Forex Morning Briefing — 1 October 2026

Before the day's releases hit, here is the state of play across the majors. Gold (XAU/USD) climbed to 4,219 (+0.76%), while AUD/USD fell at 0.6956 (-0.47%).

Market snapshot

• EUR/USD 1.1322 (-0.17%)
• GBP/USD 1.3253 (+0.15%)
• USD/JPY 158.27 (+0.55%)
• AUD/USD 0.6956 (-0.47%)
• USD/ZAR 16.43 (+0.25%)
• Gold (XAU/USD) 4,219 (+0.76%)

What's moving markets

• UK Nationwide house prices fall 0.2% in September as annual growth halves *(ForexLive)*
• US sees China invasion of Taiwan unlikely before 2028, but trade and market risks remain *(ForexLive)*
• Asian currencies mixed as dollar holds highs, yen slips on BOJ signals *(Investing.com)*
• investingLive Asia-Pacific market news: Yen weakens,Nikkei jumps *(ForexLive)*
• Australia's August trade surplus shrinks to A$495M as data center equipment imports surge *(ForexLive)*

On today's calendar

• Thu 06:30 UTC — CHF CPI m/m — forecast 0.0%, previous 0.4%
• Thu 08:00 UTC — GBP BOE Gov Bailey Speaks
• Thu 12:30 UTC — USD Unemployment Claims — forecast 201K, previous 197K
• Thu 13:30 UTC — EUR ECB President Lagarde Speaks
• Thu 14:00 UTC — USD FOMC Member Waller Speaks
• Thu 14:00 UTC — USD ISM Manufacturing PMI — forecast 54.8, previous 54.6
• Thu 15:30 UTC — CHF SNB Chairman Schlegel Speaks
• Thu 23:30 UTC — JPY Tokyo Core CPI y/y — forecast 2.4%, previous 1.8%

Tip of the day: Risk a constant fraction, not a constant lot

Fixed-fractional sizing means position size shrinks automatically in a drawdown — the mathematical opposite of revenge trading.

Planning trades around today's events? The prop firm calculator shows how much risk per trade your daily limit actually allows.

*This briefing is generated from live market data and public news feeds for information only. It is not investment advice. Trading forex and CFDs carries a high risk of loss — read our risk disclosure.*