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Saudi, Pakistani, Iranian and Turkish security chiefs sit down in Tehran, agree to continue talks
USD
Iran hosted the first four-way meeting of Iran, Pakistan, Turkey and Saudi Arabia in Tehran today, according to Fars. The group released a short statement afterwards, noting that they had agreed to continuing talks.
Saudi, Pakistani, Iranian and Turkish security chiefs sit down in Tehran, agree to continue talks
What this may mean
Energy-market changes can affect inflation expectations, commodity currencies, transport costs and broader risk sentiment.
Saudi, Pakistani, Iranian and Turkish security chiefs sit down in Tehran, agree to continue talks
USD
Iran hosted the first four-way meeting of Iran, Pakistan, Turkey and Saudi Arabia in Tehran today, according to Fars. The group released a short statement afterwards, noting that they had agreed to continuing talks.
Saudi, Pakistani, Iranian and Turkish security chiefs sit down in Tehran, agree to continue talks
What this may mean
Energy-market changes can affect inflation expectations, commodity currencies, transport costs and broader risk sentiment.
Key points
- Market context: Mixed / needs confirmation
US October Dallas Fed manufacturing index 13.4 vs 9.8 prior
USDCNY
Prior was +9.8 Employment 11.6 vs 15.1 prior capex 11.9 vs 8.5 prior New orders 9.3 vs 30.7 prior Prices paid 55.3 vs 52.2 prior Future index 38.1 vs 20.8 prior The survey improved but that new orders reading is sending a conflicting signal from the future index.
US October Dallas Fed manufacturing index 13.4 vs 9.8 prior
What this may mean
Central-bank guidance can quickly change interest-rate expectations, currency volatility, bond yields and risk appetite.
US October Dallas Fed manufacturing index 13.4 vs 9.8 prior
USDCNY
Prior was +9.8 Employment 11.6 vs 15.1 prior capex 11.9 vs 8.5 prior New orders 9.3 vs 30.7 prior Prices paid 55.3 vs 52.2 prior Future index 38.1 vs 20.8 prior The survey improved but that new orders reading is sending a conflicting signal from the future index.
US October Dallas Fed manufacturing index 13.4 vs 9.8 prior
What this may mean
Central-bank guidance can quickly change interest-rate expectations, currency volatility, bond yields and risk appetite.
Key points
- Market context: Mixed / needs confirmation
Anthropic files for IPO on Nasdaq, will use the symbol 'ANT'
Anthropic has filed the IPO that was rumored to be coming today. An interesting bit of trivia is the ‘ant’ mythology.
Anthropic files for IPO on Nasdaq, will use the symbol 'ANT'
What this may mean
The development may affect the tagged currencies or assets as markets reassess growth, policy or risk expectations.
Anthropic files for IPO on Nasdaq, will use the symbol 'ANT'
Anthropic has filed the IPO that was rumored to be coming today. An interesting bit of trivia is the ‘ant’ mythology.
Anthropic files for IPO on Nasdaq, will use the symbol 'ANT'
What this may mean
The development may affect the tagged currencies or assets as markets reassess growth, policy or risk expectations.
Key points
- Market context: Mixed / needs confirmation
Brazil’s real weakens 12% as Lula wins reelection
Brazil’s real weakens 12% as Lula wins reelection
Brazil’s real weakens 12% as Lula wins reelection
What this may mean
The development may affect the tagged currencies or assets as markets reassess growth, policy or risk expectations.
Brazil’s real weakens 12% as Lula wins reelection
Brazil’s real weakens 12% as Lula wins reelection
Brazil’s real weakens 12% as Lula wins reelection
What this may mean
The development may affect the tagged currencies or assets as markets reassess growth, policy or risk expectations.
Key points
- Market context: Mixed / needs confirmation
U.S. yields hover near 3-week lows as ahead of Fed decision
USD
U.S. yields hover near 3-week lows as ahead of Fed decision
U.S. yields hover near 3-week lows as ahead of Fed decision
What this may mean
Central-bank guidance can quickly change interest-rate expectations, currency volatility, bond yields and risk appetite.
