UK Growth Resilience Continues in August

October 15, 2026 7:32 AM UTC

In the event, growth did not contract by 0.1% m/m as consensus had expected, but grew 0.1% in August. While the month-on-month number can be volatile, the more reliable 3-month measure is showing the economy is proving to be a lot more resilient than many had expected. The better growth outturn alon

Chart GBP/USD Update: Still choppy

October 15, 2026 2:09 AM UTC

Rejection from the 1.3273/1.3300 resistance has seen losses to retest the 1.3140 June current year low before turning back to consolidate above 1.3180 support

Chart USD/CAD Update: Back at highs

October 14, 2026 4:11 PM UTC

The anticipated test of congestion support at 1.4200 has given way to a bounce in USD- and CAD-driven trade

South Africa Country Risk Rating

October 14, 2026 10:00 AM UTC

Overall risk in South Africa remains at a medium rating.     

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

October 13, 2026 3:26 PM UTC

Choppy trade beneath strong resistance at the 1.4290 Fibonacci retracement and the 1.4300 current year high of 9 October is giving way to a pullback in both USD- and CAD-driven trade

Argentina Country Risk Rating

October 13, 2026 10:00 AM UTC

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

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