Here are today's directional views from the global research desks of Trading Central! These are starting points for your own research to identify opportunities that make sense for you.
If you no longer wish to receive this alert via e-mail, you can unsubscribe.
Newsletter Header
 
Daily Market Insights
October 1, 2026
 
   
 
Market Wrap
Economic Calendar
 
 
 
 
Web TV from Trading Central
 
 
 
USD/JPY Intraday: Further Upside Expected
 
From an intraday perspective, USD/JPY is showing upside momentum.
 
WATCH NOW
 
 
     
Banner Ad
     
  Market Wrap  
 
  Market Wrap: Stocks, Bonds, Commodities  
 
 
On Wednesday, the Nasdaq 100 added 69 points (+0.23%) to 30,408, up for a second session, while the S&P 500 declined 19 points (-0.25%) to 7,651 and the Dow Jones fell 443 points (-0.86%) to 50,906, with both posting a three-session losing streak.

On a monthly basis, the Nasdaq 100 gained 3.23% in September, extending its rebound to a second month. The Dow Jones lost 4.29%, halting a five-month winning streak.

U.S. data showed that the core personal consumption expenditures (PCE) price inflation rate slowed to 0.2% month-on-month and 3.0% year-on-year in August, both lower than expected.

Separately, second-quarter gross domestic product (GDP) growth was revised up to 2.2% annualized from the 1.5% previously estimated.

The U.S. 10-year Treasury yield still climbed 5.5 basis points to 5.289%, lingering near its highest level since 2007.

According to the CME FedWatch Tool, traders now see the odds of another 25-basis-point rate hike in October at about 37%, down from roughly 51% a session earlier.

Apple (AAPL) rebounded 1.10% after falling for two sessions, while Meta Platforms (META) retreated 1.84%.

Semiconductor stocks closed mixed. Intel (INTC) rose 3.71% and Advanced Micro Devices (AMD) added 0.69%, while Broadcom (AVGO) lost 1.10% and Arm Holdings (ARM) was down 1.37%.

Micron Technology (MU) closed flat and was little changed in extended trading. The chipmaker reported better-than-expected results for its fiscal fourth quarter, with revenue soaring to 54.2 billion dollars from 11.3 billion dollars a year earlier. The company also gave upbeat guidance for its fiscal first quarter.

Hewlett Packard Enterprise (HPE) gained 3.90% after raising its networking growth outlook and announcing an order worth 1.2 billion dollars for artificial intelligence (AI) infrastructure from cloud provider Vultr.

Moderna (MRNA) dropped 5.35% after Citigroup downgraded the biotech firm to "sell", citing rich valuation.

European stocks closed lower, with the DAX 40 declining 0.79%, the CAC 40 down 0.89%, and the FTSE 100 down 0.29%.

U.S. WTI crude futures added 1.04 dollars (+1.16%) to 90.42 dollars a barrel.

Spot gold retreated 24 dollars to 4,157 dollars an ounce.
 
 
  Market Wrap: Forex  
 
 
The U.S. dollar remained firm despite softer-than-expected inflation data and lower expectations for an October rate hike. EUR/USD declined 12 pips to 1.1329, while USD/JPY rose 12 pips to 157.40.

Both Germany (3.3% year-on-year) and France (3.0% year-on-year) reported accelerating and higher-than-expected price inflation in September.

GBP/USD gained 32 pips to 1.3263. U.K. data showed that second-quarter GDP growth was revised up to 0.5% quarter-on-quarter from the 0.4% previously estimated, lifting expectations for an interest rate hike by the Bank of England by year-end.

AUD/USD fell 42 pips to 0.6943.

USD/CHF climbed 19 pips to 0.8358, and USD/CAD advanced 42 pips to 1.4231.

Bitcoin held stable at 83,600 dollars.
 
 
  Morning Trading  
 
 
In Asian trading hours, AUD/USD was little changed at 0.6946. Australia's trade surplus for August narrowed to 495 million Australian dollars (vs 2.0 billion Australian dollars estimated).

Meanwhile, USD/JPY bounced to 158.12. The Bank of Japan's third-quarter Tankan headline large manufacturers index rose to 24 (vs 25 expected, 22 in the prior quarter).

EUR/USD remained subdued at 1.1325, while GBP/USD eased to 1.3255.

Gold edged up to 4,162 dollars.

Bitcoin was broadly flat at 83,462 dollars.
 
 
  Expected Today  
 
 
The eurozone's jobless rate is expected to be unchanged at 6.4% in August.

In the U.S., weekly initial jobless claims are estimated at 200,000, while the ISM Manufacturing Index is expected to climb to 55.0 in September.
 