U.S. yields hover near 3-week lows as ahead of Fed decision
USD
U.S. yields hover near 3-week lows as ahead of Fed decision
U.S. yields hover near 3-week lows as ahead of Fed decision
What this may mean
Central-bank guidance can quickly change interest-rate expectations, currency volatility, bond yields and risk appetite.
Key points
- Market context: Mixed / needs confirmation
European session wrap: Stocks rebound as oil eases, French bonds find relief
USDJPY
Headlines: Major central banks take centre stage this week but will there be any surprises? Oil retreats as Trump refrains from striking Iran over the weekend; risk of attacks keeps the market supported Chart of the day: Gold price tests $4,000 support, is a deeper correction looming?
European session wrap: Stocks rebound as oil eases, French bonds find relief
What this may mean
Central-bank guidance can quickly change interest-rate expectations, currency volatility, bond yields and risk appetite.
European session wrap: Stocks rebound as oil eases, French bonds find relief
USDJPY
Headlines: Major central banks take centre stage this week but will there be any surprises? Oil retreats as Trump refrains from striking Iran over the weekend; risk of attacks keeps the market supported Chart of the day: Gold price tests $4,000 support, is a deeper correction looming?
European session wrap: Stocks rebound as oil eases, French bonds find relief
What this may mean
Central-bank guidance can quickly change interest-rate expectations, currency volatility, bond yields and risk appetite.
Key points
- Market context: Mixed / needs confirmation
US PPI Final Demand MoM
USD
US PPI Final Demand MoM was +1.3% for 2026-09, compared with +0.5% previously.
Event time Released
US PPI Final Demand MoM
- Actual
- +1.3%
- Forecast
- —
- Previous
- +0.5%
What this may mean
Producer-price pressure can affect the inflation outlook, interest-rate expectations and the U.S. dollar.
Key points
- Market context: higher
US Producer Price Index — 2026-09
USD
USD bias is mildly positive using latest-versus-previous official data. Supportive factors: US PPI Final Demand MoM changed from +0.5% to +1.3%, a USD-supportive previous-release comparison. Consensus forecasts are unavailable, so this is not an actual-versus-forecast beat/miss assessment.
US Producer Price Index — 2026-09
The numbers behind the update
Indicator names follow the English release. Read the summary above for the explanation.
| Indicator | Actual | Previous | Unit |
|---|---|---|---|
| US PPI Final Demand MoM | +1.3% | +0.5% | — |
What this may mean
USD may lean stronger initially, but mixed components can limit follow-through.
Key points
- Supporting: US PPI Final Demand MoM changed from +0.5% to +1.3%, a USD-supportive previous-release comparison.
- Market context: Mildly Positive
US CPI MoM
USD
US CPI MoM was +0.6% for 2026-09, compared with +0.4% previously.
Event time Released
US CPI MoM
- Actual
- +0.6%
- Forecast
- —
- Previous
- +0.4%
What this may mean
U.S. inflation can change Federal Reserve rate expectations and move the dollar, Treasury yields, gold and equities.
Key points
- Market context: higher
US Core CPI MoM
USD
US Core CPI MoM was +0.3% for 2026-09, compared with +0.3% previously.
Event time Released
US Core CPI MoM
- Actual
- +0.3%
- Forecast
- —
- Previous
- +0.3%
What this may mean
U.S. inflation can change Federal Reserve rate expectations and move the dollar, Treasury yields, gold and equities.
Key points
- Market context: unchanged
US Consumer Price Index — 2026-09
USD
USD bias is mildly positive using latest-versus-previous official data. Supportive factors: US CPI MoM changed from +0.4% to +0.6%, a USD-supportive previous-release comparison. Consensus forecasts are unavailable, so this is not an actual-versus-forecast beat/miss assessment.
US Consumer Price Index — 2026-09
The numbers behind the update
Indicator names follow the English release. Read the summary above for the explanation.
| Indicator | Actual | Previous | Unit |
|---|---|---|---|
| US CPI MoM | +0.6% | +0.4% | — |
| US Core CPI MoM | +0.3% | +0.3% | — |
What this may mean
USD may lean stronger initially, but mixed components can limit follow-through.
