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EUR/USD, GBP/USD flows - UK labour data softer; schizophrenic mood slightly catches up with risk o/n
Paying Article

August 18, 2026 6:41 AM UTC

The schizophrenic, compartmentalised performance slightly catches up with risk overnight, as US-Iran standoff slightly dents mood
UK labor data overall soft and helps keep BoE wait and see on hold 

Chart GBP/USD Update: Pressuring July high
Freemium Article

August 18, 2026 1:59 AM UTC

Bounce from the 1.3475 low has seen gains to retest the 1.3550/58, July high

North American Summary and Highlights 17 August
Freemium Article

August 17, 2026 7:42 PM UTC

Overview - The USD was softer in Europe but corrected higher in North America assisted by gains in oil. 

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

...
Margin Call - Does Margin Debt Really Predict Market Crashes?
Paying Article

July 27, 2026 11:31 AM UTC

·       US margin debt has reached USD1.5tn, the kind of huge round figure milestone that is always going to get a fair amount of attention, especially with the market focused on risk and valuations. Should this number be sounding the alarm? The balanced answer is probably partially, though i

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 GBP/USD Update: Leaning lower in consolidation
Freemium Article

August 19, 2026 1:29 AM UTC

Limited on break above resistance at the 1.3550/58 July high as prices unwind overbought intraday and daily studies

Chart EUR/USD Update: Settled back from 1.1575/1.1600 resistance
Paying Article

August 19, 2026 1:21 AM UTC

No follow-through on break above resistance at the 1.1575/1.1600 area as prices settled back in consolidation from the 1.1614 high

Chart EUR/JPY Update: Still bullish but stretched
Paying Article

August 19, 2026 1:11 AM UTC

Still bullish as prices retrace the sharp July/August losses to reach strong resistance at 184.92/185.00 area

Chart USD/JPY Update: Consolidating at 159.78 high
Paying Article

August 19, 2026 12:59 AM UTC

Lower in range from the 159.78 high as prices unwind overbought intraday studies

Chart NZD/USD Update: Lower in consolidation
Paying Article

August 19, 2026 12:43 AM UTC

Lower in consolidation as prices settled back from the .5926 Monday's pin bar high to unwind overbought intraday and daily studies

Chart AUD/USD Update: Settled back in range
Paying Article

August 19, 2026 12:27 AM UTC

No follow-through on break above the .7100/20 congestion and Fibonacci level as prices settled back in range from the .7129 Monday's high

North American Summary and Highlights 18 August
Freemium Article

August 18, 2026 7:52 PM UTC

Overview - The USD saw little change overall, but the commodity currencies saw some slippage. 

Chart USD/CAD Update: Any break above 1.3900 to remain limited
Freemium Article

August 18, 2026 3:59 PM UTC

Consolidation above the 1.3845 low of 17 August is giving way to a break higher

Preview: Due August 27 - U.S. July Advance Goods Trade Balance - Wider in nominal and real terms
Paying Article

August 18, 2026 3:39 PM UTC

We expect a July advance goods trade deficit of $105.0bn, up from $101.4bn in June but slightly below the $105.3bn seen in May. May saw the widest deficit since the record $158.7bn of March 2025 immediately before the reciprocal tariffs were announced. 

FX Daily Strategy: Asia, Aug 19
Paying Article

August 18, 2026 3:00 PM UTC

Australian Q2 Wage Growth Under Spotlight
May Kill Room for Aussie to extend gains
Can Intervention Keep the Lid on USD/JPY

U.S. July Pending Home Sales - Getting close to January's record low
Paying Article

August 18, 2026 2:15 PM UTC

Pending home sales have fallen by 2.3% in July, a second straight decline to follow four straight gains that came off a record low seen in January. We are now only 0.6% above that record low, so this is clearly a weak figure.

Chart AUD/USD Update: Room for higher
Paying Article

August 18, 2026 1:36 PM UTC

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

EUR/USD, USD/JPY, DXY flows - new long end yield highs jangle nerves
Paying Article

August 18, 2026 1:33 PM UTC

Push out in long end US yields to refresh post 2007 highs 
May start to jangle nerves as risk mkt emerge from low vol summer-happy mood

U.S. July Industrial Production - Healthy excluding a dip in autos
Freemium Article

August 18, 2026 1:33 PM UTC

July industrial production with a 0.2% increase was slightly weaker than expected but manufacturing with a 0.2% increase was in line. A 0.4% increase in manufacturing ex autos however hints at some underlying strength.

...
U.S. July Industrial Production - Healthy excluding a dip in autos
Freemium Article

August 18, 2026 1:33 PM UTC

July industrial production with a 0.2% increase was slightly weaker than expected but manufacturing with a 0.2% increase was in line. A 0.4% increase in manufacturing ex autos however hints at some underlying strength.

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