View:
September 4, 2026 2:47 PM UTC
US CPI a key focal point. We see upside risks at 0.3% core
ECB hike fully priced in; attention turns to forecasts and commentary on policy stance
Sharp USD/JPY lurch down may have left behind better supply into bounces, further downside risks ahead
BoE seen back of the tightening pack, sterling could s

September 1, 2026 7:00 AM UTC
* Gold worked off early year retail excess, moving into a more constructive technical and seasonal period
* The strategic case for gold is much wider: rich risk asset valuations can neither be sat out nor left unhedged
* History (no guarantee of future performance…) supports increased gold hedges in
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
September 8, 2026 3:30 AM UTC
USD/JPY remains under pressure, if getting oversold, deeper support down at 152/3
Riksbank not in a rush as CPI slows, SEK crosses though are stretched towards bigger tops
BoE TSC testimony. Majority view still wait and see, BoE the laggard
Canada-US tariffs remain a running issue, low key market impac
September 7, 2026 2:49 PM UTC
USD/JPY remains under pressure, if getting oversold, deeper support down at 152/3
Riksbank not in a rush as CPI slows, SEK crosses though are stretched towards bigger tops
BoE TSC testimony. Majority view still wait and see, BoE the laggard
Canada-US tariffs remain a running issue, low key market impac
September 7, 2026 1:02 PM UTC
The anticipated test below 1.3500 has reached support at the 1.3475 Fibonacci retracement, where a tick higher in oversold daily stochastics is prompting a bounce into fresh consolidation above 1.3500.
September 7, 2026 10:16 AM UTC
US CPI a key focal point. We see upside risks at 0.3% core
ECB hike fully priced in; attention turns to forecasts and commentary on policy stance
Sharp USD/JPY lurch down may have left behind better supply into bounces, further downside risks ahead
BoE seen back of the tightening pack, sterling could s