Philadelphia Fed August general activity 47.4 from 41.4, highest since April 2021. Factory forecast 24.1. FXStreet 25. They are not averaged. Claims 206K vs 210K. DOL previous revised 209K to 212K. FXStreet event still shows 209K.
Gold reclaims $4,522 after an American-session low at $4,456. Friday's Asian daily is around $4,530.
EUR/USD trades right above 1.1700 after Thursday's American session. Friday's Asian tape is around 1.1680.
Bloomberg: 10-year yield +4bp to 6.86%. Five-year +8bp. Aug 3-5 minutes. Gupta: a hike case may emerge. Malhotra: broad-based price pressures may need a tighter response.
Bloomberg exclusive, people familiar: tentative deal would lower Canadian steel and aluminum tariffs to 25% and non-US auto content to 15%. Friday deadline. Mexico wants comparable relief.
Bloomberg: Foreign Ministry spokesman Lin Jian said sanctions and pressure will not help resolve Iran. China buys more than 90% of Iran’s oil exports. UAE cut ties this week.
Bloomberg: Hui Ka Yan sentenced to life. Assets confiscated. Hong Kong-listed Evergrande fined 8.82 billion yuan. Hengda Real Estate 7 billion yuan. 56 others sentenced, including his sons. Xinhua: circumstances particularly heinous.
UK CBI Industrial Trends Orders August −25 versus forecast −40, previous −45. Trading Economics calendar matches. No CBI.org 20 Aug 2026 release.
EUR/CAD around 1.6110 Thursday European hours, snaps a three-day winning streak. CAD bid on crude. German PPI and ING’s €1.1 trillion inflow already on the site.
UOB Quek Ser Leang and Lee Sue Ann: EUR/USD closed 1.1677, +0.89%, a three-month high. Room toward 1.1725. 24-hour 1.1635/1.1700. Support 1.1600. Bank note, not a news recut.
USD/INR corrects to near 95.62 Thursday after the Treasury long-end buyback. DXY seven-week low 98.77 Wednesday. 30-year near 5.18%, 10-year near 4.64%. OCBC: INR lags Asia on oil. September hold stays 65.4%.
WTI consolidates around $86 in the Asian session. The Bessent geo printed $87.13. Last night just short of $88. Those are three stamps.