USD/CAD near 1.3815 after a 1.3835 high as the loonie firms and WTI extends near $97.20. FedWatch ~64% chance of a 25 bp hike on this stamp; DXY ~98.96.
GBP/USD under pressure near 1.3525 (−0.17%) as hot PPI keeps a September Fed hike in play. FedWatch nearly 70% chance of a 25 bp increase; Brent above $100.
USD/INR hits a fresh 10-day high at 95.47 as oil extends its rally on intact US–Iran tensions. RBI still intervening in spot and NDF; FCNR mobilisation stamped at $136.38bn.
AUD/USD eases to the 0.7160 area (tech 0.7167) from a ~0.7220 peak as hot PPI firms the dollar. China ~$54B financial stimulus and RBA hike bets still support; oil near $100.
USD/JPY advances near 154.15 (+0.40%) as hot PPI (5.4% YoY) and claims at 206K lift the dollar. FedWatch nearly 70% chance of a rate hike on this stamp, up from about 61% pre-data.
EUR/USD near 1.1604 (−~0.25% on the day) despite the ECB’s +25 bp hike, as August PPI YoY 5.4% beat the 5.3% forecast and lifted the dollar. DXY ~99.10; claims 206K. Stamps kept separate — not averaged.
AUD/JPY near 110.70 in Europe on a fourth losing day as ME risk aversion weighs. Oil feeding Aussie inflation/RBA hike talk; Masu hawkish overnight; AU 10y ~5.27% and JP 10y ~2.93% stamped separate.
EUR/USD holds above 1.1630 with rallies capped below Wednesday’s ~1.1654 highs ahead of the ECB. Deposit hike consensus 2.50% from 2.25%; Germany final HICP in line.
GBP/USD strengthens to around 1.3555 in early Europe as the dollar softens after Treasury’s ~$6B longer-term buyback. Markets eye US PPI later.
USD/INR hits a fresh 10-day high at 95.31 as oil keeps rising. Pair ~95.19 near the 20-EMA; RBI spot/NDF intervention still limited relief; SocGen stamps $136.38bn FX mobilisation including FCNR(B).
Reuters poll: ~97% (66 of 68) expect a BoJ hike to 1.25% on Sep 18. Masu says continue raising rates given accommodative conditions. Intervention/Bessent barrier-cut stamps split 82% vs >80% — not averaged.
AUD/USD hit fresh four-month highs at 0.7237 on broad USD weakness and China August CPI 0.4% m/m, then eased near 0.7220 as Gulf hostilities and rallying oil capped the Aussie.