North American Summary and Highlights 19 August

August 19, 2026 8:07 PM UTC

Overview - The USD broke lower as the US Treasury took steps to support the UST market. 

Europe Summary and Highlights 19 Aug

August 19, 2026 10:02 AM UTC

Equity and bond back and forth, market edgy up at these levels
CAD does react much initially to deadline extension, suggestion of potential deal, but still has potential
GBP little moved out of broadly as expected CPI

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. 

Europe Summary and Highlights 18 Aug

August 18, 2026 9:57 AM UTC

Little traction outside of modest NZD pullback
Risk tone tempered by US-Iran escalating standoff 
UK labour data helps keep BoE paused in wait and see mode

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. 

Europe Summary and Highlights 17 Aug

August 17, 2026 10:26 AM UTC

USD generally softer across the board on ongoing summer low vol and Fed expectations retreat drivers
CHF also sees a technical bounce as EUR/CHF uptrend held by test of Dec25 resistance

Asia Summary and Highlights 17 August

August 17, 2026 5:11 AM UTC

Japan Q2 preliminary GDP missed at 0.3% q/q

Asia Open

August 17, 2026 12:39 AM UTC

Bessent eyes Iran economic squeeze

North American Summary and Highlights 14 August

August 14, 2026 7:26 PM UTC

Overview - The USD saw some losses on the day, but weak US consumer data had little lasting impact. 

This week's five highlights

August 14, 2026 11:00 AM UTC

U.S. July CPI On consensus
Softer U.S. July payroll and falling unemployment hint at labor shortages
No Fireworks from RBA
DXY Edging higher
USD/JPY Consolidating with room higher

Europe Summary and Highlights 14 Aug

August 14, 2026 10:23 AM UTC

Summer quiet continues for now, dollar leaks out with the low vol trade
USD/JPY eases off weekly lift, BoJ still discussed
USD/CAD extends the pullback as shorts trim

Asia Summary and Highlights 14 August

August 14, 2026 5:27 AM UTC

Latvia issued an air threat alert 
Finland imposed a temporary restriction on aviation and maritime traffic in the eastern Gulf of Finland

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. 

Europe Summary and Highlights 13 Aug

August 13, 2026 10:10 AM UTC

Norges slighly less hawkish, if reserving judgement on inflation and rates; NOK off slightly
AUD/NZD eases from 1.21 test seen after NZ inflation expectations data
UK GDP holds up, but recently stagnant, GBP unmoved

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. 

Europe Summary and Highlights 12 Aug

August 12, 2026 10:13 AM UTC

Sideways run into the key US CPI data
Gold and silver continue their breaks higher however
AUD/NZD has a bit of a pop on the 1.2 clearance

Asia Open

August 11, 2026 11:37 PM UTC

Qatari and Pakistani officials pointed to progress on Oman-Iran talks
U.S. forces had fired on a vessel attempting to breach the Iranian port blockade

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. 

Europe Summary and Highlights 11 Aug

August 11, 2026 10:16 AM UTC

Quiet European morning, oil prices still drifting out higher with US frustrations with no-win options

Asia Summary and Highlights 11 August

August 11, 2026 6:04 AM UTC

Jiji says The BoJ may consider an additional rate hike at its September 17-18 meeting
RBA leaves cash rate unchanged at 4.35%

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. 

Europe Summary and Highlights 10 Aug

August 10, 2026 10:05 AM UTC

USD/JPY clear last week's high, building off recent basing, slight extra pop
NOK off a touch after lower core CPI

Asia Summary and Highlights 10 August

August 10, 2026 5:24 AM UTC

BOJ July meeting Summary shows board split on pace of hikes

Asia Open

August 10, 2026 12:07 AM UTC

Another Rough weekend

North American Summary and Highlights 7 August

August 7, 2026 7:50 PM UTC

Overview - The USD fell on a weaker than expected US employment report. CAD was particularly strong with Canada’s employment report exceeding expectations. 

This week's five highlights

August 7, 2026 1:00 PM UTC

U.S. July Non-Farm Payrolls to be Stronger than June
U.S. Trade Deficit corrects lower in June
The Fed's Balance Sheet
A.I. and Equities
USD/JPY Remain Capped

Europe Summary and Highlights 7 Aug

August 7, 2026 9:57 AM UTC

Waiting for Iran news and key US payrolls release
Silver the main mover, breaking out and up almost 5%

Asia Summary and Highlights 7 August

August 7, 2026 5:56 AM UTC

Japan June Household spending -6.4% m/m

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. 

Europe Summary and Highlights 6 Aug

August 6, 2026 10:08 AM UTC

Still tight ranging waiting for the next news
SEK a fraction firmer after CPI, more focused on risk
Copper nudges new highs further after DRC move

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. 

Europe Summary and Highlights 5 Aug

August 5, 2026 10:17 AM UTC

Waiting on Iran news, Houthis provocative
NZD still the day's main mover after unemployment data

Asia Summary and Highlights 5 August

August 5, 2026 5:15 AM UTC

Iran reportedly says that Strait of Hormuz agreement with Oman will be delayed so long as US threats continue
Japan June labor cash earnings 3.4% y/y

Asia Open

August 5, 2026 12:16 AM UTC

Israeli official says Trump wants Iran deal 'at any cost'
Iran rejects US claim of open southern route through Strait of Hormuz

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. 

Europe Summary and Highlights 4 Aug

August 4, 2026 9:57 AM UTC

Quiet morning, some backfilling from oversold dollar

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. 

Europe Summary and Highlights 3 Aug

August 3, 2026 10:12 AM UTC

European morning consolidates, digesting recent news and action