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November 02, 2026
FX Weekly Strategy: N America, Nov 2-6
November 2, 2026 10:03 AM UTC
Pressure on tech, leading to choppy action, but overall weight on dollar; JPY and CHF benefit. Attempted early week bounce but so far only to re-test the break
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 scena
IMM Commitment of Traders Reports - opinionated positioning in aussie-yen and France
November 2, 2026 9:25 AM UTC
IMM data largely confirms prior week's major features remain intact, overall dollar remains near the highs
AUD and NZD shorts maintain 2.5stdev+ extremes, aussie nudges new all-time peak
Mkt extends 'retro alt haven' JPY longs, now quite large by recent standards; CHF shorts still hang in there
Little
FX Weekly Strategy: Europe, Nov 2-6
November 2, 2026 5:00 AM 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
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’