New York Open Briefing: Wednesday, September 30, 2026
The New York session opens with mixed sentiment across global markets. European equities are lower, with the DE40 down 0.90% and the UK100 down 0.44%. In contrast, the JP225 closed higher by 0.74%. In FX, GBP shows strength, with GBPJPY up 0.67% and GBPUSD up 0.45%. Gold, XAUUSD, is also higher by 0.43%. Over the past 24 hours, GBP leads currency strength at +0.42%, followed by JPY at +0.16% and USD at +0.06%. The AUD is the weakest at -0.47%. The overall risk meter stands at -0.22, indicating a slight risk-off tone. Retail books show a 20 point disagreement on EURGBP positioning.
Earlier releases saw the USD ADP Nonfarm Employment Change come in at 90K, significantly above the 41K consensus, a +119.5% surprise. German inflation figures also exceeded expectations, with Germany CPI y/y at 3.3% versus 2.7% consensus, and Germany HICP m/m at 0.6% versus -0.2% consensus. India’s External Debt was reported at 778.2B, slightly above the 773.1B consensus.
Looking ahead in the New York session, traders will monitor the MNI Chicago Business Barometer (USD, High) at 13:45 UTC, followed by the EIA Crude Oil Stocks Change (USD, High) at 14:30 UTC, with a consensus of -0.701M. President Trump Speaks (USD, Medium) is scheduled for 19:30 UTC. Later, the BoJ Tankan reports (JPY, Medium) will be released at 23:50 UTC.
The MNI Chicago Business Barometer is the next key data point for USD traders.
| At a glance | |
|---|---|
| Biggest moves since the previous session | DE40 -0.90%, JP225 +0.74%, GBPJPY +0.67% |
| Currency strength, 24h | GBP strongest at +0.42%, AUD weakest at -0.47% |
| Risk meter | -0.22 (mildly risk-off) |
Scheduled this session (High and Medium impact)
| Time | Ccy | Event | Impact | Consensus |
|---|---|---|---|---|
| 13:45 UTC | USD | MNI Chicago Business Barometer | High | – |
| 14:30 UTC | USD | EIA Crude Oil Stocks Change | High | -0.701M |
| 14:30 UTC | USD | EIA Cushing Crude Oil Stocks Change | Medium | 0.917M |
| 19:30 UTC | USD | President Trump Speaks | Medium | – |
| 23:50 UTC | JPY | BoJ Tankan Large Manufacturing Outlook | Medium | 16 |
| 23:50 UTC | JPY | BoJ Tankan Large All Industry Capex | Medium | 13.8% |
| 23:50 UTC | JPY | BoJ Tankan Large Manufacturing Index | Medium | 26 |
| 23:50 UTC | JPY | BoJ Tankan Large Non-Manufacturing Index | Medium | 38 |
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.