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Updated Sep 29, 2026 · 13:09 UTC600 stories45 active sources

Bund yields: Short-covering seen shallow – Societe Generale
ForexFXStreet

Bund yields: Short-covering seen shallow – Societe Generale

Societe Generale’s Kenneth Broux observes Bunds and Bonos retracing from recent yield highs despite a strong upside surprise in Spain’s CPI. The bank warns that if this inflation pattern is replicated across the Euro area, risks are skewed to an upside surprise in core HICP.

Why it mattersThis can change expectations for interest rates, currencies, bond yields and the valuation of risk assets.
US July CaseShiller 20-city house price index +2.5% vs 2.2% expected
ForexInvestingLive

US July CaseShiller 20-city house price index +2.5% vs 2.2% expected

Prior was +2.1% Monthly +0.3% vs +0.2% expected Prior monthly +0.2% FHFA data: National prices +2.6% y/y vs +2.3% prior +0.3% m/m vs +0.0% prior Some home buyers will be glad they did in July to lock in those mortgage rates because they've been climbing since and are now at cyclical highs. Overall, the US housing market is…

Why it mattersCurrency markets may reprice relative growth and interest-rate expectations, increasing volatility in major pairs.
Canada July GDP 0.0% vs 0.0% expected
ForexInvestingLive

Canada July GDP 0.0% vs 0.0% expected

Prior was +0.3% m/m (revised to +0.4%) August preliminary reading +0.2% July construction +1.3% Utilities +1.7% Manufacturing -0.9% on refinery outages Retail trade -1.0% led by -3.5% at gasoline stations Wholesale trade -0.4% This is a good reading considering the revisions that make for a very strong June number and the…

Why it mattersCurrency markets may reprice relative growth and interest-rate expectations, increasing volatility in major pairs.
Oil prices dip as Trump backs potential Russia sanctions relief
ForexInvestingLive

Oil prices dip as Trump backs potential Russia sanctions relief

Oil prices dipped briefly after The Atlantic reported that President Trump supports a plan to exchange the release of political prisoners for sanctions relief . The initiative, led by Trump's envoy John Coale, is still in its early stages, and Trump had reportedly expressed support for the concept several months ago.

Why it mattersCommodity moves can affect inflation expectations, currencies, company margins and broader investor risk appetite.
Read on Freebull →3-source coverage
Silver Price Forecasts: XAG/USD holds below $ 61.00 amid US Dollar strength
ForexFXStreet

Silver Price Forecasts: XAG/USD holds below $ 61.00 amid US Dollar strength

Silver (XAG/USD) remains practically flat on Tuesday, trading at its lowest levels in nearly two months on Tuesday, around $60.80, failing to find follow-through above $61.00 and on track for a 8.5% monthly selloff in September.

Why it mattersCommodity moves can affect inflation expectations, currencies, company margins and broader investor risk appetite.
GBP/JPY Price Forecast: Sellers retain control near September low
ForexFXStreet

GBP/JPY Price Forecast: Sellers retain control near September low

GBP/JPY trades lower on Tuesday as the Japanese Yen (JPY) outperforms its major peers, supported by growing concerns that Japanese authorities could intervene in the currency market again. At the time of writing, the cross trades around 208.20, approaching September’s low near 207.

Why it mattersCurrency markets may reprice relative growth and interest-rate expectations, increasing volatility in major pairs.
Australian Dollar: RBA hike to support AUD/USD – BBH
ForexFXStreet

Australian Dollar: RBA hike to support AUD/USD – BBH

Brown Brothers Harriman highlights that the Reserve Bank of Australia delivered a widely expected 25 bps hike to 4.60%, a 15-year high, and kept the door open to further tightening. AUD/USD initially rallied on the hawkish statement but reversed as Governor Michele Bullock signaled less urgency.

Why it mattersCurrency markets may reprice relative growth and interest-rate expectations, increasing volatility in major pairs.
Euro: EUR/USD bearish bias converging on support – Societe Generale
ForexFXStreet

Euro: EUR/USD bearish bias converging on support – Societe Generale

Societe Generale’s FX strategy team reports EUR/USD remains under pressure, trading at a three-month low and moving toward the June low at 1.1325. The bank flags support at 1.1325 and 1.1270, with resistance at 1.1410.

Why it mattersCurrency markets may reprice relative growth and interest-rate expectations, increasing volatility in major pairs.
Read on Freebull →2-source coverage
US yields: Real rates climb on Fed credibility – BNY Markets
ForexFXStreet

US yields: Real rates climb on Fed credibility – BNY Markets

BNY Markets’ John Velis observes that US real yields across the curve have risen sharply, driven more by expectations of further policy tightening than by inflation fears. Markets see the Fed and other central banks reacting to inflation, pushing long-term yields higher while breakevens stay rangebound.

