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New Month, Same Market Dynamics

October 01, 2026
A new month begins, but the market dynamics are familiar.  Rising oil prices and rising yields have lifted the greenback broadly.  The euro and Canadian dollar have been sold to new lows for the year. Interest rate premiums over Germany within the eurozone widen as the focus is on the French and Italian budgets.  The combination of the uninspiring…
New Month, Same Market Dynamics New Month, Same Market Dynamics Reviewed by Marc Chandler on October 01, 2026 Rating: 5
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The Lack of Urgency Expressed by NY Fed President Williams Pushes Rates Lower and Weighs on the Greenback The Lack of Urgency Expressed by NY Fed President Williams Pushes Rates Lower and Weighs on the Greenback Reviewed by Marc Chandler on September 30, 2026 Rating: 5
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The Dollar Remains Firm and the RBA Delivered its Fourth Hike of the Year, though Sounded Less Hawkish The Dollar Remains Firm and the RBA Delivered its Fourth Hike of the Year, though Sounded Less Hawkish Reviewed by Marc Chandler on September 29, 2026 Rating: 5
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War in Middle East Sends Oil Prices and Yields Higher, Underpins the Dollar

September 28, 2026
The US has rejected Iran’s latest offer and appears to be moving more force into the region. Oil prices have jumped, which is also serving to push up yields.  The dollar is firmer against most of the G10 currencies. New verbal intervention by Japanese officials, clinging on to the cooperation of the US, to warn against yen weakness. Yet, with risi…
War in Middle East Sends Oil Prices and Yields Higher, Underpins the Dollar War in Middle East Sends Oil Prices and Yields Higher, Underpins the Dollar Reviewed by Marc Chandler on September 28, 2026 Rating: 5
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Week Ahead: Dollar Bulls may be Challenged

September 26, 2026
Our assessment of the dollar's technical condition and the upcoming economic data appear to be aligning in a way that warns of the downside risks. The greenback has climbed on the sharp rise in interest rates. With the market discounting nearly 100 bp of tightening over the next 12 months, including a nearly 2/3 chance of a hike late next mont…
Week Ahead: Dollar Bulls may be Challenged Week Ahead: Dollar Bulls may be Challenged Reviewed by Marc Chandler on September 26, 2026 Rating: 5
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Softer US Interest Rates Help the Greenback Steady and Talk of US-Japan Coordination Snaps the Yen's Five-Day Slide

September 25, 2026
Oil and US rates are softer today and these developments have helped steady the US dollar after this week’s surge. Even with a firmer tone today, four of the G10 currencies are off more than 1% this week. The yen would have been among them, but comments earlier today from Japan’s Finance Minister Katayama played up the ongoing coordination with th…
Softer US Interest Rates Help the Greenback Steady and Talk of US-Japan Coordination Snaps the Yen's Five-Day Slide Softer US Interest Rates Help the Greenback Steady and Talk of US-Japan Coordination Snaps the Yen's Five-Day Slide Reviewed by Marc Chandler on September 25, 2026 Rating: 5
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No Kings but King Dollar

September 24, 2026
The surge in US rates continues to underpin the greenback. The market anticipates a more aggressive tightening cycle than the Federal Reserve’s recent Summary of Economic Projections suggested. The Atlanta Fed’s GDP tracker points to 5.1% growth this quarter, which would surely surpass China’s. Treasury Secretary Bessent announced a two-month tari…
No Kings but King Dollar No Kings but King Dollar Reviewed by Marc Chandler on September 24, 2026 Rating: 5
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