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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. 

North American Summary and Highlights 3 September
Freemium Article

September 3, 2026 8:01 PM UTC

Overview - The USD slipped initially led by USD/JPY but more broadly in North America led by dovish comments from Fed’s Waller. 

Chart USD/BRL Update: Under pressure
Paying Article

September 3, 2026 4:18 PM UTC

Cautious trade above 5.1500 has given way to a sharp fall

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

September 3, 2026 3:51 PM UTC

The anticipated break below 1.3850 is currently testing levels below congestion support at 1.3800 in both USD- and CAD-driven trade

FX Daily Strategy: Asia, Sep 4
Paying Article

September 3, 2026 3:00 PM UTC

U.S. August Non-Farm Payrolls Show Corrections from recent payroll weakness 
Canada August Employment A moderate month 
Japan Household Spending Closely Watched 

Preview: Due September 4 - U.S. August Employment (Non-Farm Payrolls) - Corrections from recent payroll weakness and unemployment declines
Freemium Article

September 3, 2026 2:31 PM UTC

We expect August’s non-farm payroll to rise by 75k both overall and in the private sector, still moderate but the strongest in both series since April. We however expect unemployment to correct higher to 4.2% after falling to 4.1% in July from 4.2% in June and before that three straight months at

U.S. August ISM Services - Mostly positive though employment subdued
Paying Article

September 3, 2026 2:19 PM UTC

August’s ISM services index of 55.4 is the strongest since February and up from 54.1 in July. The strength is consistent with a healthy S and P services PMI, even if the latter was revised down to 56.5 from 56.8.

Chart AUD/USD Update: Pushing higher once again
Paying Article

September 3, 2026 2:11 PM UTC

Cautious trade has given way to a fresh bounce to congestion resistance around 0.7200

Chart EUR/JPY Update: Sharply lower in JPY-driven trade
Paying Article

September 3, 2026 1:50 PM UTC

Cautious trade around 184.00 has given way to sharp losses in JPY-driven trade

U.S. Fed's Waller - Leaves September rate decision as data-dependent
Paying Article

September 3, 2026 1:38 PM UTC

Fed's Waller has seen encouraging signs on inflation, and may back steady policy in September if that persists in August's CPI.

USD/JPY flows: Light work of running for 155
Paying Article

September 3, 2026 1:35 PM UTC

USD/JPY makes light work of dash for 155, with 152 next big level down

Chart USD/JPY Update: Extending losses in JPY-dominant trade
Paying Article

September 3, 2026 1:34 PM UTC

Choppy trade around 160.00 has given way to a sharp fall in JPY-dominant trade

U.S. July Trade Deficit surge restrained by Service revisions
Paying Article

September 3, 2026 1:07 PM UTC

July’s trade deficit of $88.6bn is up from $71.2bn in June and the widest since a record pre-tariff deficit if $133.0bn in March 2025, though not quite as wide as expectations generated by advance goods data. Initial claims at 206k from 204k and continued claims at 1.779m from 1.771m are both marg

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U.S. July Trade Deficit surge restrained by Service revisions
Paying Article

September 3, 2026 1:06 PM UTC

July’s trade deficit of $88.6bn is up from $71.2bn in June and the widest since a record pre-tariff deficit if $133.0bn in March 2025, though not quite as wide as expectations generated by advance goods data. Initial claims at 206k from 204k and continued claims at 1.779m from 1.771m are both marg

Preview: Due September 4 - Canada August Employment - A moderate month after a very strong one
Paying Article

September 3, 2026 12:05 PM UTC

We expect Canadian employment to increase by 20k in August, a moderate gain to follow a very strong 75.1k in July, similar to the moderate 18.2k increase in June that followed a very strong rise of 87.8k in May. We expect unemployment to hold at 6.4%, after three straight declines.

Chart NOK/SEK Update: Reached Fibonacci resistance - background studies continue to rise
Paying Article

September 3, 2026 11:55 AM UTC

Cautious trade around 1.0200 has given way to the anticipated break

Money supply - Fed Invites an Awkward Ex Back into its Life
Freemium Article

September 3, 2026 10:52 AM UTC

* Following the ‘Easter egg’ M2 reference, Warsh has made clear that ‘money matters’
* But while M2 was name-checked and described as benign, broader measures have been running strongly, well above the referenced 2010 norms
* M4 Divisia gives one of the better currently available measures, con

Chart EUR/CHF Update: Sharp pullback from fresh year high in CHF-driven trade
Paying Article

September 3, 2026 10:38 AM UTC

The break above 0.9400 has posted a fresh 2026 year high around 0.9435

Europe Summary and Highlights 3 Sep
Paying Article

September 3, 2026 10:20 AM UTC

JPY still seeing short covering momentum 
CHF tempered by higher CPI after getting oversold, though still the low inflation, low rates counter

FX Daily Strategy: N America, Sep 3
Paying Article

September 3, 2026 9:00 AM UTC

Challenging backdrop with yield-bond-FX noise and interplay, and potentially unstable correlations
JPY finds burst of support, rotation incentives intensify
Sterling slipping in favour as hike laggard and amid global pressures

Chart USD/CHF Update: Leaning lower in USD- and CHF-driven trade
Paying Article

September 3, 2026 8:42 AM UTC

The anticipated test above congestion resistance at 0.8150 has not been seen

Chart USD Index DXY Update: Leaning lower
Paying Article

September 3, 2026 8:34 AM UTC

Choppy trade above 99.50 has given way to a break lower

Chart EUR/GBP Update: Extending July gains
Paying Article

September 3, 2026 7:52 AM UTC

Choppy trade has given way to a break higher

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