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Dollar rises for October as rate hike bets remain elevated, euro and yen slip
USDEURJPY
Dollar rises for October as rate hike bets remain elevated, euro and yen slip
Dollar rises for October as rate hike bets remain elevated, euro and yen slip
What this may mean
The development may affect the tagged currencies or assets as markets reassess growth, policy or risk expectations.
Dollar rises for October as rate hike bets remain elevated, euro and yen slip
USDEURJPY
Dollar rises for October as rate hike bets remain elevated, euro and yen slip
Dollar rises for October as rate hike bets remain elevated, euro and yen slip
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: Potentially supportive
Week ahead: Elections, rate decisions and jobs take center stage
USDEURGBPAUDCADNZD
Next week’s calendar gives traders plenty to work with. US congressional elections bring political uncertainty, the Reserve Bank of Australia and Bank of England are expected to raise rates, and Friday delivers employment reports from both the US and Canada.
Week ahead: Elections, rate decisions and jobs take center stage
What this may mean
Central-bank guidance can quickly change interest-rate expectations, currency volatility, bond yields and risk appetite.
Week ahead: Elections, rate decisions and jobs take center stage
USDEURGBPAUDCADNZD
Next week’s calendar gives traders plenty to work with. US congressional elections bring political uncertainty, the Reserve Bank of Australia and Bank of England are expected to raise rates, and Friday delivers employment reports from both the US and Canada.
Week ahead: Elections, rate decisions and jobs take center stage
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
Carney: Canada, EU working toward deepest possible partnership, short of accession
CAD
Comments from Canada PM Carney cross the wires: Canada, EU working towards deepest possible partnership, short of accession. We will determine substance, scale and scope of this form of membership over coming months.
Carney: Canada, EU working toward deepest possible partnership, short of accession
What this may mean
The development may affect the tagged currencies or assets as markets reassess growth, policy or risk expectations.
Carney: Canada, EU working toward deepest possible partnership, short of accession
CAD
Comments from Canada PM Carney cross the wires: Canada, EU working towards deepest possible partnership, short of accession. We will determine substance, scale and scope of this form of membership over coming months.
Carney: Canada, EU working toward deepest possible partnership, short of accession
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
Fitch on UK Budget: Policy continuity leaves a tough delivery challenge
GBP
Fitch’s assessment of the UK Budget points to a familiar problem: setting out a path to stronger public finances is one thing. Delivering it is another.
Fitch on UK Budget: Policy continuity leaves a tough delivery challenge
What this may mean
Inflation developments can change the expected path of interest rates and therefore affect currencies, bonds, equities and gold.
Fitch on UK Budget: Policy continuity leaves a tough delivery challenge
GBP
Fitch’s assessment of the UK Budget points to a familiar problem: setting out a path to stronger public finances is one thing. Delivering it is another.
Fitch on UK Budget: Policy continuity leaves a tough delivery challenge
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
Why Deutsche Bank says the AI dollar is here
USD
Why Deutsche Bank says the AI dollar is here
Why Deutsche Bank says the AI dollar is here
What this may mean
The development may affect the tagged currencies or assets as markets reassess growth, policy or risk expectations.
Why Deutsche Bank says the AI dollar is here
USD
Why Deutsche Bank says the AI dollar is here
Why Deutsche Bank says the AI dollar is here
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. Treasuries surge to wrap October in biggest rally since 2024
USD
U.S. Treasuries surge to wrap October in biggest rally since 2024
U.S. Treasuries surge to wrap October in biggest rally since 2024
What this may mean
The development may affect the tagged currencies or assets as markets reassess growth, policy or risk expectations.
U.S. Treasuries surge to wrap October in biggest rally since 2024
USD
U.S. Treasuries surge to wrap October in biggest rally since 2024
U.S. Treasuries surge to wrap October in biggest rally since 2024
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 employment cost index for Q3 +0.8% vs +0.8% expected
USD
Prior quarter was +0.9% Employment benefits +0.9% vs +1.0% prior quarter Employment wages +0.7% vs +0.9% prior quarter The US Employment Cost Index (ECI) increased by 0.8% q/q in the third quarter, with both wages and salaries and benefit costs contributing to the increase.
