Sydney Open Briefing: Tuesday, September 1, 2026
Sydney opens with a mixed equity picture. Asian indices like JP225 are down 0.84%, while European DE40 also fell 0.70%. US indices were mixed, with US30 down 0.28% but USTEC gaining 0.33%. A notable release was the US Dallas Fed Manufacturing Index, which significantly surpassed expectations at 11.6 against a consensus of 2.4. This contributed to a 0.18% rise in EURUSD and a 0.21% drop in USDCAD, reflecting the 0.18% weakness in USD over the last 24 hours. The risk meter stands near neutral at +0.02.
In other releases, US 6-Month Bill Auction yielded 3.885% and the 3-Month Bill Auction 3.77%. France also saw its 12-Month BTF Auction at 2.86%, 6-Month at 2.655%, and 3-Month at 2.533%. Looking ahead in the Asian session, Japan’s Capital Spending y/y is due at Mon 23:50 UTC, with consensus at 1%, followed by the 10-Year JGB Auction at Tue 03:35 UTC. China’s Caixin Manufacturing PMI is expected at Tue 01:45 UTC, with consensus at 51.4.
Later in the European session, traders will monitor Germany’s Retail Sales m/m and the Germany Bbk Executive Board Member Mauderer Speech, alongside Spain’s S&P Global Manufacturing PMI. The UK’s Nationwide HPI y/y is also scheduled for Tue 06:00 UTC.
The primary focus for the upcoming European session will be the Eurozone CPI y/y at Tue 09:00 UTC, with consensus at 3.1%.
| At a glance | |
|---|---|
| Biggest moves since the previous session | JP225 -0.84%, DE40 -0.70%, USTEC +0.33% |
| Currency strength, 24h | CAD strongest at +0.24%, USD weakest at -0.18% |
| Risk meter | +0.02 (balanced) |
Scheduled this session (High and Medium impact)
| Time | Ccy | Event | Impact | Consensus |
|---|---|---|---|---|
| 23:50 UTC | JPY | Capital Spending y/y | Medium | 1% |
| 01:45 UTC | CNY | Caixin Manufacturing PMI | Medium | 51.4 |
| 03:35 UTC | JPY | 10-Year JGB Auction | Medium | – |
| 06:00 UTC | GBP | Nationwide HPI y/y | Medium | 1.8% |
| 06:00 UTC | EUR | Germany Retail Sales m/m | Medium | -0.4% |
| 06:30 UTC | EUR | Germany Bbk Executive Board Member Mauderer Speech | Medium | – |
| 07:15 UTC | EUR | Spain S&P Global Manufacturing PMI | Medium | 49.7 |
| 09:00 UTC | EUR | CPI y/y | High | 3.1% |
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.