MACRO / G10 CURRENCIES / MARKET PRICING
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US Morning Briefing Friday, 30 October 2026
Sterling and the franc retain the strongest broader performance, the yen is gaining ground, and the Aussie remains the weakest major. The dollar is also struggling despite falling equity futures. Meanwhile, stronger euro-area growth and hotter...
BoJ keeps hikes in play, but the yen struggles to hold its gains
The Bank of Japan held rates at 1.25%, as expected, in an 8–1 vote, with Takata favouring an increase to 1.50%. Its assessment of inflation is becoming firmer. The yen’s ability to turn that into sustained strength remains less convincing.
EU Morning Briefing Friday, 30 October 2026
Sterling leads, the dollar remains under pressure, and the euro’s resilience against the dollar disguises weakness elsewhere. Today’s US wage data will test whether dollar sellers still have room. Meanwhile, disappointing technology earnings are weighing on equity futures,…
Daily Market Recap Thursday, 29 October 2026
The dollar had a strong growth number to work with. It still couldn’t hold its gains. Falling US yields, a bruising session for technology shares and the euro’s recovery after the ECB left CHF and GBP leading, with AUD firmly at the bottom.
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