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October 02, 2026
FX Weekly Strategy: Asia, Oct 5-8
October 2, 2026 3:51 PM UTC
US yields put in a potential n/t weekly top as data plays to Fed lack of urgency
Euro still weighed on crosses until/unless politicians manage a convincing response; mkt tends to escalate into a forced crisis reaction
Fiscal saints may come back onto the agenda, so long as US bonds and risk steady at
Europe Summary and Highlights 2 Oct
October 2, 2026 10:05 AM UTC
Dollar breather into payrolls, euro still weighed on crosses
OAT-bund still wider, if on underperformance, political development become key next few days
CHF still profit-taking/short covering with switch in focus from carry to risk avoidance
Japan CPI comes in high, EZ follows national prints; payro
October 01, 2026
September 30, 2026
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
September 29, 2026
September 28, 2026
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
FX Weekly Strategy: N America, Sep 28 - Oct 2
September 28, 2026 9:19 AM UTC
High profile US data, but would need something big to impact now after recent steep mkt adjustment
Dollar retains bullish posture overall, but a overstretched and consolidating/correcting steep run to levels on most pairs
Japan rolls out the verbals; BoE comments hint at dab in November
Round of CB mee
IMM Commitment of Traders Reports - sterling got thematically oversold
September 28, 2026 9:07 AM UTC
Dollar longs bounce back and now fairly broad
Most dollar pairs moderate however rather than extreme
Sterling the exception, became the most popular "obvious short" last week amid CB moves
Potentially stretched now into cable support, BoE shifting Nov odds. EUR/GBP also again rejecting resistance test,
FX Weekly Strategy: Europe, Sep 28 - Oct 2
September 28, 2026 6:14 AM UTC
High profile US data, but would need something big to impact now after recent steep mkt adjustment
Dollar retains bullish posture overall, but a overstretched and consolidating/correcting steep run to levels on most pairs
Japan rolls out the verbals; BoE comments hint at dab in November
Round of CB mee
September 25, 2026
FX Weekly Strategy: Asia, Sep 28 - Oct 2
September 25, 2026 3:17 PM UTC
High profile US data, but would need something big to impact now after recent steep mkt adjustment
Dollar retains bullish posture overall, but a overstretched and consolidating/correcting steep run to levels on most pairs
Japan rolls out the verbals; BoE comments hint at dab in November
Round of CB mee
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
September 24, 2026
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
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
September 22, 2026
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
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
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
FX Weekly Strategy: N America, Sep 21-25
September 21, 2026 8:56 AM UTC
SNB, Riksbank and Norges Bank all meet, no change expected. SNB still remains the low-yielder and CHF on the backfoot
Geopolitics still a huge focal point, particular attention on Trump meetings this week. Oil back to test key break support. Some NOK profit-taking
Dollar consolidating run up, overal
IMM Commitment of Traders Reports - jump in yen longs squeezed last week
September 21, 2026 7:13 AM UTC
Jump in yen longs, pulled dollar net closer to balance overall into big central bank meetings, setting up shif out
Mkt gets caught JPY long into the local USD/JPY lows and squeezed
NZD still long, has already illustrated contrary indicator selloff qualities
FX Weekly Strategy: Europe, Sep 21-25
September 21, 2026 6:17 AM UTC
SNB, Riksbank and Norges Bank all meet, no change expected. SNB still remains the low-yielder and CHF on the backfoot
Geopolitics still a huge focal point, particular attention on Trump meetings this week. Oil back to test key break support. Some NOK profit-taking
Dollar consolidating run up, overal
September 18, 2026
FX Weekly Strategy: Asia, Sep 21-25
September 18, 2026 1:32 PM UTC
SNB, Riksbank and Norges Bank all meet, no change expected. SNB still remains the low-yielder and CHF on the backfoot
Geopolitics still a huge focal point, particular attention on Trump meetings this week. Oil back to test key break support. Some NOK profit-taking
Dollar consolidating run up, overal
September 17, 2026
FX Daily Strategy: N America, Sep 17
September 17, 2026 9:11 AM UTC
Fed pivots to catch up with the curve on inflation, dots see 1 (to 2) more hikes
Swift turn does enough to bolster dollar, cable especially pressured unless BoE changes tune
USD/JPY runs into supply up here, with the BoJ Friday now critical, even more important it matches the pick up in pace
FX Daily Strategy: Europe, Sep 17
September 17, 2026 6:39 AM UTC
Fed pivots to catch up with the curve on inflation, dots see 1 (to 2) more hikes
Swift turn does enough to bolster dollar, cable especially pressured unless BoE changes tune
USD/JPY runs into supply up here, with the BoJ Friday now critical, even more important it matches the pick up in pace
September 16, 2026
FX Daily Strategy: Asia, Sep 17
September 16, 2026 8:00 PM UTC
Fed pivots to catch up with the curve on inflation, dots see 1 (to 2) more hikes
Swift turn does enough to bolster dollar, cable especially pressured unless BoE changes tune
USD/JPY runs into supply up here, with the BoJ Friday now critical, even more important it matches the pick up in pace