North American Summary and Highlights 18 August

August 18, 2026 7:52 PM UTC

Overview - The USD saw little change overall, but the commodity currencies saw some slippage. 

North American Summary and Highlights 17 August

August 17, 2026 7:42 PM UTC

Overview - The USD was softer in Europe but corrected higher in North America assisted by gains in oil. 

North American Summary and Highlights 13 August

August 13, 2026 7:45 PM UTC

Overview - The USD dipped on a slightly softer than expected US PPI, but later largely erased its losses. 

North American Summary and Highlights 12 August

August 12, 2026 7:46 PM UTC

Overview - The USD initially dipped on a consensus US CPI, but finished stronger. 

North American Summary and Highlights 11 August

August 11, 2026 7:32 PM UTC

Overview - The USD was quiet awaiting Wednesday’s US CPI release. 

North American Summary and Highlights 10 August

August 10, 2026 7:49 PM UTC

Overview - Oil and UST yields picked as did USD/JPY though USD moves were modest elsewhere. 

North American Summary and Highlights 6 August

August 6, 2026 7:51 PM UTC

Overview - The USD was firmer on a pick-up in Middle East risks. 

North American Summary and Highlights 5 August

August 5, 2026 7:56 PM UTC

Overview - It was another quiet day with the USD slightly softer, notably versus the CAD. 

North American Summary and Highlights 4 August

August 4, 2026 7:50 PM UTC

Overview - While the market saw some optimism on Middle East peace prospects, the FX market was quiet. 

North American Summary and Highlights 3 August

August 3, 2026 7:40 PM UTC

Overview - The USD saw some gains supported by strong ISM manufacturing data. 

North American Summary and Highlights 30 July

July 30, 2026 7:55 PM UTC

Overview - The USD fell further, after weaker than expected Q2 GDP data, led by USD/JPY, where intervention was suspected. 

North American Summary and Highlights 29 July

July 29, 2026 7:54 PM UTC

Overview - The USD slipped after the FOMC left rates unchanged with the dip extending during Warsh’s press conference, with the UST curve sharply steeper and equities weaker. 

North American Summary and Highlights 28 July

July 28, 2026 7:35 PM UTC

Overview - Oil and the USD were slightly weaker, the latter led by EUR/USD.  

North American Summary and Highlights 27 July

July 27, 2026 7:42 PM UTC

Overview - Despite reduced Middle East risks, the USD regained a positive tone in North America. 

This week's five highlights

July 24, 2026 1:00 PM UTC

ECB 50% Probability for September Hike 
UK Fiscal Policy and the New Chancellor
U.S. June A Subdued month for Industrial Production
Cautious trade for DXY 
USD/JPY Consolidating for test of 164.00

Asia Summary and Highlights 20 July

July 20, 2026 5:56 AM UTC

Move waves of missile exchange between U.S. and Iran

Asia Summary and Highlights 17 July

July 17, 2026 5:31 AM UTC

IRGC reaffirms that no oil and gas will pass through the Strait of Hormuz so long as US attacks continue

North American Summary and Highlights 14 July

July 14, 2026 7:53 PM UTC

Overview - The USD slipped on a softer than expected US CPI, though corrected off its lows. 

This week's five highlights

July 10, 2026 1:00 PM UTC

FOMC Minutes Fork in the road
DXY Consolidating test of support
25bps Hike from RBNZ But Next Unknown 
NZD/USD Extending June gains
USD/JPY Consolidating below 162.84 high

This week's five highlights

July 3, 2026 1:00 PM UTC

U.S. June NFP Misses
A Strong U.S. Q2 Report Now Looks Unlikely
This Week's Fed Speaker
EZ HICP Absence Second-Round Effects Continues
USD/JPY Corrects

North American Summary and Highlights 2 July

July 2, 2026 8:04 PM UTC

Overview - Europe saw a sharp dip in USD/JPY while the USD fell more broadly after softer than expected UIS employment data. 

North American Summary and Highlights 1 July

July 1, 2026 7:44 PM UTC

Overview - The USD saw a dip after comments from Fed’s Warsh, but remained firm, supported by soft Eurozone inflation. 

North American Summary and Highlights 30 June

June 30, 2026 7:54 PM UTC

Overview - USD/JPY remained firm but the USD overall came off its highs. 

North American Summary and Highlights 29 June

June 29, 2026 8:00 PM UTC

Overview - The USD was generally softer, GBP/USD leading with help from a speech by the likely next Prime Minister, Andy Burnham. 

North American Summary and Highlights 25 June

June 25, 2026 7:41 PM UTC

Overview - The USD advanced in Europe but slipped back after Q1 US consumer spending was revised lower. 

North American Summary and Highlights 24 June

June 24, 2026 7:52 PM UTC

Overview - The USD remained generally bid, but corrected off its lows, EUR/USD leading the correction. 

North American Summary and Highlights 23 June

June 23, 2026 7:41 PM UTC

Overview - The USD remained generally bid, while equities came under pressure led by tech. 

North American Summary and Highlights 22 June

June 22, 2026 7:47 PM UTC

Overview - The USD remained generally bid, though GBP held up well after UK PM Starmer’s resignation. 

This week's five highlights

June 19, 2026 11:00 AM UTC

FOMC Policy may prove less hawkish than the dots
BOE Gang of 6 and Steady 2026 Rates
BoJ Reached One Percent
SNB Holding Steady on Rates
Sweden Riksbank Mild Tightening Bias Persist

North American Summary and Highlights 18 June

June 18, 2026 8:02 PM UTC

Overview - The USD remained bid on Friday. The SNB and BoE delivered no surprises.

North American Summary and Highlights 17 June

June 17, 2026 7:52 PM UTC

Overview - US2yr up 15bp back to the recent yield highs as split FOMC projects lean towards a rate hike, Warsh strikes mixed tone if uncompromising on inflation mandate. Dollar break highs, up 1%+ across most pairs

North American Summary and Highlights 16 June

June 16, 2026 7:18 PM UTC

Overview - Tuesday FX trade was generally subdued with markets awaiting Wednesday’s FOMC decision. 

North American Summary and Highlights 15 June

June 15, 2026 7:26 PM UTC

Overview - The USD saw some correction from its initial losses seen on the US-Iran peace deal.