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Singapore Dollar: Inflation keeps MAS cautious – Commerzbank
Commerzbank’s Dr. Henry Hao and Moses Lim note that Singapore’s August headline and core inflation both climbed to the upper half of the Monetary Authority of Singapore’s 2026 forecast range, with services, retail goods, food and utilities all contributing.
USD/SGD
Fxstreet
Thu, Sep 24
Swiss Franc: SNB on hold keeps upside in crosses – BBH
Brown Brothers Harriman notes the Swiss Franc underperformed as the Swiss National Bank (SNB) kept its policy rate at zero for a fifth straight meeting and resisted market expectations for future hikes.
USD/CHF
EUR/CHF
Fxstreet
Thu, Sep 24
US-Iran talks eye phased Hormuz deal, but leverage stalls progress
According to Reuters, US and Iranian negotiators are discussing a phased agreement to end the conflict.
WTI
Brent
Fxstreet
Thu, Sep 24
Europe: Rightward risks build – Standard Chartered
Standard Chartered argues that Europe’s political balance could shift to the right in 2027, with key elections in France, Spain, Italy and Poland. The bank highlights France’s presidential race as most critical, warning an RN victory would be market negative.
Fxstreet
Thu, Sep 24
Germany: Resilient but modest recovery – Commerzbank
Commerzbank’s Chief Economist Dr. Jörg Krämer notes that leading indicators such as the Ifo business climate index and PMIs have surprised to the upside, showing the German economy’s resilience to high energy prices and the Iran War.
Fxstreet
Thu, Sep 24
Xi pitches cooperation, friendship, and fairness amid overhanging trade war truce
China's paramount leader Xi Jinping's remarks at the White House ran to 21 lines on the wires, covering friendship, artificial intelligence (AI), counter-narcotics work and fair treatment for Chinese firms, and none of them mentioned tariffs.
Fxstreet
Thu, Sep 24
United States: Bifurcated revival with advanced sectors – ING
ING’s James Knightley and Coco Zhang argue that US manufacturing is finally reviving after years of stagnation, helped by reshoring narratives, AI-driven investment and defence spending.
Fxstreet
Thu, Sep 24
Fed's Paulson warns more hikes possible as inflation fight hardens
Philadelphia Fed President Anna Paulson crossed the wires on Thursday, signaling that further rate hikes may be needed to lower inflation. She acknowledged that the rate hike in September helped to “move policy to better inflation-fighting posture.”
Fxstreet
Thu, Sep 24
“You can’t wait too long”: BoE’s Breeden warns on rate hikes amid energy shock
Bank of England (BoE) Deputy Governor Sarah Breeden said on Thursday that it is “not at all obvious” that there is a path toward lower energy prices, according to Reuters.
GBP/USD
Fxstreet
Thu, Sep 24
Canada: Revised demographics reshape growth view – RBC
Royal Bank of Canada economist Rachel Battaglia explains that Statistics Canada’s upward revision to population data has erased earlier signs of negative growth and now shows Canada’s population rising 0.5% year-over-year in Q2.
USD/CAD
Fxstreet
Thu, Sep 24
Fed’s Hammack warns persistent inflation could make return to target harder
Cleveland Federal Reserve (Fed) President Beth Hammack warned on Thursday that inflation remains elevated in the United States (US), stressing that persistent price pressures could make the Fed’s task increasingly difficult.
US Dollar Index
Fxstreet
Thu, Sep 24
Germany: Cyclical resilience versus structural risks – ING
ING’s Carsten Brzeski highlights that Germany’s IFO index has risen for five consecutive months, pointing to a cyclical rebound and unexpected resilience in the German economy.
EUR/USD
Fxstreet
Thu, Sep 24
Swedish Krona: Riksbank hawkish hold backs currency – BBH
Brown Brothers Harriman’s (BBH) Elias Haddad reports the Swedish Krona (SEK) rallied after the Riksbank delivered a hawkish hold, keeping rates unchanged but signaling more tightening ahead.
EUR/SEK
USD/SEK
Fxstreet
Thu, Sep 24
US Initial Jobless Claims dropped to 197K last week
According to a report from the US Department of Labour (DOL) released on Thursday, the number of US citizens submitting new applications for unemployment insurance decreased to 197K for the week ending September 19.
Fxstreet
Thu, Sep 24
Reserve Bank of Australia: September hike case and path – TD Securities
TD Securities’ Macro Research team, led by Prashant Newnaha and Howard Du, expects the Reserve Bank of Australia to raise the cash rate by 25bps to 4.60% at the September meeting.
Fxstreet
Thu, Sep 24
Norges Bank: Policy rate seen elevated for longer – Nordea
Nordea’s Kjetil Olsen notes that Norges Bank raised its policy rate by 25bp to 4.5% and lifted the policy rate path, implying some risk of a further hike over the next six months.
USD/NOK
Fxstreet
Thu, Sep 24
Bank of Canada: Energy risks complicate October decision - RBC
Rachel Battaglia at Royal Bank of Canada (RBC) argues that higher backward-looking population growth implies stronger potential output, mechanically reducing pressure on the Bank of Canada (BoC) to hike rates.
Fxstreet
Thu, Sep 24
US President Trump: Super Intelligence will be a big topic of discussion
United States (US) President Donald Trump shares excitement ahead of meeting with Chinese leader Xi Jinping through a post on Truth.Social.
Fxstreet
Thu, Sep 24
US yields jump to multi-year highs on Fed tightening bets, bond market turmoil
US Treasury yields stretched to their highest levels in years on Wednesday, fuelled by a mix of rising expectations of further monetary tightening by the US Federal Reserve (Fed), following upbeat US business activity data and a poor US Treasury bond auction.
Fxstreet
Thu, Sep 24
BoE’s Dhingra says financial conditions have already done much of the tightening
Bank of England (BoE) Monetary Policy Committee (MPC) member Swati Dhingra struck a dovish tone on Thursday, highlighting signs of easing price pressures and weakness in the United Kingdom (UK) labour market, according to Reuters.
GBP/USD
Fxstreet
Thu, Sep 24
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