 
Banner Ad
     
  Economic Calendar  
 
  Economic Calendar    
 
Time (UTC+2) Event Forecast Importance
 
01:50
JP
Tankan Large Manufacturers Index (Q3)
25
High
 
 
01:50
JP
Tankan Large Non-Manufacturing Index (Q3)
36
High
 
 
01:50
JP
BoJ Summary of Opinions
Medium
 
 
01:50
JP
Tankan Non-Manufacturing Outlook (Q3)
30
Medium
 
 
01:50
JP
Tankan Large Manufacturing Outlook (Q3)
22
Medium
 
 
08:00
GB
Nationwide Housing Prices MoM (Sep)
0%
Medium
 
 
08:00
GB
Nationwide Housing Prices YoY (Sep)
1.3%
Medium
 
 
09:00
EA
ECB General Council Meeting
Medium
 
 
09:45
IT
S&P Global Manufacturing PMI (Sep)
50
Medium
 
 
10:00
IT
Unemployment Rate (Aug)
5.7%
High
 
 
11:00
EA
Unemployment Rate (Aug)
6.4%
High
 
 
14:30
US
Initial Jobless Claims (Sep/26)
200k
High
 
 
15:05
US
Fed Barkin Speech
Medium
 
 
15:05
US
Fed Schmid Speech
Medium
 
 
15:05
US
Fed Collins Speech
Medium
 
 
15:30
CA
S&P Global Manufacturing PMI (Sep)
52.9
Medium
 
 
16:00
US
ISM Manufacturing PMI (Sep)
55
High
 
 
16:00
US
ISM Manufacturing Employment (Sep)
51.5
Medium
 
 
00:45
US
Fed Logan Speech
Medium
 
 
     
 
 
Download the MetaTrader plugin for Trading Central
 
 
     
 
 
  Twitter   LinkedIn   Instagram   FaceBook   YouTube   Telegram  
 
 
 
 
If you no longer wish to receive this alert via e-mail, you can unsubscribe.

TRADING CENTRAL Terms and conditions

The information provided does not constitute, in any way, a solicitation or incentive to buy or sell securities and similar products. Comments and analysis reflect the views of TRADING CENTRAL at any given time and are subject to change at any time. Moreover, they can not constitute a commitment or guarantee on the part of TRADING CENTRAL. The recipient acknowledges and agrees that by their very nature any investment in a financial instrument is of a random nature and therefore any such investment constitutes a risky investment for which the recipient is solely responsible. It is specified that the past performance of a financial product does not prejudge in any way their future performance. The foreign exchange market and financial derivatives such as futures, CFDs (Contracts for Difference), warrants, turbos or certificates involve a high degree of risk. They require a good level of financial knowledge and experience. TRADING CENTRAL recommends the consultation of a financial professional who would have a perfect knowledge of the financial and personal situation of the recipient of this message and would be able to verify that the financial products mentioned are adapted to the said situation and the financial objectives pursued. TRADING CENTRAL recommends reading the "risk factors" section of the prospectus for any financial product mentioned.

Some translations have been generated or assisted by artificial intelligence (AI) tools. While efforts have been made to ensure accuracy and clarity, the translations may not be perfect. Users are encouraged to consult a native speaker or professional translator for critical or sensitive content.

Head of Research at TRADING CENTRAL: Rémy GAUSSENS

TRADING CENTRAL is governed by the code of conduct of the association ANACOFI-CIF, association approved by the Financial Markets Authority and registered with ORIAS under number 17005458.

In the United States, TRADING CENTRAL AMERICAS, INC. is a Registered Investment Adviser (RIA) with the U.S. Securities and Exchange Commission (SEC) under IARD/CRD number 801-67210. Services are provided in the United States by TRADING Central Americas, Inc. TRADING Central will provide a copy of its most recent written disclosure statement without charge upon written request. Notwithstanding the foregoing paragraphs, nothing herein shall constitute a waiver or limitation of any U.S. person's rights under relevant U.S. federal or state laws.

In Asia, TRADING CENTRAL ASIA LTD has received a license (number AWI815) from the Hong Kong-based Securities and Futures Commission (SFC) to conduct “Type 4” and “Type 5” regulated activities (Advising on Securities and Futures).

TRADING CENTRAL recommends that you read the legal and regulatory information and warnings about the information provided by visiting the following link : terms_of_use_web_sites_en.pdf

Headquarters of the publisher : TRADING CENTRAL SA, 11 bis rue Scribe, 75009 Paris
RCS : PARIS B 423 512 607 VAT N° FR 174 235 12607
 
 
 
 
Client Logo
 
CMS Prime Ltd
5th Floor, The Core, No. 62 ICT Avenue,
Cybercity, Ebene, Mauritius
Trading Central