Key points
- Supporting: US CPI MoM changed from +0.4% to +0.6%, a USD-supportive previous-release comparison.
- Market context: Mildly Positive
US Nonfarm Payrolls
USD
Nonfarm payrolls changed by +29K for 2026-09, compared with +133K previously.
Event time Released
US Nonfarm Payrolls
- Actual
- +29K
- Forecast
- —
- Previous
- +133K
What this may mean
U.S. labour-market strength can change growth and Federal Reserve expectations across currencies and risk assets.
Key points
- Market context: lower
US Unemployment Rate
USD
US Unemployment Rate was 4.2% for 2026-09, compared with 4.1% previously.
Event time Released
US Unemployment Rate
- Actual
- 4.2%
- Forecast
- —
- Previous
- 4.1%
What this may mean
U.S. labour-market strength can change growth and Federal Reserve expectations across currencies and risk assets.
Key points
- Market context: higher
US Employment Situation — 2026-09
USD
USD bias is mildly negative using latest-versus-previous official data. Conflicting factors: US Nonfarm Payrolls changed from +133K to +29K, a USD-negative previous-release comparison. US Unemployment Rate changed from 4.1% to 4.2%, a USD-negative previous-release comparison. Consensus forecasts are unavailable, so this is not an actual-versus-forecast beat/miss assessment.
US Employment Situation — 2026-09
The numbers behind the update
Indicator names follow the English release. Read the summary above for the explanation.
| Indicator | Actual | Previous | Unit |
|---|---|---|---|
| US Nonfarm Payrolls | +29K | +133K | — |
| US Unemployment Rate | 4.2% | 4.1% | — |
What this may mean
USD may lean weaker initially, but mixed components can limit follow-through.
Key points
- Conflicting: US Nonfarm Payrolls changed from +133K to +29K, a USD-negative previous-release comparison.
- Conflicting: US Unemployment Rate changed from 4.1% to 4.2%, a USD-negative previous-release comparison.
- Market context: Mildly Negative
US JOLTS Job Openings
USD
Job openings were 7.079M for 2026-08, compared with 7.335M previously.
Event time Released
US JOLTS Job Openings
- Actual
- 7.079M
- Forecast
- —
- Previous
- 7.335M
What this may mean
Job openings provide a timely signal of labour demand and can influence Federal Reserve policy expectations.
Key points
- Market context: lower
US Job Openings and Labor Turnover — 2026-08
USD
USD bias is mildly negative using latest-versus-previous official data. Conflicting factors: US JOLTS Job Openings changed from 7.335M to 7.079M, a USD-negative previous-release comparison. Consensus forecasts are unavailable, so this is not an actual-versus-forecast beat/miss assessment.
US Job Openings and Labor Turnover — 2026-08
The numbers behind the update
Indicator names follow the English release. Read the summary above for the explanation.
| Indicator | Actual | Previous | Unit |
|---|---|---|---|
| US JOLTS Job Openings | 7.079M | 7.335M | — |
What this may mean
USD may lean weaker initially, but mixed components can limit follow-through.
Key points
- Conflicting: US JOLTS Job Openings changed from 7.335M to 7.079M, a USD-negative previous-release comparison.
- Market context: Mildly Negative
US CPI MoM
USD
US CPI MoM was +0.4% for 2026-08, compared with +0.1% previously.
Event time Released
US CPI MoM
- Actual
- +0.4%
- Forecast
- —
- Previous
- +0.1%
What this may mean
U.S. inflation can change Federal Reserve rate expectations and move the dollar, Treasury yields, gold and equities.
Key points
- Market context: higher
US Core CPI MoM
USD
US Core CPI MoM was +0.3% for 2026-08, compared with +0.2% previously.
Event time Released
US Core CPI MoM
- Actual
- +0.3%
- Forecast
- —
- Previous
- +0.2%
What this may mean
U.S. inflation can change Federal Reserve rate expectations and move the dollar, Treasury yields, gold and equities.
Key points
- Market context: higher
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