Briefings, Monday, 19 October 2026

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

Daily Wrap: French unrest sinks FRA40 1.39% while US tech rallies; UK jobs data up next

Equities split by region. USTEC rose 1.45% and US500 0.7% on the day, and JP225 gained 2.25%.

New York Open: Canada CPI next as USDCAD sits at the day's low; UK100 down 1.16% through London

There is no high-impact US data today. Canada's September CPI holds the 12:30 UTC slot (headline f/c 3.2% y/y vs 3% prior, 0.2% m/m vs -0.1%), followed by the BoC Business Outlook Survey at 14:30 UTC.

London Open: China data beats put AUD on top as yen softens; Canada CPI is the day's test

China's Q3 GDP (4.5% y/y vs 4.4%), retail sales (1.1% vs 0.5%) and industrial production (5.5% vs 5.4%) all beat.

Asia Open: Oil slips despite weekend Hormuz attacks; AUD leads into China GDP

The weekend Hormuz vessel attacks and Iran's 'new operational plan' warning did not produce a bid.