Why it mattersThis can change expectations for interest rates, currencies, bond yields and the valuation of risk assets.
Read on Freebull →2-source coverage
What drove the Australian Dollar below 0.7000 as the Reserve Bank of Australia hiked to 4.60%?
ForexFXStreet

What drove the Australian Dollar below 0.7000 as the Reserve Bank of Australia hiked to 4.60%?

The Australian Dollar (AUD) came under immediate downside pressure following the Reserve Bank of Australia’s (RBA) decision to raise its official cash rate by 25 basis points to 4.60% — marking its fourth interest rate increase in 2026.

Why it mattersThis can change expectations for interest rates, currencies, bond yields and the valuation of risk assets.
Gold steadies after sharp drop as traders assess Fed outlook, Middle East risks
ForexFXStreet

Gold steadies after sharp drop as traders assess Fed outlook, Middle East risks

Gold (XAU/USD) steadies on Tuesday after suffering a sharp sell-off at the start of the week. The move appears to be a corrective bounce, as the broader narrative remains tied to expectations of further Federal Reserve (Fed) interest rate hikes.

Why it mattersThis can change expectations for interest rates, currencies, bond yields and the valuation of risk assets.
Euro approaches yearly lows at 1.1324 against an unstoppable US Dollar
ForexFXStreet

Euro approaches yearly lows at 1.1324 against an unstoppable US Dollar

The Euro (EUR) keeps heading lower on Tuesday as a mix of high US Treasury yields, strong US macroeconomic data, and hopes of further Federal Reserve (Fed) rate hikes underpins speculative support for the US Dollar.

Why it mattersThis can change expectations for interest rates, currencies, bond yields and the valuation of risk assets.
US Dollar: DXY approaches June high – BBH
ForexFXStreet

US Dollar: DXY approaches June high – BBH

Brown Brothers Harriman’s Elias Haddad notes the Dollar is edging higher against major currencies, with the DXY index approaching its June 24 high near 101.80.

Why it mattersCurrency markets may reprice relative growth and interest-rate expectations, increasing volatility in major pairs.
Mexican Peso: USD/MXN rally nears forecast zone – Societe Generale
ForexFXStreet

Mexican Peso: USD/MXN rally nears forecast zone – Societe Generale

Societe Generale’s Latam strategy notes the Mexican Peso (MXN) is heading for its worst month since August 2024, with losses nearing 5% versus the Dollar as higher US yields weigh on risk sentiment.

Why it mattersCurrency markets may reprice relative growth and interest-rate expectations, increasing volatility in major pairs.
Silver price today: Silver falls, according to FXStreet data
ForexFXStreet

Silver price today: Silver falls, according to FXStreet data

Silver prices (XAG/USD) fell on Tuesday, according to FXStreet data. Silver trades at $60.83 per troy ounce, down 0.24% from the $60.98 it cost on Monday.

Why it mattersCommodity moves can affect inflation expectations, currencies, company margins and broader investor risk appetite.
Read on Freebull →2-source coverage
RBA seen on extended hold – Standard Chartered
ForexFXStreet

RBA seen on extended hold – Standard Chartered

Standard Chartered Global Research discusses the Reserve Bank of Australia’s decision to raise the cash rate to 4.60% in a unanimous move, noting a dovish tone from Governor Bullock.

Why it mattersCurrency markets may reprice relative growth and interest-rate expectations, increasing volatility in major pairs.
AUD/USD Price Forecast: Breaks below 61.8% Fibo retracement at 0.7010
ForexFXStreet

AUD/USD Price Forecast: Breaks below 61.8% Fibo retracement at 0.7010

The Australian Dollar (AUD) underperforms its major currency peers during the European trading session on Tuesday. The antipodean is down almost 0.4% below 0.7000 against the US Dollar (USD).

Why it mattersCurrency markets may reprice relative growth and interest-rate expectations, increasing volatility in major pairs.
AUD/NZD: Underperformance bias with no further RBA hikes expected this year – TD Securities
ForexFXStreet

AUD/NZD: Underperformance bias with no further RBA hikes expected this year – TD Securities

TD Securities' Macro Research maintains a negative stance on the Australian Dollar relative to the New Zealand Dollar following the Reserve Bank of Australia’s September decision. With the cash rate at 4.60% and no further hikes expected this year, they see AUD underperformance persisting.

Why it mattersCurrency markets may reprice relative growth and interest-rate expectations, increasing volatility in major pairs.
RBA delivered a risk management hike – TD Securities
ForexFXStreet

RBA delivered a risk management hike – TD Securities

TD Securities Macro Research’s Reserve Bank of Australia (RBA) note argues that the September 25bps hike to 4.60% was a risk-management move rather than the start of a new tightening cycle. The team expects no further RBA hikes in 2026 and for policy to remain on hold through 2027.

