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February 10, 2026

Psychology for major markets Feb 10
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February 10, 2026 7:58 AM UTC

Undecided

Asia Summary and Highlights 10 Feb
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February 10, 2026 6:06 AM UTC

Japan pushes fast budget passage as food tax cuts, funding debated

AUD/USD flows: Risk Undecided, except Japan
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February 10, 2026 5:19 AM UTC

The broader risk sentiment is undecided on Tuesday

FX Daily Strategy: Europe, February 10th
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February 10, 2026 5:12 AM UTC

USD/JPY Selling the Fact
U.S. December Retail Sales Maintaining momentum
So as Q4 Employment Cost Index 

USD/JPY flows: Takaichi in Action
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February 10, 2026 2:26 AM UTC

Japan pushes fast budget passage as food tax cuts, funding debated

February 09, 2026

Preview: Due February 20 - U.S. February S and P PMIs - Manufacturing significantly stronger, Services marginally so
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February 9, 2026 6:32 PM UTC

We expect improvement in February’s S and P PMIs, more significantly in manufacturing, to 53.5 from 52.4, with services seeing only a modest increase to 53.0 from 52.7. 

Chart USD/CAD Update: Under pressure
Freemium Article

February 9, 2026 5:32 PM UTC

Cautious trade beneath congestion resistance at 1.3700 has given way to fresh losses

Preview: Due February 18 - U.S. December Durable Goods Orders - Aircraft to slip, but ex transport trend is positive
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February 9, 2026 4:26 PM UTC

We expect December durable goods orders to fall by 5.0% after a 5.3% increase in November, the reversal led by aircraft after a strong November increase. Ex transport we expect a 0.4% increase, matching the gain in November.

FX Daily Strategy: Asia, February 10th
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February 9, 2026 4:00 PM UTC

USD/JPY Selling the Fact
U.S. December Retail Sales Maintaining momentum
So as Q4 Employment Cost Index 

Preview: Due February 10 - U.S. Q4 Employment Cost Index - Maintaining trend
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February 9, 2026 2:24 PM UTC

We look for the Q4 employment cost index (ECI) to increase by 0.9%, slightly firmer than the 0.8% seen in Q3 but matching the gains of Q1 and Q2, as well as Q4 2024. 

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Preview: Due February 10 - U.S. December Retail Sales - Maintaining momentum
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February 9, 2026 2:18 PM UTC

We expect retail sales to maintain momentum in December, rising by 0.6% overall and by 0.5% ex auto, both matching their November increases. Ex autos and gasoline we expect a 0.5% increase, a modest pick-up from two straight gains of 0.4%.

Chart EUR/JPY Update: Choppy beneath current year highs
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February 9, 2026 1:11 PM UTC

Cautious trade, as mixed intraday studies keep near-term sentiment cautious and extend choppy price action within the 185.00 - 186.00 range

Psychology for major markets Feb 9
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February 9, 2026 10:53 AM UTC

Early Mood Led by Japan's Election

FX Weekly Strategy: N America, February 9th-13th
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February 9, 2026 10:13 AM UTC

Japan Election Seals the Fate for JPY
A stronger month for U.S. January CPI but slower yr/yr
U.S. January Non-Farm Payrolls Above trend but with higher unemployment
UK Underlying Economy Fragility Continues

Chart AUD/USD Update: Strong resistance at 0.7095
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February 9, 2026 10:10 AM UTC

The sharp bounce from strong support at 0.6900 has reached 0.7030

Chart USD/JPY Update: Consolidating sharp losses - room for a test lower
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February 9, 2026 9:43 AM UTC

The test of congestion resistance at 157.50 has been sharply rejected

Chart USD Index DXY Update: Lower from 98.00 - focus on 97.00
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February 9, 2026 9:22 AM UTC

Consolidation following the test of congestion resistance at 98.00 has given way to steady selling interest

Chart GBP/USD Update: Limited scope above 1.3600
Freemium Article

February 9, 2026 8:39 AM UTC

The bounce from support within congestion around 1.3500 and the 1.3540 Fibonacci retracement has reached congestion resistance at 1.3600

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India’s Union FY27 Budget: A Pragmatic Blueprint That Prioritises Stability over Stimulus
Freemium Article

February 9, 2026 7:47 AM UTC

India’s 2026–27 Union Budget opts for prudence over populism, targeting a fiscal deficit of 4.3% of GDP and boosting capital expenditure by 11.5%. The government shifts focus to services-led job creation, defence modernisation, and water infrastructure while trimming subsidies, while tax tweaks

Asia Summary and Highlights 9 Feb
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February 9, 2026 5:34 AM UTC

Japan December Labor Cash Earning 2.4% y/y
LDP Landslide Victory

AUD/USD flows: Risk Upbeat
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February 9, 2026 5:26 AM UTC

Major equity indexes in the green

FX Weekly Strategy: Europe, February 9th-13th
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February 9, 2026 4:36 AM UTC

Japan Election Seals the Fate for JPY
A stronger month for U.S. January CPI but slower yr/yr
U.S. January Non-Farm Payrolls Above trend but with higher unemployment
UK Underlying Economy Fragility Continues

USD/JPY flows: Labor Cash Earning Improves
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February 9, 2026 2:12 AM UTC

December Labor Cash Earning 2.4% y/y
LDP Landslide Victory

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Japan: Landslide Victory
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February 9, 2026 1:56 AM UTC

Japan's LDP Win Super Majority in Landslide Victory

February 06, 2026

U.S. December Consumer Credit ends 2025 strongly
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February 6, 2026 8:18 PM UTC

December saw a much stronger than expected $24.0b increase in consumer credit, a further sign that the consumer maintained momentum at the end of 2025. Tuesday will see December retail sales released.