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November 10, 2026
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
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).