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August 13, 2026
FX Daily Strategy: N America, Aug 13
August 13, 2026 9:10 AM UTC
UK GDP holds up, though recent trend still stagnates
US CPI unexciting, though unexciting enough to leave dollar unshaken
The volatility slide and gold/silver/metals rally helping out AUD at present
Norge Bank on hold and ahead of the curve
FX Daily Strategy: Europe, Aug 13
August 13, 2026 4:49 AM UTC
UK GDP due, large downside surprise risks from heatwave could kneejerk sterling lower
US CPI unexciting, though unexciting enough to limit US short-end and $ for now
The volatility slide and gold/silver/metals rally helping out AUD at present
Norge Bank seen on hold and ahead of the curve
August 12, 2026
Preview: Due August 25 - U.S. July New Home Sales - Remaining soft
August 12, 2026 3:10 PM UTC
We expect July new home sales to be little changed at 620k, which would be down 1.3% from June if June is unrevised. This would still sustain step down in trend in 2026 to date, with movements in the preceding two years outside a 650-700k range having tended to be brief.
FX Daily Strategy: Asia, Aug 13
August 12, 2026 2:57 PM UTC
UK GDP due, large downside surprise risks from heatwave could kneejerk sterling lower
US CPI unexciting, though unexciting enough to limit US short-end and $ for now
The volatility slide and gold/silver/metals rally helping out AUD at present
Norge Bank seen on hold and ahead of the curve
Preview: Due August 13 - U.S. July PPI - Prices seen subdued when data was surveyed
August 12, 2026 2:57 PM UTC
We expect July’s PPI to reflect more the more optimistic view of the Middle East seen at the start of the month than the riskier one later in the month. We expect gains of 0.1% overall, 0.3% ex food and energy and 0.2% ex food and trade, mostly subdued, if stronger than respective June outcomes of
Preview: Due August 13 - U.S. July PPI - Prices seen subdued when data was surveyed
August 12, 2026 2:57 PM UTC
We expect July’s PPI to reflect more the more optimistic view of the Middle East seen at the start of the month than the riskier one later in the month. We expect gains of 0.1% overall, 0.3% ex food and energy and 0.2% ex food and trade, mostly subdued, if stronger than respective June outcomes of