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Russia Industrial Output came in at 0.4% below forecasts (0.7%) in July
Russia Industrial Output came in at 0.4% below forecasts (0.7%) in July
Polish Zloty: Policy divergence weighs on PLN against Euro – ABN AMRO
ABN AMRO’s Georgette Boele highlights that EUR/PLN has risen as interest rate expectations diverge between the Eurozone and Poland.
Australian Dollar stumbles as hot Australian CPI runs into a firmer US Dollar
AUD/USD is trading around 0.7170 on Wednesday, down slightly after a hot Australian inflation print ran straight into a firmer US Dollar.
Taiwan: AI boom sustains exceptional growth – Commerzbank
Commerzbank’s Dr. Henry Hao and Charlie Lay underscore that Taiwan’s industrial production and exports are surging on AI and high-performance computing demand. July manufacturing output and export orders point to Q3 GDP growth around 12–12.5% year-on-year, after 12.9% in Q2.
Canadian Dollar falls despite Oil gains as trade tensions take center stage
USD/CAD rises 0.30% on Wednesday, trading around 1.3880 at the time of writing.
United States EIA Gasoline Stocks Change fell from previous 0.688M to -2.536M in August 21
United States EIA Gasoline Stocks Change fell from previous 0.688M to -2.536M in August 21
Canada: Trade shock and GDP drag – TD Securities
TD Securities’ Robert Both analyzes the impact of new Section 338 US tariffs and Canada’s retaliation on the Canadian economy. The report estimates the combined measures will trim about 0.3 percentage points from GDP by 2027, with growth effects concentrated in late 2026.
Neither a confirmed hike nor a guaranteed pause: Why the Australian Dollar is climbing toward 0.7200
The Australian Dollar (AUD) is outperforming across global FX markets following higher-than-expected Consumer Price Index (CPI) data for July, which sharply lifted expectations for additional Reserve Bank of Australia (RBA) interest-rate hikes.
Germany: GDP Recovery strengthens outlook – Deutsche Bank
Deutsche Bank expects Germany’s stronger-than-expected H1 2026 GDP performance to lift annual growth closer to 1% from the previous 0.5% forecast. Near-term transport headwinds should remain contained as Rhine water levels recover, although Q3 growth could temporarily stall.
Aluminium: Midwest premium to stay elevated – ING
ING Commodities Strategist Ewa Manthey analyses US aluminium policy and market structure, highlighting that Washington’s amended Section 232 tariffs aim to incentivize domestic smelting but will not quickly resolve the supply shortfall.
Canadian Dollar: Trade dispute risks weigh on Canada – BNY
BNY’s Geoff Yu reports that Washington is considering further trade penalties against Canada after Ottawa’s dollar-for-dollar retaliation to new U.S. tariffs. Canada plans to double counter-tariffs on U.S. steel and aluminum and add new duties on a range of goods.
United States Core Personal Consumption Expenditures (QoQ) above forecasts (3.4%) in 2Q: Actual (3.7%)
United States Core Personal Consumption Expenditures (QoQ) above forecasts (3.4%) in 2Q: Actual (3.7%)
United States Durable Goods Orders ex Defense climbed from previous 0.3% to 1.3% in July
United States Durable Goods Orders ex Defense climbed from previous 0.3% to 1.3% in July