Why it mattersCurrency markets may reprice relative growth and interest-rate expectations, increasing volatility in major pairs.
Oil: Higher prices keep pressure on central banks – Scotiabank
ForexFXStreet

Oil: Higher prices keep pressure on central banks – Scotiabank

Scotiabank’s FX strategy team highlights Oil as a primary market focus, with recent gains linked to deteriorating US–Iran negotiations and President Trump’s rejection of Iran’s proposal to reopen the Strait of Hormuz.

Why it mattersCommodity moves can affect inflation expectations, currencies, company margins and broader investor risk appetite.
Read on Freebull →2-source coverage
US Dollar: Payrolls risk supports near term gains – OCBC
ForexFXStreet

US Dollar: Payrolls risk supports near term gains – OCBC

OCBC’s Sim Moh Siong and Christopher Wong highlight that resilient US data, elevated Treasury yields and higher Oil prices are keeping the Dollar supported.

Why it mattersCommodity moves can affect inflation expectations, currencies, company margins and broader investor risk appetite.
Euro area economic sentiment slips in September as inflation expectations rise
ForexInvestingLive

Euro area economic sentiment slips in September as inflation expectations rise

The latest euro area sentiment readings are out: Economic sentiment 97.9 vs 99.0 expected; Prior 98.4 Industrial sentiment -3.8 vs -4.7 expected; Prior -5.0 (R) Services sentiment 6.1 vs 6.5 expected; Prior 5.6 (R) Consumer inflation expectations 35.2; Prior 33.0 Selling price expectations 20.3; Prior 16.9 (R) The headline…

Why it mattersThis can change expectations for interest rates, currencies, bond yields and the valuation of risk assets.
WTI falls to near $91.00 as Middle East crude exports rebound
ForexFXStreet

WTI falls to near $91.00 as Middle East crude exports rebound

West Texas Intermediate (WTI) oil has pared its recent gains from the previous day, trading around $91.10 per barrel during European hours on Tuesday. Crude oil prices have eased following a September rebound in exports from key Middle East producers.

Why it mattersCommodity moves can affect inflation expectations, currencies, company margins and broader investor risk appetite.
USD/CAD: Fair value estimate stands at 1.4068 – Scotiabank
ForexFXStreet

USD/CAD: Fair value estimate stands at 1.4068 – Scotiabank

Scotiabank’s analysts highlight a softer Canadian Dollar, trading defensively with G10 peers. Wider US–Canada yield spreads remain a headwind as Bank of Canada (BoC) expectations firm, with October priced for 14 bps and December for 37 bps of tightening.

Why it mattersCurrency markets may reprice relative growth and interest-rate expectations, increasing volatility in major pairs.
Spain inflation climbs to near 5%, the highest in over three years
ForexInvestingLive

Spain inflation climbs to near 5%, the highest in over three years

Spain September preliminary CPI +4.9% vs +4.6% y/y expected Prior +4.3% Spain September preliminary HICP +5.0% vs +4.9% y/y expected Prior +4.6% The breakdown The numbers are running hotter than expected with headline annual inflation climbing to 4.9%, its highest since February 2023. Meanwhile, core annual inflation is also…

Why it mattersThis can change expectations for interest rates, currencies, bond yields and the valuation of risk assets.
Read on Freebull →2-source coverage
What are the main events for today?
ForexInvestingLive

What are the main events for today?

EUROPEAN SESSION In the European session, the main highlight is the Spanish CPI report. Headline CPI Y/Y is expected to rise further to 4.6% vs 4.3% prior, but the focus will be on the Core measure which has ticked lower to 2.9% in the prior reading.

Why it mattersCurrency markets may reprice relative growth and interest-rate expectations, increasing volatility in major pairs.
Indian Rupee claws back early losses and closes flat on Tuesday
ForexFXStreet

Indian Rupee claws back early losses and closes flat on Tuesday

The Indian Rupee (INR) recovers its early losess after sliding to a fresh two-month low against the US Dollar (USD) and closed flat on Tuesday. The USD/INR pair closes flat at around 95.98 after rectreating from the day's high of 96.13.

Why it mattersCurrency markets may reprice relative growth and interest-rate expectations, increasing volatility in major pairs.
investing Live Asia-Pacific market news: Asia stocks slip
ForexInvestingLive

investing Live Asia-Pacific market news: Asia stocks slip

Singapore to allocate US$1.1 billion to five asset managers to boost its equities market Japan's Katayama says undervalued yen is problematic, agrees with Bessent on cooperation Australian household spending flat in August, missing forecasts ahead of RBA decision PBOC sets USD/ CNY central rate at 6.7411 (vs. estimate at…

Why it mattersCurrency markets may reprice relative growth and interest-rate expectations, increasing volatility in major pairs.
Japan's Katayama says undervalued yen is problematic, agrees with Bessent on cooperation
ForexInvestingLive

Japan's Katayama says undervalued yen is problematic, agrees with Bessent on cooperation

The yen is the main read-through. Katayama's line that an undervalued yen is problematic, paired with her promise of close US Treasury contact, adds to verbal pressure on USD/JPY (around 157 in recent sessions) after August's joint intervention.

