North American Summary and Highlights 1 October

October 1, 2026 7:39 PM UTC

Overview - The USD maintained a positive tone ahead of Friday’s US employment report. 

Europe Summary and Highlights 1 Oct

October 1, 2026 10:00 AM UTC

Dollar remains in ascendancy, from EM/carry to majors
EUR/USD extends the low to 1.1280s support; USD/JPY rebounds after period end, into expiries

North American Summary and Highlights 30 September

September 30, 2026 7:58 PM UTC

Overview - Despite softer than expected US PCE price data and stronger than expected price data in Europe, the USD ended firmer after a brief dip on the data, as upside pressure persisted on UST yields. 

Europe Summary and Highlights 30 Sep

September 30, 2026 10:09 AM UTC

USD/JPY, yen crosses, dip on period-end yen demand, before paring
AUD still easing back, CPI slightly below mkt
GBP trying to base, upward GDP revision helps
EZ national CPI measures coming in high, supporting hike bets, though still skew to Dec over Sep

North American Summary and Highlights 29 September

September 29, 2026 7:45 PM UTC

Overview - The USD saw some gains despite soft data but took a hit as Fed’s Williams raised some doubt over whether a further tightening would be seen in October. 

Europe Summary and Highlights 29 Sep

September 29, 2026 10:10 AM UTC

AUD sells fact out of RBA hike
Dollar retains broad bid, EUR/USD stretches for June lows
USD/JPY still comparatively capped out of yesterday's verbals

North American Summary and Highlights 28 September

September 28, 2026 7:43 PM UTC

Overview - The USD was slightly firmer on Middle East risks, despite fresh attempts by Qatar to restart talks. 

Europe Summary and Highlights 28 Sep

September 28, 2026 10:09 AM UTC

Japan verbals, warning mkt to take yen view at face value, knocks USD/JPY back again
CHF remains on a weakening track on the back of uniquely low rates
EUR/GBP rejects resistance test again, market has got stretched short GBP
Oil back to nearer $110 than $100 as Trump rejects deal

North American Summary and Highlights 25 September

September 25, 2026 7:43 PM UTC

Overview - The USD slipped somewhat led by USD/JPY but stabilized in North America. 

Europe Summary and Highlights 25 Sep

September 25, 2026 10:02 AM UTC

USD/JPY trims, FinMIn Katayama advertises Trump's concern at yen weakness
Bonds, dollar steady in the morning after rapid run
Cable offered touch of support from recent BoE comments lifting Nov hike odds
Oil trims as US-Iran talks continue, market not overly convinced of anything soon

North American Summary and Highlights 24 September

September 24, 2026 7:46 PM UTC

Overview - The USD remained firm, supported by data, Fed talk and oil, even with a brief dip in the latter. 

Europe Summary and Highlights 24 Sep

September 24, 2026 10:00 AM UTC

CHF remains pressured as SNB increasingly uniquely dovish
NOK and SEK get modest lifts out of hike and hawkish hold

North American Summary and Highlights 23 September

September 23, 2026 7:40 PM UTC

Overview - The USD extended gains supported by strong US PMI data and hawkish Fed talk. 

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

North American Summary and Highlights 22 September

September 22, 2026 7:25 PM UTC

Overview - While the USD did take some lead from oil, the USD was slightly stronger while oil was softer. 

Europe Summary and Highlights 22 Sep

September 22, 2026 10:10 AM UTC

Brent tests below $100 with eyes on UN meeting Iran diplomacy
Press reports float Iran proposal to open Strait in exchange of ease in blockade
USD/JPY re-tests 157 support after earlier look up in range

North American Summary and Highlights 21 September

September 21, 2026 7:45 PM UTC

Overview - Oil was softer but the USD was well supported, if remaining below Friday’s highs. 

Europe Summary and Highlights 21 Sep

September 21, 2026 10:15 AM UTC

Japan on holiday, European morning quiet
USD/JPY sticks to the 157s after last week's swings, rate checking talk, and circumspect through Japan holiday
Oil eases further, eying UN for diplomatic efforts ; boosts sentiment with equities up 1%, and yields trimming

North American Summary and Highlights 18 September

September 18, 2026 7:19 PM UTC

Overview - USD/JPY bounced after the BoJ decision but the USD lost ground in North America to end little changed.  

Europe Summary and Highlights 18 Sep

September 18, 2026 10:11 AM UTC

USD/JPY extends bounce on yen sell the fact out of non-hawkish BoJ hike
Lack of overt signalling and mixed comments fail to validate mkt pricing, seeing supply step back
Pair runs for next resistance at 158~

North American Summary and Highlights 17 September

September 17, 2026 7:38 PM UTC

Overview - The USD remains near its post-FOMC highs. GBP slipped after the BoE left rates unchanged. 

