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Americas FX news wrap 2 Nov: It’s a wrap: AI selling overwhelms oil’s plunge
USDAUDCADCHF
Economic and event calendar in Asia 03 November 2026 - RBA rate hike expected Apple and Palantir earnings preview: The numbers buyers and sellers will be watching Iran and US reportedly on verge of preliminary agreement Gold Technicals: Gold is up sharply erasing some of last week's declines. Bounces off key MA target.
Americas FX news wrap 2 Nov: It’s a wrap: AI selling overwhelms oil’s plunge
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
Iran and US reportedly on verge of preliminary agreement
USD
Tehran and Washington are reportedly nearing a preliminary agreement, according to ILNA Telegram citing Al-Sharara news agency: Al-Sharara news agency reported, citing a diplomatic source aware of the intensive diplomatic moves between Tehran and Washington to reach a preliminary agreement aimed at reducing tensions, and announced that the coming hours will be decisive in de...
Iran and US reportedly on verge of preliminary agreement
What this may mean
Energy-market changes can affect inflation expectations, commodity currencies, transport costs and broader risk sentiment.
Iran and US reportedly on verge of preliminary agreement
USD
Tehran and Washington are reportedly nearing a preliminary agreement, according to ILNA Telegram citing Al-Sharara news agency: Al-Sharara news agency reported, citing a diplomatic source aware of the intensive diplomatic moves between Tehran and Washington to reach a preliminary agreement aimed at reducing tensions, and announced that the coming hours will be decisive in de...
Iran and US reportedly on verge of preliminary agreement
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
Canadian dollar slips from six-week high as oil retreat offsets weaker U.S. dollar
USDCAD
Canadian dollar slips from six-week high as oil retreat offsets weaker U.S. dollar
Canadian dollar slips from six-week high as oil retreat offsets weaker U.S. dollar
What this may mean
Energy-market changes can affect inflation expectations, commodity currencies, transport costs and broader risk sentiment.
Canadian dollar slips from six-week high as oil retreat offsets weaker U.S. dollar
USDCAD
Canadian dollar slips from six-week high as oil retreat offsets weaker U.S. dollar
Canadian dollar slips from six-week high as oil retreat offsets weaker U.S. dollar
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 construction spending for the month of September -1.9% versus 0.3% estimate
USD
Prior month +0.9% revised to +2.0%. Details from the Census Department Total construction spending: −1.9% MoM, at a seasonally adjusted annual rate of $2,186.1 billion, versus August’s revised $2,227.4 billion.
US construction spending for the month of September -1.9% versus 0.3% estimate
What this may mean
Central-bank guidance can quickly change interest-rate expectations, currency volatility, bond yields and risk appetite.
US construction spending for the month of September -1.9% versus 0.3% estimate
USD
Prior month +0.9% revised to +2.0%. Details from the Census Department Total construction spending: −1.9% MoM, at a seasonally adjusted annual rate of $2,186.1 billion, versus August’s revised $2,227.4 billion.
US construction spending for the month of September -1.9% versus 0.3% estimate
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 ISM manufacturing PMI for October 55.5 versus 54.5 estimate
USD
Prior month 54.5 Details of the report. Manufacturing PMI: 55.5 vs 54.5 expected.
US ISM manufacturing PMI for October 55.5 versus 54.5 estimate
What this may mean
Inflation developments can change the expected path of interest rates and therefore affect currencies, bonds, equities and gold.
US ISM manufacturing PMI for October 55.5 versus 54.5 estimate
USD
Prior month 54.5 Details of the report. Manufacturing PMI: 55.5 vs 54.5 expected.
US ISM manufacturing PMI for October 55.5 versus 54.5 estimate
What this may mean
Inflation developments can change the expected path of interest rates and therefore affect currencies, bonds, equities and gold.
Key points
- Market context: Mixed / needs confirmation
US S&P Global final manufacturing PMI for October 54.9 vs 56.0 preliminary
USD
Preliminary 56.0 Prior month 55.9 Details for October 2026 from the S&P Global: Manufacturing PMI: 54.9. Prior 55.9, a 52-month high.
US S&P Global final manufacturing PMI for October 54.9 vs 56.0 preliminary
What this may mean
Central-bank guidance can quickly change interest-rate expectations, currency volatility, bond yields and risk appetite.
US S&P Global final manufacturing PMI for October 54.9 vs 56.0 preliminary
USD
Preliminary 56.0 Prior month 55.9 Details for October 2026 from the S&P Global: Manufacturing PMI: 54.9. Prior 55.9, a 52-month high.
US S&P Global final manufacturing PMI for October 54.9 vs 56.0 preliminary
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
Canada S&P global manufacturing PMI 49.6 versus 51.5 last month
USDCAD
Prior month 51.5 Details: Manufacturing PMI: 49.6. First reading below 50 in 2026 and lowest since December 2025.
Canada S&P global manufacturing PMI 49.6 versus 51.5 last month
What this may mean
Central-bank guidance can quickly change interest-rate expectations, currency volatility, bond yields and risk appetite.
Canada S&P global manufacturing PMI 49.6 versus 51.5 last month
USDCAD
Prior month 51.5 Details: Manufacturing PMI: 49.6. First reading below 50 in 2026 and lowest since December 2025.
Canada S&P global manufacturing PMI 49.6 versus 51.5 last month
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 election: The key races that could tip control of Congress
USD
Tuesday’s midterm elections will determine whether Republicans retain control of Congress or Democrats gain the ability to slow President Donald Trump’s agenda during the final two years of his term (and cause other headaches for President Trump).
US election: The key races that could tip control of Congress
What this may mean
The development may affect the tagged currencies or assets as markets reassess growth, policy or risk expectations.
US election: The key races that could tip control of Congress
USD
Tuesday’s midterm elections will determine whether Republicans retain control of Congress or Democrats gain the ability to slow President Donald Trump’s agenda during the final two years of his term (and cause other headaches for President Trump).
US election: The key races that could tip control of 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
Iran’s Pezeshkian says Supreme Leader has granted government some authority on dialogue
USD
Iranian President Pezeshkian commented on dialogue and the war, according to ISNA: War will not be in anyone’s interest, and the enemies will not be able to force us to surrender through it. The Supreme Leader has granted the government some authority on dialogue.
Iran’s Pezeshkian says Supreme Leader has granted government some authority on dialogue
What this may mean
Energy-market changes can affect inflation expectations, commodity currencies, transport costs and broader risk sentiment.
Iran’s Pezeshkian says Supreme Leader has granted government some authority on dialogue
USD
Iranian President Pezeshkian commented on dialogue and the war, according to ISNA: War will not be in anyone’s interest, and the enemies will not be able to force us to surrender through it. The Supreme Leader has granted the government some authority on dialogue.
Iran’s Pezeshkian says Supreme Leader has granted government some authority on dialogue
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
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.
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.
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