Sunday preview of a week where corporate America goes head-to-head with the currency market. Earnings season opens The big banks report starting Tuesday, kicking off the third-quarter season. Expectations are moderate — single-digit growth — which paradoxically raises the bar: after two consecutive seasons of beats, the market now treats outperformance as the default. Guidance […]
Sunday chartbook — a quick map of the levels that matter into the week’s final stretch. FX EUR/USD: 1.1354 is the floor (June/September triple-tested); below it, 1.1325 then 1.1200. Resistance: 1.1480, the breakdown that started the current leg. USD/JPY: 152.90 below is the year’s most important line; 158.99 above is the recovery ceiling. GBP/USD: 1.3210 […]
Sunday preview of a week that could set the tone for the rest of 2026. The Federal Reserve and the ECB both meet within four days of each other, bracketing the month’s most consequential data. Markets enter the stretch with the dollar near its highs, gold near 4,400, equities at records, and bitcoin at $78,000 […]