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United States: Midterm outcomes and policy paths – NBC
National Bank of Canada (NBC) strategist Angelo Katsoras analyzes how the 2026 United States (US) midterm elections could reshape policy under President Trump. He notes Democrats are favoured by high inflation, weak approval ratings and a strong generic ballot lead.
Euro steadies vs British Pound as German political uncertainty, PMIs cap direction
EUR/GBP trades around 0.8575 on Monday at the time of writing, virtually unchanged on the day. The Euro (EUR) struggles to regain bullish momentum against the British Pound (GBP), as political concerns in Germany partly offset support from falling Oil prices.
Indian Rupee: AI imports add pressure against US Dollar – Standard Chartered
Standard Chartered economists Anubhuti Sahay and Saurav Anand highlight that India’s AI-enabling goods trade deficit has become the second-largest contributor to the country’s trade gap after Oil, overtaking Gold.
United States Chicago Fed National Activity Index : -0.04 (August) vs -0.08
United States Chicago Fed National Activity Index : -0.04 (August) vs -0.08
Japanese Yen: BoJ hike underwhelms as yields drive JPY against US Dollar – OCBC
OCBC’s Christopher Wong notes that the Japanese Yen (JPY) weakened after the BoJ’s 25 bp hike to 1.25% as limited guidance on further normalisation disappointed hawkish expectations.
EUR/USD Price Forecasts: Bears remain in control with 1.1450 support eyed
The Euro (EUR) is consolidating last week’s decline against the US Dollar (USD) on Monday, with price action capped below 1.1500 and the seven-week low in the mid 1.1400s still on the bears’ radar.
Mexican Peso: Sideways range against US Dollar intact – Rabobank
Rabobank's Christian Lawrence and Molly Schwartz expect USD/MXN to trade broadly between 17 and 18 over the next 12 months. They see room for both Fed and Banxico rate expectations to be repriced, with the timing of those adjustments likely to drive near-term volatility.
GBP/JPY Price Forecast: Momentum stabilizes, but lacks bullish conviction
GBP/JPY edges higher on Monday as the Japanese Yen (JPY) remains under pressure across the board in thin trading conditions. Japanese markets are closed until Wednesday for the country’s Silver Week holidays.
India Infrastructure Output (YoY) fell from previous 5.4% to 4.8% in August
India Infrastructure Output (YoY) fell from previous 5.4% to 4.8% in August
Fed’s Goolsbee: Demand, tariffs, energy, supply shocks all are fuelling inflation
Chicago Federal Reserve (Fed) Bank President Austan Goolsbee said at an Official Monetary and Financial Institutions Forum event on Monday that various factors including strong demand, tariffs, energy and supply shocks are fuelling United States (US) inflationary pressures.
Australian Dollar edges higher on renewed RBA hike bets ahead of Bullock, jobs data
AUD/USD edges higher on Monday, trading around 0.7130 at the time of writing, up 0.06% on the day. The Australian Dollar (AUD) benefits mainly from strengthening expectations that the Reserve Bank of Australia (RBA) could raise interest rates again at its monetary policy meeting next week.
Swiss Franc recovery halts with SNB monetary policy coming into focus
The Swiss Franc (CHF) nurses minor losses against the US Dollar (USD) to pare some of the previous two trading days’ recovery.
Japanese Yen: BoJ rate check limits yen downside – MUFG
MUFG’s Lee Hardman notes that the Japanese Yen initially weakened sharply after the latest BoJ policy update, with USD/JPY briefly above 158.00 before retreating towards 157.00.