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November 11, 2026

Preview: Due November 12 - U.S. October Existing Home Sales - Deepening weakness
Paying Article

November 11, 2026 2:17 PM UTC

We expect a 3.3% decline in October existing home sales, which would take the level to the lowest since October 2010. Rising mortgage rates in early October are likely to have hit sales.

Chart EUR/JPY Update: Cautious trade
Paying Article

November 11, 2026 2:13 PM UTC

Little change, as prices extend cautious trade above congestion support at 177.00

DXY flows - NY extends the dollar move, USD/JPY making nervy push for 160
Paying Article

November 11, 2026 1:38 PM UTC

Extending Tuesday's action after the macro risk landscape reshaping data
USD/JPY looking set for a nervy push for 160

Preview: Due November 17 - U.S. October Retail Sales - Momentum solid but some risk of slowing
Paying Article

November 11, 2026 1:15 PM UTC

We expect October retail sales to rise by 0.2% overall and by 0.4% ex autos, with a 0.3% increase ex auto and gasoline. There is some risk that Q3’s impressive resilience in retail sales will fade in Q4, but we do not expect October data to give any strong signals of that.

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Preview: Due November 17 - U.S. October Retail Sales - Momentum solid but some risk of slowing
Paying Article

November 11, 2026 1:14 PM UTC

We expect October retail sales to rise by 0.2% overall and by 0.4% ex autos, with a 0.3% increase ex auto and gasoline. There is some risk that Q3’s impressive resilience in retail sales will fade in Q4, but we do not expect October data to give any strong signals of that.

Weekly Chart GBP/USD Update: Reversal lower
Paying Article

November 11, 2026 12:34 PM UTC

Choppy trade beneath congestion resistance at 1.3500 has given way to a sharp pullback in heightened volatility

Chart EUR/NOK Update: Extending gains in NOK-driven trade
Paying Article

November 11, 2026 12:11 PM UTC

Anticipated gains from the 10.2450 current year low of 30 October are extending in NOK-driven trade

Chart EUR/CHF Update: Extending gains in CHF-driven trade
Paying Article

November 11, 2026 11:47 AM UTC

Consolidation around 0.9200 is giving way to anticipated gains

Europe Summary and Highlights 11 Nov
Paying Article

November 11, 2026 11:01 AM UTC

Dollar consolidates its step-adjustment to CPI, Fed comments
Lower yielders facing the most residual pressure, some hold into support/resistance elsewhere

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Tunisia Country Risk Rating
Paying Article

November 11, 2026 11:00 AM UTC

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

Chart USD/CHF Update: Sharp bounce in USD- and CHF-driven trade
Paying Article

November 11, 2026 9:26 AM UTC

Cautious/choppy trade around 0.8200 has given way to a sharp bounce

Chart EUR/GBP Update: Drifting higher
Paying Article

November 11, 2026 9:15 AM UTC

The anticipated test of resistance at 0.8365 is giving way to consolidation

Chart USD Index DXY Update: Choppy trade turning higher
Paying Article

November 11, 2026 8:58 AM UTC

The test of support at 101.50 has given way to sharp bounce

Chart EUR/USD Update: Leaning lower
Paying Article

November 11, 2026 8:47 AM UTC

Choppy trade beneath resistance at 1.1250 has given way to a sharp pullback in heightened volatility

Chart GBP/USD Update: Sharp reversal in heightened volatility
Freemium Article

November 11, 2026 8:29 AM UTC

Choppy trade beneath resistance at the 1.3470 Fibonacci retracement has given way to a sharp fall

EUR/USD, EUR/CHF, USD/JPY flows - mkt rebalancing to shift in Fed odds
Paying Article

November 11, 2026 8:04 AM UTC

Market digesting data and Fed-speak, now 90-10% for 25-50bp
Lower yields set back, USD/JPY offers up at 159, EUR/CHF lifts from support as EUR/USD holds 1.1150~

Weekly Chart AUD/USD: Weighing on .6565/.6833, June/March lows
Paying Article

November 11, 2026 7:32 AM UTC

Losses through the .6900 level has seen extension to retest the .6865/.6833 June and March lows

Chart GBP/USD Update: Lower in choppy trade
Freemium Article

November 11, 2026 2:09 AM UTC

Lower in choppy trade after failing to sustain probes above resistance at the 1.3450 congestion

Chart EUR/USD Update: Extend choppy trade within a 6-week range area
Paying Article

November 11, 2026 1:55 AM UTC

Rejection from resistance at the 1.1250/75 area see prices settling back in consolidation to extend the choppy trade within a 6-week range area

Chart EUR/JPY Update: Room for higher in choppy trade
Paying Article

November 11, 2026 1:11 AM UTC

Higher in choppy trade as prices extend bounce from the 176.40/20 support to regain the 177.00 level

November 10, 2026

U.S. October Median CPI up 3.7% annualized, confirming CPI strength was broad based
Paying Article

November 10, 2026 8:19 PM UTC

Emphasizing the disappointing nature of the October CPI, the 0.3% rise in the Cleveland Fed’s Median CPI is consistent with the core CPI released earlier and the annualized pace of 3.7% is a 5-month high.

Bank of Canada Minutes from October 28 - Proceeding carefully
Paying Article

November 10, 2026 7:06 PM UTC

Minutes from the Bank of Canada meeting on October 28, which saw policy tightened by 25bps to 2.50%,  do not provide many surprises. The BoC saw the outlook for inflation as much stronger than in its previous Monetary Policy Report produced in July, while the growth outlook had improved modestly. S

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Bank of Canada Minutes from October 28 - Proceeding carefully
Paying Article

November 10, 2026 7:06 PM UTC

Minutes from the Bank of Canada meeting on October 28, which saw policy tightened by 25bps to 2.50%,  do not provide many surprises. The BoC saw the outlook for inflation as much stronger than in its previous Monetary Policy Report produced in July, while the growth outlook had improved modestly. S

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

November 10, 2026 4:52 PM UTC

Choppy price action has given way to anticipated gains

DXY, GBP/USD, USD/CHF flows - Fed's Logan adds to 'behind curve' messaging, 50bp one way or another
Paying Article

November 10, 2026 4:30 PM UTC

Logan also hawkish on unacceptable inflation, sees need for 50bp to catch up before taking stock
Also sees a case for moving faster than previously this winter

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