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Dollar hits 2-week high a day ahead of Fed decision, euro slips on French worries
USDEUR
Dollar hits 2-week high a day ahead of Fed decision, euro slips on French worries
Dollar hits 2-week high a day ahead of Fed decision, euro slips on French worries
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
ICYMI: S&P sees global bond issuance growth slowing to 2.7% in 2027, weakest in five years
USDCNY
A sharp slowdown in supply growth would ease one source of pressure on bond markets after a heavy 2026, which could help keep corporate spreads tight if demand holds up. AI borrowing stays the main swing factor for supply: with capex expected to top $1.3 trillion, hyperscaler issuance will keep testing investor appetite for technology credit.
ICYMI: S&P sees global bond issuance growth slowing to 2.7% in 2027, weakest in five years
What this may mean
Central-bank guidance can quickly change interest-rate expectations, currency volatility, bond yields and risk appetite.
ICYMI: S&P sees global bond issuance growth slowing to 2.7% in 2027, weakest in five years
USDCNY
A sharp slowdown in supply growth would ease one source of pressure on bond markets after a heavy 2026, which could help keep corporate spreads tight if demand holds up. AI borrowing stays the main swing factor for supply: with capex expected to top $1.3 trillion, hyperscaler issuance will keep testing investor appetite for technology credit.
ICYMI: S&P sees global bond issuance growth slowing to 2.7% in 2027, weakest in five years
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
Americas market news wrap: Tech stocks rally
USDEURAUD
US September durable goods orders +1.8% vs +1.7% expected US FHFA Monthly home prices index 0.3% vs 0.2% estimate US August Case-Shiller 20-city house price index +2.7% y/y vs +2.6% expected October US consumer confidence 91.7 vs 81.0 expected US New home sales for September 0.676M annualized vs 0.650M estimate US October Richmond Fed -2 vs -2 expected Flávio Bolsonaro repor...
Americas market news wrap: Tech stocks rally
What this may mean
Central-bank guidance can quickly change interest-rate expectations, currency volatility, bond yields and risk appetite.
Americas market news wrap: Tech stocks rally
USDEURAUD
US September durable goods orders +1.8% vs +1.7% expected US FHFA Monthly home prices index 0.3% vs 0.2% estimate US August Case-Shiller 20-city house price index +2.7% y/y vs +2.6% expected October US consumer confidence 91.7 vs 81.0 expected US New home sales for September 0.676M annualized vs 0.650M estimate US October Richmond Fed -2 vs -2 expected Flávio Bolsonaro repor...
Americas market news wrap: Tech stocks rally
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
Flávio Bolsonaro reportedly flees Brazil for the US after election loss
USD
Flávio Bolsonaro is reportedly en route to the United States, according to allies cited by Folha de S.Paulo. That comes just two days after he lost the presidential runoff to Lula, and after the Supreme Court ordered him to surrender his passports amid criminal investigations.
Flávio Bolsonaro reportedly flees Brazil for the US after election loss
What this may mean
Geopolitical developments can cause rapid moves in safe-haven assets, energy prices, currencies and global risk sentiment.
Flávio Bolsonaro reportedly flees Brazil for the US after election loss
USD
Flávio Bolsonaro is reportedly en route to the United States, according to allies cited by Folha de S.Paulo. That comes just two days after he lost the presidential runoff to Lula, and after the Supreme Court ordered him to surrender his passports amid criminal investigations.
Flávio Bolsonaro reportedly flees Brazil for the US after election loss
What this may mean
Geopolitical developments can cause rapid moves in safe-haven assets, energy prices, currencies and global risk sentiment.
Key points
- Market context: Mixed / needs confirmation
US October Richmond Fed -2 vs -2 expected
USD
Manufacturing shipments 0 vs -5 last month Other details: Employment 3 versus 7 last month Wages 20 versus 17 last month Prices paid 7.12 versus 7.08 last month Prices received 5.27 versus 4.19 last month New orders -8 versus -6 last month Backlog of orders -21 versus -10 last month Capacity utilization -7 versus -7 last month Capital expenditures -12 versus -7 last month Se...
US October Richmond Fed -2 vs -2 expected
What this may mean
Central-bank guidance can quickly change interest-rate expectations, currency volatility, bond yields and risk appetite.
US October Richmond Fed -2 vs -2 expected
USD
Manufacturing shipments 0 vs -5 last month Other details: Employment 3 versus 7 last month Wages 20 versus 17 last month Prices paid 7.12 versus 7.08 last month Prices received 5.27 versus 4.19 last month New orders -8 versus -6 last month Backlog of orders -21 versus -10 last month Capacity utilization -7 versus -7 last month Capital expenditures -12 versus -7 last month Se...
US October Richmond Fed -2 vs -2 expected
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
October US consumer confidence 91.7 vs 81.0 expected
USD
Prior was 81.9 (revised to 84.2) Present situation 120.4 vs 111.8 prior Expectations 72.6 vs 65.7 prior This is a nice jump but it comes after the worst reading since 2014 so it's still at extremely depressed levels. In any case, I struggle to see the value of this indicator as anything but a political barometer.
October US consumer confidence 91.7 vs 81.0 expected
What this may mean
Central-bank guidance can quickly change interest-rate expectations, currency volatility, bond yields and risk appetite.
October US consumer confidence 91.7 vs 81.0 expected
USD
Prior was 81.9 (revised to 84.2) Present situation 120.4 vs 111.8 prior Expectations 72.6 vs 65.7 prior This is a nice jump but it comes after the worst reading since 2014 so it's still at extremely depressed levels. In any case, I struggle to see the value of this indicator as anything but a political barometer.
October US consumer confidence 91.7 vs 81.0 expected
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 New home sales for September 0.676M annualized vs 0.650M estimate
USD
Prior month 0.684M annualized revised lower to 0.680M annualized Details: New home sales: 676,000 annualized. Sales change: −0.6% MoM; −5.3% YoY.
US New home sales for September 0.676M annualized vs 0.650M estimate
What this may mean
Central-bank guidance can quickly change interest-rate expectations, currency volatility, bond yields and risk appetite.
US New home sales for September 0.676M annualized vs 0.650M estimate
USD
Prior month 0.684M annualized revised lower to 0.680M annualized Details: New home sales: 676,000 annualized. Sales change: −0.6% MoM; −5.3% YoY.
US New home sales for September 0.676M annualized vs 0.650M 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 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 7.190M for 2026-08, compared with 7.335M previously.
Event time Released
US JOLTS Job Openings
- Actual
- 7.190M
- 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 7.190M, 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 | 7.190M | 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 7.190M, 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
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