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China data dump Monday: how are you playing AUD and JPY?

fxtrader1 · Oct 18, 2026 07:15
Monday's calendar is stacked: China Q3 GDP (consensus ~4.3% y/y), industrial production, retail sales and the NBS presser, all in one sitting.

AUD is the classic proxy, but with oil above $100 the commodity bloc isn't moving as one - CAD has its own driver now.

Anyone positioning ahead of the release, or waiting for the number? And does a GDP beat even matter for AUD/USD right now, or is this week really about follow-through from last week's US CPI?

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