Europe Summary and Highlights 17 Sep

September 17, 2026 10:05 AM UTC

Consolidation out of the FOMC move, some risk bounce
USD/JPY sees capping, eying BoJ, expiry, supply
UK BoE MPC the next focus

North American Summary and Highlights 16 September

September 16, 2026 8:03 PM UTC

Overview - The USD bounced on hawkish FOMC dots delivered with a 25bps tightening. 

Europe Summary and Highlights 16 Sep

September 16, 2026 10:09 AM UTC

FX quiet and flatlined into the key FOMC meeting
UK CPI as expected, maintains recent broad story, sterling little impacted into the MPC

North American Summary and Highlights 15 September

September 15, 2026 7:25 PM UTC

Overview - The USD remained firmer supported by oil and UST yields as equities were pressured, though moves were modest ahead of the FOMC on Wednesday. 

Europe Summary and Highlights 15 Sep

September 15, 2026 10:07 AM UTC

Some position lightening on USD/JPY extends to next resistance
UK labour market soft, though no additional GBP impact felt
Same global backdrop, with oil, yields and equities feeling pressure

North American Summary and Highlights 14 September

September 14, 2026 7:53 PM UTC

Overview - The USD was firmer on the day but corrected off its highs led by moves in oil. 

Europe Summary and Highlights 14 Sep

September 14, 2026 10:03 AM UTC

Risk weighed by energy concerns and AI related setbacks - OpenAI delay and development slowdown 
EUR/USD caught a bit offside and pulled back from 1.16+ to 1.550-
USD/JPY test bounce supply, risk/USD (SEK, NZD...) sees sharper moves

Asia Summary and Highlights 14 September

September 14, 2026 5:25 AM UTC

Asia Session
Broader risk sentiment is sour on geopolitics. Over the weekend, there is more harassment in the Strait, concern on Saudi’s pipeline also worsens.  Major equity indexes are performing individually but are tilted south. AUD/USD is trading 0.29% lower at 0.7149. NZD/USD is trading 0.51%

Asia Open

September 14, 2026 12:25 AM UTC

Trump wants future Iran talks focused on nuclear file, not Hormuz
More harassment in the Strait over the weekend

North American Summary and Highlights 11 September

September 11, 2026 6:43 PM UTC

Overview - The USD was little changed overall, as lower oil prices offset a stronger than expected US core CPI. 

This week's five highlights

September 11, 2026 11:00 AM UTC

Strait of Hormuz Scenarios
U.S. Equity-Treasury Strains and Risk
ECB Hikes by 25bp to 2.5%
U.S. August PPI Near consensus
USD/JPY Consolidating at 153.00

Europe Summary and Highlights 11 Sep

September 11, 2026 10:15 AM UTC

Oil pulls back from yesterday's surge, bonds hold just off the big yield highs
US CPI the major focus for the US session
UK GDP surprises to the upside - only minor reaction, though keeps EUR/GBP capped

Asia Summary and Highlights 11 September

September 11, 2026 5:27 AM UTC

UKMTO says four projectiles hit two vessels near Oman's Khasab
And suspected strike on Saudi Arabia's East-West pipeline

Asia Open

September 10, 2026 11:16 PM UTC

UKMTO says four projectiles hit two vessels near Oman's Khasab
And suspected strike on Saudi Arabia's East-West pipeline

North American Summary and Highlights 10 September

September 10, 2026 7:46 PM UTC

Overview - The ECB and US PPI saw no major surprises, but the USD made some gains as did oil. 

North American Summary and Highlights 9 September

September 9, 2026 7:41 PM UTC

Overview - Slippage in the USD was reversed as UST yields bounced on the Treasury buyback announcement. 

Europe Summary and Highlights 9 Sep

September 9, 2026 10:29 AM UTC

USD/JPY stays top heavy though pares the test of lows overnight amid oversold conditions
Brent tests $100 amid ongoing US-Iran exchanges
Buyback op. size one talking point later; otherwise key events Thu-Fri

Asia Open

September 8, 2026 11:36 PM UTC

U.S. forces struck Iranian oil tankers near Kharg Island and Jask
Iran fire over 30 missiles at U.S. bases in Jordan

North American Summary and Highlights 8 September

September 8, 2026 7:46 PM UTC

Overview - The USD was supported by Middle East risk but came off its highs to end little changed. 

Europe Summary and Highlights 8 Sep

September 8, 2026 10:01 AM UTC

Some intraday covering / break re-test after the Asia USD/JPY downside extension
AUD/NZD sees a pops after breaking the highs
Energy still in focus after Saudi disruption, ongoing verbal escalation

Asia Summary and Highlights 8 September

September 8, 2026 5:42 AM UTC

Japan Labor Cash Earning Beats at 4.7% y/y

Europe Summary and Highlights 7 Sep

September 7, 2026 10:15 AM UTC

SEK slips out of downside surprise in CPI
USD/JPY follows through after taking out support

Asia Summary and Highlights 7 September

September 7, 2026 5:17 AM UTC

KOSPI leading with 3% gains