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FX Daily Strategy: Asia, Oct 22
October 21, 2026 2:35 PM UTC
Positioning and oversold conditions obstructing euro follow through traction; downside focus switching to options protection
AUD lifted by short-covering and momentum swing towards a Nov hike pricing
Focus remains news driven rather than calendar-centric
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
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.
FX Daily Strategy: N America, Oct 29
October 29, 2026 10:05 AM UTC
FOMC offers no great shocks and leaves market pricing for a Dec hike
Focus turns to the ECB, looking for any dovish deviations, with one eye on financial conditions
EUR/USD would need to regain 1.12 to point to fast money s/t profit-taking winning out, else bearish structure continues to dominate
US PC
FX Daily Strategy: Europe, Oct 29
October 29, 2026 7:20 AM UTC
FOMC offers no great shocks and leaves market pricing for a Dec hike
Focus turns to the ECB, looking for any dovish deviations, with one eye on financial conditions
EUR/USD would need to regain 1.12 to point to fast money s/t profit-taking winning out, else bearish structure continues to dominate
US PC