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October 19, 2026
IMM Commitment of Traders Reports - $ longs were back to the extremes, prior to trimming
October 19, 2026 8:13 AM UTC
IMM data underscores that aggregate $ longs were back to near June extreme before profit-taking pullback kicked in
AUD, NZD, GBP were all a 2stdev+, euro a little less at 1.5 if still most since 2015
So positioning $-centric, not particularly euro (France) skewed
$-wide positioning reflected in the p
EUR/USD, USD/JPY, AUD/USD flows - French disorder; Lagarde dovish on bond spillover
October 19, 2026 7:00 AM UTC
Consolidation overnight, French riots and dovish Lagarde counter-weight to recent USD correction
Firm China data offers some AUD support out of recent pullback
BoJ Ueda notes inflation close to price goal, supportive
October 16, 2026
Preview: Due October 19 - Canada September CPI - Steady with slightly slower BoC core rates
October 16, 2026 5:15 PM UTC
Despite upward pressure on energy, we expect September Canadian CPI to remain at 3.0% yr/yr for a third straight month, with marginal slowing in the Bank of Canada’s three core rates.
Confidence with a K
October 16, 2026 12:35 PM UTC
* Recessionary confidence, resilient spending. Political divisions are evident beneath the headline, but don't explain the macro divergence. High prices part of the story and backed up by micro data research
* Confidence with a K - exceptionally large gap in 'current conditions' sentiment for large e
DM Money Supply and Private Sector Debt/GDP: Not Enough Borrowing?
October 16, 2026 9:05 AM UTC
· The surge in U.S. household wealth from the post GFC boom in equity and house prices has meant household lending has been subdued but not hitting consumption. The AI infrastructure lending boom needs to be watched in the coming years, especially with the U.S. easing capital ratios.
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