View:
November 02, 2026
Preview: Due November 13 - U.S. October PPI - Firm if less so than in September
November 2, 2026 6:53 PM UTC
We expect October PPI to increase by 0.4% overall and 0.3% ex food and energy, still too high for comfort but considerably slower than respective gains of 1.3% and 0.7% in September. Ex food, energy and trade, we expect only a marginal slowing, to 0.4% from 0.5% in September.
Preview: Due November 13 - U.S. October PPI - Firm if less so than in September
November 2, 2026 6:53 PM UTC
We expect October PPI to increase by 0.4% overall and 0.3% ex food and energy, still too high for comfort but considerably slower than respective gains of 1.3% and 0.7% in September. Ex food, energy and trade, we expect only a marginal slowing, to 0.4% from 0.5% in September.
EZ CPI Preview - Another Piece of the Puzzle Before December's Hike
November 2, 2026 3:40 PM UTC
We expect headline annual inflation to hit 4% in October as the impact of the energy shock continues to filter through. That increase would represent a further uptick from the 3.8% recorded in September and from the 1.9% rate seen just before the start of the Middle East conflict. Preliminary nation
EZ CPI Preview - Another Piece of the Puzzle Before December's Hike
November 2, 2026 3:40 PM UTC
We expect headline annual inflation to hit 4% in October as the impact of the energy shock continues to filter through. That increase would represent a further uptick from the 3.8% recorded in September and from the 1.9% rate seen just before the start of the Middle East conflict. Preliminary nation
U.S. October ISM Manufacturing firm, September Construction Spending slips
November 2, 2026 3:15 PM UTC
October’s ISM manufacturing index of 55.5 is up from 54.5 in September and 54.6 in August but slightly below July’s 55.6 which was the strongest since May 2022. The data continues to imply a positive manufacturing picture.
FX Weekly Strategy: N America, Nov 2-6
November 2, 2026 10:03 AM UTC
Pressure on tech, leading to choppy action, but overall weight on dollar; JPY and CHF benefit. Attempted early week bounce but so far only to re-test the break
BoE hike seen as more of a one off and possible one-and-done.
US election a wild card, though no settled view on impact. At margin, some scena
IMM Commitment of Traders Reports - opinionated positioning in aussie-yen and France
November 2, 2026 9:25 AM UTC
IMM data largely confirms prior week's major features remain intact, overall dollar remains near the highs
AUD and NZD shorts maintain 2.5stdev+ extremes, aussie nudges new all-time peak
Mkt extends 'retro alt haven' JPY longs, now quite large by recent standards; CHF shorts still hang in there
Little
FX Weekly Strategy: Europe, Nov 2-6
November 2, 2026 5:00 AM UTC
Pressure on tech, leading to choppy action, but overall weight on dollar; JPY and CHF benefit
BoE hike seen as more of a one off and possible one-and-done.
US election a wild card, though no settled view on impact. At margin, some scenarios would add to risk-off mood