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October 2026 Monthly

October 03, 2026
The third quarter closed with the world economy looking more resilient than it has any right to look. The wars in Iran and Ukraine continue. Energy markets have been disrupted. Food prices are broadly rising again. Central banks have resumed tightening. Yet, the high-income economies have not buckled. Despite the US tariff provocations, most count…
October 2026 Monthly October 2026 Monthly Reviewed by Marc Chandler on October 03, 2026 Rating: 5
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US Jobs Report to Help Resolve Tension between Firm Greenback and Softer Short-Term Rates US Jobs Report to Help Resolve Tension between Firm Greenback and Softer Short-Term Rates Reviewed by Marc Chandler on October 02, 2026 Rating: 5
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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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