Why it mattersCurrency markets may reprice relative growth and interest-rate expectations, increasing volatility in major pairs.
UK shop price inflation slows to 1.4% in September as BRC urges business rates help
ForexInvestingLive

UK shop price inflation slows to 1.4% in September as BRC urges business rates help

The BRC gauge is a narrow, backward-looking snapshot, so the market is likely to look past the small dip in shop prices and focus on the official inflation path, which is forecast to climb above 4% next year. Energy is the swing factor: oil and gas prices tied to the Iran conflict feed directly into retailers' costs and into…

Why it mattersThis can change expectations for interest rates, currencies, bond yields and the valuation of risk assets.
Dow Jones Industrial Average gives back Friday's rally on a Boeing delay
ForexFXStreet

Dow Jones Industrial Average gives back Friday's rally on a Boeing delay

A software bug at Boeing (BA) cost the Dow Jones Industrial Average (DJIA) more points than a record $150 billion buyback at Nvidia (NVDA) put back. The index closed just under 51,500 on Monday, handing back about two-thirds of Friday's rally.

Why it mattersCurrency markets may reprice relative growth and interest-rate expectations, increasing volatility in major pairs.
Read on Freebull →2-source coverage
Economic and event calendar in Asia Tuesday, September 29, 2026: RBA rate hike expected
ForexInvestingLive

Economic and event calendar in Asia Tuesday, September 29, 2026: RBA rate hike expected

A relatively quiet calendar but we do have an expected Reserve Bank of Australia rate hike. I'll get a preview posted but for how: RBA preview: A 25 bps rate hike is priced in, but what comes after that?

Why it mattersCurrency markets may reprice relative growth and interest-rate expectations, increasing volatility in major pairs.
Read on Freebull →2-source coverage
Gold price crashes as 2007-era yields trigger brutal sell-off
ForexFXStreet

Gold price crashes as 2007-era yields trigger brutal sell-off

Gold (XAU/USD) begins the week on the back foot, tanking over 3.4% on Monday as US Treasury yields soar and Oil prices remain elevated despite falling from daily highs amid mixed news headlines about a potential US-Iran deal. The XAU/USD trades at $4,139 after peaking at $4,280.

Why it mattersCommodity moves can affect inflation expectations, currencies, company margins and broader investor risk appetite.
Read on Freebull →2-source coverage
investing Live Americas market news wrap: Oil prices bounce around on Iran headlines, yields rise
ForexInvestingLive

investing Live Americas market news wrap: Oil prices bounce around on Iran headlines, yields rise

Trump: We will win the Iran war very soon and gas prices will come tumbling down Trump prepared to ease sanctions and release frozen funds for nuclear progress - report Iran foreign minister's stay in NY has not been extended September Dallas Fed manufacturing business index 9.8 vs 11.6 prior ECB's Lagarde: We view a 'measured…

Why it mattersThis can change expectations for interest rates, currencies, bond yields and the valuation of risk assets.
Read on Freebull →2-source coverage
Trump set to speak in the Oval Office
ForexInvestingLive

Trump set to speak in the Oval Office

Trump will make an announcement in the Oval Office today. The scheduled time is 2 pm ET but White House events never happen on time.

Why it mattersCurrency markets may reprice relative growth and interest-rate expectations, increasing volatility in major pairs.
Crude Oil round-trips between a rejected Iran plan and a sanctions offer
ForexFXStreet

Crude Oil round-trips between a rejected Iran plan and a sanctions offer

President Donald Trump's rejection of Iran's seven-day plan for the Strait of Hormuz lifted Crude Oil to its best level since Thursday, and the whole rise was gone after a Saudi pipeline restart and a US offer of sanctions relief.

Why it mattersCommodity moves can affect inflation expectations, currencies, company margins and broader investor risk appetite.
Fed’s Cook: AI, Iran risks could keep inflation pressures high
ForexFXStreet

Fed’s Cook: AI, Iran risks could keep inflation pressures high

Federal Reserve (Fed) Governor Lisa Cook said in a speech in Oakland, California, that the number and magnitude of future adjustments to the Fed funds rate will depend on inflation and labor market data.

Why it mattersThis can change expectations for interest rates, currencies, bond yields and the valuation of risk assets.
Read on Freebull →2-source coverage
US President Trump to ease sanctions on Iran over nuclear progress
ForexFXStreet

US President Trump to ease sanctions on Iran over nuclear progress

Al Jazeera reported on Monday that US President Donald Trump is prepared to ease sanctions on Iran and to unfreeze its assets in exchange for progress on nuclear talks.

