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Oil prices sink as Iran's President says Supreme Leader granted certain authorities regarding negotiations
USD
Iran's President Pezeshkian said the Supreme Leader has granted the government certain authorities regarding negotiations, according to the state-run ISNA news agency. The markets are taking this as a signal for greater flexibility and potentially strengthen the government's ability to reach a deal with the US.
Oil prices sink as Iran's President says Supreme Leader granted certain authorities regarding negotiations
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
Treasuries steady as traders weigh midterm vote and AI trade
Treasuries steady as traders weigh midterm vote and AI trade
Treasuries steady as traders weigh midterm vote and AI trade
What this may mean
The development may affect the tagged currencies or assets as markets reassess growth, policy or risk expectations.
Treasuries steady as traders weigh midterm vote and AI trade
Treasuries steady as traders weigh midterm vote and AI trade
Treasuries steady as traders weigh midterm vote and AI trade
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
European session wrap: Oil sinks, stocks steady as US midterm elections loom
USDEURJPYAUDCHF
Headlines: US midterms 2026: Is Trump about to lose his grip on Congress? US midterms 2026: Where are Republicans most vulnerable in the battle for Congress?
European session wrap: Oil sinks, stocks steady as US midterm elections loom
What this may mean
Central-bank guidance can quickly change interest-rate expectations, currency volatility, bond yields and risk appetite.
European session wrap: Oil sinks, stocks steady as US midterm elections loom
USDEURJPYAUDCHF
Headlines: US midterms 2026: Is Trump about to lose his grip on Congress? US midterms 2026: Where are Republicans most vulnerable in the battle for Congress?
European session wrap: Oil sinks, stocks steady as US midterm elections loom
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
If gold breaks lower, investors may look at these safe haven currencies: analyst
If gold breaks lower, investors may look at these safe haven currencies: analyst
If gold breaks lower, investors may look at these safe haven currencies: analyst
What this may mean
The development may affect the tagged currencies or assets as markets reassess growth, policy or risk expectations.
If gold breaks lower, investors may look at these safe haven currencies: analyst
If gold breaks lower, investors may look at these safe haven currencies: analyst
If gold breaks lower, investors may look at these safe haven currencies: analyst
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
Still-negative Japanese real rates should continue to support USD/JPY: UBS
JPY
Still-negative Japanese real rates should continue to support USD/JPY: UBS
Still-negative Japanese real rates should continue to support USD/JPY: UBS
What this may mean
The development may affect the tagged currencies or assets as markets reassess growth, policy or risk expectations.
Still-negative Japanese real rates should continue to support USD/JPY: UBS
JPY
Still-negative Japanese real rates should continue to support USD/JPY: UBS
Still-negative Japanese real rates should continue to support USD/JPY: UBS
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
US midterms 2026: Where are Republicans most vulnerable in the battle for Congress?
USD
Ahead of election day tomorrow, Republicans are certainly feeling the pressure in judging by how the latest polls are shaping up. Earlier in the day, we've already looked at what's at stake for US president Trump and financial markets .
US midterms 2026: Where are Republicans most vulnerable in the battle for Congress?
What this may mean
The development may affect the tagged currencies or assets as markets reassess growth, policy or risk expectations.
US midterms 2026: Where are Republicans most vulnerable in the battle for Congress?
USD
Ahead of election day tomorrow, Republicans are certainly feeling the pressure in judging by how the latest polls are shaping up. Earlier in the day, we've already looked at what's at stake for US president Trump and financial markets .
US midterms 2026: Where are Republicans most vulnerable in the battle for Congress?
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
Sterling today: Pound gains as dollar slips on Iran diplomacy bets
USDGBP
Sterling today: Pound gains as dollar slips on Iran diplomacy bets
Sterling today: Pound gains as dollar slips on Iran diplomacy bets
What this may mean
The development may affect the tagged currencies or assets as markets reassess growth, policy or risk expectations.
Sterling today: Pound gains as dollar slips on Iran diplomacy bets
USDGBP
Sterling today: Pound gains as dollar slips on Iran diplomacy bets
Sterling today: Pound gains as dollar slips on Iran diplomacy bets
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
Eurozone manufacturing PMI holds up in October but rising price pressures give the ECB another headache
EUR
Eurozone October final manufacturing PMI 52.7 vs 52.4 prelim Prior 52.9 Euro area industry activity softened slightly in October, with the headline PMI estimate touching a two-month low. The output index slumped further to 52.8 from 53.6 in September, dropping to a four-month low.
