Your market briefing
The events, headlines and analysis that matter — organised into a briefing you can actually use.
Showing the last available briefing. Check the date before using it.
UK autumn budget preview: Can Healey calm markets and change BOE rate hike bets?
USDGBP
The UK autumn budget is coming up on 28 October, just a week before the BOE's next monetary policy decision . And with inflation concerns still hanging over the economy , the government's fiscal plans could have a say in how interest rate expectations develop over the coming months.
UK autumn budget preview: Can Healey calm markets and change BOE rate hike bets?
What this may mean
Central-bank guidance can quickly change interest-rate expectations, currency volatility, bond yields and risk appetite.
UK autumn budget preview: Can Healey calm markets and change BOE rate hike bets?
USDGBP
The UK autumn budget is coming up on 28 October, just a week before the BOE's next monetary policy decision . And with inflation concerns still hanging over the economy , the government's fiscal plans could have a say in how interest rate expectations develop over the coming months.
UK autumn budget preview: Can Healey calm markets and change BOE rate hike bets?
What this may mean
Central-bank guidance can quickly change interest-rate expectations, currency volatility, bond yields and risk appetite.
Key points
- Market context: Potentially supportive
Sterling today: Pound slips as dollar holds firm ahead of Fed decision
USDGBP
Sterling today: Pound slips as dollar holds firm ahead of Fed decision
Sterling today: Pound slips as dollar holds firm ahead of Fed decision
What this may mean
Central-bank guidance can quickly change interest-rate expectations, currency volatility, bond yields and risk appetite.
Sterling today: Pound slips as dollar holds firm ahead of Fed decision
USDGBP
Sterling today: Pound slips as dollar holds firm ahead of Fed decision
Sterling today: Pound slips as dollar holds firm 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
Germany Ifo business confidence improves in October as expectations surprise higher
EUR
Germany October Ifo business climate index 90.2 vs 90.0 expected Prior 89.9 Germany October Ifo current conditions index 88.8 vs 89.9 expected Prior 89.5 Germany October Ifo expectations index 91.6 vs 90.0 expected Prior 90.4 The breakdownThe survey continues to reaffirm a further improvement in German business sentiment, one that is especially backed by stronger a stronger...
Germany Ifo business confidence improves in October as expectations surprise higher
What this may mean
Central-bank guidance can quickly change interest-rate expectations, currency volatility, bond yields and risk appetite.
Germany Ifo business confidence improves in October as expectations surprise higher
EUR
Germany October Ifo business climate index 90.2 vs 90.0 expected Prior 89.9 Germany October Ifo current conditions index 88.8 vs 89.9 expected Prior 89.5 Germany October Ifo expectations index 91.6 vs 90.0 expected Prior 90.4 The breakdownThe survey continues to reaffirm a further improvement in German business sentiment, one that is especially backed by stronger a stronger...
Germany Ifo business confidence improves in October as expectations surprise higher
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
What are the main events for today?
USDEUR
EUROPEAN SESSION In the European session, the only highlight is the German IFO survey which is expected to remain unchanged at 89.9. The IFO is generally correlated with the German Composite PMI, so we could get lower than expected figures.
What are the main events for today?
What this may mean
Central-bank guidance can quickly change interest-rate expectations, currency volatility, bond yields and risk appetite.
What are the main events for today?
USDEUR
EUROPEAN SESSION In the European session, the only highlight is the German IFO survey which is expected to remain unchanged at 89.9. The IFO is generally correlated with the German Composite PMI, so we could get lower than expected figures.
What are the main events for today?
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
Heads up: European daylight saving time has ended, here's what traders need to know
USDGBP
This is just a quick heads up for traders before we get too far into the new trading week. If you're wondering why European markets seem to be opening a little later than usual today, well it is because we're back to that time of the year again.
Heads up: European daylight saving time has ended, here's what traders need to know
What this may mean
The development may affect the tagged currencies or assets as markets reassess growth, policy or risk expectations.
Heads up: European daylight saving time has ended, here's what traders need to know
USDGBP
This is just a quick heads up for traders before we get too far into the new trading week. If you're wondering why European markets seem to be opening a little later than usual today, well it is because we're back to that time of the year again.
Heads up: European daylight saving time has ended, here's what traders need to know
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
Asia-Pacific market news: Brazil ETF slumps on Lula win
USDEURJPYCADNZDCNY
Brazil ETF tumbles nearly 15% in Tokyo after Lula’s comeback runoff win Saudi Arabia to store crude in Singapore caverns from 2027 as Hormuz disruption bites Goldman’s 79-tonne central bank gold estimate goes mainstream as reserves shift to London BOJ to hold at 1.25%, but Ueda signals further hikes toward neutral PBOC sets USD/ CNY reference rate for today at 6.7162 (vs.
Asia-Pacific market news: Brazil ETF slumps on Lula win
What this may mean
Central-bank guidance can quickly change interest-rate expectations, currency volatility, bond yields and risk appetite.
Asia-Pacific market news: Brazil ETF slumps on Lula win
USDEURJPYCADNZDCNY
Brazil ETF tumbles nearly 15% in Tokyo after Lula’s comeback runoff win Saudi Arabia to store crude in Singapore caverns from 2027 as Hormuz disruption bites Goldman’s 79-tonne central bank gold estimate goes mainstream as reserves shift to London BOJ to hold at 1.25%, but Ueda signals further hikes toward neutral PBOC sets USD/ CNY reference rate for today at 6.7162 (vs.
Asia-Pacific market news: Brazil ETF slumps on Lula win
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
No updates match these filters.