Why it mattersCurrency markets may reprice relative growth and interest-rate expectations, increasing volatility in major pairs.
Read on Freebull →3-source coverage
USD: Speculative longs steady as Fed hikes – Rabobank
ForexFXStreet

USD: Speculative longs steady as Fed hikes – Rabobank

Rabobank’s RaboResearch Global Economics & Markets FX Strategy team notes that USD net long speculative positions were broadly unchanged, with both longs and shorts rising modestly. The Federal Reserve raised its overnight policy rate by 25bp on September 16, matching expectations.

Why it mattersThis can change expectations for interest rates, currencies, bond yields and the valuation of risk assets.
Trump prepared to ease sanctions and release frozen funds for nuclear progress - report
ForexInvestingLive

Trump prepared to ease sanctions and release frozen funds for nuclear progress - report

Perhaps diplomacy isn't dead. Al Jazeera reports that diplomacy is continuing, citing a US official, and that Trump is prepared to ease sanctions and release frozen funds for progress on the nuclear issue.

Why it mattersCurrency markets may reprice relative growth and interest-rate expectations, increasing volatility in major pairs.
Read on Freebull →3-source coverage
British Pound defies US yields surge as BoE hike bets build
ForexFXStreet

British Pound defies US yields surge as BoE hike bets build

The Pound Sterling (GBP) registers modest gains of 0.18% on Monday even as US Treasury yields soar, with the US 10-year T-note rising over 10 basis points, underpinning the Greenback. At the time of writing, the GBP/USD pair trades at 1.3252.

Why it mattersCurrency markets may reprice relative growth and interest-rate expectations, increasing volatility in major pairs.
GBP: Shorts at highs as Pound tracks Oil-led USD rally – Rabobank
ForexFXStreet

GBP: Shorts at highs as Pound tracks Oil-led USD rally – Rabobank

Rabobank highlights that GBP net short positions have risen over 40%, reaching their highest level since August. The Bank of England kept the Bank Rate unchanged at 3.75% on September 18, in line with expectations.

Why it mattersThis can change expectations for interest rates, currencies, bond yields and the valuation of risk assets.
Euro struggles as Fed rate-hike bets overshadow ECB tightening expectations
ForexFXStreet

Euro struggles as Fed rate-hike bets overshadow ECB tightening expectations

EUR/USD trades on the back foot on Monday, pressured by a stronger US Dollar (USD) as the US-Iran stalemate keeps Oil prices elevated, pushing US Treasury yields higher and strengthening expectations of further Federal Reserve (Fed) rate hikes.

Why it mattersThis can change expectations for interest rates, currencies, bond yields and the valuation of risk assets.
Read on Freebull →2-source coverage
Iran foreign minister's stay in NY has not been extended
ForexInvestingLive

Iran foreign minister's stay in NY has not been extended

Irib reports -- and it was confirmed by an Iranian spokesman -- that Aragchi's New York stay has not been extended. he met with mediators today but I imagine they relayed that the US hadn't accepted their proposal and hadn't offered anything constructive back.

Why it mattersCurrency markets may reprice relative growth and interest-rate expectations, increasing volatility in major pairs.
September Dallas Fed manufacturing business index 9.8 vs 11.6 prior
ForexInvestingLive

September Dallas Fed manufacturing business index 9.8 vs 11.6 prior

Prior was 11.6 New orders 30.7 vs 22.0 prior Shipments 24.8 vs 14.1 prior Employment 15.1 vs 8.0 prior Capex 8.5 vs 8.2 prior Production 29.5 vs 16.1 prior Outlook 8.7 vs 19.2 prior The production index, a key measure of state manufacturing conditions, jumped 13 points to 29.5, which is a nice pickup but executives remain…

Why it mattersCurrency markets may reprice relative growth and interest-rate expectations, increasing volatility in major pairs.
USD/CAD: Overbought but seen sideways into year end – Rabobank
ForexFXStreet

USD/CAD: Overbought but seen sideways into year end – Rabobank

Rabobank’s FX Strategy team observes that CAD net shorts have risen again after a recent collapse. USD/CAD has continued to grind higher, gaining 2.77% from recent lows to 1.414, with the 14‑day RSI indicating overbought conditions.

Why it mattersCurrency markets may reprice relative growth and interest-rate expectations, increasing volatility in major pairs.
British Pound gains against the Euro as traders assess central bank signals
ForexFXStreet

British Pound gains against the Euro as traders assess central bank signals

EUR/GBP edges lower on Monday as the British Pound (GBP) attracts buyers after recent weakness, with hawkish remarks from Bank of England (BoE) Deputy Governor Dave Ramsden lending it further support. At the time of writing, the cross trades around 0.8564, down 0.40%.

