Preview: Due September 30 - U.S. August Advance Goods Trade Balance - Deficit rising again

September 17, 2026 5:33 PM UTC

We expect an advance August goods trade deficit of $122.7bn, a marginal increase from July’s $118.9bn which was the widest since the record pre-tariff deficit of $158.7bn seen in March 2025.

Chartbook: US Chart 10 Year Yield: Yields to continue rising in the coming months

September 17, 2026 4:27 PM UTC

The anticipated pullback in yields was not seen, as the anticipated break below 4.000% found support at 4.361% and posted a steady bounce

Chart USD/CAD Update: Balanced at resistance - background studies remain positive

September 17, 2026 3:56 PM UTC

Anticipated gains have reached resistance at the 1.3985 Fibonacci retracement and the 1.4000 break level

U.S. August Pending Home Sales - Marginal rise after two straight declines

September 17, 2026 2:10 PM UTC

August pending home sales managed a modest 0.3% increase after two straight declines but the picture remains subdued. The rise keeps the index marginally above January’s record low.

Chart EUR/JPY Update: Cautious trade - daily studies continue to rise

September 17, 2026 1:55 PM UTC

Little change, as negative intraday studies keep near-term sentiment cautious and prompt extend consolidation beneath resistance at the 179.35~ monthly low of 3 August

U.S. Initial Claims, September Philly Fed, August Housing Starts and Permits - More positives than negatives

September 17, 2026 1:17 PM UTC

The latest data is mixed but positives outweigh the negatives. Initial claims at 196k from 206k are very low indeed and take on extra significance in that this is the survey week for September’s non-farm payroll. September’s Philly Fed manufacturing index of 37.8 is down from 47.4 but still very

Weekly Chart EUR/USD Update: Consolidating sharp losses - studies deteriorating

September 17, 2026 12:55 PM UTC

Anticipated minor tests higher have not been seen, as consolidation gave way to sharp losses in global JPY-driven trade

BOE Keeps Rates Unchanged but November Meeting a Close Call

September 17, 2026 12:29 PM UTC

As expected, the BOE kept rates unchanged with the committee voting 6-3 in favour of staying at 3.75%. MPC members Green, Mann and Pill voted to increase rates by 25bp, as they did in July. Today’s monetary policy statement is essentially unchanged from the July statement, with the focus still on

Preview: Due September 18 - U.S. August Industrial Production - Maintaining a healthy trend

September 17, 2026 12:13 PM UTC

We expect a 0.3% increase in August industrial production with a 0.4% increase in manufacturing, the latter up from a 0.2% increase in July though for manufacturing ex autos we expect a second straight rise of 0.4%. This would maintain a healthy trend, supported by AI investment. 

GBP/USD, EUR/GBP flows: long end rallies out of APF announcement

September 17, 2026 11:53 AM UTC

APF announcement sees a pause as it discusses shift to purchases to the government via the DMO
Thereafter, average sales seen around £46bn, with a freeze on sales outside of (partially) 2049

Chart NOK/SEK Update: Room for a minor pullback from fresh 2026 year highs

September 17, 2026 11:27 AM UTC

Anticipated gains have posted a fresh year high at strong resistance around 1.0500

GBP/USD, EUR/GBP flows: MPC 'passes'; still back of the tightening pack

September 17, 2026 11:23 AM UTC

BoE leaves rates unchanged with unchanged vote.
November IR month remains the real test as the Bank takes stock of length of supply shock and so risk balance
Mkt already running ahead of the MPC though in terms of pricing, BoE remains back of the major CB pack