Chart USD/CAD Update: Consolidating beneath fresh year highs - background studies remain positive

October 12, 2026 3:27 PM UTC

Little change, as prices extend consolidation following the pullback from strong resistance at the 1.4290 Fibonacci retracement and the 1.4300 current year high of 9 October

Thailand Country Risk Rating

October 12, 2026 10:00 AM UTC

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

USD Focused on CPI, EUR on 2027 French Budget

October 9, 2026 1:20 PM UTC

•    USD: CPI and U.S. Treasuries   
•    EUR and The French Budget Debate  
•    CHF, JPY and GBP: different safe havens from 2010-12
•    AUD Underappreciated by FX not Rates

ECB Minutes Showed Unanimous Support for September’s hike

October 8, 2026 12:47 PM UTC

Minutes to the September meeting at which the deposit rate was increased by 25bps to 2.75% was backed by all members of the committee. The next meeting takes place in October 29th and it’s unlikely that the macro picture will have changed much in the next three weeks. One obvious discussion point

ECB Minutes Showed Unanimous Support for September’s hike

October 8, 2026 12:46 PM UTC

Minutes to the September meeting at which the deposit rate was increased by 25bps to 2.75% was backed by all members of the committee. The next meeting takes place in October 29th and it’s unlikely that the macro picture will have changed much in the next three weeks. One obvious discussion point

Chart GBP/USD Update: Settled back to consolidate at 1.3200/1.3180 support

October 8, 2026 1:50 AM UTC

Settled back in choppy trade as resistance at the 1.3273/1.3300 area keep bounce attempt in check

ECB won’t come to France’s rescue

October 7, 2026 1:55 PM UTC

Bottom Line: France’s 10-year government bond spread to Germany widened past the 2012 highs last week prompting market speculation that the ECB could soon deploy its Transmission Protection Instrument (TPI). However, TPI is unlikely to be implemented, firstly because the ECB has firmly dismissed t

ECB won’t come to France’s rescue

October 7, 2026 1:54 PM UTC

Bottom Line: France’s 10-year government bond spread to Germany widened past the 2012 highs last week prompting market speculation that the ECB could soon deploy its Transmission Protection Instrument (TPI). However, TPI is unlikely to be implemented, firstly because the ECB has firmly dismissed t

BoE patience on inflation outlook will be tested the longer conflict goes on

October 6, 2026 1:32 PM UTC

Recent comments by BoE members continue to show a divergence of views between those who prefer a pre-emptive rate hike and those who want to see evidence that the initial oil shock is spreading to the rest of the economy. The three members who voted for a hike last month (Pill, Mann and Green) warn

Chart GBP/USD Update: Range-bound above 1.3180 low

October 6, 2026 1:54 AM UTC

Little change, as prices extend consolidation above the 1.3180 low of last week as prices unwind oversold intraday and daily studies

Russia Country Risk Rating

October 5, 2026 10:00 AM UTC

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