Why it mattersThis can change expectations for interest rates, currencies, bond yields and the valuation of risk assets.
Lagarde: ECB sticks to “middle path” as inflation outlook worsens
ForexFXStreet

Lagarde: ECB sticks to “middle path” as inflation outlook worsens

European Central Bank (ECB) President Christine Lagarde said on Monday the bloc's economy continued to expand broadly across countries and sectors, with manufacturing and the labour market holding up well.

Why it mattersThis can change expectations for interest rates, currencies, bond yields and the valuation of risk assets.
Bonds: Yields challenge equity valuations – BBH
ForexFXStreet

Bonds: Yields challenge equity valuations – BBH

Brown Brothers Harriman’s Elias Haddad notes that rising global bond yields, driven by a rebound in Oil prices and uncertainty around US-Iran talks, are making Treasuries more attractive than equities.

Why it mattersCommodity moves can affect inflation expectations, currencies, company margins and broader investor risk appetite.
US Dollar: Fed hiking path and data risks – TD Securities
ForexFXStreet

US Dollar: Fed hiking path and data risks – TD Securities

TD Securities economists Oscar Munoz and Eli Nir see an October Federal Reserve hike as increasingly likely, with Fedspeak remaining hawkish and officials “expecting more hikes.” They highlight strong PCE inflation, modest ISM Manufacturing gains, and a softer September NFP with higher unemployment.

Why it mattersThis can change expectations for interest rates, currencies, bond yields and the valuation of risk assets.
Canadian Dollar struggles as US-Canada yield gap widens
ForexFXStreet

Canadian Dollar struggles as US-Canada yield gap widens

USD/CAD extends its rally on Monday as diverging monetary policy outlooks between the Federal Reserve (Fed) and the Bank of Canada (BoC) keep the US Dollar (USD) favoured, outweighing support for the commodity-linked Canadian Dollar (CAD) from higher Oil prices.

Why it mattersThis can change expectations for interest rates, currencies, bond yields and the valuation of risk assets.
Oil falls on reports of renewed US-Iran talks focused on amended version of Iran's seven-day proposal
ForexInvestingLive

Oil falls on reports of renewed US-Iran talks focused on amended version of Iran's seven-day proposal

Diplomatic efforts between the US and Iran could resume as early as Monday or Tuesday, with mediators expected to hold separate discussions with both sides, according to an official briefed on the negotiations. Iranian Foreign Minister Araghchi and Qatari mediators are expected to remain in the US as the talks take place.

Why it mattersCommodity moves can affect inflation expectations, currencies, company margins and broader investor risk appetite.
Read on Freebull →2-source coverage
investing Live European session wrap: Higher yields hit gold as oil rallies and tech futures fall
ForexInvestingLive

investing Live European session wrap: Higher yields hit gold as oil rallies and tech futures fall

Headlines: Gold price breaks below $4,200 as surging Treasury yields deepen the technical damage Gold collapses as Trump rejects Iran's proposal to reopen Strait of Hormuz and signals new bombings Japanese yen jumps as top currency diplomat Mimura reiterates strong currency alliance with the US US jobs report could decide how…

Why it mattersCommodity moves can affect inflation expectations, currencies, company margins and broader investor risk appetite.
UK Chancellor Healey: We will maintain control of Britain's finances
ForexFXStreet

UK Chancellor Healey: We will maintain control of Britain's finances

United Kingdom (UK) Chancellor of the Exchequer John Healey said during the European trade on Monday that the administration will maintain control of Britain's finances while speaking about the upcoming fiscal budget this year.

Why it mattersCurrency markets may reprice relative growth and interest-rate expectations, increasing volatility in major pairs.
Best Broker or Prop Firm? Vote in the Finance Magnates Awards 2026
ForexInvestingLive

Best Broker or Prop Firm? Vote in the Finance Magnates Awards 2026

Which broker or prop firm gets your vote? The Finance Magnates Awards 2026 voting is now live, giving traders the chance to recognise the brokers and prop firms they know, use and trust.

Why it mattersCurrency markets may reprice relative growth and interest-rate expectations, increasing volatility in major pairs.
Japanese yen jumps as top currency diplomat Mimura reiterates strong currency alliance with the US
ForexInvestingLive

Japanese yen jumps as top currency diplomat Mimura reiterates strong currency alliance with the US

Japan is maintaining a close watch on the yen, with its top currency diplomat, Mimura, reiterating that authorities remain concerned about the currency's underlying moves and are prepared to respond if necessary . Mimura said that Japan, the finance minister and the US have sent a clear message regarding the yen, highlighting…

Why it mattersCurrency markets may reprice relative growth and interest-rate expectations, increasing volatility in major pairs.
investing Live Asia-Pacific market news: Gold hit hard, under $4200 again
ForexInvestingLive

investing Live Asia-Pacific market news: Gold hit hard, under $4200 again

Nikkei gives up early gains as Nasdaq futures slip before Micron earnings Treasury's $202 billion settlement is routine, not a Bitcoin trigger Goldman: US diesel export ban would cut US prices about 4%, lift European cost (d'uh) China industrial profits rise 4.2% in August, weakest monthly gain this year China and U. S.

