4200 in both USD- and CAD-driven trade

U.S. September Consumer Confidence down sharply, August Job Openings slip
Paying Article

September 29, 2026 2:33 PM UTC

September consumer confidence at 81.9 from 88.6 is the weakest since April 2014 with consumers worrying about prices, jobs and interest rates. August job openings fell by 256k to 7.079m, the weakest level since December 2025, though this signal is less negative than from the confidence data.

The 18yr Housing Cycle: Bent, Broken, or Still on Track
Paying Article

September 29, 2026 2:21 PM UTC

* Housing has reached the end of its classic 18yr cycle. Did Covid bring the peak, and part of the bust, forward? Or merely muddy a cycle that is still running into familiar inflation-rates pressure and financial cycle dangers on cue?
* Performances vary globally. Resilient cash prices disguise a rea

Preview: Due September 30 - U.S. August Advance Goods Trade Balance - Deficit rising again
Paying Article

September 29, 2026 1:03 PM UTC

We expect an advance August goods trade deficit of $122.7bn, a marginal increase from July’s $118.9bn which was the widest since the record pre-tariff deficit of $158.7bn seen in March 2025.

Canada July GDP - Pause after strong June, heading for a respectable Q3
Paying Article

September 29, 2026 12:52 PM UTC

July Canadian GDP is unchanged, in line with the preliminary indication given with June data. This marks a pause after a strong 0.4% increase in June, which was revised up from 0.3%. The preliminary estimate for August is for a moderate increase of 0.2%, leaving underlying momentum intact, but fresh

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