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This week's five highlights
Freemium Article

July 31, 2026 11:00 AM UTC

FOMC leaves rates unchanged with three hawkish dissents
U.S. Q2 GDP strong outside net exports, inventories and government
BoJ As Expected
USD/JPY Intervened
BOE Split Does Not Mean September Hike

CHF/JPY and the carry question
Paying Article

July 30, 2026 1:39 PM UTC

·       CHF/JPY has become interesting from several directions: extreme relative valuation, changing carry rankings, opposing official preferences over currency direction, and the beginnings of a possible technical rollover. When things align, they can encourage some migration in positioning

FX Weekly Strategy: Asia, Jul 27-31
Paying Article

July 24, 2026 3:00 PM UTC

FOMC Unchanged policy with an unspoken tightening bias
U.S. Q2 GDP and PCE
BOE Hawkish Noises
Canada Heading for a healthy Q2 GDP 

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BOE Preview After CPI: Hawkish Noises
Paying Article

July 22, 2026 6:11 AM UTC

•    The BOE will likely maintain a hawkish bias on July 30, but are unlikely to signal a September hike. The June CPI did not really change this picture, with the core unchanged at 2.6%. Though BOE Bailey recently noted the unstable process (in the Straits of Hormuz and for energy prices), he

Chart USD/INR Update: Consolidating, room to extend gains
Paying Article

July 22, 2026 5:28 AM UTC

Consolidating test of the 96.5000 high but pressure remains on the upside as prices extend strong gains from the June low

FX Daily Strategy: Asia, Jul 21
Paying Article

July 20, 2026 3:00 PM UTC

Iran/U.S. Escalating 
USD/JPY Coiled below 162.70/84 highs

Chart USD/INR Update: Extending gains
Paying Article

July 16, 2026 5:28 AM UTC

Break above 96.0000/96.3000 area see prices extending gains from the 94.1500 June low

U.S. June NFIB survey - Bounce may be dated, prices strong
Paying Article

July 14, 2026 11:57 AM UTC

June’s NFIB survey of Small Business Optimism shows the optimism index at its highest since February at 97.4 from 95.3, a reading that was the lowest since October 2024 just before a sharp post-election bounce.

EUR/USD, USD/JPY Flows: Oil, UST, dollar, all on edge
Paying Article

August 6, 2026 4:45 PM UTC

More wires comments leaving the market on edge over rhetorical exchanges and practical problems with deal
Oil, USTs, dollar also see a pop

Chart USD/CAD Update: Consolidating test of 1.3980/00 - background studies under pressure
Freemium Article

August 6, 2026 4:00 PM UTC

The anticipated test of support at the 1.3980 Fibonacci retracement and the 1.4000 break level is giving way to expected consolidation

FX Daily Strategy: Asia, Aug 7
Paying Article

August 6, 2026 3:00 PM UTC

U.S. July Non-Farm Payrolls Stronger than June
Canada August Employment Another positive month
USD/JPY Directionless With Looming Intervention Threat

Chart AUD/USD Update: Test above 0.7050 not sustained
Paying Article

August 6, 2026 1:36 PM UTC

The anticipated break above congestion resistance at 0.7050 has been short-lived

Preview: Due August 7 - U.S. July Employment (Non-Farm Payrolls) - Stronger than June, but with a rise in unemployment
Paying Article

August 6, 2026 1:27 PM UTC

We expect July’s non-farm payroll to rise by 120k overall and by 110k in the private sector, a significant improvement from June’s respective gains of 57k and 49k but largely explained by a recovery in leisure and hospitality. We expect unemployment to rise to 4.3% from 4.2%, reversing a June de

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Preview: Due August 7 - U.S. July Employment (Non-Farm Payrolls) - Stronger than June, but with a rise in unemployment
Freemium Article

August 6, 2026 1:27 PM UTC

We expect July’s non-farm payroll to rise by 120k overall and by 110k in the private sector, a significant improvement from June’s respective gains of 57k and 49k but largely explained by a recovery in leisure and hospitality. We expect unemployment to rise to 4.3% from 4.2%, reversing a June de

Chart EUR/JPY Update: Cautious trade - limited tests higher
Paying Article

August 6, 2026 1:21 PM UTC

The anticipated break above 182.00 is giving way to consolidation

Chart USD/JPY Update: Consolidating - potential for a minor test higher
Paying Article

August 6, 2026 1:10 PM UTC

Still little change, as prices extend consolidation beneath congestion resistance at 158.00

U.S. Initial Claims remain low, Q2 Productivity and Unit Labor Costs healthy but Non-Labor Costs surge
Paying Article

August 6, 2026 1:07 PM UTC

Initial claims at 199k from 198k remain very low though continued claims at 1,801m from 1.777m hit a 4-week high. Claims data on balance are giving positive signals for July’s non-farm payroll. Q2 non-farm productivity at 1.4% is stronger than expected and Q2 unit labor costs at 1.3% softer than e

Preview: Due August 7 - Canada July Employment - Another positive month, but tariffs a risk going forward
Paying Article

August 6, 2026 11:53 AM UTC

We expect Canadian employment to increase by 20k in July, a third straight gain, similar to June’s 18.2k though well below May’s 87.8k which was correcting preceding weakness. We expect unemployment to match June’s 6.5% but before rounding to fall to 6.451% from 6.498%.

Chart NOK/SEK Update: Under pressure
Paying Article

August 6, 2026 11:29 AM UTC

Consolidation within the 1.0000 - 1.0050 congestion range has given way to anticipated selling interest

Chart EUR/CHF Update: Balanced beneath current year highs
Paying Article

August 6, 2026 10:22 AM UTC

Little change, as prices extend choppy trade beneath strong resistance at 0.9350

Europe Summary and Highlights 6 Aug
Paying Article

August 6, 2026 10:08 AM UTC

Still tight ranging waiting for the next news
SEK a fraction firmer after CPI, more focused on risk
Copper nudges new highs further after DRC move

AUD/USD flows: DRC tightens copper exports
Paying Article

August 6, 2026 9:52 AM UTC

Copper's break higher picks up as DRC restrict raw exports
Marginally AUD supportive albeit a varied overall commodity mix price picture

FX Daily Strategy: N America, Aug 6
Paying Article

August 6, 2026 9:26 AM UTC

A familiar story of waiting for an unclear deal, amid a neede-ly backdrop; dollar still slanted long and heavy
An argument that gold and especially silver poised for a breakout from base
Payrolls Friday next other focal point, largely mid-to-low tier data Thursday

Chart USD/CHF Update: Cautious trade - studies under pressure
Paying Article

August 6, 2026 8:16 AM UTC

Still little change, as prices extend cautious/choppy trade within the 0.8050 - 0.8100 range

Chart USD Index DXY Update: Leaning lower
Paying Article

August 6, 2026 8:07 AM UTC

Still little change, as prices extend consolidation following the test of support at the 99.70 Fibonacci retracement

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