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November 03, 2026
UK BoE Preview: One and Done?
November 3, 2026 3:02 PM UTC
The BoE is poised to lift policy rates to 4% this week with polls suggesting the vote will be 7-2 in favour of a 25bp move. The Bank will also update its macroeconomic projections to show a higher peak in inflation. Two external members, Taylor and Dhingra, are once again expected to vote to keep ra
UK BoE Preview: One and Done?
November 3, 2026 3:01 PM UTC
The BoE is poised to lift policy rates to 4% this week with polls suggesting the vote will be 7-2 in favour of a 25bp move. The Bank will also update its macroeconomic projections to show a higher peak in inflation. Two external members, Taylor and Dhingra, are once again expected to vote to keep ra
November 02, 2026
EZ CPI Preview - Another Piece of the Puzzle Before December's Hike
November 2, 2026 3:40 PM UTC
We expect headline annual inflation to hit 4% in October as the impact of the energy shock continues to filter through. That increase would represent a further uptick from the 3.8% recorded in September and from the 1.9% rate seen just before the start of the Middle East conflict. Preliminary nation
EZ CPI Preview - Another Piece of the Puzzle Before December's Hike
November 2, 2026 3:40 PM UTC
We expect headline annual inflation to hit 4% in October as the impact of the energy shock continues to filter through. That increase would represent a further uptick from the 3.8% recorded in September and from the 1.9% rate seen just before the start of the Middle East conflict. Preliminary nation
FX Weekly Strategy: N America, Nov 2-6
November 2, 2026 10:03 AM UTC
Pressure on tech, leading to choppy action, but overall weight on dollar; JPY and CHF benefit. Attempted early week bounce but so far only to re-test the break
BoE hike seen as more of a one off and possible one-and-done.
US election a wild card, though no settled view on impact. At margin, some scena
IMM Commitment of Traders Reports - opinionated positioning in aussie-yen and France
November 2, 2026 9:25 AM UTC
IMM data largely confirms prior week's major features remain intact, overall dollar remains near the highs
AUD and NZD shorts maintain 2.5stdev+ extremes, aussie nudges new all-time peak
Mkt extends 'retro alt haven' JPY longs, now quite large by recent standards; CHF shorts still hang in there
Little
FX Weekly Strategy: Europe, Nov 2-6
November 2, 2026 5:00 AM UTC
Pressure on tech, leading to choppy action, but overall weight on dollar; JPY and CHF benefit
BoE hike seen as more of a one off and possible one-and-done.
US election a wild card, though no settled view on impact. At margin, some scenarios would add to risk-off mood
October 30, 2026
FX Weekly Strategy: Asia, Nov 2-6
October 30, 2026 3:53 PM UTC
Pressure on tech, leading to choppy action, but overall weight on dollar; JPY and CHF benefit
BoE hike seen as more of a one off and possible one-and-done.
US election a wild card, though no settled view on impact. At margin, some scenarios would add to risk-off mood
Eurozone Economy Remains Resilient in Q3 - Headwinds Ahead?
October 30, 2026 11:41 AM UTC
The economy expanded more than expected in Q3, rising 0.4% q/q from 0.6% before, with the Eurozone aggregate benefitting from Ireland’s large and volatile growth rate. Most of the larger member countries experienced weak quarter on quarter growth, with Germany’s economy increasing 0.2%, Italy’
Eurozone Economy Remains Resilient in Q3 - Headwinds Ahead?
October 30, 2026 11:41 AM UTC
The economy expanded more than expected in Q3, rising 0.4% q/q from 0.6% before, with the Eurozone aggregate benefitting from Ireland’s large and volatile growth rate. Most of the larger member countries experienced weak quarter on quarter growth, with Germany’s economy increasing 0.2%, Italy’
October 29, 2026
EZ Q3 GDP to Show Ongoing Resilience
October 29, 2026 9:00 PM UTC
GDP is expected to grow 0.2% q/q in Q3 following a large quarterly gain of 0.6% in Q2, a figure that had been boosted by Ireland’s significant expansion of 10.2% q/q - driven largely by a surge in multinational-dominated sectors, led by Information & Communication and high-value industry. Once Ire
EZ Q3 GDP to Show Ongoing Resilience
October 29, 2026 9:00 PM UTC
GDP is expected to grow 0.2% q/q in Q3 following a large quarterly gain of 0.6% in Q2, a figure that had been boosted by Ireland’s significant expansion of 10.2% q/q - driven largely by a surge in multinational-dominated sectors, led by Information & Communication and high-value industry. Once Ire