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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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Week Ahead: Trump-Xi Meeting Highlight

September 19, 2026
The near-term dollar movement continues to be sensitive to changes in US rates. The Federal Reserve delivered the quarter-point hike that was widely anticipated by a unanimous decision, and still the two-year yield rose a little more than eight basis points on the week, with the bulk coming ahead of the weekend, even though the US reported an unex…
Week Ahead: Trump-Xi Meeting Highlight Week Ahead: Trump-Xi Meeting Highlight Reviewed by Marc Chandler on September 19, 2026 Rating: 5
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Week Ahead: BOJ and Fed may Pay Heavy Price if They Disappoint the Market

September 12, 2026
The Middle East war, for which President Trump has claimed victory many times, continues to be a powerful disruptive force. Iran is not hunkering down in a defensive position but has gone on the offensive. The combination of Ukraine's success, hitting Russian refinery capacity, the drop in Saudi output, the increased buying by China, and the H…
Week Ahead: BOJ and Fed may Pay Heavy Price if They Disappoint the Market Week Ahead: BOJ and Fed may Pay Heavy Price if They Disappoint the Market Reviewed by Marc Chandler on September 12, 2026 Rating: 5
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Week Ahead: Yen in Play, ECB Hikes, and US CPI to Impact FOMC

September 05, 2026
The G20 and Shanghai Cooperation Council held their respective summits. The American agenda was to convince countries to take a harder stand against Chinese exports while still threatening some members with sanctions due to trade or facilitating trade with Iran, including airlines. The G20 failed to agree on a statement.  Media accounts blamed Chi…
Week Ahead: Yen in Play, ECB Hikes, and US CPI to Impact FOMC Week Ahead: Yen in Play, ECB Hikes, and US CPI to Impact FOMC Reviewed by Marc Chandler on September 05, 2026 Rating: 5
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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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