$-119.6B (July) vs previous $-118.8B

Gold maintains its bid tone heading into the European session, though it remains below $4,450 amid mixed fundamental cues. Sliding US bond yields and Wednesday’s soft US ADP report weigh on the US Dollar, assisting the commodity build on the previous day’s goodish recovery from a nearly four-week low. That said, firming US Federal Reserve rate-hike expectations and inflation…

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Canadian Dollar Rally on Shaky Ground as Trade War Escalates. Forecast as of 03.09.2026

2026.09.03 2026.09.03 Canadian Dollar Rally on Shaky Ground as Trade War Escalates. Forecast as of 03.09.2026 Dmitri Demidenkohttps://www.litefinance.org/blog/authors/dmitri-demidenko/ Canada has found itself embroiled in a trade war with a giant like the US. Instead of supporting exporters, its central bank seems poised to make their lives even harder by raising the overnight rate. Let’s discuss the potential implications for…

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Japanese Yen extends rally, markets await US data

Here is what you need to know on Thursday, September 3: The Japanese Yen (JPY) continues to gather strength against its major rivals in the European session on Thursday, building on Wednesday’s impressive rally. In the second half of the day, the US economic calendar will feature weekly Initial Jobless Claims data and the Institute for Supply Management’s (ISM)…

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US Dollar Retreats as Fed Hike Bets Fade. Forecast as of 03.09.2026

2026.09.03 2026.09.03 US Dollar Retreats as Fed Hike Bets Fade. Forecast as of 03.09.2026 Dmitri Demidenkohttps://www.litefinance.org/blog/authors/dmitri-demidenko/ A glimmer of hope for de-escalation in the Middle East, combined with a slowdown in US hiring and neutral rhetoric from FOMC officials, has allowed the EUR/USD pair to regain its footing. However, can the rebound last? Let’s examine the outlook and develop…

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Nordic outlook – New sources of growth

Highlights Consumer demand in many countries is dented by higher energy prices, but other sources, not least AI-related investments, largely offset this. Broadly speaking, we expect growth, inflation and unemployment to converge around structural levels, although with major risks not least related to energy supplies. The Swedish and Finnish economies are recovering, while Denmark’s high growth rate masks a…

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