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September 28, 2026
FOMC Minutes Preview: Likely to be hawkish, but October decision still data-dependent
September 28, 2026 4:37 PM UTC
The public comments of Fed speakers since the September 16 meeting delivered a unanimous vote to tighten suggest that the minutes of that meeting, due on October 7, will have a hawkish tone. Recent hawkish Fed talk reduces the risk that the proximity of the midterm elections will prevent a tightenin
FOMC Minutes Preview: Likely to be hawkish, but October decision still data-dependent
September 28, 2026 4:36 PM UTC
The public comments of Fed speakers since the September 16 meeting delivered a unanimous vote to tighten suggest that the minutes of that meeting, due on October 7, will have a hawkish tone. Recent hawkish Fed talk reduces the risk that the proximity of the midterm elections will prevent a tightenin
USD/CHF, EUR/GBP, AUD/USD - Counter specific issues to the fore
September 28, 2026 2:22 PM UTC
CHF remains pressured on its unicorn policy stance
EUR/GBP sold back after failed resistance test, mkt very short GBP
AUD eyes RBA, with a hike fully priced in and so attention on any forward guidance from here. A tricky balancing act ...
Europe Summary and Highlights 28 Sep
September 28, 2026 10:09 AM UTC
Japan verbals, warning mkt to take yen view at face value, knocks USD/JPY back again
CHF remains on a weakening track on the back of uniquely low rates
EUR/GBP rejects resistance test again, market has got stretched short GBP
Oil back to nearer $110 than $100 as Trump rejects deal
FX Weekly Strategy: N America, Sep 28 - Oct 2
September 28, 2026 9:19 AM UTC
High profile US data, but would need something big to impact now after recent steep mkt adjustment
Dollar retains bullish posture overall, but a overstretched and consolidating/correcting steep run to levels on most pairs
Japan rolls out the verbals; BoE comments hint at dab in November
Round of CB mee
IMM Commitment of Traders Reports - sterling got thematically oversold
September 28, 2026 9:07 AM UTC
Dollar longs bounce back and now fairly broad
Most dollar pairs moderate however rather than extreme
Sterling the exception, became the most popular "obvious short" last week amid CB moves
Potentially stretched now into cable support, BoE shifting Nov odds. EUR/GBP also again rejecting resistance test,
FX Weekly Strategy: Europe, Sep 28 - Oct 2
September 28, 2026 6:14 AM UTC
High profile US data, but would need something big to impact now after recent steep mkt adjustment
Dollar retains bullish posture overall, but a overstretched and consolidating/correcting steep run to levels on most pairs
Japan rolls out the verbals; BoE comments hint at dab in November
Round of CB mee
September 25, 2026
FX Weekly Strategy: Asia, Sep 28 - Oct 2
September 25, 2026 3:17 PM UTC
High profile US data, but would need something big to impact now after recent steep mkt adjustment
Dollar retains bullish posture overall, but a overstretched and consolidating/correcting steep run to levels on most pairs
Japan rolls out the verbals; BoE comments hint at dab in November
Round of CB mee
U.S. July Durable Goods Orders - Some loss of momentum in Q3 to date
September 25, 2026 12:53 PM UTC
August durable goods orders are unchanged, a little stronger than expected overall, but the ex transport gain of 0.3% is weaker than expected and even with July revised up to 0.7% from 0.4% Q3 data to data has been slower than Q2’s.
U.S. July Durable Goods Orders - Some loss of momentum in Q3 to date
September 25, 2026 12:50 PM UTC
August durable goods orders are unchanged, a little stronger than expected overall, but the ex transport gain of 0.3% is weaker than expected and even with July revised up to 0.7% from 0.4% Q3 data to data has been slower than Q2’s.
Weekly Chart USD Index DXY: Consolidating gains - background studies remain positive
September 25, 2026 12:13 PM UTC
The anticipated continuation of late-August gains has met selling interest just beneath strong resistance at 101.50,
with prices settling back towards congestion support at 101.00.
Overbought daily stochastics are turning down, highlighting room for a break beneath here towards the 100.50 break level.