Topic: Market Insights
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Risk currencies slip as oil tumbles
Oil rout sinks yields as Aussie braces for RBA hike. Japan factories cool, services steady. China factory activity stays resilient
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Midterms and payrolls test dollar’s yield support
Midterms and payrolls test dollar’s yield support. BoC hike narrows gap but loonie remains constrained. Shrinking carry keeps peso under pressure.
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Midterms risk adding fuel to AI fears
Blue midterms to temper dollar upside. Key EUR/USD support survives another test. Budget clears the runway for sterling.
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Dollar supported as risk appetite fades
Risk sours as tech rout and Fed hawks bite. Hansen keeps December move on the table. Rate hikes and US payrolls
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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.