Why it mattersThe update offers a fresh signal on company quality, cash flow and how investors may price future growth.
China industrial profits rise 4.2% in August, weakest monthly gain this year
ForexInvestingLive

China industrial profits rise 4.2% in August, weakest monthly gain this year

The slowdown in August puts the focus back on how much support Beijing will offer to protect corporate earnings, and economists quoted in the reports expect it to lean harder on stimulus. Any move would matter for Chinese and broader Asian equities, particularly industrial and materials names exposed to weak domestic demand.

Why it mattersThe update offers a fresh signal on company quality, cash flow and how investors may price future growth.
Services Producer Price Index (Aug.)
ForexBank of Japan

Services Producer Price Index (Aug.)

Read the original report for the full details and source context behind “Services Producer Price Index (Aug.)”.

Why it mattersCurrency markets may reprice relative growth and interest-rate expectations, increasing volatility in major pairs.
investing Live Americas market news wrap: Iran hopes spring eternal
ForexInvestingLive

investing Live Americas market news wrap: Iran hopes spring eternal

Trump will meet with Xi again in November Xi: US-China relationship will be one of strategic stability based on respect, fairness and reciprocity September final UMich consumer sentiment 48.1 vs 47.6 expected USTR's Greer: We have reached agreements with China on a sub-set of goods we can trade US August durable goods orders…

Why it mattersCurrency markets may reprice relative growth and interest-rate expectations, increasing volatility in major pairs.
Trump will meet with Xi again in November
ForexInvestingLive

Trump will meet with Xi again in November

Trump says he will meet with Xi again in November and then again at the G20 in DDecember in Miami. Trump said the meeting was one of friendship, strength and success for both the USA and China.

Why it mattersCurrency markets may reprice relative growth and interest-rate expectations, increasing volatility in major pairs.
Xi: US-China relationship will be one of strategic stability based on respect, fairness and reciprocity
ForexInvestingLive

Xi: US-China relationship will be one of strategic stability based on respect, fairness and reciprocity

Xi: Agreed with Trump to add new substance to US-China relationship Trump on China: We've made tremendous strides for both countries in meetings We will be speaking a lot It's not like we're breaking any new ground here but this is a nice departure from the constant China fighting that has characterized much of Trump's tenure…

Why it mattersCurrency markets may reprice relative growth and interest-rate expectations, increasing volatility in major pairs.
September final UMich consumer sentiment 48.1 vs 47.6 expected
ForexInvestingLive

September final UMich consumer sentiment 48.1 vs 47.6 expected

Prelim was 47.8 Prior was 51.7 Current conditions 50.9 vs 50.9 prelim (51.9 prior) Expectations 46.3 vs 45.8 prelim (51.5 prior) One-year inflation expectations 4.6% vs 4.6% prelim (prior 4.0%) Five-year inflation expectations 3.4% vs 3.4% prelim (prior 3.4%) These 'beat' the consensus but these are thinly-forecast indicators…

Why it mattersThis can change expectations for interest rates, currencies, bond yields and the valuation of risk assets.
US August durable goods orders 0.0% vs -0.4% expected
ForexInvestingLive

US August durable goods orders 0.0% vs -0.4% expected

Prior was +1.1% Ex-transport +0.3% vs +0.6% expected Prior ex-transport +0.4% Ex-defense +0.1% vs +1.3% prior Non-defense capital goods orders ex-air +1.6% vs +0.5% expected Prior +0.2% The big data point this week was the S&P Global PMI that showed an accelerating US economy. The headline here is flat but the core orders…

Why it mattersCurrency markets may reprice relative growth and interest-rate expectations, increasing volatility in major pairs.
investing Live European session wrap: Yen jumps, oil slides as bond risks linger
ForexInvestingLive

investing Live European session wrap: Yen jumps, oil slides as bond risks linger

Headlines: USD/JPY falls below 158.00 as Takaichi says Trump flagged weak yen pressure Crude oil falls on reports of potential phased US-Iran deal that would reopen the Strait of Hormuz Trump-Xi summit extends the trade truce but leaves the biggest market questions unresolved How have interest rate expectations changed after…

Why it mattersThis can change expectations for interest rates, currencies, bond yields and the valuation of risk assets.
Japanese Government Bonds Held by the Bank of Japan
ForexBank of Japan

Japanese Government Bonds Held by the Bank of Japan

Read the original report for the full details and source context behind “Japanese Government Bonds Held by the Bank of Japan”.

