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September 24, 2026
Norges Bank hikes by 25bp
September 24, 2026 9:41 AM UTC
Norges bank increased rates by 25bp to 4.5% citing concerns over the inflation outlook. While the Bank noted that underlying inflation had moderated over the summer and was actually lower than they had expected in June, the outlook for inflation had not materially changed given the backdrop of highe
Norges Bank hikes by 25bp
September 24, 2026 9:40 AM UTC
Norges bank increased rates by 25bp to 4.5% citing concerns over the inflation outlook. While the Bank noted that underlying inflation had moderated over the summer and was actually lower than they had expected in June, the outlook for inflation had not materially changed given the backdrop of highe
FX Daily Strategy: N America, Sep 24
September 24, 2026 9:23 AM UTC
Dollar breaks higher as Fed talk hawkish, PMIs surge north, trumping Eurozone gains
Prospects of 'brave' pre-mid-term back-to-back hikes still critical for dollar's jump ahead
Norges hikes and sees likely steady ahead; SNB a hawkish hold, brings next hike forward; SNB remains dovish, keeps rates an ex
Riksbank: December Hike
September 24, 2026 8:22 AM UTC
· The Riksbank statement guidance that the 1st hike could be delivered in December is important. It suggests that the Riksbank now see modest tightening as highly likely and going in December rather than Q1 2027 would have a strong signal effect. This would also avoid too much Swedi
Riksbank: December Hike
September 24, 2026 8:22 AM UTC
· The Riksbank statement guidance that the 1st hike could be delivered in December is important. It suggests that the Riksbank now see modest tightening as highly likely and going in December rather than Q1 2027 would have a strong signal effect. This would also avoid too much Swedi
FX Daily Strategy: Europe, Sep 24
September 24, 2026 6:46 AM UTC
Dollar breaks higher as Fed talk hawkish, PMIs surge north, trumping Eurozone gains
Prospects of 'brave' pre-mid-term back-to-back hikes still critical for dollar's jump ahead
Riksbank, Norges, and SNB. Hawkish Norges in the price as oil waits on talks, NOK trims ; CHF rates look ever lower to the cro
September 23, 2026
FX Daily Strategy: Asia, Sep 24
September 23, 2026 3:05 PM UTC
Dollar breaks higher as Fed talk hawkish, PMIs surge north, trumping Eurozone gains
Prospects of 'brave' pre-mid-term back-to-back hikes still critical for dollar's jump ahead
Riksbank, Norges, and SNB. Hawkish Norges in the price as oil waits on talks, NOK trims ; CHF rates look ever lower to the cro
Europe Summary and Highlights 23 Sep
September 23, 2026 10:07 AM UTC
Dollar retains broad bid, moving with spreads on the post Fed action
EUR/USD sees follow through to next support after clearing 1.1450, cable extends toward fib
Despite this, notable positive surprise in EZ PMI, orders to 4 year highs - one to watch
UK PMI in contrasts slightly disappoints if staying i
China and Brazil Outlook: Geo-Politics and Artificial Intelligence
September 23, 2026 10:05 AM UTC
· China’s growth momentum continued to be sustained by AI/tech and green energy production and investment. Growth is however imbalanced with subdued consumption growth, due to adverse housing wealth effects and slow wage/job growth. Overall, we kept our forecast at 4.4% for 2026 and 4
EZ PMIs Show Ongoing Growth Momentum in Q3
September 23, 2026 8:42 AM UTC
The S&P flash Eurozone PMI signalled a quickening in the pace of activity during September with the composite index rising to 53.1 from 52 before and boosted by rapid gains in the service sector and ongoing growth in the manufacturing sector. With September’s number now in hand the PMIs point to E
EZ PMIs Show Ongoing Growth Momentum in Q3
September 23, 2026 8:42 AM UTC
The S&P flash Eurozone PMI signalled a quickening in the pace of activity during September with the composite index rising to 53.1 from 52 before and boosted by rapid gains in the service sector and ongoing growth in the manufacturing sector. With September’s number now in hand the PMIs point to E
September 22, 2026
DM ex U.S.: Weathering Higher Energy Prices
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
FX Daily Strategy: N America, Sep 22
September 22, 2026 9:14 AM UTC
USD/JPY trading in the 157-158 band, while keeping ear out for the MoF during Japan holiday
Key focal point remains word on diplomatic efforts and US plan at UN meeting. Oil sitting at key $100~ Brent range threshold support prior
Outcome will be pivotal in setting this week's tone for risk, dollar, b
FX Daily Strategy: Europe, Sep 22
September 22, 2026 6:33 AM UTC
USD/JPY nudging up in the 157-158 band, while keeping ear out for the MoF during Japan holiday
Key focal point remains word on diplomatic efforts and US plan at UN meeting. Oil sitting at key $100~ Brent range threshold support prior
Outcome will be pivotal in setting this week's tone for risk, dollar
September 21, 2026
Preview: Due October 2 - U.S. September Employment (Non-Farm Payrolls) - Healthy if less strong than August
September 21, 2026 6:29 PM UTC
We expect September’s non-farm payroll to rise by 100k both overall and in the private sector, slower than in August but still maintaining a healthy trend. We expect a 4.1% unemployment rate for a third straight month but a slightly slower 0.2% rise in average hourly earnings and a stable workweek
Preview: Due October 2 - U.S. September Employment (Non-Farm Payrolls) - Healthy if less strong than August
September 21, 2026 6:28 PM UTC
We expect September’s non-farm payroll to rise by 100k both overall and in the private sector, slower than in August but still maintaining a healthy trend. We expect a 4.1% unemployment rate for a third straight month but a slightly slower 0.2% rise in average hourly earnings and a stable workweek
FX Daily Strategy: Asia, Sep 22
September 21, 2026 3:26 PM UTC
USD/JPY nudging up in the 157-158 band, while keeping ear out for the MoF during Japan holiday
Key focal point remains word on diplomatic efforts and US plan at UN meeting. Oil sitting at key $100~ Brent range threshold support prior
Outcome will be pivotal in setting this week's tone for risk, dollar