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September 2026 Monthly

August 29, 2026
September brings a cluster of events that will shape the macro narrative into year-end. A Xi-Trump meeting, German state elections, a Federal Reserve decision with a new Summary of Economic Projections, and an ECB meeting that is not finished hiking. Each carries its own logic, but together they sketch the contours of the fourth quarter.In our mor…
September 2026 Monthly September 2026 Monthly Reviewed by Marc Chandler on August 29, 2026 Rating: 5
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All Eyes on Warsh

August 28, 2026
The G10 currencies have been in a relatively narrow range this week and this persists ahead of the new Fed chair’s speech at Jackson Hole today. Warsh is an awkward position. First, the main thrust of his brief tenure that the evolution of central banking in the past couple of decades has been misguided, and that the emphasis on forward guidance a…
All Eyes on Warsh All Eyes on Warsh Reviewed by Marc Chandler on August 28, 2026 Rating: 5
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Greenback Edges Higher

August 27, 2026
In the relatively quiet conditions that have prevailed this week, the US dollar is trading with a mostly firmer bias. Rising US rates amid the technically oversold short-term market are lending the greenback support.  The dollar remains firm against the yen, even though the Deputy Governor of the BOJ seemed to support speculation of a rate hike ne…
Greenback Edges Higher Greenback Edges Higher Reviewed by Marc Chandler on August 27, 2026 Rating: 5
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Consolidation Persists in the FX Market

August 26, 2026
The US dollar is enjoying a slightly firmer tone against most of the G10 currencies. However, for the most part, ranges tend to be narrow, and the consolidative one seen this week persists. Oil prices have extended their pullback amid reports that Iran and Oman are discussing an “interim framework” to re-open the Strait of Hormuz. The US is report…
Consolidation Persists in the FX Market Consolidation Persists in the FX Market Reviewed by Marc Chandler on August 26, 2026 Rating: 5
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Oh, Canada

August 25, 2026
The breakdown in U.S.-Canada trade talks weighed on the Canadian dollar and drove Canadian interest rates lower. That is hardly surprising. A trade war with an economy roughly 12 times larger is a more significant threat to Canada than to the United States. The asymmetry is economic, even if Ottawa believes it has some political leverage.In the mi…
Oh, Canada Oh, Canada Reviewed by Marc Chandler on August 25, 2026 Rating: 5
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Dollar Mostly Little Changed, Oil Extends Pullback, and China Rejects US Unilateral Sanctions on Iran Dollar Mostly Little Changed, Oil Extends Pullback, and China Rejects US Unilateral Sanctions on Iran Reviewed by Marc Chandler on August 25, 2026 Rating: 5
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US -Canada Trade War Escalates, while US Seek to Choke the Iranian Economy

August 24, 2026
The US dollar is trading higher against nearly all the currencies. Equity markets are mixed and bond yields are lower alongside oil prices. There are two major developments.  First, the US and Canada trade talks broke down, and the risk is further escalation. Last week, President Trump has granted Canada a three-day grace period from the 50% tarif…
US -Canada Trade War Escalates, while US Seek to Choke the Iranian Economy US -Canada Trade War Escalates, while US Seek to Choke the Iranian Economy Reviewed by Marc Chandler on August 24, 2026 Rating: 5
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