AI Market Pulse, Monday, 9 November 2026

The AI’s last read of the day on each major currency, gold, silver, oil and bitcoin.

• USD

  USD giving back post-NFP gains, DXY back below 102.00 as oil and yields slide on US-Iran peace hopes. A December Fed hike stays the anchor into Tuesday's CPI, which leans two-way.

  DXY fell about 0.4% to below 102.00 as the safe-haven bid unwound.

• EUR

  EUR bid into 1.1200 resistance on oil and US-Iran relief and a hawkish ECB, but heavy shorts and French fiscal risk make US CPI the swing factor.

  EUR/USD gained about 0.5% to around 1.1200, rebounding from Friday's 1.1130 low.

• GBP

  GBP firm on crosses after a unanimous BoE hike but two-way vs USD. GBP/USD reclaimed 1.3400 on risk relief, still below 1.3500 with a hawkish Fed and US CPI next.

  GBP/USD gained about 0.5% on Monday, bouncing from below 1.3350 to a 1.3420 session high and back above 1.3400.

• JPY

  JPY firming on hawkish BoJ minutes, a 4.6% wage beat and softer USD/yields. USD/JPY ~157.9, capped under the 158.68 200dma and 158.70–159.04 resistance; US CPI is the swing factor.

  USD/JPY slipped about 0.36% to around 157.91 as the dollar gave back its post-NFP gains.

• CHF

  CHF softer vs USD after the 165K NFP beat pushed Fed-hike odds to ~78%. USD/CHF ~0.8210 is testing UOB's 0.8205 cap, but hot Swiss CPI and haven demand keep CHF firm on the crosses.

  USD/CHF extended gains for a third straight day to around 0.8210 in Asia on Monday.

• AUD

  AUD bouncing off 7-month lows (~0.6915) on a broad USD pullback. Trend still bearish below 0.7000; US inflation data is the swing factor with Fed-hike bets already high.

  AUD/USD rebounded ~0.75% Monday from a 0.6856 low to around 0.6915.

• CAD

  CAD on the back foot: soft Oct jobs dent BoC hike odds as US payrolls lift Fed-hike bets and oil slides. USD/CAD holding ~1.41 after rebounding from 7-week lows near 1.3933.

  USD/CAD dipped toward ~1.4110 in Asia on Monday, then reversed higher in US hours even as the DXY fell.

• NZD

  NZD bounced off 19-month lows to 0.5600 on election relief, but weak NZ jobs and Fed–RBNZ divergence still cap upside. The rally looks like short-covering, not a trend change.

  NZD led G10 on Monday after the preliminary election count gave PM Luxon's governing coalition a slim majority.

• XAU/USD

  Gold bid above $4,100–4,130 despite 84% December Fed hike odds. A 6% oil rout and a softer USD are overriding the post-NFP hawkish repricing into Tuesday's CPI.

  Gold reversed Friday's NFP-driven drop. It rose more than 1.5% to above $4,130 as WTI plunged nearly 6%, dragging the USD and Treasury yields lower even while December hike odds rose to 84%.

• XAG/USD

  XAG/USD steadying near $52.40-53.00 inside a downtrend after the post-midterm squeeze. A Dec Fed hike (~78%) is mostly priced. Tuesday's CPI decides a $53.50 break or a retest of $51.25.

  Silver rose about 0.9% to ~$52.43, briefly touching near $53.00 in Asia.

• BTC/USD

  BTC news is a week stale (post-Binance-hack rebound to ~$78-79k). Hot NFP/wages tilt macro hawkish into tomorrow's CPI. Two-way, macro-driven.

  No BTC-specific news in the last 24h. The newest items are ~7.5 days old, so price action since then is unknown from these inputs.

• USOIL

  WTI heavy near $87 as US-Iran diplomacy drains the war premium. The $86.00–86.32 two-month-low zone is the line. Headline risk is two-way, with an upside tail if talks stall.

  WTI slid from about $89.60 in Asia to lows near $87.00.