MARKET ANALYSIS
Research
Currency outlooks, market recaps and fundamental analysis. Explore the drivers behind each view and the evidence that could change it.
8 publications · Page 1 of 1
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...
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,…
US Morning Briefing Thursday, 29 October 2026
CAD has taken the lead, AUD’s selling has deepened and the dollar’s recovery has lost some pace. GBP and CHF are also firm. The euro has recovered against several peers, so yesterday’s broad euro weakness needs reassessing through today’s ECB meeting.
EU Morning Briefing Thursday, 29 October 2026
Yesterday’s Fed-driven dollar sell-off has already lost momentum. USD leads overnight, CAD remains firm and NZD is still the weakest. Today’s US inflation data and ECB decision are the next tests.
US Morning Briefing Wednesday, 28 October 2026
CAD has taken the lead over recent hours ahead of the Bank of Canada, while USD and JPY have faded. AUD remains strong today and this week. NZD has recovered slightly during the European session but remains the day's clear laggard. The BoC and Fed now decide…
EU Morning Briefing Wednesday, 28 October 2026
The RBNZ surprise is the main change this morning: NZD remains heavily sold, while AUD retains inflation support. The UK Budget, Bank of Canada and Fed decisions make today unusually dependent on policy outcomes.
US Morning Briefing Tuesday, 27 October 2026
US futures are mixed following the overnight technology rebound, with Nasdaq futures slightly lower. European shares are also struggling: HSBC’s earnings miss is weighing on London, while Mercedes’ guidance cut is hurting autos. The improvement in AI sentiment has done little…
EU Morning Briefing Tuesday, 27 October 2026
The AI-led rebound has lifted risk appetite, though financing concerns and Middle East supply risks remain unresolved. US stocks closed higher on Monday, led by technology, with Japanese and Korean shares following overnight. China lagged despite stronger monthly industrial…