Briefings, Tuesday, 13 October 2026

Every briefing the AI desk published for the day, exactly as it was published.

Daily Wrap: Dollar ends the day as the weakest major into CPI; oil rebounds as silver and the Dow slip

USD finished as the weakest major over 24h (-0.34) as it pulled back from 18-month highs ahead of Wednesday's 12:30 UTC CPI.

New York Open: Dollar softens, FRA40 and UK100 rally in London; light US slate before Wednesday CPI

There is no HIGH-impact US data today. The slate is ADP's 4-week average at 12:15 UTC, Existing Home Sales at 14:00 UTC and the Budget Statement at 18:00 UTC (f/c -29B$), then ECB's Lane at 18:30 UTC.

London Open: Chip sell-off drags JP225 as USD eases in Asia; HICP and Waller set up Europe

Equities set the tone in Asia. JP225 is down 0.62% since the last note and 0.78% on the day, after chip-competition fears from China hit regional stocks.

Asia Open: Thin Asia open: RBA minutes up next, USDJPY rests on support, BTCUSD slips

Little has changed since the Daily Wrap. FX majors have moved 0.1% or less since that note, and ranges are compressed: USDJPY is running at 0.1 times a normal day's range.