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Wednesday, September 30, 2026 · 1 notes

Japan industrial production

The Month-on-Month Is Agreed. The Year-on-Year Has Two Values 5.6 Points Apart.

Japan's August industrial production is agreed at −1.7% month-on-month by four publishers.

Two of them give the year-on-year as +3.4% and two give it as −2.2% — 5.6 points apart, opposite signs, same release. The consensus has three values. Australia's 4.0% CPI is a miss against the figure we published and a bullseye at FXStreet, and the Aussie sold off anyway. And the retail sales prior was revised, one day after we wrote the rule.

Tuesday, September 29, 2026 · 1 notes

EURUSD

Three of Six Calendars Have the Print. They Give Three Different Consensus Figures.

We set two tests yesterday on a US release the aggregators missed.

Sixteen hours after the print FXStreet still shows n/a and Investing.com's row is blank — but three of six calendars do carry 9.8, so our generalisation fails and we say so. The worse finding: the three pages that have it give consensus as 7.2, as 1, and as an unopened −1.0. And one calendar is serving July 2025 as its latest release.

Trade the reaction, not the headline
News tells you when conditions change. Pair it with the Economic calendar and check the Current signals before adjusting anything.