Americas Insights

March 09, 2026

AUD/USD flows: Risk Sours

March 9, 2026 5:20 AM UTC

Risk sours on explosive oil price

FX Weekly Strategy: Europe, March 9nd-13th

March 9, 2026 3:00 AM UTC

U.S. February CPI A moderate gain
And other U.S. Data
UK GDP Getting Better?
Canada February Employment due for a rebound

Chart GBP/USD Update: Under pressure

March 9, 2026 1:52 AM UTC

Weak start to break the 1.3300 level see room for extension to retest the 1.3253 low of last week

Chart EUR/USD Update: Break to fresh year low

March 9, 2026 1:42 AM UTC

Weak start see prices extending losses through the 1.1530 low of last week to reach fresh low just above the 1.1500 level

Chart USD/JPY Update: Above 158.00 return focus to 159.23/45 highs

March 9, 2026 1:09 AM UTC

Gapped up at the opening above the 158.00 level see prices extending gains from the 152.10 January low

Chart NZD/USD Update: Under pressure

March 9, 2026 12:46 AM UTC

Gapped down at the open see prices back to retest support at the .5850/36 congestion and low of 3 March

Chart AUD/USD Update: Under pressure

March 9, 2026 12:31 AM UTC

Gapped down at the opening below the .7000 level see prices extending losses to retest the .6945 low of 3 March

USD/JPY flows: Catastrophic Start for the Week

March 9, 2026 12:13 AM UTC

Japanese January labour cash earnings +3.0%

March 06, 2026

North American Summary and Highlights 6 Mar

March 6, 2026 8:59 PM UTC

Overview - The USD opened firmer on Middle East worries, but lost momentum after weak US employment data.

Preview: Due March 16 - U.S. February Industrial Production - Pause after a stronger January

March 6, 2026 6:47 PM UTC

We expect an unchanged February industrial production total to follow a strong 0.7% increase in January. For manufacturing we expect a 0.1% increase to follow a 0.6% rise in January. Despite the subdued February forecast, trend appears to be picking up.

U.S. Fed's Hammack - Base case is rates on hold for some time

March 6, 2026 6:42 PM UTC

Cleveland Fed President Hammack remains hawkish given inflationary concerns

U.S. Fed's Collins - No urgency to adjust policy

March 6, 2026 6:28 PM UTC

Fed's Collins looks unlikely to back easing until the second half of the year.

U.S. Fed's Miran - Expects to dissent if Fed holds in March

March 6, 2026 5:11 PM UTC

Fed's Miran favors easing in March, but does not seem to expect the Fed to do so.

Chart USD/CAD Update: Lower in both USD- and CAD-driven trade

March 6, 2026 4:57 PM UTC

Cautious trade has given way to a pullback in both USD- and CAD-driven trade

Preview: Due March 13 - U.S. Preliminary (Second) Estimate Q4 GDP - Marginally stronger on housing

March 6, 2026 4:45 PM UTC

We expect a marginal upward revision to Q4 GDP to 1.5% in the preliminary (second) estimate from 1.4% in the advance (first) release, led by an upward revision to housing investment to a 1.7% rise from a 1.5% decline.

FX Weekly Strategy: Asia, March 9nd-13th

March 6, 2026 4:00 PM UTC

U.S. February CPI A moderate gain
And other U.S. Data
UK GDP Getting Better?
Canada February Employment due for a rebound

U.S. Fed's Goolsbee - Timing for easing keeps getting pushed back

March 6, 2026 3:49 PM UTC

Fed's Goolsbee remains wary of inflation risks despite the jobs disappointment.

Preview: Due March 13 - U.S. January Personal Income and Spending - Core PCE Prices to outperform CPI

March 6, 2026 3:24 PM UTC

We expect January to see a strong core PCE price index increase of 0.4%, matching the rise seen in December. We expect personal income to increase by 0.6%, unusually outpacing personal spending, which we expect to rise by 0.4% for a third straight month.

U.S. Fed's Daly cautious, Waller dovish

March 6, 2026 2:57 PM UTC

Fed's Daly does not vote this year but would probably not ease as soon as March. Fed's Waller looks likely to vote for a March easing, but we expect that would be a dissenting vote.

U.S. February Employment - Decline follows an above trend January, trend near flat

March 6, 2026 2:24 PM UTC

February’s non-non-farm payroll with a 92k decline is well below expectations but needs to be seen alongside a 126k increase in January, and in the context of bad weather between the two surveys. Unemployment edged up to 4.4% from 4.3% though more positive are a 0.4% rise in average hourly earning

Chart AUD/USD Update: Under pressure

March 6, 2026 2:06 PM UTC

Consolidation within the 0.7000 - 0.7150 range is giving way to a test lower

Chart USD/JPY Update: Immediate gains to remain limited

March 6, 2026 1:54 PM UTC

Little change, as prices extend consolidation just shy of resistance at the 158.00 break level

EUR/USD, USD/JPY flows: USD Down After Payrolls

March 6, 2026 1:38 PM UTC

USD lower after the data, but Iran war still helping USD sentiment.

Chart EUR/CAD Update: Under pressure

March 6, 2026 12:19 PM UTC

Cautious trade is giving way to anticipated losses

This week's five highlights

March 6, 2026 12:00 PM UTC

Markets and the Iran War
U.S. February Employment Not as strong as January
This Week's Fed Speakers
China Aims 4.5-5.0% GDP Growth
DXY Choppy in range