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. 

FX Daily Strategy: Asia, Aug 20

August 19, 2026 3:00 PM UTC

USD breaks weaker after Treasury buyback move, might have done some damage on the s/t charts
Whether 'bond put' or 'dollar debasement' narrative, neither helping dollar near-term

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

Psychology for major markets Aug 19

August 19, 2026 9:35 AM UTC

Sea of Red

FX Daily Strategy: N America, Aug 19

August 19, 2026 8:53 AM UTC

Australian Q2 Wage Growth Under Spotlight
May Kill Room for Aussie to extend gains
Can Intervention Keep the Lid on USD/JPY

Asia Summary and Highlights 19 August

August 19, 2026 4:02 AM UTC

UAE formally halted all trade, commercial and financial transactions with Iran

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. 

FX Daily Strategy: Asia, Aug 19

August 18, 2026 3:00 PM UTC

Australian Q2 Wage Growth Under Spotlight
May Kill Room for Aussie to extend gains
Can Intervention Keep the Lid on USD/JPY

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

FX Daily Strategy: N America, Aug 18

August 18, 2026 9:06 AM UTC

Summer doldrums allow mkt to entertain both low vol risk/dollar and Iran standoff at the same time - though tensions start to show
Canada trade talks remain a key event for the week
EUR/CHF checked by stiffer resistance at Dec25 highs, but only corrective

Psychology for major markets Aug 18

August 18, 2026 8:27 AM UTC

Reality Kicking In

Asia Summary and Highlights 18 August

August 18, 2026 5:13 AM UTC

Risk Turning Sour

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. 

FX Daily Strategy: Asia, Aug 18

August 17, 2026 3:25 PM UTC

Summer doldrums allow mkt to entertain both low vol risk/dollar and Iran standoff at the same time, for now
Canada trade talks remain a key event for the week
EUR/CHF checked by stiffer resistance at Dec25 highs, but only corrective

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

FX Weekly Strategy: N America, Aug 17-21

August 17, 2026 8:58 AM UTC

Canada trade deadline a wildcard, but skew has been favouring a short CAD squeeze
FOMC Minutes may give more insight to Fed debate
US yield retreat chips at $ longs, although also supports summer low vol risk (for now...)

Psychology for major markets Aug 17

August 17, 2026 8:32 AM UTC

Another Breath before Weekend

IMM Commitment of Traders Reports w/e Aug 11, little change in the week

August 17, 2026 7:55 AM UTC

IMM data for w/e Aug 11 generally shows little change across counters, still very long $ overall
Yen shorts still smallest since Apr, and around 'normal' levels for recent years
Market remains extreme CAD short into trade deadline - binary event but squeeze risk evident
MXN longs inch back out amid the

Asia Summary and Highlights 17 August

August 17, 2026 5:11 AM UTC

Japan Q2 preliminary GDP missed at 0.3% q/q

FX Weekly Strategy: Europe, Aug 17-21

August 17, 2026 4:05 AM UTC

Canada trade deadline a wildcard, but skew has been favouring a short CAD squeeze
FOMC Minutes may give more insight to Fed debate
US yield retreat chips at $ longs, although also supports summer low vol risk (for now...)
Various/CHF still trend up...

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. 

FX Weekly Strategy: Asia, Aug 17-21

August 14, 2026 3:14 PM UTC

Canada trade deadline a wildcard, but skew has been favouring a short CAD squeeze
FOMC Minutes may give more insight to Fed debate
US yield retreat chips at $ longs, although also supports summer low vol risk (for now...)
Various/CHF still trend up...

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

FX Daily Strategy: N America, Aug 14

August 14, 2026 9:21 AM UTC

U.S. July Retail Sales still resilient
DXY Extending cautious trade
USD/JPY Room to extend gains Capped By Intervention

Psychology for major markets Aug 14

August 14, 2026 8:08 AM UTC

Another Breath before Weekend

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. 

FX Daily Strategy: Asia, Aug 14

August 13, 2026 3:00 PM UTC

U.S. July Retail Sales still resilient
DXY Extending cautious trade
USD/JPY Room to extend gains Capped By Intervention

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

FX Daily Strategy: N America, Aug 13

August 13, 2026 9:10 AM UTC

UK GDP holds up, though recent trend still stagnates
US CPI unexciting, though unexciting enough to leave dollar unshaken
The volatility slide and gold/silver/metals rally helping out AUD at present
Norge Bank on hold and ahead of the curve

Psychology for major markets Aug 13

August 13, 2026 7:43 AM UTC

Relatively Quiet

Asia Summary and Highlights 13 August

August 13, 2026 5:46 AM UTC

United Arab Emirates had released a further tranche of Iran's frozen assets held in Emirati banks

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. 

FX Daily Strategy: Asia, Aug 13

August 12, 2026 2:57 PM UTC

UK GDP due, large downside surprise risks from heatwave could kneejerk sterling lower
US CPI unexciting, though unexciting enough to limit US short-end and $ for now
The volatility slide and gold/silver/metals rally helping out AUD at present
Norge Bank seen on hold and ahead of the curve

FX Daily Strategy: N America, Aug 12

August 12, 2026 10:14 AM UTC

U.S. July Another subdued month for CPI 
Could end the Choppy trade of DXY
USD/JPY Still room to extend gains

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

Psychology for major markets Aug 12

August 12, 2026 8:45 AM UTC

USD a tad stronger

Asia Summary and Highlights 12 August

August 12, 2026 5:32 AM UTC

JGB yields are marching higher
Major equity indexes are performing individually