New York Open Briefing: Tuesday, August 25, 2026
The New York session opens with a generally positive tone across global equities, as the USTEC is up 0.65%, the JP225 gained 0.63%, the DE40 rose 0.53%, the US30 is higher by 0.43%, and the US500 advanced 0.34%. This comes alongside a Risk Meter reading of +0.26, indicating a slight risk-on sentiment. The USDCHF pair has seen a -0.12% move. In the last 24 hours, the NZD has shown the most strength at +0.12%, while the AUD is the weakest, down -0.10%. The USD has gained +0.07%.
Early in the session, traders are noting the release of US housing data, with the S&P/CS HPI Composite-20 y/y showing a consensus of 1.7% against a previous 1.6%, and the S&P/CS HPI Composite-20 n.s.a. m/m at a consensus of 0.6% following a previous 0.9%. Looking ahead, high impact data for the Antipodean currencies is scheduled, with New Zealand’s Employment Change q/q due at 22:45 UTC. Australia will release its Monthly CPI Indicator y/y, with a consensus of 3.3% from a previous 3.8%, along with Trimmed Mean CPI m/m at a consensus of 0.4% from 0.3%, and CPI m/m at 0.9% from -0.1%, all at 01:30 UTC on Wednesday. The CPI q/q for Australia is also due at that time.
In terms of market positioning, the crowd shift on XAUUSD has seen the book move 8pt toward long over the past 24 hours. Retail books currently show a 23 point disagreement on EURJPY.
The primary focus for traders during the New York session remains the CB Consumer Confidence Index (USD), scheduled for release at 14:00 UTC, with a consensus forecast of 91.8 following the previous 90.8.
| At a glance | |
|---|---|
| Biggest moves since the previous session | USTEC +0.65%, JP225 +0.63%, DE40 +0.53% |
| Currency strength, 24h | NZD strongest at +0.12%, AUD weakest at -0.10% |
| Risk meter | +0.26 (risk-on) |
Scheduled this session (High and Medium impact)
| Time | Ccy | Event | Impact | Consensus |
|---|---|---|---|---|
| 13:00 UTC | USD | S&P/CS HPI Composite-20 y/y | Medium | 1.7% |
| 13:00 UTC | USD | S&P/CS HPI Composite-20 n.s.a. m/m | Medium | 0.6% |
| 14:00 UTC | USD | CB Consumer Confidence Index | High | 91.8 |
| 22:45 UTC | NZD | New Zealand Employment Change q/q | High | – |
| 01:30 UTC | AUD | Australia Monthly CPI Indicator y/y | High | 3.3% |
| 01:30 UTC | AUD | Trimmed Mean CPI m/m | High | 0.4% |
| 01:30 UTC | AUD | CPI m/m | High | 0.9% |
| 01:30 UTC | AUD | Australia CPI q/q | High | – |
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.