Topic: FX research
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What the 2026 US midterms mean for the dollar
The most likely US midterm outcome may not produce the largest market move. Here’s how congressional control could shape fiscal policy, Treasury yields and the US dollar.
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Central banks down, midterms up
Markets were driven by central banks, tech earnings and election risks this week. The Fed held rates, the RBNZ surprised with a pause, AI concerns rattled equities and attention now turns to US midterms, jobs data and the BoE.
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Fed hikes fail to stick
Strong US data fail to revive dollar bid. Markets hear doves, not hawks. Pound rises to fresh 18-month high versus euro.
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Dollar eases as BoJ takes centre stage
Tech rout fuels haven bid as yen eyes BoJ. Aussie dollar eyes another rate move. Firms stay upbeat as pricing pressure heats up.
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US growth reinforces the dollar’s policy edge
US data raise the cost of Fed patience. Strong growth keeps December hike in play. ECB faces a difficult balancing act today. Loonie gains capped by deep yield deficit.
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The Fed’s pause, the ECB’s problem
Fed pause, data test ahead. ECB faces a difficult balancing act today. UK Budget offers no major surprise, sterling steady.