Eurozone manufacturing PMI holds up in October but rising price pressures give the ECB another headache
What this may mean
Central-bank guidance can quickly change interest-rate expectations, currency volatility, bond yields and risk appetite.
Eurozone manufacturing PMI holds up in October but rising price pressures give the ECB another headache
EUR
Eurozone October final manufacturing PMI 52.7 vs 52.4 prelim Prior 52.9 Euro area industry activity softened slightly in October, with the headline PMI estimate touching a two-month low. The output index slumped further to 52.8 from 53.6 in September, dropping to a four-month low.
Eurozone manufacturing PMI holds up in October but rising price pressures give the ECB another headache
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, we get the final PMIs for the major Eurozone economies and the UK. The final data is rarely a market mover because markets react more to fresh information like preliminary data.
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, we get the final PMIs for the major Eurozone economies and the UK. The final data is rarely a market mover because markets react more to fresh information like preliminary data.
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
Germany retail sales slump in September as consumer weakness adds to ECB's headache
EUR
Germany September retail sales -2.0% vs +0.4% m/m expected Prior +1.3%; revised to +1.2% Germany September retail sales -2.3% y/y Prior -0.4%; revised to -0.3% Ouch. Death, taxes, and Germany economic data disappointing on expectations.
Germany retail sales slump in September as consumer weakness adds to ECB's headache
What this may mean
Central-bank guidance can quickly change interest-rate expectations, currency volatility, bond yields and risk appetite.
Germany retail sales slump in September as consumer weakness adds to ECB's headache
EUR
Germany September retail sales -2.0% vs +0.4% m/m expected Prior +1.3%; revised to +1.2% Germany September retail sales -2.3% y/y Prior -0.4%; revised to -0.3% Ouch. Death, taxes, and Germany economic data disappointing on expectations.
Germany retail sales slump in September as consumer weakness adds to ECB's headache
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 midterms 2026: Is Trump about to lose his grip on Congress?
USD
I reckon that US president Trump might be in for a rude awakening after tomorrow. Or perhaps he is already aware of his current predicament, although I wouldn't put it past him to refuse to accept that reality.
US midterms 2026: Is Trump about to lose his grip on Congress?
What this may mean
Central-bank guidance can quickly change interest-rate expectations, currency volatility, bond yields and risk appetite.
US midterms 2026: Is Trump about to lose his grip on Congress?
USD
I reckon that US president Trump might be in for a rude awakening after tomorrow. Or perhaps he is already aware of his current predicament, although I wouldn't put it past him to refuse to accept that reality.
US midterms 2026: Is Trump about to lose his grip on Congress?
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
Asia-Pacific market news: Oil eases on Doha talks
USDGBPJPYAUDCADNZDCNY
Deutsche Bank stands alone with RBA hold call as 31 of 32 economists tip a hike Goldman lifts December Brent forecast to $105 on Middle East and Russia supply risks Tucker Carlson claims Trump weighing nuclear strike on Iran’s Pickaxe Mountain Gold’s slide to one-year low: margin calls amplified a fall driven by Fed hike bets Election scenarios: Morgan Stanley’s Wilson says...
Asia-Pacific market news: Oil eases on Doha talks
What this may mean
Central-bank guidance can quickly change interest-rate expectations, currency volatility, bond yields and risk appetite.
Asia-Pacific market news: Oil eases on Doha talks
USDGBPJPYAUDCADNZDCNY
Deutsche Bank stands alone with RBA hold call as 31 of 32 economists tip a hike Goldman lifts December Brent forecast to $105 on Middle East and Russia supply risks Tucker Carlson claims Trump weighing nuclear strike on Iran’s Pickaxe Mountain Gold’s slide to one-year low: margin calls amplified a fall driven by Fed hike bets Election scenarios: Morgan Stanley’s Wilson says...
Asia-Pacific market news: Oil eases on Doha talks
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
China private factory PMI at 52.0 beats forecasts, output growth fastest since April
USDAUDCNY
The beat offers some relief after Saturday’s weak official survey and may give modest support to China-sensitive assets such as the yuan, the Australian dollar and industrial metals at the start of the week. The price detail is less encouraging.
China private factory PMI at 52.0 beats forecasts, output growth fastest since April
What this may mean
Inflation developments can change the expected path of interest rates and therefore affect currencies, bonds, equities and gold.
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