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October 26, 2026
IMM Commitment of Traders Reports - antipodean shorts the standout
October 26, 2026 9:08 AM UTC
Overall total dollar long trim slightly in latest week, but remains very large
Both AUD and NZD shorts the standouts, at great extremes
Sterling shorts trim on recent recovery / uprating; broadly comparable positioning with euro though
JPY longs remain established, hold recent range, CHF shorts continu
FX Weekly Strategy: Europe, 26-30 October
October 26, 2026 7:39 AM UTC
*Central bank meeting flurry - BoC might disappoint, ECB eyed for tone change, RBNZ seen a cert
*UK Budget may have its critics, but not seen taking any chances
* JPY along with CHF regaining its safety credentials
*France remains a focus, Moody's offers some relief, if a sideshow to the bigger arc
Weekly Chart AUD/USD: Extending bounce from .6900 double bottom
October 26, 2026 7:35 AM UTC
Break above the .7000 resistance confirm a double bottom at the .6900 lows and open up room for stronger gains to retrace losses from the .7238, September high.
Gains has seen extension towards the .7050 congestion and 200-day MA. Clearance here will open up room to strong resistance at .7080/.7100,
October 25, 2026
Preview: Due November 6 - Canada October Employment - Correction from public sector-led loss
October 25, 2026 5:17 PM UTC
We expect Canadian employment to increase by 20k in a correction from two straight sharp declines, though the rise should be seen as corrective with the economy likely to lose some momentum in Q4 due to fresh US tariffs. We expect unemployment to remain at September’s 6.5% rate, up from 6.4% in Ju
Preview: Due November 6 - U.S. October Employment (Non-Farm Payrolls) - Subdued report to hint at Q4 slowing
October 25, 2026 2:30 PM UTC
We expect October’s non-farm payroll to rise by 50k and by 45k in the private sector, in line with recent trend. We expect unemployment to remain at 4.2%, sustaining September’s increase after two months at 4.1%. We expect a modest 0.2% rise in average hourly earnings and a fall in the workweek
Preview: Due November 6 - U.S. October Employment (Non-Farm Payrolls) - Subdued report to hint at Q4 slowing
October 25, 2026 2:30 PM UTC
We expect October’s non-farm payroll to rise by 50k and by 45k in the private sector, in line with recent trend. We expect unemployment to remain at 4.2%, sustaining September’s increase after two months at 4.1%. We expect a modest 0.2% rise in average hourly earnings and a fall in the workweek
October 23, 2026
FX Weekly Strategy: Asia, 26-30 October
October 23, 2026 3:44 PM UTC
*Central bank meeting flurry - BoC might disappoint, ECB eyed for tone change, RBNZ seen a cert
*UK Budget may have its critics, but not seen taking any chances
* JPY along with CHF regaining its safety credentials
*France remains a focus, Moody's a sideshow to the bigger arc
