View:

September 08, 2026

Preview: Due September 25 - U.S. August Durable Goods Orders - Some signs momentum is slowing in Q3
Paying Article

September 8, 2026 5:43 PM UTC

We expect a 0.3% decline in August durable goods orders on a weak month for aircraft as implied by Boeing data, but a 0.7% increase ex transport. This would be  slightly stronger than July’s 0.4% but would still suggest some loss of momentum in Q3. 

Chart USD/CAD Update: Lower in CAD-driven trade
Freemium Article

September 8, 2026 3:49 PM UTC

Cautious trade above 1.3800 has given way to anticipated selling interest

FX Daily Strategy: Asia, Sep 9
Paying Article

September 8, 2026 3:00 PM UTC

Empty Calendar Sees Focus Back to Geopolitics/Fed
152.10 January low Targeted for USD/JPY
AUD/USD Could Break May High

GBP/USD, EUR/GBP flows: BoE TSC testimony still favouring pause
Paying Article

September 8, 2026 2:25 PM UTC

BoE testimony to TSC very much as expected, overall and by individual 
Majority BoE MPC central view remains that tightening from higher mortgage rates, lack of 2nd round impact, soft labour market, all support wait and see, even if inflation risks remain to upside

Chart EUR/JPY Update: Fresh year lows in JPY-driven trade
Paying Article

September 8, 2026 1:34 PM UTC

Cautious trade has given way to anticipated losses

Monthly US Chart 10 Year Yield: Fresh year highs - studies rising
Paying Article

September 8, 2026 11:40 AM UTC

Consolidation has given way to a push higher to fresh year highs, with yields completing a multi-month triangle/pennant pattern as focus turns to strong resistance at the 4.809% year high of January 2025.

Chart EUR/SEK Update: Choppy at year highs - background studies improving
Paying Article

September 8, 2026 10:35 AM UTC

Anticipated gains have posted a fresh year high around 11.1855

...
2026 Q2 Country Insights Scores to Download in Excel
Paying Article

September 8, 2026 10:30 AM UTC

The Country Insights (CI) Model is a comprehensive quantitative tool for assessing country and sovereign risk, measuring a country’s exposure to external and domestic financial shocks and its capacity to grow. Our full range of scores across 174 countries for the second quarter of 2026 is now avai

AUD/NZD flows - RBA talking quite hawkish, cross extending major rally
Paying Article

September 8, 2026 10:23 AM UTC

RBA speaker quite hawkish on inflation, supporting hike expectations
Cross extends the major rally, chipping away towards major projection big picture

Europe Summary and Highlights 8 Sep
Paying Article

September 8, 2026 10:01 AM UTC

Some intraday covering / break re-test after the Asia USD/JPY downside extension
AUD/NZD sees a pops after breaking the highs
Energy still in focus after Saudi disruption, ongoing verbal escalation

Chart EUR/CHF Update: Turning higher in CHF-dominant trade
Paying Article

September 8, 2026 9:47 AM UTC

Consolidation has given way to a push higher in CHF-dominant trade

FX Daily Strategy: N America, Sep 8
Paying Article

September 8, 2026 9:00 AM UTC

USD/JPY runs on and bounces from deeper support down at 152/3, not quite tagging major support
Riksbank not in a rush as CPI slows, SEK crosses though are stretched towards bigger tops
BoE TSC testimony. Majority view still wait and see, BoE the laggard
Canada-US tariffs remain a running issue, low key

Chart USD/CHF Update: Any gains to remain limited
Paying Article

September 8, 2026 8:14 AM UTC

Still little change, as mixed intraday studies keep near-term sentiment cautious and extend consolidation around congestion resistance at 0.8100

Chart USD Index DXY Update: Strong support at 98.60
Paying Article

September 8, 2026 8:06 AM UTC

The anticipated break below 99.00 has reached 98.70~

Psychology for major markets Sep 8
Paying Article

September 8, 2026 7:59 AM UTC

Another fast break for USD/JPY

Chart EUR/GBP Update: Leaning lower
Paying Article

September 8, 2026 7:54 AM UTC

Consolidation is giving way to a drift lower

...
NBIM’s bond allocation rethink
Paying Article

September 8, 2026 7:30 AM UTC

* Proposal would imply $80bn~ Treasury sell, although little net USD change
* JGBs see marked pick up, presented as method change more than value, but…
* Several peers already follow broader bond mix. Is NBIM just ‘catch up’ or does to speak to wider concerns and incentives?

Chart EUR/USD Update: Cautious trade - studies under pressure
Paying Article

September 8, 2026 7:29 AM UTC

Still little change, as prices extend cautious trade above congestion support at 1.1600

Chart GBP/USD Update: Cautious trade - background studies under pressure
Freemium Article

September 8, 2026 7:22 AM UTC

Little change, as mixed intraday studies keep near-term sentiment cautious and extend consolidation beneath congestion resistance at 1.3550

USD/JPY, DXY flows: Continues fast run, eying carry trim vs rotation
Paying Article

September 8, 2026 6:49 AM UTC

Yen continues run back to 152/3 lows
Eying carry trims vs carry rotation
Risk otherwise holding up, even with US-Iran escalations

AUD/USD flows: Risk Lack Direction
Paying Article

September 8, 2026 5:34 AM UTC

Major equity indexes are performing individually

FX Daily Strategy: Europe, Sep 8
Paying Article

September 8, 2026 3:30 AM UTC

USD/JPY remains under pressure, if getting oversold, deeper support down at 152/3
Riksbank not in a rush as CPI slows, SEK crosses though are stretched towards bigger tops
BoE TSC testimony. Majority view still wait and see, BoE the laggard
Canada-US tariffs remain a running issue, low key market impac

USD/JPY flows: Very Strong Wage Growth
Paying Article

September 8, 2026 2:26 AM UTC

Labor Cash Earning 4.7% y/y

Chart GBP/USD Update: Edging higher in consolidation
Freemium Article

September 8, 2026 2:00 AM UTC

Turned up from the 1.3475 low to consolidate losses from the 1.3675 August high and unwind oversold daily studies

Chart EUR/USD Update: Higher in consolidation
Paying Article

September 8, 2026 1:42 AM UTC

Edging higher from the 1.1575 support as prices consolidate losses from the 1.1710 high

Home
Directory
Add Post
Inbox
My Account