EMEA Insights

November 04, 2026

Riksbank Lifts Rates by 25bp - Not in a Rush to Hike Again This Year

November 4, 2026 11:58 AM UTC

As expected, the Riksbank increased rates by 25bp to 2% and signalled that further tightening is likely though not just yet. The Executive Board was unanimous in its decision, as expected.

Riksbank Lifts Rates by 25bp - Not in a Rush to Hike Again This Year

November 4, 2026 11:58 AM UTC

As expected, the Riksbank increased rates by 25bp to 2% and signalled that further tightening is likely though not just yet. The Executive Board was unanimous in its decision, as expected.

Chart EUR/CHF Update: Potential for a minor bounce

November 4, 2026 11:16 AM UTC

Consolidation following the spike lower to 0.9130 is giving way to a drift higher

Guatemala Country Risk Rating

November 4, 2026 11:00 AM UTC

Overall risk in Taiwan remains at a medium-high rating.

Europe Summary and Highlights 4 Nov

November 4, 2026 10:58 AM UTC

Dollar pulls back and risk lifts, after reversed Asia spike lower, out of Democrat clean sweep
Most counters seeing covering of their pre-election positions

EZ CPI Review - Inflation Increase Will Help Cement December Hike

November 4, 2026 10:58 AM UTC

Rising oil and gas prices drove annual headline inflation to 4%, a three year high, from 3.8% in September. Core inflation was unchanged at 2.5% while services rose to 3.3% highlighting that this inflation upsurge so far remains an energy story. The breakdown of the flash estimate showed the increas

EZ CPI Review - Inflation Increase Will Help Cement December Hike

November 4, 2026 10:58 AM UTC

DXY flows - post-election position reversals

November 4, 2026 9:52 AM UTC

Some position spike reversals and squeezes dominate out of the initial post election trade
Mkt eying glass half full vs glass half empty takes on convincing Democrat results

Chart USD/CHF Update: Room for lower

November 4, 2026 9:19 AM UTC

Cautious trade around 0.8200 has given way to anticipated losses

Chart EUR/GBP Update: Extending cautious trade

November 4, 2026 9:13 AM UTC

Still little change, as prices extend cautious trade within the 0.8333 - 0.8365 range

Chart USD Index DXY Update: Poised for further losses

November 4, 2026 9:08 AM UTC

Cautious trade has given way to anticipated selling interest

Chart EUR/USD Update: Poised for fresh gains

November 4, 2026 8:41 AM UTC

Cautious trade beneath 1.1200 has given way to anticipated gains

Chart GBP/USD Update: Extending gains

November 4, 2026 8:23 AM UTC

Consolidation above congestion support at 1.3400 has given way to anticipated gains

EUR/USD, USD/JPY flows - dollar focus remains on tech out of Democrat sweep

November 4, 2026 7:31 AM UTC

Democrat sweep, initial cross asset kneejerks, then pared
Focus remains on tech tone for spillover onto the dollar

Weekly Chart AUD/USD: Corrective pullback from .7050/80 resistance

November 4, 2026 6:58 AM UTC

Saw rejection from the .7050/.7080 resistance as prices retrace rally from the .6900 support

Chart GBP/USD Update: Up to tag 1.3475 resistance, room for higher still

November 4, 2026 2:00 AM UTC

Consolidation around the 200-day MA at 1.3420 has given way to break higher to reach strong resistance at the 1.3475/1.3500 area

Chart EUR/USD Update: Pressuring 1.1250/75 resistance

November 4, 2026 1:49 AM UTC

Consolidation around the 1.1200 level has given way to sharp break to extend bounce from the 1.1105 current year low to pressure the 1.1250/75 area

Chart EUR/JPY Update: Extending gains

November 4, 2026 1:39 AM UTC

Sharply higher through the 177.00 level as prices extend bounce from the 175.10/08 October double bottom

November 03, 2026

Preview: Due November 16 - Canada October CPI - Slightly firmer

November 3, 2026 7:42 PM UTC

We expect September Canadian CPI to increase to 3.3% yr/yr in October from 3.1%, and to 3.27% from 3.09% before rounding. This would be the highest since December 2023. Energy will lead the increase, though we expect a marginal pick-up in CPI-Median, one of the Bank of Canada’s three core rates.

Chart USD/CAD Update: Cautious trade - room for a minor corrective bounce

November 3, 2026 5:14 PM UTC

Little change, as cautious trade extends pressure on congestion resistance at 1.4000

Preview: Due November 4 - U.S. October ISM Services - Edging higher

November 3, 2026 3:22 PM UTC

We expect an October ISM services index of 55.0, little changed from September’s 54.9, but sustaining a marginal positive bias to recent trend.

U.S. September JOLTS report clearly positive

November 3, 2026 3:12 PM UTC

September’s JOLTS report on labor turnover makes positive reading. Openings rise by 333k, more than fully reversing a 145k decline in August. The 3 and 6 month averages are both positive and close to 100k.

UK BoE Preview: One and Done?

November 3, 2026 3:02 PM UTC

The BoE is poised to lift policy rates to 4% this week with polls suggesting the vote will be 7-2 in favour of a 25bp move. The Bank will also update its macroeconomic projections to show a higher peak in inflation. Two external members, Taylor and Dhingra, are once again expected to vote to keep ra

UK BoE Preview: One and Done?

November 3, 2026 3:01 PM UTC

Chart EUR/JPY Update: Extending pressure on 177.00 - daily studies rising

November 3, 2026 2:15 PM UTC

Consolidation at congestion resistance around 177.00 has given way to a pullback to 176.50