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October 30, 2026
FX Weekly Strategy: Asia, Nov 2-6
October 30, 2026 3:53 PM UTC
Pressure on tech, leading to choppy action, but overall weight on dollar; JPY and CHF benefit
BoE hike seen as more of a one off and possible one-and-done.
US election a wild card, though no settled view on impact. At margin, some scenarios would add to risk-off mood
Preview: Due November 2 - U.S. October ISM Manufacturing - Stable and positive
October 30, 2026 2:58 PM UTC
There does not appear to be any reason to expect much change in October’s ISM manufacturing index. We expect no change from September’s 54.5, which was only marginally changed from 54.6 in August. The data will continue to imply healthy manufacturing expansion, fueled by AI.
Canada August GDP - Economy looks weaker than BoC thought
October 30, 2026 12:58 PM UTC
August Canadian GDP fell short of a positive 0.2% preliminary estimate and came in unchanged for a second straight month. The preliminary estimate for September is for a 0.1% decline, suggesting the economy may be weaker than the BoC thought when tightening rates this week.
Eurozone Economy Remains Resilient in Q3 - Headwinds Ahead?
October 30, 2026 11:41 AM UTC
The economy expanded more than expected in Q3, rising 0.4% q/q from 0.6% before, with the Eurozone aggregate benefitting from Ireland’s large and volatile growth rate. Most of the larger member countries experienced weak quarter on quarter growth, with Germany’s economy increasing 0.2%, Italy’
Eurozone Economy Remains Resilient in Q3 - Headwinds Ahead?
October 30, 2026 11:41 AM UTC
The economy expanded more than expected in Q3, rising 0.4% q/q from 0.6% before, with the Eurozone aggregate benefitting from Ireland’s large and volatile growth rate. Most of the larger member countries experienced weak quarter on quarter growth, with Germany’s economy increasing 0.2%, Italy’
October 29, 2026
EZ Q3 GDP to Show Ongoing Resilience
October 29, 2026 9:00 PM UTC
GDP is expected to grow 0.2% q/q in Q3 following a large quarterly gain of 0.6% in Q2, a figure that had been boosted by Ireland’s significant expansion of 10.2% q/q - driven largely by a surge in multinational-dominated sectors, led by Information & Communication and high-value industry. Once Ire
EZ Q3 GDP to Show Ongoing Resilience
October 29, 2026 9:00 PM UTC
GDP is expected to grow 0.2% q/q in Q3 following a large quarterly gain of 0.6% in Q2, a figure that had been boosted by Ireland’s significant expansion of 10.2% q/q - driven largely by a surge in multinational-dominated sectors, led by Information & Communication and high-value industry. Once Ire