Policy

5

Nov 2026
Wall Street rallies as Democrats lift trade hopes, while AI and chip shares slip

US stocks rallied on Democratic wins, easing trade fears; AI infrastructure lagged as yields fell.

5

Nov 2026
ISM Services Prices Paid Eases in October, Suggesting Softer Input Costs and Inflation Signals

ISM services Prices Paid fell to 73 in October, signaling slightly easing input cost pressures, still elevated.

4

Nov 2026
Eurozone recovery broadens unevenly as German activity leads and French fiscal risks weigh

Eurozone expands unevenly: Germany anchors recovery; France, Italy manufacturing weak. Fiscal tightening risks demand; ECB support could weaken euro.

4

Nov 2026
Riksbank Holds Policy Rate at 2% as It Weighs Inflation and Economic Outlook

Sweden’s Riksbank held its policy rate at 2%, maintaining current monetary stance as markets expected broadly.

4

Nov 2026
New Zealand jobs slip as unemployment rises, cooling wage growth pressures and weighing on kiwi

New Zealand jobs dip, unemployment rises; wage growth cools, weakening RBNZ tightening case; NZD/USD retreats below 0.5600.

4

Nov 2026
Sterling hovers near 1.3400 as Bank of England rate rise hinges on guidance

BoE seen hiking to 4.00%; markets price more. GBP/USD holds 1.3400, focus on guidance, vote split.

4

Nov 2026
Banxico survey lifts Mexico inflation outlook, sees USD/MXN near 18.50 and rates steady

Banxico survey lifts inflation expectations, sees steadier core, modest growth, and USD/MXN near 18.50.

4

Nov 2026
Indonesia Inflation Miss Eases Rate-Hike Case as Rupiah Weakness Keeps Bank Indonesia Wary

Indonesia’s inflation undershot forecasts, reducing hike pressure, but rupiah weakness keeps Bank Indonesia cautious.

4

Nov 2026
ECB’s Knot Warns ‘Iran Shock’ Lingers, Energy Risks Stoke Inflation as EU Growth Slows

ECB official warns persistent “Iran shock” raising energy-driven inflation risks, while EU tightening slows growth; France issues domestic.

4

Nov 2026
Denmark’s FX reserves fall 7.4bn DKK in October, testing peg-defence dynamics

Denmark’s FX reserves fell 7.4bn DKK in October, signalling peg defense; traders reassess EUR/DKK strategies.

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