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Week Ahead: Five G10 Central Banks Meet and Reserve Bank of New Zealand and the Bank of Canada are Most Likely to Hike Week Ahead: Five G10 Central Banks Meet and Reserve Bank of New Zealand and the Bank of Canada are Most Likely to Hike Reviewed by Marc Chandler on October 24, 2026 Rating: 5
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Week Ahead: Rates, AI, and Oil

October 17, 2026
In understanding and anticipating exchange rate movement we often privilege interest rates and the drivers of capital flows instead of trade flows. However, a new player may have entered the game. Or perhaps, more aptly, left the game. The AI meme may have cracked. From 30k feet, the semiconductor index illustrates this. The index fell by more tha…
Week Ahead: Rates, AI, and Oil Week Ahead: Rates, AI, and Oil Reviewed by Marc Chandler on October 17, 2026 Rating: 5
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Week Ahead: Firm US CPI and Unresolved European Challenges Despite Deal with Beijing may Drive Markets Week Ahead: Firm US CPI and Unresolved European Challenges Despite Deal with Beijing may Drive Markets Reviewed by Marc Chandler on October 10, 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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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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