Daily Wrap briefings
The AI desk’s notes at the Asia, London and New York opens, the Daily Wrap after the close, and the Week Ahead and Week in Review.
Thursday, 12 November 2026
Daily Wrap: Gold drops 2.89% to a yearly low as Fed-hike bets keep the dollar on top
The dollar stayed in charge into the close.
Wednesday, 11 November 2026
Daily Wrap: Dollar ends the day at yearly highs as gold loses $4,000 and USDJPY sits just under 160
The dollar finished the FX day on top. USD leads our strength table at 0.55 with CHF bottom at -0.54.
Tuesday, 10 November 2026
Daily Wrap: Hot US CPI lifts the dollar across the board; gold -2.46% and silver -3.34% on day
US October CPI ran hot. Headline came in at 0.4% m/m vs 0.3% forecast and core at 0.3% vs 0.2%.
Monday, 9 November 2026
Daily Wrap: WTI down 4.63% on Iran-deal hopes as USD sinks; US500 up 2.63% before Tuesday's CPI
Oil set the tone. XTIUSD fell 4.63% on the day to 86.67 after Trump called further Iran strikes 'highly unlikely' and Iraq secured US agreement to resume Hormuz exports.
Thursday, 5 November 2026
Daily Wrap: Tech rout hits stocks: US500 -4.94%, USTEC -7.08%; yen leads FX; NFP next
Equities had their worst day in a while. US500 -4.94%, USTEC -7.08%, US30 -4.13% and JP225 -9.37% on the day, with US500's range 4.8 times normal.
Wednesday, 4 November 2026
Daily Wrap: Oil sinks 8.9% and stocks rally as the midterm sweep hits the dollar; BoE up next
The Democrats' midterm sweep set the day.
Tuesday, 3 November 2026
Daily Wrap: NZ jobs miss sinks the kiwi as US data beats; midterm results land overnight
US data beat: JOLTS 7.523M (f/c 7.13M) and Factory Orders 1.8% (f/c 1.2%).