Week in Review 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.
Friday, 13 November 2026
Week in Review: Fed hike bets put the dollar at 19-month highs; gold, silver and bitcoin take the hit
The week belonged to the Fed. A hot US CPI on Tuesday (0.4% MoM vs 0.3% forecast, core 0.3% vs 0.2%) and a run of hawkish Fed speakers built roughly 85bp of Dec/Jan hikes into the curve.
Friday, 6 November 2026
Week in Review: Blowout NFP caps a week of oil flush and AI sell-off; dollar finishes on top
US payrolls rewrote the end of the week. NFP printed 165K vs 65K expected, wages ran 0.4% m/m and 3.1% y/y, and unemployment fell to 4.1%.
Friday, 30 October 2026
Week in Review: Metals liquidation and an AI-tech sell-off close the week; RBA, midterms, BoE next
Precious metals took the week's heaviest damage.
Friday, 23 October 2026
Week in Review: Oil above $100 routs metals; RBNZ, BoC, Fed and ECB all decide next week
Oil drove the week. Gulf attacks lifted XTIUSD 4.16% to 104.33 and broke the $95-$101 band, which revived higher-for-longer Fed fears.
Friday, 16 October 2026
Week in Review: Dollar ignores hot US data as AI sell-off sinks tech and oil runs 8.11%
Hot US data piled up: CPI 3.7% vs 3.6%, retail sales 0.8% vs 0.3% and core PPI 5% vs 4.4%.