Americas Insights

July 09, 2026

EUR/USD, EUR/GBP Flows - Chilli yesterday, TACO today?

July 9, 2026 8:27 AM UTC

Familiar de-escalation comments follow yesterday's outburst and fresh exchanges. Mkt left waiting to hear from Iran
Fed Minutes highlight two scenarios and rate paths ahead. Iran and tech demand remain highly relevant
EUR/GBP meanwhile inching out the lows

Chart USD/CHF Update: Room for lower in both USD- and CHF-driven trade

July 9, 2026 8:24 AM UTC

The test of congestion resistance at 0.8100 is giving way to a drift lower

Chart USD Index DXY Update: Leaning lower

July 9, 2026 8:16 AM UTC

Cautious trade is giving way to a drift lower

Chart EUR/USD Update: Range trade - studies mixed

July 9, 2026 7:44 AM UTC

The anticipated test of congestion resistance at 1.1450 is giving way to fresh consolidation

Chart GBP/USD Update: Immediate gains to remain limited

July 9, 2026 7:34 AM UTC

The anticipated pullback has not been seen

USD/JPY flows: Pausing before July High

July 9, 2026 5:02 AM UTC

USD softens

FX Daily Strategy: Europe, Jul 9

July 9, 2026 4:30 AM UTC

FOMC Minutes to be digested, though again Trumped by Iran
Oil and wider mkt left gauging the dangerous line between rhetoric and breakdown
CAD and NOK were oversold so most responsive, EUR/USD proving a little trapped s/t
USD/JPY still in heads I win tails you lose mentality

AUD/USD flows: Iran's Infrastructure Targeted

July 9, 2026 2:51 AM UTC

Missiles Flying

Chart GBP/USD Update: Extend consolidation at 1.3400

July 9, 2026 1:49 AM UTC

Return to pressure the 1.3400 level following bounce from the 1.3322 low

Chart EUR/USD Update: Consolidating above 1.1410/00 support

July 9, 2026 1:34 AM UTC

Lower in consolidation from the 1.1473 high of last week to reach support at 1.1410/00 congestion area

Chart USD/JPY Update: Poised for retest of 162.84 high

July 9, 2026 1:00 AM UTC

Still pressing higher with bullish price action closing in on retest of the 162.84 high

Chart NZD/USD Update: Extending June gains

July 9, 2026 12:42 AM UTC

Consolidation below the .5700 level has given way to break to retest the .5727 high of last Friday

Chart AUD/USD Update: Extend consolidation below .6950

July 9, 2026 12:21 AM UTC

Little change, as prices extend consolidation below resistance at the .6950 congestion

July 08, 2026

FOMC Minutes - Fork in the road: scenario-dependent policy

July 8, 2026 10:19 PM UTC

The June Minutes show a Committee that had skewed slightly more hawkish, in pockets, but had mainly moved toward greater uncertainty and dispersion.
The spine of the policy debate now revolves around a fork in the road: two plausible inflation trajectories, with policy calibration in either directi

Preview: Due July 9 - U.S. June Existing Home Sales - Pending home sales imply a rise

July 8, 2026 5:55 PM UTC

We expect June existing home sales to increase by 1.9% to 4.25m, which would be a third straight increase and the highest level since December 2025. This would be consistent with signals from May pending home sales, but other housing signals are less positive.

Chart USD/CAD Update: Choppy trade

July 8, 2026 4:24 PM UTC

Little change, as mixed/negative intraday studies keep near-term sentiment cautious

USD Flows - Dangerous rhetoric loop?

July 8, 2026 2:55 PM UTC

Iran threat to close Strait adds to the ramp up
Danger that things get out of control in current rhetoric-action one-upping, even if result makes no sense

FX Daily Strategy: Asia, Jul 9

July 8, 2026 2:08 PM UTC

Chart AUD/USD Update: Further gains to remain limited

July 8, 2026 1:36 PM UTC

Little change, as prices extend consolidation following the run higher to 0.6960

Chart USD/JPY Update: Pushing higher in both USD- and JPY-driven trade

July 8, 2026 1:06 PM UTC

Cautious trade around 161.85 has given way to a push higher in both USD- and JPY-driven trade

Chart EUR/CAD Update: Lower in CAD-driven trade

July 8, 2026 11:07 AM UTC

Cautious trade around 1.6250 has given way to sharp losses in CAD-driven trade

Preview: Due July 9 - U.S. June Existing Home Sales - Pending home sales imply a rise

July 8, 2026 11:00 AM UTC

Psychology for major markets July 8

July 8, 2026 9:11 AM UTC

Trump says Memorandum of Understanding with Iran is over

Chile Country Risk Rating

July 8, 2026 9:00 AM UTC

Overall risk in Chile remains at a medium-low rating.

FX Daily Strategy: N America, Jul 8

July 8, 2026 8:59 AM UTC

RBNZ Hike by 25bps
Rate path Could Disappoint Kiwi Hawks
USD/JPY Remain in Intervention Zone