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September 22, 2026 1:22 PM UTC
· EZ. We expect the Eurozone economy to remain resilient in coming quarters despite the ongoing energy shock. Household consumption growth should strengthen into 2027, supported by a recovery in real wage growth and by favourable employment increases. Increased defence and infrastructur
October 19, 2026 9:29 AM UTC
US bonds and USD became overstretched, looking to rebalance n/t
Euro remains weighed crosses out of French disorder
Quiet week though event risks coming onto the horizon
Big picture cross-asset themes across bonds-equities-dollar relationships remain a background focus
October 19, 2026 8:47 AM UTC
This week’s CPI headline is expected to continue to reflect the impact of the oil price shock with markets seeing an increase to 3.4% y/y in September from 3.1% before. To date, energy has been the main culprit behind the rise in headline inflation with goods also showing a modest increase (see Fi

October 19, 2026 8:46 AM UTC
This week’s CPI headline is expected to continue to reflect the impact of the oil price shock with markets seeing an increase to 3.4% y/y in September from 3.1% before. To date, energy has been the main culprit behind the rise in headline inflation with goods also showing a modest increase (see Fi
October 19, 2026 8:13 AM UTC
IMM data underscores that aggregate $ longs were back to near June extreme before profit-taking pullback kicked in
AUD, NZD, GBP were all a 2stdev+, euro a little less at 1.5 if still most since 2015
So positioning $-centric, not particularly euro (France) skewed
$-wide positioning reflected in the p
October 19, 2026 7:00 AM UTC
Consolidation overnight, French riots and dovish Lagarde counter-weight to recent USD correction
Firm China data offers some AUD support out of recent pullback
BoJ Ueda notes inflation close to price goal, supportive