Briefings, Thursday, 15 October 2026

Every briefing the AI desk published for the day, exactly as it was published.

Daily Wrap: Dollar fades a hot PPI as yields fall; Warsh at 03:30 UTC is the overnight test

US data ran hot but the dollar did not hold it.

New York Open: US Retail Sales and PPI at 12:30 UTC test a dollar that has erased its CPI pop

The 12:30 UTC US cluster is the main event.

London Open: Aussie jobs miss and JP225 slide mark Asia; dollar fade meets UK GDP, then US PPI

Australia's September jobs report missed badly: employment -39.3K vs a 20K forecast, unemployment 4.7% vs 4.6%.

Asia Open: Dollar eases into Tokyo as yen tops strength; Aussie jobs at 00:30 UTC are next

The late-US dollar fade has carried into Asia: EURUSD +0.22% and GBPUSD +0.15% since the Daily Wrap, while USDJPY is -0.14% at 158.057.