New York Open Briefing: Friday, September 25, 2026
The New York session opens on Friday, September 25, 2026, with several assets showing notable moves. Gold, XAUUSD, is up 0.52%, while the USTEC index has gained 0.50%. On the currency front, USDJPY has fallen 0.47%, contributing to JPY being the strongest currency over 24 hours, up 0.75%. The US Dollar is down 0.15%, and CAD is the weakest, down 0.38%. Equity indices are also higher, with the JP225 up 0.39% and the US500 gaining 0.35%. The risk meter registers at +0.04, indicating a slightly risk-on tone. Crowd positioning data shows a 10 point shift toward long on US30 and a 12 point shift toward short on XAUUSD in the last 24 hours.
Later today, a series of US Dollar data releases are scheduled for 14:00 UTC. These include the Michigan Consumer Sentiment, with consensus at 47.8 and previous at 47.8, and the Revised UoM Consumer Sentiment, with consensus at 47.4 against a previous 47.8. Traders will also watch for Michigan Consumer Expectations, consensus 45.8, previous 45.8. Inflation metrics will be in focus with Revised UoM Inflation Expectations, previous 4.6%, Michigan Inflation Expectations, consensus 4.6%, previous 4.6%, and Michigan 5-Year Inflation Expectations, consensus 3.4%, previous 3.4%.
The session concludes with the Baker Hughes US Total Rig Count, previous 595, and Baker Hughes US Oil Rig Count, previous 452, both due at 17:00 UTC.
The Michigan consumer and inflation data releases at 14:00 UTC are the primary focus for USD traders today.
| At a glance | |
|---|---|
| Biggest moves since the previous session | XAUUSD +0.52%, USTEC +0.50%, USDJPY -0.47% |
| Currency strength, 24h | JPY strongest at +0.75%, CAD weakest at -0.38% |
| Risk meter | +0.04 (balanced) |
Scheduled this session (High and Medium impact)
| Time | Ccy | Event | Impact | Consensus |
|---|---|---|---|---|
| 14:00 UTC | USD | Michigan Consumer Sentiment | Medium | 47.8 |
| 14:00 UTC | USD | Revised UoM Consumer Sentiment | Medium | 47.4 |
| 14:00 UTC | USD | Revised UoM Inflation Expectations | Medium | – |
| 14:00 UTC | USD | Michigan Consumer Expectations | Medium | 45.8 |
| 14:00 UTC | USD | Michigan Inflation Expectations | Medium | 4.6% |
| 14:00 UTC | USD | Michigan 5-Year Inflation Expectations | Medium | 3.4% |
| 17:00 UTC | USD | Baker Hughes US Total Rig Count | Medium | – |
| 17:00 UTC | USD | Baker Hughes US Oil Rig Count | Medium | – |
Times are UTC. This brief describes measured market state and the published schedule. It is not financial advice and nothing in it is a trade recommendation.