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FX Weekly Strategy: Asia, 19-23 October

October 16, 2026 2:43 PM UTC

US bonds and USD became overstretched, looking to rebalance n/t
Quiet week though event risks coming onto the horizon
Big picture cross-asset themes across bonds-equities-dollar relationships remain a background focus

AI and The U.S. Economy

October 9, 2026 8:15 AM UTC

· The AI boom is boosting the U.S. economy through three channels (semiconductor and other product enablers for AI; the data center construction boom and wealth effects boosting consumption for rich households). If AI labs revenue growth remains fast then the boom can continue through

Chart USD/IDR Updates: Back in range

October 1, 2026 5:14 PM UTC

Sharp losses have bounced from the 17860 low of 30 September

Preview: Due October 15 - U.S. September PPI - Inflationary pressure still significant

October 1, 2026 4:52 PM UTC

We expect September PPI to increase by 0.6% overall led by energy with 0.3% gains in both core rates, ex food and energy and ex food, energy and trade. This will suggest inflationary pressures remain elevated, with little sign of slowing at the producer level.

IMM Commitment of Traders Reports - sterling got thematically oversold

September 28, 2026 9:07 AM UTC

Dollar longs bounce back and now fairly broad
Most dollar pairs moderate however rather than extreme
Sterling the exception, became the most popular "obvious short" last week amid CB moves
Potentially stretched now into cable support, BoE shifting Nov odds. EUR/GBP also again rejecting resistance test,

FX Weekly Strategy: Asia, Sep 28 - Oct 2

September 25, 2026 3:17 PM UTC

High profile US data, but would need something big to impact now after recent steep mkt adjustment
Dollar retains bullish posture overall, but a overstretched and consolidating/correcting steep run to levels on most pairs
Japan rolls out the verbals; BoE comments hint at dab in November
Round of CB mee

Chart GBP/USD Update: Balanced above 1.3200 - studies remain under pressure

September 25, 2026 7:32 AM UTC

The test of strong support at 1.3200 is giving way to anticipated consolidation

Weekly Chart AUD/USD: Extending bounce from .6900 support

October 20, 2026 7:08 AM UTC

Turned up from retest of the .6900 level and channel support from the March low has seen push higher towards the .7000 resistance

EUR/USD, USD/JPY, GBP/USD flows - better UK labour mkt data; euro crosses still weighed

October 20, 2026 7:07 AM UTC

GBP supported by better labour mkt data
AUD, NZD both very short start the week off on the best footing
EUR/USD quiet, euro tending to underperform on the crosses

Chart USD/TWD Update: Extending gains

October 20, 2026 6:14 AM UTC

Sharply higher as prices extend break above 32.400 congestion and 32.550 July high to reach fresh year high at 32.600 congestion

Chart AUD/NZD Update: Consolidating, room for lower later

October 20, 2026 5:46 AM UTC

Edged up from the 1.2270 low as prices consolidate losses from the 1.2495 current year high of last week

Chart USD/IDR Updates: Pressure remains on the upside

October 20, 2026 4:34 AM UTC

No follow-through on break above the 18000 level but pressure remains on the upside

FX Daily Strategy: Europe, Oct 20

October 20, 2026 4:30 AM UTC

France remains in focus, even if positioning and expiries help to cushion
USD long positioning was back to the extremes pre-CPI-reaction; euro crosses still struggle
A political winter of discontent asks FX questions of who comes out on top - CHF? JPY?

Chart USD/CNH Update: Extending losses

October 20, 2026 2:53 AM UTC

Prices remains under pressure to extend break of the 6.6910 September low to reach fresh year low, currently at 6.6775

Chart USD/MYR Update: Coiled around 4.0800 level

October 20, 2026 2:46 AM UTC

Still little change, as prices drift narrowly around 4.0800 following pullback from 4.0915 high

Chart USD/SGD Update: Under pressure, room to extend losses

October 20, 2026 2:36 AM UTC

Steadied at the 200-day MA and low of last week at 1.2785 as prices consolidate rejection from the 1.2872 high

Chart GBP/USD Update: Room to extend gains

October 20, 2026 1:52 AM UTC

Settled back from the 1.3370 high of last week as prices consolidate strong gains from the 1.3137 current year low of last week

Chart EUR/USD Update: Consolidating, room for higher later

October 20, 2026 1:42 AM UTC

Settled back from approach of the 1.1275 resistance to consolidate at the 1.1200 level

Chart EUR/JPY Update: Higher in choppy trade

October 20, 2026 1:21 AM UTC

Higher in choppy trade above the 176.21 current year low of 5 October with push above the 177.00 level opening up room for retest of resistance at 178.00

Chart USD/JPY Update: Sustaining bullish bias from 156.50/00 support

October 20, 2026 1:08 AM UTC

Consolidation around 158.00 level see prices pushing higher to sustain bullish bias from the 156.50/00 support

Chart NZD/USD Update: Poised for further gains from 5565 low

October 20, 2026 12:39 AM UTC

Break above .5625 see prices extending bounce from the .5565 current year low to reach towards strong resistance at .5680

Chart AUD/USD Update: Room to extend gains

October 20, 2026 12:30 AM UTC

Turned up from the .6900 level to regain .6950 see prices within reach of the .7000 level

North American Summary and Highlights 19 October

October 19, 2026 7:06 PM UTC

Overview - It was a quiet start to the week with the USD making marginal gains, led by USD/JPY.

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

October 19, 2026 4:01 PM UTC

Anticipated losses have reached support within the 1.4085 Fibonacci retracement and congestion around 1.4100

Preview: Due October 28 - U.S. September Advance Goods Trade Balance - Deficit to widen further

October 19, 2026 3:35 PM UTC

We expect an advance September goods trade deficit of $137.0bn, up from $132.1bn in August and the widest since a record pre-tariff deficit seen in March 2025 of $158.7bn. The September deficit, as was August’s, is likely to be higher than anything seen before Q1 2025.