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South Korean Won: Strong exports support KRW and KOSPI – DBS
DBS Group strategists Taimur Baig and Nathan Chow expect South Korea’s August exports to stay strong near 60% year-on-year, underpinning the outlook for the KOSPI and Korean Won (KRW) even as growth moderates from June’s peak.
Fxstreet
Fri, Aug 28
BoE’s Bailey sees muted inflation effects, ahead of BoE's meeting
The Bank of England (BoE) Governor Andrew Bailey said that he doesn’t see significant second-round inflation effects in the UK, in an interview with Bloomberg TV at Jackson Hole.
Fxstreet
Fri, Aug 28
ECB Kocher says Europe economy shows momentum, threats price stability
Martin Kocher, the Governor of the Austrian National Bank and member of the European Central Bank (ECB), said in an interview with Bloomberg that Europe’s economy shows more momentum.
Fxstreet
Fri, Aug 28
Fed’s Goolsbee says inflation Is the main issue right now
The Chicago Fed President Austan Goolsbee commented on a CNBC interview at the Jackson Hole Symposium that he agreed with Fed Chair Kevin Warsh about the details of the economy, adding that “inflation is the Fed’s main issue right now.”
US Dollar Index
Fxstreet
Fri, Aug 28
Poland: Growth supported by investment rebound – ING
ING’s Adam Antoniak expects Poland’s 2Q26 GDP flash estimate to be confirmed at 3.8% year-on-year, with fixed investment rebounding strongly thanks to EU and RRF-funded projects. Private consumption is seen slowing slightly as higher fuel prices and weaker wage growth weigh on purchasing power.
EUR/PLN
Fxstreet
Fri, Aug 28
Japan: Tokyo CPI data supports BoJ hawkish stance – Societe Generale
Societe Generale’s Reo Sakida and Jin Kenzaki note that August Tokyo CPI was broadly in line with expectations, with renewed energy subsidies weighing on inflation and likely to drag on CPI through October.
Fxstreet
Fri, Aug 28
United States UoM 5-year Consumer Inflation Expectation in line with forecasts (3.3%) in August
Fxstreet
Fri, Aug 28
United States UoM 1-year Consumer Inflation Expectations came in at 4% below forecasts (4.3%) in August
Fxstreet
Fri, Aug 28
United States Michigan Consumer Expectations Index came in at 51.5, above expectations (50.6) in August
Fxstreet
Fri, Aug 28
United States Michigan Consumer Sentiment Index came in at 51.7, above expectations (51) in August
Fxstreet
Fri, Aug 28
Germany: Growth recovery stays moderate – Commerzbank
Commerzbank’s Dr. Ralph Solveen and colleagues say German GDP has surprised on the upside, expanding around 0.35% per quarter over the last three quarters, driven mainly by stronger exports to EU partners.
EUR/USD
Fxstreet
Fri, Aug 28
Canada: Economic risks and sector strains – RBC
Royal Bank of Canada (RBC) strategists analyze escalating trade tensions between Canada and the United States (US) and their impact on both economies.
USD/CAD
Fxstreet
Fri, Aug 28
Hungary: Retail data may offer upside surprise – ING
ING’s Peter Virovacz expects Hungary’s final 2Q26 GDP release to confirm a weaker-than-hoped quarter, with agriculture and construction dragging and services plus industry providing support. Investment is seen as a significant negative surprise on the demand side.
EUR/HUF
Fxstreet
Fri, Aug 28
Fed's Hammack: Time for Fed to act with rate hikes
In an interview with Bloomberg on Friday, Cleveland Federal Reserve (Fed) President Beth Hammack said that it is time for the Fed to act with rate hikes, arguing that waiting will create pain.
Fxstreet
Fri, Aug 28
Reserve Bank of New Zealand: Gradual hiking path into 2027 – TD Securities
TD Securities’ Prashant Newnaha and Howard Du expect the Reserve Bank of New Zealand (RBNZ) to raise the Official Cash Rate by 25 bps to 2.75% in September, in line with market pricing.
Fxstreet
Fri, Aug 28
European Central Bank: September hike seen with energy risks – Nomura
Nomura’s Euro area team expects the European Central Bank to raise rates by 25 basis points to 2.50% at the 10 September meeting, citing higher HICP inflation and resilient growth.
EUR/USD
Fxstreet
Fri, Aug 28
Canada’s economy surprises with 0.8% growth in the second quarter
Canada’s Gross Domestic Product (GDP) expands by 0.8% QoQ in the second quarter, according to data released by Statistics Canada on Friday. The economy accelerated significantly from the 0.1% growth recorded in the first quarter, which was revised higher from an initial estimate of 0%.
USD/CAD
Fxstreet
Fri, Aug 28
British Pound: Month-end rebalancing and UK policy mix – BNY
BNY's Geoff Yu notes that month-end rebalancing flows leave the British Pound (GBP) vulnerable, with GBP seen as particularly exposed after strong performance and stretched GBP/USD levels.
GBP/USD
Fxstreet
Fri, Aug 28
Federal Reserve: Markets eye Warsh signals – Rabobank
Rabobank’s Senior Macro Strategist Bas van Geffen notes that central bankers and market participants are focused on Jackson Hole, where FOMC Chair Warsh will give the keynote. Report highlights his aversion to forward guidance and suggests he may avoid clear policy signals.
Fxstreet
Fri, Aug 28
Platinum: Bullish bias holds as breakout test looms - OCBC
OCBC’s Christopher Wong keeps a firmer tactical bias on Platinum, favouring buy-on-dips despite a recent loss of momentum near 1860–1910. Mild bullish momentum remains intact, with key resistance at 1863–1943 and upside potential towards 2065 on a clean breakout.
Fxstreet
Fri, Aug 28
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