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September 03, 2026

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

September 3, 2026 3:51 PM UTC

The anticipated break below 1.3850 is currently testing levels below congestion support at 1.3800 in both USD- and CAD-driven trade

Preview: Due September 4 - U.S. August Employment (Non-Farm Payrolls) - Corrections from recent payroll weakness and unemployment declines
Freemium Article

September 3, 2026 2:31 PM UTC

We expect August’s non-farm payroll to rise by 75k both overall and in the private sector, still moderate but the strongest in both series since April. We however expect unemployment to correct higher to 4.2% after falling to 4.1% in July from 4.2% in June and before that three straight months at

Money supply - Fed Invites an Awkward Ex Back into its Life
Freemium Article

September 3, 2026 10:52 AM UTC

* Following the ‘Easter egg’ M2 reference, Warsh has made clear that ‘money matters’
* But while M2 was name-checked and described as benign, broader measures have been running strongly, well above the referenced 2010 norms
* M4 Divisia gives one of the better currently available measures, con

Chart GBP/USD Update: Reached the 1.3475 Fibonacci retracement - studies under pressure
Freemium Article

September 3, 2026 7:28 AM UTC

Anticipated losses have reached support at the 1.3475 Fibonacci retracement

Chart GBP/USD Update: Consolidating, but room for lower
Freemium Article

September 3, 2026 2:09 AM UTC

Break of the 1.3500 level has seen losses to reach support at 1.3475 low of 13 August and 50% Fibonacci level

September 02, 2026

North American Summary and Highlights 2 September
Freemium Article

September 2, 2026 7:37 PM UTC

Overview - The USD slipped led by USD/JPY and a more hawkish than expected Bank of Canada. 

Bank of Canada - Now expecting a December tightening
Freemium Article

September 2, 2026 3:50 PM UTC

The Bank of Canada left rates unchanged at 2.25% as expected and noted risks on both sides, though the press conference made it clear that inflationary risks led by the Middle East are outweighing those on growth generated by recent US tariffs. We now expect the Bank of Canada to raise rates by 25bp

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

September 2, 2026 3:50 PM UTC

The anticipated test above congestion resistance at 1.3900 has been pushed back sharply from just beneath 1.3950 in both USD- and CAD-driven trade

...
Bank of Canada - Now expecting a December tightening
Freemium Article

September 2, 2026 3:50 PM UTC

The Bank of Canada left rates unchanged at 2.25% as expected and noted risks on both sides, though the press conference made it clear that inflationary risks led by the Middle East are outweighing those on growth generated by recent US tariffs. We now expect the Bank of Canada to raise rates by 25bp

Chart GBP/USD Update: Prices remain under pressure
Freemium Article

September 2, 2026 7:45 AM UTC

Anticipated losses have reached congestion support at 1.3500

RBNZ Review: Another 25bps
Freemium Article

September 2, 2026 5:50 AM UTC

RBNZ hike rate by 25bps to 2.75% unanimously

RBNZ Review: Another 25bps
Freemium Article

September 2, 2026 5:50 AM UTC

RBNZ hike rate by 25bps to 2.75% unanimously

Chart GBP/USD Update: Under pressure, 1.3500 at risk
Freemium Article

September 2, 2026 1:54 AM UTC

Prices remain under pressure to extend losses from the 1.3675 August high to approach the 1.3500 level

September 01, 2026

North American Summary and Highlights 1 September
Freemium Article

September 1, 2026 7:30 PM UTC

Overview - The USD was supported by renewed conflict in the Middle East. 

Chart USD/CAD Update: Choppy trade - studies rising
Freemium Article

September 1, 2026 3:57 PM UTC

Little change, as choppy USD- and CAD-trade prompts consolidation within the 1.3850 - 1.3900 range

Chart GBP/USD Update: Reached the 1.3525 Fibonacci retracement - studies under pressure
Freemium Article

September 1, 2026 7:27 AM UTC

Anticipated losses have reached support at the 1.3525 Fibonacci retracement

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Barbarous Relic or Strategic Hedge - Gold in a late-cycle portfolio
Freemium Article

September 1, 2026 7:00 AM UTC

* Gold worked off early year retail excess, moving into a more constructive technical and seasonal period
* The strategic case for gold is much wider: rich risk asset valuations can neither be sat out nor left unhedged
* History (no guarantee of future performance…) supports increased gold hedges in

Chart GBP/USD Update: Consolidating, room for deeper pullback
Freemium Article

September 1, 2026 2:07 AM UTC

Steadied at the 1.3425 low as prices consolidate losses from the 1.3675, August high

August 31, 2026

North American Summary and Highlights 31 August
Freemium Article

August 31, 2026 7:51 PM UTC

Overview - The USD saw a modest correction from its sharp Friday spike, led by EUR/USD. 

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Preview: Due September 11 - U.S. August CPI - Firmer on energy and lodging away from home
Freemium Article

August 31, 2026 1:55 PM UTC

We expect a slightly stronger US CPI in August, up by 0.4% overall, lifted by energy, and 0.3% ex food and energy, lifted by a correction higher in lodging away from home. Before rounding we expect overall CPI to rise by 0.37% and ex food and energy CPI to rise by 0.26%. Despite a firmer monthly cor

Chart GBP/USD Update: Room for deeper pullback
Freemium Article

August 31, 2026 2:13 AM UTC

Break of support at the 1.3550 congestion see prices extending losses from the 1.3675 high to correct recent strong gains from the 1.3275, late-July low

August 28, 2026

North American Summary and Highlights 28 August
Freemium Article

August 28, 2026 7:46 PM UTC

Overview - The USD bounced on a hawkish speech from Fed’s Warsh, which raised the risk of a September tightening. 

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

August 28, 2026 3:25 PM UTC

Cautious trade around congestion support at 1.3850 has given way to a sharp break higher in both USD- and CAD-driven trade

This week's five highlights
Freemium Article

August 28, 2026 11:00 AM UTC

Bessent’s Buybacks
Escalation Risk in U.S.-Canada Trade Dispute
U.S. July and revised Q2 Core PCE Prices on the firm side
U.S. July Advance Goods Trade Shows Widest post-tariff deficit
UK's inflation momentum

Chart GBP/USD Update: Consolidating - studies under pressure
Freemium Article

August 28, 2026 7:32 AM UTC

Little change, as mixed intraday studies keep near-term sentiment cautious and extend consolidation beneath congestion resistance at 1.3600

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