Freemium Content

October 07, 2026

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

Mexico Country Risk Rating

October 7, 2026 10:00 AM UTC

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

Chart USD/CAD Update: Room for deeper pullback from 1.4290 Fibonacci level

October 7, 2026 6:15 AM UTC

Settled back from 1.4290 fresh year high and 61.8% Fibonacci level as prices unwind overbought intraday and daily studies

Chart GBP/USD Update: Turning higher from the 1.3180 low

October 7, 2026 1:49 AM UTC

Turning higher from the 1.3180 low as prices unwind oversold intraday and daily studies

October 06, 2026

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

October 05, 2026

Russia Country Risk Rating

October 5, 2026 10:00 AM UTC

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

Chart USD/CAD Update: Consolidating gains to 1.4290, fresh year high

October 5, 2026 7:48 AM UTC

Break above the June high has seen gains to reach fresh year high at 1.4290, 61.8% Fibonacci level

Chart GBP/USD Update: Consolidating at 1.3180 low

October 5, 2026 2:08 AM UTC

Turned up in range from the 1.3180 low of last week as prices unwind oversold intraday and daily studies

October 02, 2026

Chart USD/CAD Update: Balanced at highs - background studies remain positive

October 2, 2026 3:27 PM UTC

Little change, as prices extend cautious trade beneath resistance at the 1.4248 monthly high of late-June and the 1.4260 current year high of 1 October

Chart GBP/USD Update: Consolidating test of strong support at 1.3200 - background under pressure

October 2, 2026 7:28 AM UTC

The anticipated test of strong support at 1.3200 has extended to 1.3180

October 01, 2026

France’s Fiscal and Political Challenges Grow. Could Le Pen Fix It?

October 1, 2026 4:08 PM UTC

France’s 10-year borrowing costs have climbed above 4.9%, reaching their highest level since the 2008 global financial crisis (GFC) with the OAT/Bund spread widening to around 130bps, the highest level for 14 years. The combination of intense domestic political fragmentation, rising fiscal concern

France’s Fiscal and Political Challenges Grow. Could Le Pen Fix It?

October 1, 2026 4:08 PM UTC

France’s 10-year borrowing costs have climbed above 4.9%, reaching their highest level since the 2008 global financial crisis (GFC) with the OAT/Bund spread widening to around 130bps, the highest level for 14 years. The combination of intense domestic political fragmentation, rising fiscal concern

Chart USD/CAD Update: Fresh year high in USD- and CAD-driven trade

October 1, 2026 3:48 PM UTC

Consolidation beneath 1.4200 has given way to further gains in both USD- and CAD-driven trade

Chart GBP/USD Update: Tests higher not sustained - back in range

October 1, 2026 7:30 AM UTC

The anticipated test of congestion resistance at 1.3300 has not been sustained

September 30, 2026

Chart USD/CAD Update: Consolidating gains - background studies rising

September 30, 2026 3:24 PM UTC

Little change, as mixed intraday studies and flat overbought daily stochastics keep near-term sentiment cautious

Chart GBP/USD Update: Limited tests higher

September 30, 2026 7:37 AM UTC

The anticipated test of support at 1.3200 has given way to a bounce

September 29, 2026

EZ HICP Review: Higher Inflation Ahead. How Will the ECB Respond?

September 29, 2026 4:26 PM UTC

Headline annual inflation is likely to increase again in September given the push from higher oil and gas prices. CPI numbers from member countries such as Spain already point to a likely strong jump in the EZ September while the increase in the European Commission Selling Prices indicator also back

Chart USD/CAD Update: Overstretched studies suggest potential for consolidation

September 29, 2026 2:50 PM UTC

Anticipated gains have reached congestion resistance at 1.4200 in both USD- and CAD-driven trade

Chart GBP/USD Update: Cautious trade - studies remain under pressure

September 29, 2026 7:24 AM UTC

Little change, as prices extend cautious trade following the test of resistance at the 1.3273 weekly low of 28 July

September 28, 2026

North American Summary and Highlights 28 September

September 28, 2026 7:43 PM UTC

Overview - The USD was slightly firmer on Middle East risks, despite fresh attempts by Qatar to restart talks.

Chart USD/CAD Update: Extending gains in USD- and CAD-driven trade

September 28, 2026 3:59 PM UTC

Cautious trade is giving way to further gains in both USD- and CAD-driven trade

Chart GBP/USD Update: Consolidating - studies remain under pressure

September 28, 2026 7:24 AM UTC

Little change, as mixed intraday studies keep near-term sentiment cautious and extend consolidation

September 25, 2026

North American Summary and Highlights 25 September

September 25, 2026 7:43 PM UTC

Overview - The USD slipped somewhat led by USD/JPY but stabilized in North America.