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September 25, 2026
EUR/USD, USD/JPY, GBP/USD flows - Trump yen concern; bonds hit some big levels; BoE priced in for Nov
September 25, 2026 7:04 AM UTC
USD/JPY sees some capping as Japan advertises Trump yen concerns
Cable at base area; BoE hint at Nov dab, now mainly priced in
Oil trims, still off lows ; phased deal talk, though US seems in no hurry for Iran concessions
September 24, 2026
U.S. August New Home Sales - More strong data but this one will be hard to sustain
September 24, 2026 2:14 PM UTC
August new home sales with a 6.4% rise to 684k have more than fully erased a 4.3% July decline (previously reported as -10.5%). This continues the recent string of stronger than expected US data, even in housing, identified by Fed Chairman Warsh at Jackson Hole and one of two areas of weakness, alon
Canada July retail sales correct lower but August seen stronger
September 24, 2026 1:08 PM UTC
July Canadian retail sales with a 0.7% decline are not quite as weak as the -0.8% preliminary estimate given with June’s report. The decline follows a 0.6% increase in June but the preliminary estimate for August is more positive, up by 1.3%.
US Initial Claims remain very low, Q2 Current Account deficit increases but narrower than expected
September 24, 2026 12:51 PM UTC
Initial claims at 197k remain very low with last week (the survey week for September’s non-farm payroll) revised up to 198k from 196k. Continued claims, covering the week before initial claims at 1.719m are marginally up from 1.717m, but last week was revised from 1.730m, and is now a sharp 48k fa
Preview: Due September 25 - U.S. August Durable Goods Orders - Some signs momentum is slowing in Q3
September 24, 2026 12:00 PM UTC
We expect a 0.3% decline in August durable goods orders on a weak month for aircraft as implied by Boeing data, but a 0.7% increase ex transport. This would be slightly stronger than July’s 0.4% but would still suggest some loss of momentum in Q3.
Norges Bank hikes by 25bp
September 24, 2026 9:41 AM UTC
Norges bank increased rates by 25bp to 4.5% citing concerns over the inflation outlook. While the Bank noted that underlying inflation had moderated over the summer and was actually lower than they had expected in June, the outlook for inflation had not materially changed given the backdrop of highe
Norges Bank hikes by 25bp
September 24, 2026 9:40 AM UTC
Norges bank increased rates by 25bp to 4.5% citing concerns over the inflation outlook. While the Bank noted that underlying inflation had moderated over the summer and was actually lower than they had expected in June, the outlook for inflation had not materially changed given the backdrop of highe
FX Daily Strategy: N America, Sep 24
September 24, 2026 9:23 AM UTC
Dollar breaks higher as Fed talk hawkish, PMIs surge north, trumping Eurozone gains
Prospects of 'brave' pre-mid-term back-to-back hikes still critical for dollar's jump ahead
Norges hikes and sees likely steady ahead; SNB a hawkish hold, brings next hike forward; SNB remains dovish, keeps rates an ex
EUR/NOK, USD/NOK flows: Norges exercises hike, central view is now a pause
September 24, 2026 8:25 AM UTC
Norges exercises hike option; keying of external price impulses from here
It's main scenario is pause at current restrictive level before trimming
Mkt is already a little more hawkish than the central view
Riksbank: December Hike
September 24, 2026 8:22 AM UTC
· The Riksbank statement guidance that the 1st hike could be delivered in December is important. It suggests that the Riksbank now see modest tightening as highly likely and going in December rather than Q1 2027 would have a strong signal effect. This would also avoid too much Swedi
Riksbank: December Hike
September 24, 2026 8:22 AM UTC
· The Riksbank statement guidance that the 1st hike could be delivered in December is important. It suggests that the Riksbank now see modest tightening as highly likely and going in December rather than Q1 2027 would have a strong signal effect. This would also avoid too much Swedi