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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
October 01, 2026
September 30, 2026
September 29, 2026
September 28, 2026
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
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
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
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
September 15, 2026
FX Daily Strategy: N America, Sep 15
September 15, 2026 9:14 AM UTC
Spec data shows mkt turned long kiwi - often a contrary indicator
Risk sentiment turns weaker, squeezing dollar, as oil catches up with sentiment; AI complications
Soft UK labour market data, followed by CPI, provide the run in to the next BoE meeting
September 14, 2026
FX Daily Strategy: Asia, Sep 15
September 14, 2026 3:22 PM UTC
Spec data shows mkt turned long kiwi - often a contrary indicator
Risk sentiment turns weaker, squeezing dollar, as oil catches up with sentiment; AI complications
UK labour market data, followed by CPI, provide the run in to the next BoE meeting
FX Weekly Strategy: N America, Sep 14-18
September 14, 2026 9:42 AM UTC
A week of 2 key central bank meetings..
We expect a 25bp Fed hike but perhaps a "dovish hike". Could temper dollar given a lot priced in further out
BoJ also seen going 25bp. A heavy USD/JPY needs validation on shift to quarterly pace however to extend - else to re-test persistence of supply
CHF still
IMM Commitment of Traders Reports - carry switching on show, contrary indicator for kiwi
September 14, 2026 8:57 AM UTC
Spec market turns slightly JPY long for the first time since Apr
At the same time, CHF shorts pick back up on switching, now some 1.3stdev above average
Overall $ long pared back further, still net long but back within normal bounds, tempering headwinds
Mkt still short GBP, positioning may be tending t
FX Weekly Strategy: Europe, Sep 14-18
September 14, 2026 3:30 AM UTC
A week of 2 key central bank meetings..
We expect a 25bp Fed hike but perhaps a "dovish hike". Could temper dollar given a lot priced in further out
BoJ also seen going 25bp. A heavy USD/JPY needs validation on shift to quarterly pace however to extend - else to re-test persistence of supply
CHF still
September 11, 2026
FX Weekly Strategy: Asia, Sep 14-18
September 11, 2026 5:21 PM UTC
A week of 2 key central bank meetings..
We expect a 25bp Fed hike but perhaps a "dovish hike". Could temper dollar given a lot priced in further out
BoJ also seen going 25bp. A heavy USD/JPY needs validation on shift to quarterly pace however to extend - else to re-test persistence of supply
CHF still
FX Daily Strategy: N America, Sep 11
September 11, 2026 9:01 AM UTC
EUR/USD dips back to anchor out of ECB meeting, though money market rate bets firm up
Focus turns to US CPI, where we see upside risks to core
Could see another intraday reaction for the dollar to keep recent chop going
UK GDP upside keeps EUR/GBP capping and range top fading in place for now
September 10, 2026
September 09, 2026
September 08, 2026
FX Daily Strategy: N America, Sep 8
September 8, 2026 9:00 AM UTC
USD/JPY runs on and bounces from deeper support down at 152/3, not quite tagging major support
Riksbank not in a rush as CPI slows, SEK crosses though are stretched towards bigger tops
BoE TSC testimony. Majority view still wait and see, BoE the laggard
Canada-US tariffs remain a running issue, low key
FX Daily Strategy: Europe, Sep 8
September 8, 2026 3:30 AM UTC
USD/JPY remains under pressure, if getting oversold, deeper support down at 152/3
Riksbank not in a rush as CPI slows, SEK crosses though are stretched towards bigger tops
BoE TSC testimony. Majority view still wait and see, BoE the laggard
Canada-US tariffs remain a running issue, low key market impac
September 07, 2026
FX Daily Strategy: Asia, Sep 8
September 7, 2026 2:49 PM UTC
USD/JPY remains under pressure, if getting oversold, deeper support down at 152/3
Riksbank not in a rush as CPI slows, SEK crosses though are stretched towards bigger tops
BoE TSC testimony. Majority view still wait and see, BoE the laggard
Canada-US tariffs remain a running issue, low key market impac
FX Weekly Strategy: N America, Sep 7-11
September 7, 2026 10:16 AM UTC
US CPI a key focal point. We see upside risks at 0.3% core
ECB hike fully priced in; attention turns to forecasts and commentary on policy stance
Sharp USD/JPY lurch down may have left behind better supply into bounces, further downside risks ahead
BoE seen back of the tightening pack, sterling could s
FX Weekly Strategy: Europe, Sep 7-11
September 7, 2026 3:57 AM UTC
US CPI a key focal point. We see upside risks at 0.3% core
ECB hike fully priced in; attention turns to forecasts and commentary on policy stance
Sharp USD/JPY lurch down may have left behind better supply into bounces, further downside risks ahead
BoE seen back of the tightening pack, sterling could s