CWG Market Update: US Dollar Index Breaks Above 101, Gold Consolidates at Lower Levels; Markets Focus on US Employment and Housing Data
At the 08:20 Beijing cutoff, gold bid was 4,254.20 and delayed DXY was 101.04. EUR/USD, GBP/USD, AUD/USD and USD/JPY were 1.1378, 1.3230, 0.7009, 157.55. Times and sessions differ; not a synchronized
Market overview
At the 08:20 Beijing cutoff, gold bid was 4,254.20 and delayed DXY was 101.04. EUR/USD, GBP/USD, AUD/USD and USD/JPY were 1.1378, 1.3230, 0.7009, 157.55. Times and sessions differ; not a synchronized snapshot.
Key takeaway
Verified Monday-morning references show gold and the latest available DXY reference both lower: the gold bid was 4,254.20, down 0.70%, while DXY was 101.04, down 0.25%. EUR/USD, GBP/USD and AUD/USD fell, while USD/JPY rose 0.17%. DXY is a delayed Friday quote and the other references are later, so this is not a synchronized snapshot. [S1-S6]
Core market data
| Asset | Latest | Change | Interpretation |
|---|---|---|---|
| XAU/USD | 4,254.20 | -30.00 (-0.70%) | spot gold bid; support 4,252.50; resistance 4,279.90.
[S1] 2026-09-28 08:20 Beijing Time (2026-09-27 20:20 EDT) · verified
|
| DXY | 101.04 | -0.25 (-0.25%) | delayed DXY cash index; support 100.87; resistance 101.31.
[S2] 2026-09-26 04:59 Beijing Time (2026-09-25 16:59 EDT) · verified
|
| EUR/USD | 1.1378 | -0.0013 (-0.11%) | spot FX reference quote; support 1.1377; resistance 1.1395.
[S3] 2026-09-28 06:56 Beijing Time (2026-09-27 18:56 EDT) · verified
|
| GBP/USD | 1.3230 | -0.0015 (-0.11%) | spot FX reference quote; support 1.3226; resistance 1.3249.
[S4] 2026-09-28 06:36 Beijing Time (2026-09-27 18:36 EDT) · verified
|
| AUD/USD | 0.7009 | -0.0014 (-0.20%) | spot FX reference quote; support 0.7005; resistance 0.7033.
[S5] 2026-09-28 08:03 Beijing Time (2026-09-27 20:03 EDT) · verified
|
| USD/JPY | 157.55 | +0.27 (+0.17%) | spot FX reference quote; support 157.17; resistance 157.69.
[S6] 2026-09-28 08:02 Beijing Time (2026-09-27 20:02 EDT) · verified
|
Market review
Gold was near the lower edge of its 4,252.50-4,279.90 range, while AUD/USD posted the largest decline among the major FX references. The latest H.15 shows September 24 closes of 4.87% for 2Y, 5.18% for 10Y and 5.47% for 30Y. Tonight brings the Dallas Fed manufacturing and NY Fed SCE public-policy surveys; JOLTS follows Tuesday. [S1-S7/S10]
Gold and dollar
The gold bid fell 0.70% to 4,254.20, while the latest delayed DXY reference fell 0.25% to 101.04; they are from different sessions. [S1-S2]
FX performance
EUR/USD and GBP/USD each fell 0.11%, AUD/USD fell 0.20%, and USD/JPY rose 0.17%. [S3-S6]
Market dynamics
Official yields
Latest H.15 September 24 observations: 2Y 4.87%, 10Y 5.18% and 30Y 5.47%; these are not live yields. [S7]
Upcoming calendar
Watch Dallas Fed manufacturing at 22:30 and the NY Fed SCE public-policy survey at 23:00 tonight; JOLTS follows at 22:00 Tuesday. [S10]
Upcoming calendar
Confirmed: Dallas Fed Manufacturing Survey; New York Fed SCE Public Policy Survey; U.S. JOLTS. No actuals or independently verified forecasts were available at cutoff.
Economic calendar - confirmed times only
| Beijing time | Region | Confirmed event | Status |
|---|---|---|---|
| 09-28 22:30 | US | Dallas Fed Manufacturing Survey | Time verified; pending at cutoff |
| 09-28 23:00 | US | New York Fed SCE Public Policy Survey | Time verified; pending at cutoff |
| 09-29 22:00 | US | U.S. JOLTS | Time verified; pending at cutoff |
Cross-asset verified comparison
Technical levels
Levels use only the latest verified references. Recheck live prices and spreads before acting.
| Asset | Reference | Resistance | Support | Invalidation |
|---|---|---|---|---|
| DXY | 101.04 | 101.31 | 100.87 | Below 100.87 |
| EUR/USD | 1.1378 | 1.1395 | 1.1377 | Below 1.1377 |
| GBP/USD | 1.3230 | 1.3249 | 1.3226 | Below 1.3226 |
| USD/JPY | 157.55 | 157.69 | 157.17 | Below 157.17 |
| AUD/USD | 0.7009 | 0.7033 | 0.7005 | Below 0.7005 |
| XAU/USD | 4,254.20 | 4,279.90 | 4,252.50 | Below 4,252.50 |
Released data
| U.S. Advance Durable Goods - August 2026 | New orders were virtually unchanged at $338.6 billion; excluding transportation they rose 0.3%, and excluding defense they rose 0.1%. | [S29] |
| U.S. New Residential Sales - August 2026 | New single-family home sales ran at a 684,000 annual rate, up 6.4% from July; supply was 8.5 months. | [S30] |
| U.S. International Investment Position - Q2 2026 | The U.S. net international investment position was -$22.42 trillion at end-Q2, versus -$21.27 trillion at end-Q1 (revised). | [S31] |
| Philadelphia Fed Nonmanufacturing Business Outlook Survey - September 2026 | The firm-level current general activity index rose to 0.3 from -8.2; the prices paid index increased to 37.8. | [S27] |
Conditional scenarios
| Trigger | Confirmation | Invalidation | Path |
|---|---|---|---|
| DXY above 101.31 | Gold below 4,252.50 and EUR/USD below 1.1377 | DXY below 100.87 | A firmer dollar may pressure gold and non-dollar currencies. |
| DXY below 100.87 | Gold above 4,279.90 and EUR/USD above 1.1395 | DXY back above 101.31 | A softer dollar may allow gold and non-dollar currencies to recover. |
Not a trading instruction. Confirm all triggers with live platform data.
Hot markets: charts and key ranges
Four panels cover XAU/USD, EUR/USD, GBP/USD, AUD/USD and position each reference within its verified day range; they do not depict an intraday path.
