New York Open Briefing: Thursday, September 17, 2026
Good morning, traders. As the New York session opens on Thursday, September 17, 2026, market sentiment shows a risk-on tone with the Risk Meter at +0.29. Gold, XAUUSD, has seen a +1.47% gain since the reference point, while equities like the JP225 are up +1.22%, USTEC +0.73%, and US500 +0.43%. NZDUSD also moved +0.38% higher, and UK100 gained +0.33%. The US Dollar is the strongest currency over the past 24 hours, up +0.53%, while CHF is the weakest, down -0.37%.
Initial Jobless Claims from the US were released, coming in at 206K, slightly below the consensus of 207K. Looking ahead, the US will hold a 10-Year TIPS Auction at 17:00 UTC today, with the previous yield at 2.438%. Later in the session, New Zealand’s Trade Balance 12-Months data is due at 22:45 UTC, with a consensus of -5.123B. RBA Governor Bullock is scheduled to speak at 23:30 UTC, followed by Japan’s CPI excl. Food and Energy y/y at 23:30 UTC, with a consensus of 1.6%.
Crowd positioning shows a shift on USDJPY, with the book moving 11pt toward short in the last 24 hours. EURGBP also saw a shift, with the book moving 8pt toward short. On XAUUSD, retail books disagree by 26 points, and the crowd book moved 8pt toward short in the past 24 hours.
Traders will be watching the 10-Year TIPS Auction closely during this session.
| At a glance | |
|---|---|
| Biggest moves since the previous session | XAUUSD +1.47%, JP225 +1.22%, USTEC +0.73% |
| Currency strength, 24h | USD strongest at +0.53%, CHF weakest at -0.37% |
| Risk meter | +0.29 (risk-on) |
Scheduled this session (High and Medium impact)
| Time | Ccy | Event | Impact | Consensus |
|---|---|---|---|---|
| 17:00 UTC | USD | 10-Year TIPS Auction | Medium | – |
| 22:45 UTC | NZD | Trade Balance 12-Months | Medium | -5.123B |
| 23:30 UTC | AUD | RBA Gov Bullock Speaks | Medium | – |
| 23:30 UTC | JPY | CPI excl. Food and Energy y/y | Medium | 1.6% |
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.