Why it mattersCurrency markets may reprice relative growth and interest-rate expectations, increasing volatility in major pairs.
Spain Q2 GDP confirmed at 0.7% as domestic demand keeps growth resilient
ForexInvestingLive

Spain Q2 GDP confirmed at 0.7% as domestic demand keeps growth resilient

Spain Q2 final GDP +0.7% vs +0.7% q/q expected Prior +0.6% The breakdown The final estimate confirms that the Spanish economy grew by 0.7% in the second quarter, accelerating slightly from 0.6% growth in Q1. Domestic demand remains the main engine of the economy, contributing 1.1% to quarterly GDP growth.

Why it mattersCurrency markets may reprice relative growth and interest-rate expectations, increasing volatility in major pairs.
Minutes of the Market Participants Group meeting – 24 September 2026
ForexBank of England

Minutes of the Market Participants Group meeting – 24 September 2026

The Market Participants Group (MPG) is a senior-level forum for financial market participants to share their views on relevant themes and narratives in financial markets with members of the Bank of England’s Monetary Policy Committee.

Why it mattersThis can change expectations for interest rates, currencies, bond yields and the valuation of risk assets.
German consumer climate darkens ahead of October as higher energy costs bite
ForexInvestingLive

German consumer climate darkens ahead of October as higher energy costs bite

Germany October GfK consumer climate -30.6 vs -27.4 expected Prior -26.6; revised to -26.8 The breakdown That is a notable miss on estimates as German consumer sentiment weakens more sharply than expected heading into October. The main culprit is rising energy prices and that is weighing on purchasing power of households…

Why it mattersCurrency markets may reprice relative growth and interest-rate expectations, increasing volatility in major pairs.
(BOJ Review) Granular Insights into Depositor Dynamics and Deposit Spreads in Japanese G-SIBs' Foreign Currency Deposits
ForexBank of Japan

(BOJ Review) Granular Insights into Depositor Dynamics and Deposit Spreads in Japanese G-SIBs' Foreign Currency Deposits

Read the original report for the full details and source context behind “(BOJ Review) Granular Insights into Depositor Dynamics and Deposit Spreads in Japanese G-SIBs' Foreign Currency Deposits”.

Why it mattersCurrency markets may reprice relative growth and interest-rate expectations, increasing volatility in major pairs.
Indicators for Core CPI
ForexBank of Japan

Indicators for Core CPI

Read the original report for the full details and source context behind “Indicators for Core CPI”.

Why it mattersCurrency markets may reprice relative growth and interest-rate expectations, increasing volatility in major pairs.
US Treasury yields continue to break higher - is 6% now in play?
ForexInvestingLive

US Treasury yields continue to break higher - is 6% now in play?

The selloff in the bond market isn't showing much sign of letting up. 10-year Treasury yields have pushed up to 5.18%, extending the breakout above 5% and putting another important technical area firmly into view.

Why it mattersCurrency markets may reprice relative growth and interest-rate expectations, increasing volatility in major pairs.
investing Live Asia-Pacific market news: Iran offers seven-day Hormuz dea
ForexInvestingLive

investing Live Asia-Pacific market news: Iran offers seven-day Hormuz dea

Nikkei gains 1.2% as chip stocks and dividend buying lift Tokyo, SoftBank slips on Oracle Goldman stays bullish on AI as cloud giants' spending heads towards $1.2 trillion Katayama says Trump raised weak yen concerns with Takaichi, USD/JPY eases below 158.50 Recession signal flashes on Oxford Economics' US indicator, but…

Why it mattersCurrency markets may reprice relative growth and interest-rate expectations, increasing volatility in major pairs.
Bank of Japan Accounts (September 20)
ForexBank of Japan

Bank of Japan Accounts (September 20)

Read the original report for the full details and source context behind “Bank of Japan Accounts (September 20)”.

Why it mattersCurrency markets may reprice relative growth and interest-rate expectations, increasing volatility in major pairs.
Results of BIS International Locational Banking Statistics and International Consolidated Banking Statistics in Japan
ForexBank of Japan

Results of BIS International Locational Banking Statistics and International Consolidated Banking Statistics in Japan

Read the original report for the full details and source context behind “Results of BIS International Locational Banking Statistics and International Consolidated Banking Statistics in Japan”.

Why it mattersCurrency markets may reprice relative growth and interest-rate expectations, increasing volatility in major pairs.
China shuts for Mid-Autumn Festival holiday today, a preview of the week-long National Day gap to come
ForexInvestingLive

China shuts for Mid-Autumn Festival holiday today, a preview of the week-long National Day gap to come

AUD is the most exposed of the major currencies. It usually trades partly as a proxy for China, and with onshore markets shut it loses that anchor and has to lean more on oil, Treasury yields and the RBA.

Why it mattersCommodity moves can affect inflation expectations, currencies, company margins and broader investor risk appetite.

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