US employment cost index for Q3 +0.8% vs +0.8% expected
What this may mean
Central-bank guidance can quickly change interest-rate expectations, currency volatility, bond yields and risk appetite.
US employment cost index for Q3 +0.8% vs +0.8% expected
USD
Prior quarter was +0.9% Employment benefits +0.9% vs +1.0% prior quarter Employment wages +0.7% vs +0.9% prior quarter The US Employment Cost Index (ECI) increased by 0.8% q/q in the third quarter, with both wages and salaries and benefit costs contributing to the increase.
US employment cost index for Q3 +0.8% vs +0.8% 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
Canada GDP for August 0.0% vs 0.2% estimate
CAD
Prior Month 0.0% Details of the Canada GDP for the month of August: August real GDP: 0.0% MoM. September advance estimate: -0.1% MoM.
Canada GDP for August 0.0% vs 0.2% estimate
What this may mean
Inflation developments can change the expected path of interest rates and therefore affect currencies, bonds, equities and gold.
Canada GDP for August 0.0% vs 0.2% estimate
CAD
Prior Month 0.0% Details of the Canada GDP for the month of August: August real GDP: 0.0% MoM. September advance estimate: -0.1% MoM.
Canada GDP for August 0.0% vs 0.2% 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
European session wrap: AI spending fears spook tech stocks; dollar falls alongside yields, gold
USDEURJPYCHF
Headlines: What is spooking markets as stocks, Treasury yields and gold all fall today?
European session wrap: AI spending fears spook tech stocks; dollar falls alongside yields, gold
What this may mean
Central-bank guidance can quickly change interest-rate expectations, currency volatility, bond yields and risk appetite.
European session wrap: AI spending fears spook tech stocks; dollar falls alongside yields, gold
USDEURJPYCHF
Headlines: What is spooking markets as stocks, Treasury yields and gold all fall today?
European session wrap: AI spending fears spook tech stocks; dollar falls alongside yields, gold
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
UBS sees scope for further sterling gains as short positioning creates upside
GBP
UBS sees scope for further sterling gains as short positioning creates upside
UBS sees scope for further sterling gains as short positioning creates upside
What this may mean
The development may affect the tagged currencies or assets as markets reassess growth, policy or risk expectations.
UBS sees scope for further sterling gains as short positioning creates upside
GBP
UBS sees scope for further sterling gains as short positioning creates upside
UBS sees scope for further sterling gains as short positioning creates upside
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 firms as dollar slips on midterm, AI jitters
USDGBP
Sterling today: Pound firms as dollar slips on midterm, AI jitters
Sterling today: Pound firms as dollar slips on midterm, AI jitters
What this may mean
The development may affect the tagged currencies or assets as markets reassess growth, policy or risk expectations.
Sterling today: Pound firms as dollar slips on midterm, AI jitters
USDGBP
Sterling today: Pound firms as dollar slips on midterm, AI jitters
Sterling today: Pound firms as dollar slips on midterm, AI jitters
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
Italy October preliminary CPI +5.4% vs +4.6% y/y expected
Prior +4.2% HICP +5.6% vs +4.6% y/y expected Prior +4.2% Inflation accelerated sharply in October 2026, but the increase was primarily driven by energy prices, with both regulated and non-regulated energy products recording significant increases.
Italy October preliminary CPI +5.4% vs +4.6% y/y expected
What this may mean
Inflation developments can change the expected path of interest rates and therefore affect currencies, bonds, equities and gold.
Italy October preliminary CPI +5.4% vs +4.6% y/y expected
Prior +4.2% HICP +5.6% vs +4.6% y/y expected Prior +4.2% Inflation accelerated sharply in October 2026, but the increase was primarily driven by energy prices, with both regulated and non-regulated energy products recording significant increases.
Italy October preliminary CPI +5.4% vs +4.6% y/y expected
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
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